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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 11 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CRM SALESFORCE INC Technology 4,707.0 $879K 0.05% +894.0 +23.4% $186.65 -3.5%
202 MCO MOODYS CORP Financial Services 1,996.0 $871K 0.05% +89.0 +4.7% $436.27 +2.9%
203 SYF SYNCHRONY FINANCIAL Financial Services 12,783.0 $870K 0.05% +2K +13.6% $68.02 +5.6%
204 KLAC KLA CORP Technology 584.0 $860K 0.05% +110.0 +23.2% $1472.03 +28.3%
205 SYY SYSCO CORP Consumer Defensive 12,010.0 $857K 0.05% +491.0 +4.3% $71.33 +7.0%
206 SHEL SHELL PLC Energy 9,189.0 $855K 0.05% +88.0 +1.0% $93.00 -7.8%
207 INTC INTEL CORP Technology 19,357.0 $854K 0.05% +4K +26.2% $44.13 +171.6%
208 FBK FB FINL CORP Financial Services 16,197.0 $841K 0.05% +190.0 +1.2% $51.94 +1.4%
209 ICLO INVESCO ACTIVELY MANAGED EXC 32,787.0 $836K 0.05% +11K +52.3% $25.51 -0.0%
210 NVS NOVARTIS AG Healthcare 5,440.0 $831K 0.05% +303.0 +5.9% $152.74 -0.5%
211 SO SOUTHERN CO Utilities 8,507.0 $821K 0.05% +318.0 +3.9% $96.52 -2.0%
212 NKE NIKE INC Consumer Cyclical 15,294.0 $808K 0.05% +2K +13.2% $52.82 -15.4%
213 BK BANK NEW YORK MELLON CORP Financial Services 6,784.0 $805K 0.05% +154.0 +2.3% $118.64 +17.3%
214 IBB ISHARES TR 4,666.0 $788K 0.04% +434.0 +10.3% $168.85 -0.0%
215 QUIZ ZACKS TRUST 29,218.0 $788K 0.04% +385.0 +1.3% $26.96 +7.5%
216 IGM ISHARES TR 6,644.0 $787K 0.04% +635.0 +10.6% $118.51 +32.6%
217 ETN EATON CORP PLC Industrials 2,196.0 $786K 0.04% +584.0 +36.2% $357.71 +9.4%
218 SPMO INVESCO EXCH TRADED FD TR II 6,958.0 $780K 0.04% +3K +82.0% $112.12 +29.3%
219 BLK BLACKROCK INC Financial Services 808.0 $777K 0.04% +76.0 +10.4% $961.92 +11.5%
220 TSCO TRACTOR SUPPLY CO Consumer Cyclical 17,147.0 $777K 0.04% +2K +10.4% $45.30 -30.2%
Page 11 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%