Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

SEIC holding history

SEI Investments Co in every 13F filed by Simplicity Wealth,LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SEIC overview All 13F holders of SEIC Full Q2 2026 holdings

Shares (Q2 2026): 6,410
Value: $562.2K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of SEIC by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,410	$562.2K	<0.1%	+2,708+73.1%	Added	Holders
Q1 2026	3,702	$290.5K	<0.1%	+870+30.7%	Added	Holders
Q4 2025	2,832	$232.3K	<0.1%	+357+14.4%	Added	Holders
Q3 2025	2,475	$210.0K	<0.1%	+2,475	New	Holders