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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 18 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CB CHUBB LTD SWITZ Financial Services 1,068.0 $348K 0.02% +161.0 +17.8% $325.98 +0.6%
342 FE FIRSTENERGY CORP Utilities 6,839.0 $346K 0.02% +223.0 +3.4% $50.66 -8.6%
343 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 5,978.0 $344K 0.02% +38.0 +0.6% $57.58 +21.8%
344 CGCV CAPITAL GROUP CONSERVATIVE E 11,441.0 $341K 0.02% +1K +9.6% $29.81 +7.9%
345 XEL XCEL ENERGY INC Utilities 4,261.0 $338K 0.02% +62.0 +1.5% $79.44 +2.1%
346 CDNS CADENCE DESIGN SYSTEM INC Technology 1,216.0 $338K 0.02% +306.0 +33.6% $277.87 +34.4%
347 EXP EAGLE MATLS INC Basic Materials 1,780.0 $337K 0.02% +15.0 +0.8% $189.47 +5.3%
348 AON AON PLC Financial Services 1,039.0 $335K 0.02% +154.0 +17.4% $322.79 +0.6%
349 IIIV I3 VERTICALS INC Technology 14,998.0 $335K 0.02% +157.0 +1.1% $22.36 -10.5%
350 AEM AGNICO EAGLE MINES LTD Basic Materials 1,636.0 $332K 0.02% +14.0 +0.9% $202.94 -13.3%
351 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,255.0 $330K 0.02% +955.0 +73.5% $146.36 +5.7%
352 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,032.0 $326K 0.02% +42.0 +1.1% $80.94 -1.8%
353 ROST ROSS STORES INC Consumer Cyclical 1,479.0 $320K 0.02% +193.0 +15.0% $216.66 +8.4%
354 PRU PRUDENTIAL FINL INC Financial Services 3,244.0 $317K 0.02% +64.0 +2.0% $97.69 +6.6%
355 ISHARES TR 7,192.0 $314K 0.02% +945.0 +15.1% $43.70
356 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,030.0 $313K 0.02% +91.0 +9.7% $304.09 +5.6%
357 IDXX IDEXX LABS INC Healthcare 556.0 $312K 0.02% +122.0 +28.1% $561.89 -0.4%
358 USPH U S PHYSICAL THERAPY Healthcare 4,158.0 $312K 0.02% +1K +36.1% $74.96 -17.3%
359 DFGR DIMENSIONAL ETF TRUST 11,716.0 $311K 0.02% +674.0 +6.1% $26.58 +8.9%
360 TIP ISHARES TR 2,800.0 $309K 0.02% +24.0 +0.9% $110.36 +0.0%
Page 18 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%