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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 7 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GIS GENERAL MILLS INC Consumer Defensive 15,022.0 $559K 0.03% -7K -32.3% $37.22 -9.5%
122 ARM ARM HOLDINGS PLC Technology 3,642.0 $551K 0.03% -757.0 -17.2% $151.28 +102.6%
123 EDIV SPDR INDEX SHS FDS 13,847.0 $547K 0.03% -2K -12.0% $39.48 +4.1%
124 USMV ISHARES TR 5,888.0 $546K 0.03% -783.0 -11.7% $92.75 +4.5%
125 BAMG NORTHERN LTS FD TR IV 14,487.0 $529K 0.03% -677.0 -4.5% $36.52 +17.1%
126 CMCSA COMCAST CORP NEW Communication Services 18,028.0 $518K 0.03% -91.0 -0.5% $28.71 -12.2%
127 PGR PROGRESSIVE CORP Financial Services 2,578.0 $511K 0.03% -290.0 -10.1% $198.20 +0.7%
128 MSOS ADVISORSHARES TR 137,741.0 $489K 0.03% -25K -15.4% $3.55 +24.8%
129 WDIV SPDR INDEX SHS FDS 6,299.0 $486K 0.03% -673.0 -9.7% $77.15 +5.6%
130 BAMV NORTHERN LTS FD TR IV 14,661.0 $477K 0.03% -749.0 -4.9% $32.50 +8.4%
131 CELC CELCUITY INC Healthcare 4,171.0 $476K 0.03% -2K -28.3% $114.14 +21.1%
132 SCHA SCHWAB STRATEGIC TR 16,072.0 $467K 0.03% -13K -45.3% $29.08 +14.6%
133 UPST UPSTART HLDGS INC Financial Services 18,209.0 $467K 0.03% -3K -15.6% $25.65 +11.3%
134 SCZ ISHARES TR 5,776.0 $453K 0.03% -349.0 -5.7% $78.41 +8.6%
135 BAMD NORTHERN LTS FD TR IV 14,516.0 $452K 0.03% -415.0 -2.8% $31.14 +5.0%
136 BUFB INNOVATOR ETFS TRUST 12,246.0 $440K 0.03% -468.0 -3.7% $35.91 +8.6%
137 AMP AMERIPRISE FINL INC Financial Services 978.0 $434K 0.03% -124.0 -11.2% $444.22 +1.8%
138 SPG SIMON PPTY GROUP INC NEW Real Estate 2,262.0 $422K 0.02% -16.0 -0.7% $186.55 +9.6%
139 IBTO ISHARES TR 17,227.0 $420K 0.02% -185.0 -1.1% $24.39 -1.7%
140 F FORD MTR CO Consumer Cyclical 35,905.0 $414K 0.02% -2K -4.7% $11.54 +29.4%
Page 7 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%