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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 8 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DAR DARLING INGREDIENTS INC Consumer Defensive 6,645.0 $411K 0.02% -561.0 -7.8% $61.85 -5.3%
142 UOCT INNOVATOR ETFS TRUST 10,614.0 $406K 0.02% -786.0 -6.9% $38.24 +6.7%
143 BAMU NORTHERN LTS FD TR IV 16,044.0 $405K 0.02% -558.0 -3.4% $25.24 +0.4%
144 VIOV VANGUARD ADMIRAL FDS INC 3,735.0 $380K 0.02% -171.0 -4.4% $101.74 +9.2%
145 GNRC GENERAC HLDGS INC Industrials 1,943.0 $380K 0.02% -141.0 -6.8% $195.33 +38.3%
146 CAH CARDINAL HEALTH INC Healthcare 1,773.0 $375K 0.02% -84.0 -4.5% $211.26 -5.0%
147 BAMB NORTHERN LTS FD TR IV 14,233.0 $374K 0.02% -539.0 -3.6% $26.27 -1.0%
148 CCL CARNIVAL CORP Consumer Cyclical 14,354.0 $371K 0.02% -2K -11.8% $25.88 +0.4%
149 FTCB FIRST TR EXCHANGE-TRADED FD 15,532.0 $326K 0.02% -969.0 -5.9% $20.96 -1.1%
150 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,518.0 $325K 0.02% -157.0 -4.3% $92.31 -0.6%
151 ANGL VANECK ETF TRUST 11,223.0 $322K 0.02% -8K -41.0% $28.72 +1.1%
152 LAMR LAMAR ADVERTISING CO Real Estate 2,538.0 $321K 0.02% -149.0 -5.5% $126.66 +20.9%
153 SCHC SCHWAB STRATEGIC TR 6,684.0 $312K 0.02% -6K -49.2% $46.74 +7.5%
154 SCHR SCHWAB STRATEGIC TR 12,458.0 $310K 0.02% -31K -71.6% $24.91 -1.4%
155 HLN HALEON PLC Healthcare 30,523.0 $306K 0.02% -14K -30.8% $10.01 -7.2%
156 XBI SPDR SERIES TRUST 2,367.0 $302K 0.02% -192.0 -7.5% $127.75 +3.1%
157 SCHH SCHWAB STRATEGIC TR 13,818.0 $297K 0.02% -13K -49.4% $21.49 +10.2%
158 VPL VANGUARD INTL EQUITY INDEX F 3,015.0 $295K 0.02% -5K -64.2% $97.74 +14.5%
159 IJH ISHARES TR 4,328.0 $292K 0.02% -1K -25.0% $67.53 +8.8%
160 PLTM GRANITESHARES PLATINUM TR Financial Services 15,381.0 $291K 0.02% -2K -9.8% $18.91 -2.3%
Page 8 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%