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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 12 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 USB US BANCORP Financial Services 14,803.0 $770K 0.04% +909.0 +6.5% $52.01 +5.4%
222 CGUS CAPITAL GROUP CORE EQUITY ET 19,856.0 $763K 0.04% +1K +7.0% $38.42 +13.7%
223 D DOMINION ENERGY INC Utilities 12,228.0 $756K 0.04% +8K +171.6% $61.82 +9.5%
224 EFA ISHARES TR 7,780.0 $756K 0.04% +5K +139.8% $97.13 +7.1%
225 FERG FERGUSON ENTERPRISES INC Industrials 3,217.0 $751K 0.04% +85.0 +2.7% $233.29 -4.3%
226 TJX TJX COS INC NEW Consumer Cyclical 4,670.0 $746K 0.04% +958.0 +25.8% $159.70 -0.9%
227 BUFZ FIRST TR EXCHNG TRADED FD VI 28,340.0 $744K 0.04% +5K +19.5% $26.27 +5.6%
228 EBND SPDR SERIES TRUST 35,980.0 $743K 0.04% +8K +26.8% $20.64 +0.7%
229 WELL WELLTOWER INC Real Estate 3,736.0 $739K 0.04% +236.0 +6.7% $197.70 +9.3%
230 SPHY SPDR SERIES TRUST 31,436.0 $733K 0.04% +11K +53.6% $23.32 +0.4%
231 REGN REGENERON PHARMACEUTICALS Healthcare 947.0 $731K 0.04% +102.0 +12.1% $772.41 -17.3%
232 BC BRUNSWICK CORP Consumer Cyclical 9,862.0 $718K 0.04% +95.0 +1.0% $72.76 +11.3%
233 CME CME GROUP INC Financial Services 2,413.0 $713K 0.04% +584.0 +31.9% $295.31 -1.4%
234 VCIT VANGUARD SCOTTSDALE FDS 8,576.0 $710K 0.04% +1K +14.7% $82.75 -0.6%
235 IBD NORTHERN LTS FD TR IV 29,683.0 $708K 0.04% +3K +11.5% $23.86 -0.6%
236 KVUE KENVUE INC Consumer Defensive 40,557.0 $699K 0.04% +19K +88.2% $17.24 +1.7%
237 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,504.0 $698K 0.04% +2K +25.5% $60.65 -2.0%
238 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 19,525.0 $692K 0.04% +2K +9.1% $35.44 -3.8%
239 LIN LINDE PLC Basic Materials 1,389.0 $688K 0.04% +526.0 +61.0% $495.63 +4.4%
240 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 40,057.0 $684K 0.04% +1K +3.5% $17.07 -2.0%
Page 12 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%