Position in HOOD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$997,786
-$7,410 QoQ
Shares Held
9,950
-31.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#679
of 1,380 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $21,647,220 across 8 Capital Markets names. HOOD ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
16,051 | $16,233,499 | |
| 2 | MS |
Morgan Stanley
|
6,263 | $1,309,217 | |
| 3 | HOOD |
Robinhood Markets, Inc.
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|
9,950 | $997,786 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
10,584 | $921,231 | |
| 5 | SNEX |
StoneX Group Inc.
|
11,322 | $894,438 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,935 | $545,050 | |
| 7 | SCHW |
Schwab Charles Corp
|
5,862 | $540,886 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,275 | $205,113 |
All Filings in HOOD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,786 | 9,950 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,005,196 | 14,505 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,820,118 | 16,093 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,631,218 | 18,377 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $613,089 | 6,548 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,238,906 | 53,794 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||