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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 5 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRCL CIRCLE INTERNET GROUP INC Financial Services 12,928.0 $1.2M 0.07% -2K -15.6% $95.41 +18.6%
82 VWO VANGUARD INTL EQUITY INDEX F 22,330.0 $1.2M 0.07% -3K -10.3% $54.05 +9.1%
83 VDE VANGUARD WORLD FD 6,836.0 $1.2M 0.07% -743.0 -9.8% $173.04 -2.9%
84 ALAB ASTERA LABS INC Technology 10,750.0 $1.2M 0.07% -1K -11.7% $109.60 +180.0%
85 ED CONSOLIDATED EDISON INC Utilities 9,749.0 $1.1M 0.06% -142.0 -1.4% $113.18 -4.1%
86 GILD GILEAD SCIENCES INC Healthcare 7,914.0 $1.1M 0.06% -707.0 -8.2% $139.37 -3.6%
87 COIN COINBASE GLOBAL INC Financial Services 6,070.0 $1.1M 0.06% -873.0 -12.6% $174.61 +5.9%
88 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,639.0 $1.1M 0.06% -229.0 -5.9% $290.52 -0.4%
89 HOOD ROBINHOOD MKTS INC Financial Services 14,505.0 $1.0M 0.06% -2K -9.9% $69.30 +6.3%
90 GDX VANECK ETF TRUST 10,870.0 $998K 0.06% -3K -19.8% $91.77 -7.4%
91 ITW ILLINOIS TOOL WKS INC Industrials 3,818.0 $994K 0.06% -230.0 -5.7% $260.26 -3.1%
92 DUK DUKE ENERGY CORP NEW Utilities 7,581.0 $993K 0.06% -79.0 -1.0% $130.94 -4.0%
93 RDDT REDDIT INC Communication Services 7,107.0 $957K 0.05% -1K -14.2% $134.65 +5.2%
94 CMI CUMMINS INC Industrials 1,735.0 $934K 0.05% -287.0 -14.2% $538.11 +18.9%
95 VGT VANGUARD WORLD FD 1,314.0 $917K 0.05% -658.0 -33.4% $697.72 -83.4%
96 CHD CHURCH & DWIGHT CO INC Consumer Defensive 9,727.0 $908K 0.05% -1K -9.8% $93.32 +3.1%
97 AFRM AFFIRM HLDGS INC Technology 19,444.0 $891K 0.05% -3K -15.2% $45.82 +42.3%
98 XLY SELECT SECTOR SPDR TR 7,656.0 $834K 0.05% -981.0 -11.4% $108.99 +9.4%
99 DIHP DIMENSIONAL ETF TRUST 25,868.0 $833K 0.05% -2K -8.4% $32.22 +5.7%
100 VIOG VANGUARD ADMIRAL FDS INC 6,377.0 $794K 0.04% -101.0 -1.6% $124.46 +11.8%
Page 5 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%