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Portfolio (Quarterly) Guide ↗

Simplicity Wealth,LLC

· CIK 0001913243
13F Portfolio $1.7B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 700 New
Page 11 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 5,353.0 $1.6M 0.10% NEW $303.92 +33.1%
202 MDT MEDTRONIC PLC Healthcare 16,926.0 $1.6M 0.10% NEW $96.06 -18.2%
203 DGCB DIMENSIONAL ETF TRUST 29,449.0 $1.6M 0.10% NEW $54.24 +0.3%
204 PM PHILIP MORRIS INTL INC Consumer Defensive 9,867.0 $1.6M 0.09% NEW $160.39 +17.8%
205 T AT&T INC Communication Services 63,573.0 $1.6M 0.09% NEW $24.84 +1.7%
206 ARMOUR RESIDENTIAL REIT INC 89,157.0 $1.6M 0.09% NEW $17.69
207 ACN ACCENTURE PLC IRELAND Technology 5,878.0 $1.6M 0.09% NEW $268.32 -33.2%
208 COIN COINBASE GLOBAL INC Financial Services 6,943.0 $1.6M 0.09% NEW $226.14 -18.2%
209 KHYB KRANESHARES TRUST 63,747.0 $1.6M 0.09% NEW $24.51 -1.4%
210 SCHD SCHWAB STRATEGIC TR 56,797.0 $1.6M 0.09% NEW $27.43 +19.7%
211 GOVT ISHARES TR 67,554.0 $1.6M 0.09% NEW $23.03 -1.6%
212 GLD SPDR GOLD TR Financial Services 3,918.0 $1.6M 0.09% NEW $396.31 +4.4%
213 IVLU ISHARES TR 40,619.0 $1.5M 0.09% NEW $38.05 +12.1%
214 DY DYCOM INDS INC Industrials 4,513.0 $1.5M 0.09% NEW $337.90 +21.7%
215 GWX SPDR INDEX SHS FDS 36,902.0 $1.5M 0.09% NEW $40.86 +13.0%
216 SECT NORTHERN LTS FD TR IV 23,362.0 $1.5M 0.09% NEW $64.53 +8.0%
217 DFSE DIMENSIONAL ETF TRUST 36,298.0 $1.5M 0.09% NEW $41.48 +16.4%
218 VGT VANGUARD WORLD FD 1,972.0 $1.5M 0.09% NEW $753.78 -84.6%
219 SDY SPDR SERIES TRUST 10,639.0 $1.5M 0.09% NEW $139.16 +7.8%
220 RSP INVESCO EXCHANGE TRADED FD T 7,645.0 $1.5M 0.09% NEW $191.57 +7.8%
Page 11 of 35  ·  700 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 30.1%
Financial Services 20.2%
Healthcare 9.6%
Consumer Cyclical 9.4%
Communication Services 9.2%
Consumer Defensive 8.0%
Industrials 7.2%
Energy 2.6%
Utilities 1.6%
Real Estate 1.1%