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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 7 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BA BOEING CO Industrials 9,649.0 $1.9M 0.11% +918.0 +10.5% $199.03 +10.0%
122 GWX SPDR INDEX SHS FDS 45,262.0 $1.9M 0.11% +8K +22.6% $42.23 +9.3%
123 T AT&T INC Communication Services 64,546.0 $1.9M 0.11% +973.0 +1.5% $28.99 -12.9%
124 REET ISHARES TR 73,784.0 $1.9M 0.10% +15K +26.1% $25.15 +9.0%
125 GS GOLDMAN SACHS GROUP INC Financial Services 2,184.0 $1.8M 0.10% +119.0 +5.8% $846.13 +17.8%
126 UNP UNION PAC CORP Industrials 7,588.0 $1.8M 0.10% +335.0 +4.6% $242.60 +9.6%
127 SGOV ISHARES TR 17,903.0 $1.8M 0.10% +5K +38.6% $100.66 -0.0%
128 SCHD SCHWAB STRATEGIC TR 57,802.0 $1.8M 0.10% +1K +1.8% $30.68 +7.0%
129 FMF FIRST TR EXCHANGE-TRADED FD 34,955.0 $1.8M 0.10% +8K +31.4% $50.62 +2.5%
130 RWO SPDR INDEX SHS FDS 38,617.0 $1.8M 0.10% +8K +27.5% $45.77 +8.1%
131 FAAR FIRST TR EXCHANGE TRAD FD VI 52,185.0 $1.8M 0.10% +9K +19.5% $33.75 +0.6%
132 CGSM CAPITAL GRP FIXED INCM ETF T 66,961.0 $1.8M 0.10% +5K +8.0% $26.28 -0.0%
133 JHHY JOHN HANCOCK EXCHANGE TRADED 69,228.0 $1.8M 0.10% +15K +27.9% $25.35 +1.2%
134 SDY SPDR SERIES TRUST 11,992.0 $1.8M 0.10% +1K +12.7% $145.94 +2.8%
135 DGCB DIMENSIONAL ETF TRUST 31,585.0 $1.7M 0.10% +2K +7.2% $54.13 +0.5%
136 XLP SELECT SECTOR SPDR TR 20,556.0 $1.7M 0.10% +2K +12.8% $81.98 +3.4%
137 MU MICRON TECHNOLOGY INC Technology 4,975.0 $1.7M 0.10% +1K +39.9% $337.85 +122.3%
138 AMGN AMGEN INC Healthcare 4,737.0 $1.7M 0.09% +326.0 +7.4% $351.83 -3.6%
139 IVLU ISHARES TR 41,716.0 $1.7M 0.09% +1K +2.7% $39.68 +7.5%
140 NEM NEWMONT CORP Basic Materials 15,238.0 $1.6M 0.09% +3K +22.4% $108.25 -0.6%
Page 7 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%