Long-term investor

Simplicity Wealth,LLC @simplicitywealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001913243).

Record

  • Tracked since 2025-06-30 (472 days), 159 trades recorded
  • Returns: week n/a · month n/a · 90 days -1.3% · 6 months +0.3% · 1 year -2.5% · all -2.5%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 025072885 · 3.0% · long · since 2025-06-30
  • 025072703 · 2.4% · long · since 2025-06-30
  • 922908363 · 2.4% · long · since 2025-06-30
  • AAPL · 1.9% · long · since 2025-06-30
  • NVDA · 1.9% · long · since 2025-06-30
  • 464287200 · 1.9% · long · since 2025-06-30
  • 025072562 · 1.8% · long · since 2025-06-30
  • 78464A854 · 1.4% · long · since 2025-06-30
  • GOOGL · 1.3% · long · since 2025-06-30
  • 025072604 · 1.2% · long · since 2025-06-30
  • 025072687 · 1.2% · long · since 2025-06-30
  • 025072158 · 1.2% · long · since 2025-06-30

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