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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 11 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CGSM CAPITAL GRP FIXED INCM ETF T 66,961.0 $1.8M 0.10% +5K +8.0% $26.28 -0.0%
202 JHHY JOHN HANCOCK EXCHANGE TRADED 69,228.0 $1.8M 0.10% +15K +27.9% $25.35 +1.2%
203 SDY SPDR SERIES TRUST 11,992.0 $1.8M 0.10% +1K +12.7% $145.94 +2.8%
204 AMAT APPLIED MATLS INC Technology 5,060.0 $1.7M 0.10% -174.0 -3.3% $341.81 +26.4%
205 ESGU ISHARES TR 12,201.0 $1.7M 0.10% -882.0 -6.7% $141.41 +15.1%
206 IAU ISHARES GOLD TR Financial Services 19,568.0 $1.7M 0.10% -16K -45.7% $88.16 -3.8%
207 DGCB DIMENSIONAL ETF TRUST 31,585.0 $1.7M 0.10% +2K +7.2% $54.13 +0.5%
208 XLP SELECT SECTOR SPDR TR 20,556.0 $1.7M 0.10% +2K +12.8% $81.98 +3.4%
209 MU MICRON TECHNOLOGY INC Technology 4,975.0 $1.7M 0.10% +1K +39.9% $337.85 +122.3%
210 AMGN AMGEN INC Healthcare 4,737.0 $1.7M 0.09% +326.0 +7.4% $351.83 -3.6%
211 IVLU ISHARES TR 41,716.0 $1.7M 0.09% +1K +2.7% $39.68 +7.5%
212 ZECP ZACKS TRUST 48,796.0 $1.7M 0.09% -695.0 -1.4% $33.83 +9.5%
213 NEM NEWMONT CORP Basic Materials 15,238.0 $1.6M 0.09% +3K +22.4% $108.25 -0.6%
214 COP CONOCOPHILLIPS Energy 12,048.0 $1.6M 0.09% +2K +20.9% $132.00 -8.7%
215 CERY SPDR SERIES TRUST 45,122.0 $1.6M 0.09% +7K +17.6% $35.24 +5.7%
216 VB VANGUARD INDEX FDS 5,910.0 $1.5M 0.09% -3K -32.9% $261.92 +10.4%
217 CEF SPROTT ASSET MANAGEMENT LP Financial Services 31,759.0 $1.5M 0.09% +4K +15.2% $47.72 -0.8%
218 DY DYCOM INDS INC Industrials 4,469.0 $1.5M 0.09% -44.0 -1.0% $338.82 +21.4%
219 EMB ISHARES TR 16,010.0 $1.5M 0.09% -8K -32.9% $93.93 +1.3%
220 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,365.0 $1.5M 0.09% +769.0 +11.7% $203.18 +10.9%
Page 11 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%