Simplicity Wealth, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's address as 475 Springfield Avenue in Summit, New Jersey, and identifies Erin McCann as the President of the firm.
The report details a portfolio consisting of 200 individual equity positions. The largest holding by number of shares is the Vanguard Index Funds S&P 500 ETF Shares, for which the firm holds 107,475 shares. The largest single stock holding is Apple Inc., with 216,914 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with holdings including the iShares Core S&P 500 ETF, the American Century ETF Trust International Equity ETF, and the iShares Core S&P 500 ETF. Major U.S. equities held include Microsoft Corporation, NVIDIA Corporation, Alphabet Inc., Amazon.com Inc., Broadcom Inc., and Costco Wholesale Corporation.
International exposure is represented by holdings such as Rio Tinto PLC, Visa Inc., and Procter & Gamble Co. The filing also lists positions in various sector-specific ETFs, including the Select Sector SPDR Trust Technology ETF, the iShares Core MSCI Emerging Markets ETF, and the iShares Core S&P Small Cap ETF.
