Simplicity Wealth cuts Nvidia stake 19.7%

Simplicity Wealth LLC disclosed a smaller Nvidia position in its latest reported quarter, according to a Form 13F filing tied to the period ended Dec. 31, 2025. MarketBeat reported on May 23 that the wealth manager reduced its stake in Nvidia by 19.7% during the fourth quarter. The filing showed Simplicity held 177,465 shares after selling 43,514 shares in the period. (marketbeat.com) GuruFocus separately reported the remaining stake was worth about $33.1 million at the time of the filing. The disclosure is a snapshot of holdings, not a real-time trading record. Form 13F reports are filed by larger institutional investment managers and are published on a delayed basis through the Securities and Exchange Commission. (sec.gov) SEC materials describe the filings as a public record of reportable equity holdings by qualifying managers. ### What exactly did Simplicity Wealth report? MarketBeat said Simplicity Wealth cut its Nvidia position by 19.7% in the fourth quarter. The same report said the firm ended the period with 177,465 shares after selling 43,514 shares. GuruFocus described the same move as a 19.69% reduction and said the remaining Nvidia stake was valued at roughly $33,097,310 in the latest 13F filing. (marketbeat.com) The small difference in percentage reflects rounding, not a separate transaction. ### Which filing period does this cover? The relevant quarter ended on Dec. 31, 2025. (sec.gov) A filing tracker at 13f.info lists Simplicity Wealth’s Q4 2025 Form 13F-HR as filed on Jan. 30, 2026, under filing ID 000106299326000496. That timing matters because 13F data does not show whether a manager later rebuilt, trimmed or exited a position after quarter-end. The SEC’s 13F data page says the reports are quarterly holdings disclosures extracted from EDGAR submissions. (marketbeat.com) ### Is Nvidia still a meaningful holding for Simplicity? 13f.info lists Nvidia among Simplicity Wealth’s top holdings for Q4 2025, alongside funds such as AVUS, VOO, AVDE and AVIG. (gurufocus.com) That indicates Nvidia remained a notable position in the portfolio even after the reduction. The same filing tracker said Simplicity Wealth reported 700 holdings with a total portfolio value of about $1.68 billion for Q4 2025. (13f.info) In that context, the Nvidia position was one disclosed piece of a much broader portfolio. ### Does this tell investors what Simplicity thinks now? The SEC’s framework limits what can be inferred from a single 13F report. Form 13F shows certain long U.S. equity holdings at quarter-end, but it does not include the manager’s full investment picture, such as intra-quarter trades, cash, many foreign securities, or some hedges and short positions. (sec.gov) Because the report covers holdings as of Dec. 31, 2025, it should be read as a historical disclosure rather than a current-position statement. (13f.info) Any change after that date would show up only in a later filing. ### When is the next paper trail? 13f.info lists Simplicity Wealth’s subsequent Form 13F-HR for Q1 2026 as filed on April 30, 2026. (13f.info) The SEC’s 13F data page shows quarterly filings continue to be added to its public dataset, which is where investors can track later disclosures from the firm. For this story, the key dated record remains the Q4 2025 filing submitted on Jan. 30, 2026, covering holdings as of Dec. 31, 2025, including Simplicity Wealth’s 177,465 Nvidia shares. (sec.gov) (13f.info)