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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 2 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MISL FIRST TR EXCHANGE-TRADED FD 10,170.0 $455K 0.03% NEW $44.71 +4.1%
22 AMLP ALPS ETF TR 8,520.0 $448K 0.03% NEW $52.64 +3.6%
23 WDC WESTERN DIGITAL CORP Technology 1,623.0 $439K 0.03% NEW $270.54 +79.0%
24 BLACKROCK ETF TRUST 13,646.0 $439K 0.03% NEW $32.15
25 XLB SELECT SECTOR SPDR TR 8,684.0 $434K 0.03% NEW $49.97 +0.6%
26 FTSL FIRST TR EXCHANGE-TRADED FD 9,651.0 $432K 0.03% NEW $44.80 +0.2%
27 EQIX EQUINIX INC Real Estate 441.0 $432K 0.02% NEW $980.26 +10.2%
28 AFMC FIRST TR EXCHNG TRADED FD VI 11,537.0 $410K 0.02% NEW $35.51 +10.8%
29 VOE VANGUARD INDEX FDS 1,971.0 $363K 0.02% NEW $184.28 +5.5%
30 VLO VALERO ENERGY CORP Energy 1,419.0 $351K 0.02% NEW $247.15 -0.1%
31 AMT AMERICAN TOWER CORP Real Estate 1,890.0 $326K 0.02% NEW $172.61 +6.5%
32 MPC MARATHON PETE CORP Energy 1,328.0 $324K 0.02% NEW $244.24 +4.3%
33 CGGR CAPITAL GROUP GROWTH ETF 7,825.0 $314K 0.02% NEW $40.19 +14.6%
34 VBR VANGUARD INDEX FDS 1,429.0 $310K 0.02% NEW $217.25 +7.1%
35 BFEB INNOVATOR ETFS TRUST 6,454.0 $308K 0.02% NEW $47.70 +9.6%
36 CLOA BLACKROCK ETF TRUST II 5,938.0 $308K 0.02% NEW $51.84 +0.3%
37 STERLING CAP FDS 12,277.0 $307K 0.02% NEW $25.05
38 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,941.0 $305K 0.02% NEW $157.27 -2.7%
39 PPL PPL CORP Utilities 7,949.0 $304K 0.02% NEW $38.20 -4.9%
40 SANDISK CORP 477.0 $303K 0.02% NEW $635.34
Page 2 of 6  ·  102 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%