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ERIN MCCANN

Simplicity Wealth,llc

Assets Managed
$1.765B
Holdings
748
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
5.23%(2Q avg: 1.17%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Simplicity Wealth,llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 748 positions.

Assets under management

The assets under management (AUM) of Simplicity Wealth,llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.765B in assets, with a quarterly growth rate of 5.23% and a 2-quarter average growth rate of 1.17%. The portfolio is managed by ERIN MCCANN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -1.3%
4.35%
$76.695M
689,828 shares@ $111.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.84%
3.28%
$57.838M
96,791 shares@ $597.56 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 5.16%
3.12%
$54.961M
647,822 shares@ $84.84 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 4.49%
2.86%
$50.366M
1.212M shares@ $41.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 20.66%
1.96%
$34.467M
52,766 shares@ $653.21 avg price
AVSF
Avantis Short-term Fixed Inc
Recent Activity
Increased 9.85%
1.95%
$34.243M
731,683 shares@ $46.81 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.61%
1.8%
$31.757M
182,090 shares@ $174.41 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 22.75%
1.8%
$31.737M
414,641 shares@ $76.54 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Decreased -0.7%
1.64%
$28.804M
371,421 shares@ $77.55 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.91%
1.55%
$27.237M
107,322 shares@ $253.79 avg price

1-10 of 748