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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 10 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CGMU CAPITAL GRP FIXED INCM ETF T 74,420.0 $2.0M 0.12% +3K +4.9% $27.15 +0.6%
182 HYG ISHARES TR 24,595.0 $2.0M 0.11% -748.0 -3.0% $79.56 +0.8%
183 BILS SPDR SERIES TRUST 19,544.0 $1.9M 0.11% +12K +163.8% $99.44 -0.0%
184 SHOP SHOPIFY INC Technology 16,219.0 $1.9M 0.11% -2K -9.4% $118.62 -11.6%
185 BA BOEING CO Industrials 9,649.0 $1.9M 0.11% +918.0 +10.5% $199.03 +10.0%
186 PGHY INVESCO EXCH TRADED FD TR II 98,597.0 $1.9M 0.11% -5K -4.9% $19.41 +1.8%
187 GWX SPDR INDEX SHS FDS 45,262.0 $1.9M 0.11% +8K +22.6% $42.23 +11.2%
188 T AT&T INC Communication Services 64,546.0 $1.9M 0.11% +973.0 +1.5% $28.99 -13.7%
189 REET ISHARES TR 73,784.0 $1.9M 0.10% +15K +26.1% $25.15 +9.8%
190 GS GOLDMAN SACHS GROUP INC Financial Services 2,184.0 $1.8M 0.10% +119.0 +5.8% $846.13 +17.5%
191 IMTM ISHARES TR 38,346.0 $1.8M 0.10% $48.02 +11.3%
192 UNP UNION PAC CORP Industrials 7,588.0 $1.8M 0.10% +335.0 +4.6% $242.60 +11.7%
193 ANNALY CAPITAL MANAGEMENT IN 85,270.0 $1.8M 0.10% -4K -4.3% $21.15
194 SGOV ISHARES TR 17,903.0 $1.8M 0.10% +5K +38.6% $100.66 -0.0%
195 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,261.0 $1.8M 0.10% -92.0 -1.7% $337.97 +22.0%
196 CGDV CAPITAL GROUP DIVIDEND VALUE 41,709.0 $1.8M 0.10% -34K -44.6% $42.54 +13.3%
197 SCHD SCHWAB STRATEGIC TR 57,802.0 $1.8M 0.10% +1K +1.8% $30.68 +6.5%
198 FMF FIRST TR EXCHANGE-TRADED FD 34,955.0 $1.8M 0.10% +8K +31.4% $50.62 +1.6%
199 RWO SPDR INDEX SHS FDS 38,617.0 $1.8M 0.10% +8K +27.5% $45.77 +9.0%
200 FAAR FIRST TR EXCHANGE TRAD FD VI 52,185.0 $1.8M 0.10% +9K +19.5% $33.75 -0.4%
Page 10 of 38  ·  748 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%