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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 4 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BND VANGUARD BD INDEX FDS 69,630.0 $5.1M 0.29% +11K +19.4% $73.64 -0.9%
62 VEU VANGUARD INTL EQUITY INDEX F 66,174.0 $5.0M 0.28% +4K +5.7% $75.10 +9.8%
63 BAC BANK AMERICA CORP Financial Services 94,934.0 $4.6M 0.26% +5K +6.0% $48.75 +6.3%
64 MBB ISHARES TR 48,651.0 $4.6M 0.26% +4K +9.1% $94.95 -0.9%
65 VGIT VANGUARD SCOTTSDALE FDS 77,381.0 $4.6M 0.26% +21K +36.2% $59.55 -1.4%
66 ORCL ORACLE CORP Technology 29,471.0 $4.3M 0.25% +4K +16.3% $147.11 +30.6%
67 XLK SELECT SECTOR SPDR TR 32,445.0 $4.3M 0.24% +1K +3.6% $132.90 +35.7%
68 SIVR ABRDN SILVER ETF TRUST Financial Services 59,624.0 $4.3M 0.24% +4K +6.7% $71.61 +0.3%
69 IBM INTERNATIONAL BUSINESS MACHS Technology 17,543.0 $4.3M 0.24% +4K +25.6% $242.39 +4.7%
70 VWOB VANGUARD WHITEHALL FDS 63,843.0 $4.2M 0.24% +6K +9.9% $65.69 +0.9%
71 IWF ISHARES TR 9,781.0 $4.2M 0.24% +215.0 +2.2% $426.39 -70.7%
72 VZ VERIZON COMMUNICATIONS INC Communication Services 82,617.0 $4.1M 0.23% +10K +13.3% $50.20 -3.7%
73 PLTR PALANTIR TECHNOLOGIES INC Technology 27,838.0 $4.1M 0.23% +4K +17.4% $146.28 -6.4%
74 QUAL ISHARES TR 20,838.0 $4.0M 0.23% +2K +12.6% $191.81 +11.8%
75 RTX RTX CORPORATION Industrials 20,603.0 $4.0M 0.23% +436.0 +2.2% $192.90 -8.2%
76 MA MASTERCARD INCORPORATED Financial Services 7,899.0 $3.9M 0.22% +685.0 +9.5% $499.63 -0.2%
77 MCD MCDONALDS CORP Consumer Cyclical 12,594.0 $3.9M 0.22% +1K +10.3% $310.77 -9.2%
78 DDWM WISDOMTREE TR 88,086.0 $3.9M 0.22% +8K +9.8% $44.11 +5.3%
79 VTEB VANGUARD MUN BD FDS 75,049.0 $3.7M 0.21% +16K +26.8% $49.89 -0.0%
80 BUFR FIRST TR EXCHNG TRADED FD VI 109,417.0 $3.7M 0.21% +10K +10.5% $33.77 +7.4%
Page 4 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%