Simplicity Wealth,LLC

SUMMIT, NJ · CIK 1913243 · 13F filing filed 2026-08-06

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$4.3bn
Staff424 · 190 in investment roles
Main clients (by assets)Other advisers 59%, Individuals 25%, High net worth individuals 15%
Websitetaylorwealthandinsurance.com
Form ADV · 2026-07-08SEC adviser record

Others nearbySummit, NJ, Minneapolis, MN, San Diego, CA, Lincolnshire, IL, Boston, MA, Clearwater, FL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Summit, NJ (main office)United States	United States
Minneapolis, MNUnited States	United States	36
San Diego, CAUnited States	United States	10
Lincolnshire, ILUnited States	United States	6
Boston, MAUnited States	United States	3
Clearwater, FLUnited States	United States	3
Berkeley Heights, NJUnited States	United States	2
Brookhaven, GAUnited States	United States	2
Cream Ridge, NJUnited States	United States	2
Fayetteville, ARUnited States	United States	2
Grand Rapids, MIUnited States	United States	2
Lake Oswego, ORUnited States	United States	2

15 more cities

Lewis Center, OHUnited States	United States	2
Mcallen, TXUnited States	United States	2
Ocala, FLUnited States	United States	2
Pine Brook, NJUnited States	United States	2
Scottsdale, AZUnited States	United States	2
Twin Falls, IDUnited States	United States	2
Albuquerque, NMUnited States	United States	1
Farmers Branch, TXUnited States	United States	1
Gig Harbor, WAUnited States	United States	1
Medina, MNUnited States	United States	1
Melbourne, FLUnited States	United States	1
Olympia, WAUnited States	United States	1
Palm Beach, FLUnited States	United States	1
Venture, CAUnited States	United States	1
Walnut Creek, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$3.0bn reported value +67.9% vs Q1 2026

1,022positions

19.1%in top 10

309 new 521 added 181 reduced 35 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	702,241	$89.9m3.04%	3.04%	Added +12.4k	+12,413 1.8%
2	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	795,696	$71.0m2.40%	2.40%	Added +147.9k	+147,874 22.8%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	102,799	$70.6m2.38%	2.38%	Added +6.0k	+6,008 6.2%
4	APPLE INC COM AAPL	AAPL	197,173	$57.1m1.93%	1.93%	Added +89.9k	+89,851 83.7%
5	NVIDIA CORPORATION COM NVDA	NVDA	276,909	$55.4m1.87%	1.87%	Added +94.8k	+94,819 52.1%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	73,317	$54.9m1.85%	1.85%	Added +20.6k	+20,551 39.0%
7	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	1,283,956	$53.2m1.79%	1.79%	Added +71.5k	+71,486 5.9%
8	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	461,034	$40.5m1.37%	1.37%	Added +46.4k	+46,393 11.2%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	108,957	$38.9m1.31%	1.31%	Added +68.3k	+68,295 168.0%
10	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	358,301	$34.6m1.17%	1.17%	Added +73.6k	+73,619 25.9%
11	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	741,461	$34.5m1.17%	1.17%	Added +9.8k	+9,778 1.3%
12	AMERICAN CENTY ETF TR AVANTIS US LARG AVLC	AVLC	380,366	$34.2m1.15%	1.15%	Added +8.9k	+8,945 2.4%
13	MICROSOFT CORP COM MSFT	MSFT	85,761	$32.0m1.08%	1.08%	Added +32.5k	+32,532 61.1%
14	CATERPILLAR INC COM CAT	CAT	27,639	$29.4m0.99%	0.99%	Added +23.6k	+23,563 578.1%
15	BROADCOM INC COM AVGO	AVGO	72,395	$27.3m0.92%	0.92%	Added +35.8k	+35,816 97.9%
16	AMAZON COM INC COM AMZN	AMZN	111,492	$26.6m0.90%	0.90%	Added +40.2k	+40,226 56.4%
17	ISHARES TR 20 YR TR BD ETF TLT	TLT	287,153	$24.8m0.84%	0.84%	Added +4.2k	+4,241 1.5%
18	STERLING CAP FDS NATIONAL MUNI BD SCNM	SCNM	973,736	$24.5m0.83%	0.83%	Added +939.3k	+939,321 2729.4%
19	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	479,774	$24.2m0.82%	0.82%	Added +228.4k	+228,365 90.8%
20	COSTCO WHSL CORP NEW COM COST	COST	24,449	$22.9m0.77%	0.77%	Added +15.1k	+15,117 162.0%
21	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	487,697	$21.6m0.73%	0.73%	Added +43.1k	+43,104 9.7%
22	TESLA INC COM TSLA	TSLA	51,056	$21.5m0.72%	0.72%	Added +22.3k	+22,326 77.7%
23	WALMART INC COM WMT	WMT	184,119	$20.9m0.70%	0.70%	Added +134.6k	+134,621 272.0%
24	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	173,137	$20.6m0.70%	0.70%	Added +147.3k	+147,285 569.7%
25	ABBVIE INC COM ABBV	ABBV	81,682	$20.6m0.69%	0.69%	Added +38.8k	+38,842 90.7%
26	ISHARES INC CORE MSCI EMKT IEMG	IEMG	244,727	$20.3m0.68%	0.68%	Reduced -19.0k	-18,955 -7.2%
27	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	290,863	$19.8m0.67%	0.67%	Added +163.8k	+163,839 129.0%
28	ISHARES TR RUS TP200 GR ETF IWY	IWY	65,838	$19.1m0.65%	0.65%	Added +1.7k	+1,700 2.6%
29	ISHARES TR CORE TOTAL USD IUSB	IUSB	400,169	$18.5m0.62%	0.62%	Added +126.2k	+126,182 46.0%
30	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	301,939	$18.4m0.62%	0.62%	Added +254.4k	+254,375 534.8%
31	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	24,680	$18.2m0.61%	0.61%	Added +15.4k	+15,362 164.9%
32	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	142,111	$17.7m0.60%	0.60%	Added +10.3k	+10,282 7.8%
33	RTX CORPORATION COM RTX	RTX	93,099	$17.7m0.60%	0.60%	Added +72.5k	+72,496 351.9%
34	JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP JHML	JHML	195,142	$17.4m0.59%	0.59%	Added +26.7k	+26,734 15.9%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	47,833	$16.9m0.57%	0.57%	Added +15.0k	+15,021 45.8%
36	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	498,343	$16.9m0.57%	0.57%	Added +106.7k	+106,718 27.2%
37	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	224,294	$16.4m0.56%	0.56%	Added +6.3k	+6,346 2.9%
38	GOLDMAN SACHS GROUP INC COM GS	GS	16,051	$16.2m0.55%	0.55%	Added +13.9k	+13,867 634.9%
39	JPMORGAN CHASE & CO COM JPM	JPM	49,181	$16.1m0.54%	0.54%	Added +13.8k	+13,781 38.9%
40	JOHN HANCOCK EXCHANGE TRADED MULTI INTL ETF JHMD	JHMD	361,672	$16.1m0.54%	0.54%	Added +45.0k	+44,989 14.2%
41	CAPITOL SER TR STERLING CAP ENH STERLING CAP ENH		639,079	$16.0m0.54%	0.54%	New
42	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	83,069	$15.8m0.53%	0.53%	Added +50.6k	+50,624 156.0%
43	ADVANCED MICRO DEVICES INC COM AMD	AMD	26,737	$15.5m0.52%	0.52%	Reduced -6.1k	-6,144 -18.7%
44	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	290,108	$15.1m0.51%	0.51%	Added +38.1k	+38,134 15.1%
45	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	319,712	$14.9m0.50%	0.50%	Added +22.5k	+22,506 7.6%
46	META PLATFORMS INC CL A META	META	25,554	$14.4m0.49%	0.49%	Added +6.3k	+6,306 32.8%
47	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	20,058	$14.2m0.48%	0.48%	Added +13.6k	+13,551 208.2%
48	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	546,014	$13.9m0.47%	0.47%	Added +15.1k	+15,076 2.8%
49	CHEVRON CORP NEW COM CVX	CVX	82,222	$13.6m0.46%	0.46%	Added +53.0k	+53,047 181.8%
50	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	86,122	$13.6m0.46%	0.46%	Added +22.5k	+22,489 35.3%
51	JOHNSON & JOHNSON COM JNJ	JNJ	53,196	$13.5m0.46%	0.46%	Added +21.8k	+21,844 69.7%
52	LAM RESEARCH CORP COM NEW LRCX	LRCX	31,158	$13.5m0.46%	0.46%	Reduced -388	-388 -1.2%
53	UNITEDHEALTH GROUP INC COM UNH	UNH	31,667	$13.2m0.44%	0.44%	Added +19.3k	+19,330 156.7%
54	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	266,917	$13.2m0.44%	0.44%	Added +225.2k	+225,208 540.0%
55	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	348,047	$12.8m0.43%	0.43%	New
56	AMERICAN EXPRESS CO COM AXP	AXP	37,462	$12.7m0.43%	0.43%	Added +35.3k	+35,291 1625.6%
57	VERIZON COMMUNICATIONS INC COM VZ	VZ	296,339	$12.5m0.42%	0.42%	Added +213.7k	+213,722 258.7%
58	EXXON MOBIL CORP COM XOM	XOM	90,679	$12.4m0.42%	0.42%	Added +40.5k	+40,523 80.8%
59	ISHARES TR RUS TP200 VL ETF IWX	IWX	116,634	$12.3m0.41%	0.41%	Added +8.3k	+8,300 7.7%
60	ISHARES TR S&P 500 GRWT ETF IVW	IVW	88,877	$12.2m0.41%	0.41%	Added +17.7k	+17,656 24.8%
61	ELI LILLY & CO COM LLY	LLY	9,693	$11.6m0.39%	0.39%	Added +2.0k	+2,019 26.3%
62	SIMON PPTY GROUP INC NEW COM SPG	SPG	51,964	$11.6m0.39%	0.39%	Added +49.7k	+49,702 2197.3%
63	CISCO SYS INC COM CSCO	CSCO	95,826	$11.3m0.38%	0.38%	Added +27.0k	+26,951 39.1%
64	CITIGROUP INC COM NEW C	C	86,109	$11.1m0.37%	0.37%	Added +77.1k	+77,104 856.2%
65	ISHARES TR EAFE GRWTH ETF EFG	EFG	86,566	$10.8m0.36%	0.36%	Added +6.9k	+6,936 8.7%
66	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	195,021	$10.4m0.35%	0.35%	Added +188.5k	+188,505 2893.0%
67	INNOVATOR ETFS TRUST NASDAQ 100 MANA QFLR	QFLR	277,136	$10.1m0.34%	0.34%	Reduced -2.8k	-2,830 -1.0%
68	COLUMBIA ETF TR I SHORT DURATION SBND	SBND	521,467	$9.8m0.33%	0.33%	New
69	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	185,837	$9.6m0.32%	0.32%	Added +60.5k	+60,469 48.2%
70	ISHARES TR EAFE VALUE ETF EFV	EFV	125,349	$9.6m0.32%	0.32%	Reduced -40.2k	-40,250 -24.3%
71	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	319,453	$9.5m0.32%	0.32%	Added +37	+37 0.0%
72	PROCTER AND GAMBLE CO COM PG	PG	64,292	$9.4m0.32%	0.32%	Added +11.5k	+11,497 21.8%
73	ISHARES TR S&P 500 VAL ETF IVE	IVE	41,182	$9.4m0.32%	0.32%	Added +1.1k	+1,065 2.6%
74	MICRON TECHNOLOGY INC COM MU	MU	8,100	$9.3m0.32%	0.32%	Added +3.1k	+3,125 62.8%
75	HALLIBURTON CO COM HAL	HAL	260,700	$8.9m0.30%	0.30%	Added +255.3k	+255,286 4715.3%
76	ISHARES TR NATIONAL MUN ETF MUB	MUB	80,728	$8.7m0.29%	0.29%	Reduced -535	-535 -0.7%
77	ISHARES TR USD INV GRDE ETF USIG	USIG	169,089	$8.7m0.29%	0.29%	Added +9.2k	+9,212 5.8%
78	ISHARES TR CORE MSCI INTL IDEV	IDEV	97,096	$8.6m0.29%	0.29%	Reduced -5.5k	-5,451 -5.3%
79	VISA INC COM CL A V	V	24,936	$8.6m0.29%	0.29%	Added +5.5k	+5,453 28.0%
80	ISHARES TR CORE US AGGBD ET AGG	AGG	86,237	$8.5m0.29%	0.29%	Added +33.1k	+33,128 62.4%
81	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	157,489	$8.4m0.28%	0.28%	Added +88.0k	+87,983 126.6%
82	ABRDN FDS EMERGING MKTS DI AGEM	AGEM	170,066	$8.4m0.28%	0.28%	Reduced -13.1k	-13,127 -7.2%
83	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	29,704	$8.4m0.28%	0.28%	Added +12.2k	+12,161 69.3%
84	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	16,545	$8.3m0.28%	0.28%	Added +3.0k	+2,974 21.9%
85	CALAMOS ETF TR AUTOCALLABLE INC CAIE	CAIE	303,648	$8.3m0.28%	0.28%	Added +276.6k	+276,627 1023.8%
86	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	135,229	$8.2m0.28%	0.28%	New
87	DEERE & CO COM DE	DE	12,797	$8.1m0.27%	0.27%	Added +10.7k	+10,735 520.6%
88	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	176,424	$8.1m0.27%	0.27%	New
89	ETF OPPORTUNITIES TRUST WEALTHTRUST DBS WLTG	WLTG	210,886	$7.9m0.27%	0.27%	Added +13.3k	+13,305 6.7%
90	TJX COS INC NEW COM TJX	TJX	50,002	$7.6m0.26%	0.26%	Added +45.3k	+45,332 970.7%
91	NETFLIX INC COM NFLX	NFLX	104,267	$7.4m0.25%	0.25%	Added +43.5k	+43,465 71.5%
92	ORACLE CORP COM ORCL	ORCL	50,546	$7.4m0.25%	0.25%	Added +21.1k	+21,075 71.5%
93	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	98,814	$7.4m0.25%	0.25%	Added +11.7k	+11,687 13.4%
94	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	168,894	$7.3m0.25%	0.25%	Added +24.8k	+24,786 17.2%
95	VICTORY PORTFOLIOS II CORE INTERMEDIAT UITB	UITB	155,031	$7.3m0.25%	0.25%	New
96	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	119,626	$7.1m0.24%	0.24%	Reduced -6.6k	-6,580 -5.2%
97	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	105,659	$7.1m0.24%	0.24%	Added +41.8k	+41,816 65.5%
98	ISHARES TR CORE S&P SCP ETF IJR	IJR	46,759	$6.9m0.23%	0.23%	Added +10.6k	+10,602 29.3%
99	COCA COLA CO COM KO	KO	84,473	$6.9m0.23%	0.23%	Added +15.2k	+15,186 21.9%
100	JOHN HANCOCK EXCHANGE TRADED MULTFCTR EMRNG JHEM	JHEM	170,527	$6.9m0.23%	0.23%	Added +11.9k	+11,941 7.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PROSHARES TR PSQ	PSQ	39,410	$1.3m39.4k shares
HONEYWELL INTL INC		2,534	$1.1m2.5k shares
ABRDN ETFS BCI	BCI	20,857	$506.6k20.9k shares
ETFIS SER TR I PFFA	PFFA	22,784	$463.9k22.8k shares
ACUSHNET HLDGS CORP GOLF	GOLF	4,226	$395.0k4.2k shares
VANGUARD ADMIRAL FDS INC VIOV	VIOV	3,735	$380.0k3.7k shares
CARNIVAL CORP		14,354	$371.5k14.4k shares
REAVES UTIL INCOME FD UTG	UTG	9,379	$368.4k9.4k shares
INTERCONTINENTAL EXCHANGE IN ICE	ICE	1,941	$305.3k1.9k shares
ROYCE SMALL CAP TRUST INC RVT	RVT	17,757	$294.8k17.8k shares
GRANITESHARES PLATINUM TR PLTM	PLTM	15,381	$290.9k15.4k shares
FIGMA INC FIG	FIG	13,732	$290.3k13.7k shares
APTIV PLC APTV	APTV	4,163	$289.1k4.2k shares
EATON VANCE TAX ADVT DIV INC XEVTX	XEVTX	11,468	$281.5k11.5k shares
PROSHARES TR SH	SH	7,408	$281.0k7.4k shares
BELDEN INC BDC	BDC	2,420	$277.9k2.4k shares
SCHWAB STRATEGIC TR SMBS	SMBS	10,747	$274.6k10.7k shares
ETFS GOLD TR SGOL	SGOL	6,015	$268.4k6.0k shares
LIBERTY ALL STAR EQUITY FD USA	USA	45,817	$254.3k45.8k shares
ISHARES INC EEMA	EEMA	2,631	$251.9k2.6k shares
DIMENSIONAL ETF TRUST DFEV	DFEV	6,836	$244.6k6.8k shares
ENTERPRISE PRODS PARTNERS L EPD	EPD	6,369	$241.0k6.4k shares
NASDAQ INC NDAQ	NDAQ	2,796	$237.4k2.8k shares
TRIMBLE INC TRMB	TRMB	3,547	$231.4k3.5k shares
AMCOR PLC AMCR	AMCR	5,728	$227.7k5.7k shares