Simplicity Wealth,LLC
Top Portfolio Positions
384 positions ·
$537,191,978 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
182,090 | $31,756,496 | 5.91% | |
| AAPL |
Apple Inc.
Technology
|
107,322 | $27,237,250 | 5.07% | |
| MSFT |
Microsoft Corp
Technology
|
53,229 | $19,703,778 | 3.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
71,266 | $14,842,569 | 2.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,662 | $11,692,764 | 2.18% | |
| AVGO |
Broadcom Inc.
Technology
|
36,579 | $11,321,566 | 2.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
19,248 | $11,012,358 | 2.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
28,730 | $10,680,377 | 1.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,400 | $10,413,264 | 1.94% | |
| ABBV |
AbbVie Inc.
Healthcare
|
42,840 | $9,317,271 | 1.73% |
Portfolio Trend
18 quarters · across all stocks
Holdings in WALD
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,126 | 16,975 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $52,059 | 27,691 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $71,468 | 36,095 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $287,002 | 117,144 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $359,544 | 119,848 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $280,571 | 77,080 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $53,605 | 14,932 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $142,044 | 21,853 | Shares | Sole | 2024-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||