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Portfolio (Quarterly) Guide ↗

Simplicity Wealth,LLC

· CIK 0001913243
13F Portfolio $1.8B AUM 748 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 102 New 399 Added 201 Reduced 54 Exited
Page 10 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UBER UBER TECHNOLOGIES INC Technology 14,911.0 $1.1M 0.06% +699.0 +4.9% $71.93 -0.2%
182 NOC NORTHROP GRUMMAN CORP Industrials 1,566.0 $1.1M 0.06% +101.0 +6.9% $682.03 -18.5%
183 IGF ISHARES TR 15,882.0 $1.1M 0.06% +2K +12.5% $67.00 +0.6%
184 PSX PHILLIPS 66 Energy 5,806.0 $1.1M 0.06% +368.0 +6.8% $182.19 -2.5%
185 TIPX SPDR SERIES TRUST 54,399.0 $1.0M 0.06% +10K +22.9% $19.19 -0.5%
186 UPS UNITED PARCEL SVCS INC Industrials 10,473.0 $1.0M 0.06% +1K +13.3% $98.38 +2.7%
187 XLI SELECT SECTOR SPDR TR 6,330.0 $1.0M 0.06% +3K +70.8% $161.73 +6.2%
188 C CITIGROUP INC Financial Services 9,005.0 $1.0M 0.06% +2K +36.0% $113.41 +10.3%
189 CGGE CAPITAL GROUP GLOBAL EQUITY 33,036.0 $1.0M 0.06% +2K +4.8% $30.50 +11.1%
190 YUM YUM BRANDS INC Consumer Cyclical 6,461.0 $1.0M 0.06% +5K +339.2% $155.49 -0.8%
191 MSI MOTOROLA SOLUTIONS INC Technology 2,304.0 $1000K 0.06% +516.0 +28.9% $433.98 -6.9%
192 LMBS FIRST TR EXCHANGE-TRADED FD 20,043.0 $998K 0.06% +5K +36.4% $49.81 -0.3%
193 SNEX STONEX GROUP INC Financial Services 12,233.0 $987K 0.06% +4K +49.7% $80.65 +39.0%
194 DBMF LITMAN GREGORY FDS TR 32,173.0 $970K 0.06% +1K +4.7% $30.15 +3.1%
195 HELO J P MORGAN EXCHANGE TRADED F 14,916.0 $953K 0.05% +3K +30.6% $63.91 +6.0%
196 MGV VANGUARD WORLD FD 6,425.0 $931K 0.05% +3K +86.6% $144.95 +8.3%
197 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 20,079.0 $927K 0.05% +674.0 +3.5% $46.19 -3.8%
198 AEP AMERICAN ELEC PWR CO INC Utilities 6,912.0 $906K 0.05% +325.0 +4.9% $131.08 +0.4%
199 RSG REPUBLIC SVCS INC Industrials 4,109.0 $900K 0.05% +157.0 +4.0% $219.04 -4.6%
200 MS MORGAN STANLEY Financial Services 5,446.0 $896K 0.05% +1K +23.6% $164.58 +22.1%
Page 10 of 20  ·  399 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 18.2%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 9.3%
Industrials 8.2%
Consumer Defensive 8.1%
Energy 4.1%
Utilities 2.0%
Real Estate 1.4%