Simplicity-Wealthllc

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "OCUL",
  null,
  "ALAB",
  null,
  "FPI",
  "HOOD",
  "GDX",
  null,
  "NLY",
  "AKAM",
  null,
  "ARM",
  null,
  "FNDF",
  "ACN",
  "MMM",
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  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  null,
  "GOOGL",
  "VDE",
  null,
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  "AXP",
  null,
  "AFRM",
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  null,
  "ASML",
  "T",
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  null,
  "CAT",
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  "AVGO",
  "APP",
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  "CMI",
  null,
  null,
  null,
  "DUK",
  null,
  null,
  "MARA",
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  null,
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  null,
  null,
  "SAND",
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  null,
  null,
  "EXPD",
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  null,
  null,
  null,
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  null,
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  "GILD",
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  "GIS",
  "HON",
  "BITB",
  "HD",
  null,
  null,
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  null,
  null,
  null,
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  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "UNP",
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  null,
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  null,
  null,
  "EMXC",
  null,
  null,
  "ITW",
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  "EMR",
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  null,
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  "ICE",
  null,
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  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  "MNTK",
  "HEFA",
  null,
  "NAT",
  null,
  "IVW",
  "IJH",
  null,
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  null,
  "SES",
  "TDUP",
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  null,
  null,
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  "UGP",
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  "EGY",
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  "KMI",
  null,
  "IWS",
  "LIN",
  null,
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  null,
  "MA",
  "MDT",
  null,
  null,
  "MSFT",
  "CORZ",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "FIS",
  "GE",
  "NTRS",
  "HIG",
  "NVS",
  null,
  null,
  null,
  null,
  "ORLY",
  "AMP",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  null,
  null,
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMGN",
  null,
  "MSTR",
  "REGN",
  null,
  "RELY",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SOC",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "STLD",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "PNFP",
  "RAPT",
  "ARR",
  "MET",
  "VXF",
  "AGNC",
  "VV",
  "RCL",
  "SNEX",
  "VOE",
  "SCHW",
  "MNST",
  "LXRX",
  null,
  null,
  null,
  "VWO",
  "LKQ",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  "LPX",
  null,
  null,
  "TWO",
  null,
  null,
  "VCIT",
  null,
  null,
  "EXP",
  "VIG",
  "NVTS",
  "MRVI",
  "TTE",
  null,
  "TSCO",
  "ANIX",
  "IWN",
  "GDDY",
  "SNY",
  "IEF",
  "GGG",
  null,
  "TSM",
  "LRN",
  null,
  null,
  null,
  "VYM",
  "DD",
  "VRTX",
  null,
  "GPK",
  null,
  "ADSK",
  "AON",
  null,
  "AFL",
  "APH",
  "AMD",
  "SDY",
  "F",
  "WM",
  "IWP",
  "IWR",
  "IR",
  "AEP",
  "FBK",
  "IAUX",
  "GLDG",
  "JRVR",
  "INSG",
  "IRWD",
  "NVO",
  "AMZN",
  null,
  null,
  null,
  null,
  "IVE",
  "HCA",
  null,
  null,
  "CEF",
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  null,
  null,
  "VXUS",
  "VOOG",
  "VIOG",
  "VGLT",
  "VTWO",
  null,
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VERU",
  "VTYX",
  "VTV",
  "V",
  "COCO",
  "WALD",
  "WMT",
  null,
  "WFC",
  "WTFC",
  "WMB",
  null,
  null,
  "WDAY",
  null,
  null,
  null,
  null,
  "DY",
  "OSUR",
  "NOG",
  "SCHD",
  "SOFI",
  "DVY",
  "SCHG",
  "SCHF",
  "SCHA",
  "KEX",
  "KNX",
  "MSCI",
  null,
  "MFC",
  "SO",
  null,
  "PSX",
  "CRM",
  "RDDT",
  "SYY",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "ZM",
  "DGRO",
  null,
  null,
  "SPYV",
  null,
  "GWW",
  "UPST",
  "ESGU",
  null,
  "SYF",
  null,
  "EG",
  "PAYC",
  null,
  null,
  "ADP",
  "AZO",
  "AXTA",
  "BAC",
  "BBD",
  "BCS",
  "BK",
  null,
  "BRK-B",
  null,
  null,
  "BA",
  "BAH",
  "BMY",
  "BR",
  "CCL",
  "CBRE",
  "SAVA",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "CFG",
  "CLH",
  "C",
  "CLX",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CMPX",
  "ROAD",
  "ED",
  "CTRA",
  "COST",
  "CRCT",
  "CRWD",
  "DDOG",
  "DE",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DOCU",
  "RSP",
  null,
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 561
Total Value: 1286261909
Accession Number: 0001062993-25-007473
Form Type: 13F-HR
CIK: simplicity-wealthllc
Manager Name: Simplicity-Wealthllc

Data Enrichment

62% identified

346 identified215 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

561 positions • $1,286,261.909K total value

561 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 14 of 29

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78464A672

Shares:34.2K

Value:$976.4K

CUMMINS INC

CMI|231021106

Shares:3.1K

Value:$963.9K

921937827

BSV|921937827

Shares:12.2K

Value:$953.5K

921908844

VIG|921908844

Shares:4.8K

Value:$939.3K

81369Y506

Shares:9.9K

Value:$924.5K

AMPHENOL CORP /DE/

APH|032095101

Shares:14.1K

Value:$922.5K

Core Scientific, Inc./tx

CORZ|21874A106

Shares:126.0K

Value:$912.4K

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:8.5K

Value:$905.3K

Zoom Communications, Inc.

ZM|98980L101

Shares:12.0K

Value:$883.7K

Duke Energy CORP

DUK|26441C204

Shares:7.2K

Value:$882.8K

47804J834

Shares:32.9K

Value:$876.7K

Astera Labs, Inc.

ALAB|04626A103

Shares:14.4K

Value:$858.6K

GRACO INC

GGG|384109104

Shares:10.1K

Value:$840.4K

45783Y681

Shares:31.1K

Value:$839.6K

46434V621

DGRO|46434V621

Shares:13.6K

Value:$839.6K

464288661

Shares:7.1K

Value:$839.1K

W.W. GRAINGER, INC.

GWW|384802104

Shares:849

Value:$839.0K

46435G474

Shares:30.8K

Value:$824.9K

25434V765

Shares:30.5K

Value:$820.9K

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:10.0K

Value:$805.0K

Instrument	Shares		Other Manager	Value
(cusip78464A672)✕	34.2K	QoQ +213.81% (+23.3K) YoY +29.48% (+7.8K)	All Managers (Combined)	$976.4K	QoQ +221.69% (+$672.9K) YoY +31.32% (+$232.9K)
CUMMINS INC(CMIcusip231021106)	3.1K	QoQ NEW(+3.1K) YoY -73.15% (-8.4K)	All Managers (Combined)	$963.9K	QoQ NEW(+$963.9K) YoY -71.44% (-$2.4M)
(BSVcusip921937827)	12.2K	QoQ 0.00% (+0) YoY -87.38% (-84.4K)	All Managers (Combined)	$953.5K	QoQ +1.30% (+$12.3K) YoY -87.12% (-$6.5M)
(VIGcusip921908844)	4.8K	QoQ +50.88% (+1.6K) YoY -92.08% (-56.3K)	All Managers (Combined)	$939.3K	QoQ +49.47% (+$310.9K) YoY -91.59% (-$10.2M)
(cusip81369Y506)✕	9.9K	QoQ NEW(+9.9K) YoY -78.53% (-36.2K)	All Managers (Combined)	$924.5K	QoQ NEW(+$924.5K) YoY -78.74% (-$3.4M)
AMPHENOL CORP /DE/(APHcusip032095101)	14.1K	QoQ NEW(+14.1K) YoY -40.30% (-9.5K)	All Managers (Combined)	$922.5K	QoQ NEW(+$922.5K) YoY -66.05% (-$1.8M)
Core Scientific, Inc./tx(CORZcusip21874A106)	126.0K	QoQ NEW(+126.0K) YoY NEW(+126.0K)	All Managers (Combined)	$912.4K	QoQ NEW(+$912.4K) YoY NEW(+$912.4K)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	8.5K	QoQ -1.52% (-132) YoY +43.91% (+2.6K)	All Managers (Combined)	$905.3K	QoQ -8.70% (-$86.4K) YoY +77.70% (+$395.9K)
Zoom Communications, Inc.(ZMcusip98980L101)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$883.7K	QoQ NEW(+$883.7K) YoY NEW(+$883.7K)
Duke Energy CORP(DUKcusip26441C204)	7.2K	QoQ +160.92% (+4.5K) YoY -66.56% (-14.4K)	All Managers (Combined)	$882.8K	QoQ +195.36% (+$583.9K) YoY -57.83% (-$1.2M)
(cusip47804J834)✕	32.9K	QoQ NEW(+32.9K) YoY NEW(+32.9K)	All Managers (Combined)	$876.7K	QoQ NEW(+$876.7K) YoY NEW(+$876.7K)
Astera Labs, Inc.(ALABcusip04626A103)	14.4K	QoQ NEW(+14.4K) YoY NEW(+14.4K)	All Managers (Combined)	$858.6K	QoQ NEW(+$858.6K) YoY NEW(+$858.6K)
GRACO INC(GGGcusip384109104)	10.1K	QoQ +0.49% (-50) YoY -54.35% (-12.0K)	All Managers (Combined)	$840.4K	QoQ -0.43% (-$3.6K) YoY -59.21% (-$1.2M)
(cusip45783Y681)✕	31.1K	QoQ NEW(+31.1K) YoY NEW(+31.1K)	All Managers (Combined)	$839.6K	QoQ NEW(+$839.6K) YoY NEW(+$839.6K)
(DGROcusip46434V621)	13.6K	QoQ +50.23% (+4.5K) YoY -8.67% (-1.3K)	All Managers (Combined)	$839.6K	QoQ +51.30% (+$284.7K) YoY -2.82% (-$24.4K)
(cusip464288661)✕	7.1K	QoQ NEW(+7.1K) YoY -20.40% (-1.8K)	All Managers (Combined)	$839.1K	QoQ NEW(+$839.1K) YoY -18.81% (-$194.4K)
W.W. GRAINGER, INC.(GWWcusip384802104)	849	QoQ NEW(+849) YoY -54.33% (-1.0K)	All Managers (Combined)	$839.0K	QoQ NEW(+$839.0K) YoY -55.63% (-$1.1M)
(cusip46435G474)✕	30.8K	QoQ NEW(+30.8K) YoY NEW(+30.8K)	All Managers (Combined)	$824.9K	QoQ NEW(+$824.9K) YoY NEW(+$824.9K)
(cusip25434V765)✕	30.5K	QoQ NEW(+30.5K) YoY NEW(+30.5K)	All Managers (Combined)	$820.9K	QoQ NEW(+$820.9K) YoY NEW(+$820.9K)
AKAMAI TECHNOLOGIES INC(AKAMcusip00971T101)	10.0K	QoQ -11.44% (-1.3K) YoY -21.11% (-2.7K)	All Managers (Combined)	$805.0K	QoQ -25.46% (-$275.1K) YoY -41.61% (-$573.8K)