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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 8 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COP CONOCOPHILLIPS Energy 12,048.0 $1.6M 0.09% +2K +20.9% $132.00 -8.7%
142 CERY SPDR SERIES TRUST 45,122.0 $1.6M 0.09% +7K +17.6% $35.24 +5.7%
143 CEF SPROTT ASSET MANAGEMENT LP Financial Services 31,759.0 $1.5M 0.09% +4K +15.2% $47.72 -0.8%
144 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,365.0 $1.5M 0.09% +769.0 +11.7% $203.18 +10.9%
145 JFLX J P MORGAN EXCHANGE TRADED F 29,724.0 $1.5M 0.08% +2K +7.6% $49.67 +0.6%
146 VCSH VANGUARD SCOTTSDALE FDS 18,504.0 $1.5M 0.08% +198.0 +1.1% $79.27 -0.5%
147 TXN TEXAS INSTRS INC Technology 7,550.0 $1.5M 0.08% +528.0 +7.5% $194.13 +59.3%
148 LOW LOWES COS INC Consumer Cyclical 6,188.0 $1.5M 0.08% +186.0 +3.1% $236.26 -9.0%
149 XLE SELECT SECTOR SPDR TR 23,423.0 $1.4M 0.08% +11K +91.5% $61.26 -2.9%
150 EMHC SPDR SERIES TRUST 57,658.0 $1.4M 0.08% +13K +28.8% $24.80 +1.1%
151 PDBC INVESCO ACTVELY MNGD ETC FD 81,602.0 $1.4M 0.08% +21K +34.2% $17.32 +5.1%
152 MGK VANGUARD WORLD FD 3,792.0 $1.4M 0.08% +2K +87.3% $367.44 -75.8%
153 DISV DIMENSIONAL ETF TRUST 34,694.0 $1.4M 0.08% +196.0 +0.6% $39.44 +6.7%
154 GE GE AEROSPACE Industrials 4,714.0 $1.3M 0.08% +441.0 +10.3% $283.76 +6.7%
155 SLV ISHARES SILVER TR Financial Services 19,282.0 $1.3M 0.07% +3K +15.4% $68.14 +0.3%
156 BR BROADRIDGE FINL SOLUTIONS IN Technology 7,926.0 $1.3M 0.07% +2K +23.5% $162.47 -7.4%
157 DCOR DIMENSIONAL ETF TRUST 17,642.0 $1.3M 0.07% +13K +305.2% $72.08 +12.2%
158 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,821.0 $1.3M 0.07% +403.0 +16.7% $446.54 -2.7%
159 PFE PFIZER INC Healthcare 44,680.0 $1.3M 0.07% +5K +11.5% $28.08 -7.8%
160 IEUR ISHARES TR 17,663.0 $1.2M 0.07% +13K +278.8% $70.27 +7.4%
Page 8 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%