SIMPLICITY WEALTH,LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 32K | $7.75M |
 | JNJ | 31K | $5.69M |
 | ABBV | 30K | $7.00M |
 | LRCX | 30K | $4.04M |
 | AVGO | 30K | $9.92M |
 | SAND | 30K | $375.60K |
 | AFRM | 29K | $2.12M |
 | TSLA | 29K | $12.85M |
 | CMCSA | 29K | $904.99K |
 | UPST | 28K | $1.42M |
 | TNGX | 27K | $226.47K |
 | SYF | 25K | $1.79M |
 | FPI | 25K | $272.00K |
 | NAT | 25K | $78.50K |
 | SHOP | 24K | $3.62M |
 | CVX | 24K | $3.74M |
 | RTX | 24K | $4.03M |
 | AMCR | 24K | $194.94K |
 | DIS | 23K | $2.61M |
 | META | 22K | $16.40M |
Alphabet Inc.
GOOG
Shares Held
32K
Value
$7.75M
Johnson & Johnson
JNJ
Shares Held
31K
Value
$5.69M
AbbVie Inc.
ABBV
Shares Held
30K
Value
$7.00M
Lam Research Corporation
LRCX
Shares Held
30K
Value
$4.04M
Broadcom Inc.
AVGO
Shares Held
30K
Value
$9.92M
Sandstorm Gold Ltd.
SAND
Shares Held
30K
Value
$375.60K
Affirm Holdings, Inc.
AFRM
Shares Held
29K
Value
$2.12M
Tesla, Inc.
TSLA
Shares Held
29K
Value
$12.85M
Comcast Corporation
CMCSA
Shares Held
29K
Value
$904.99K
Upstart Holdings, Inc.
UPST
Shares Held
28K
Value
$1.42M
Tango Therapeutics, Inc.
TNGX
Shares Held
27K
Value
$226.47K
Synchrony Financial
SYF
Shares Held
25K
Value
$1.79M
Farmland Partners Inc.
FPI
Shares Held
25K
Value
$272.00K
Nordic American Tankers Limited
NAT
Shares Held
25K
Value
$78.50K
Shopify Inc.
SHOP
Shares Held
24K
Value
$3.62M
Chevron Corporation
CVX
Shares Held
24K
Value
$3.74M
RTX Corporation
RTX
Shares Held
24K
Value
$4.03M
Amcor plc
AMCR
Shares Held
24K
Value
$194.94K
The Walt Disney Company
DIS
Shares Held
23K
Value
$2.61M
Meta Platforms, Inc.
META
Shares Held
22K
Value
$16.40M