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

$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