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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 3 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LONZ PIMCO ETF TR 51,087.0 $2.5M 0.14% -2K -3.7% $49.38 +0.2%
42 IBIT ISHARES BITCOIN TRUST ETF Financial Services 65,191.0 $2.5M 0.14% -4K -5.9% $38.42 +11.8%
43 SRLN SSGA ACTIVE ETF TR 58,228.0 $2.3M 0.13% -544.0 -0.9% $40.14 +0.8%
44 SCHF SCHWAB STRATEGIC TR 93,471.0 $2.3M 0.13% -28K -22.8% $24.75 +10.1%
45 LMT LOCKHEED MARTIN CORP Industrials 3,807.0 $2.3M 0.13% -93.0 -2.4% $604.41 -11.8%
46 VSS VANGUARD INTL EQUITY INDEX F 15,723.0 $2.3M 0.13% -162.0 -1.0% $145.79 +9.3%
47 AGNC AGNC INVT CORP Real Estate 223,823.0 $2.2M 0.13% -11K -4.7% $10.03 +1.8%
48 DFAX DIMENSIONAL ETF TRUST 64,171.0 $2.2M 0.12% -2K -3.2% $33.97 +9.3%
49 GTO INVESCO ACTIVELY MANAGED EXC 45,810.0 $2.1M 0.12% -5K -9.1% $46.83 -0.5%
50 VIG VANGUARD SPECIALIZED FUNDS 9,846.0 $2.1M 0.12% -923.0 -8.6% $215.06 +8.4%
51 DUHP DIMENSIONAL ETF TRUST 57,465.0 $2.1M 0.12% -8K -12.7% $36.76 +10.7%
52 XLU SELECT SECTOR SPDR TR 44,290.0 $2.0M 0.12% -5K -9.8% $45.89 -1.2%
53 HYG ISHARES TR 24,595.0 $2.0M 0.11% -748.0 -3.0% $79.56 +0.4%
54 SHOP SHOPIFY INC Technology 16,219.0 $1.9M 0.11% -2K -9.4% $118.62 -13.2%
55 PGHY INVESCO EXCH TRADED FD TR II 98,597.0 $1.9M 0.11% -5K -4.9% $19.41 +1.5%
56 ANNALY CAPITAL MANAGEMENT IN 85,270.0 $1.8M 0.10% -4K -4.3% $21.15
57 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,261.0 $1.8M 0.10% -92.0 -1.7% $337.97 +19.7%
58 CGDV CAPITAL GROUP DIVIDEND VALUE 41,709.0 $1.8M 0.10% -34K -44.6% $42.54 +12.8%
59 AMAT APPLIED MATLS INC Technology 5,060.0 $1.7M 0.10% -174.0 -3.3% $341.81 +26.4%
60 ESGU ISHARES TR 12,201.0 $1.7M 0.10% -882.0 -6.7% $141.41 +15.1%
Page 3 of 11  ·  201 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%