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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 12 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JFLX J P MORGAN EXCHANGE TRADED F 29,724.0 $1.5M 0.08% +2K +7.6% $49.67 +0.9%
222 CL COLGATE PALMOLIVE CO Consumer Defensive 17,306.0 $1.5M 0.08% -927.0 -5.1% $85.23 +5.8%
223 GLD SPDR GOLD TR Financial Services 3,419.0 $1.5M 0.08% -499.0 -12.7% $430.29 -4.2%
224 DFSE DIMENSIONAL ETF TRUST 34,674.0 $1.5M 0.08% -2K -4.5% $42.37 +17.2%
225 VCSH VANGUARD SCOTTSDALE FDS 18,504.0 $1.5M 0.08% +198.0 +1.1% $79.27 -0.3%
226 TXN TEXAS INSTRS INC Technology 7,550.0 $1.5M 0.08% +528.0 +7.5% $194.13 +66.8%
227 LOW LOWES COS INC Consumer Cyclical 6,188.0 $1.5M 0.08% +186.0 +3.1% $236.26 -10.4%
228 XLE SELECT SECTOR SPDR TR 23,423.0 $1.4M 0.08% +11K +91.5% $61.26 -4.7%
229 EMHC SPDR SERIES TRUST 57,658.0 $1.4M 0.08% +13K +28.8% $24.80 +1.5%
230 KHYB KRANESHARES TRUST 59,928.0 $1.4M 0.08% -4K -6.0% $23.76 +2.1%
231 PDBC INVESCO ACTVELY MNGD ETC FD 81,602.0 $1.4M 0.08% +21K +34.2% $17.32 +3.6%
232 IWR ISHARES TR 14,458.0 $1.4M 0.08% -178.0 -1.2% $97.23 +10.0%
233 SPTS SPDR SERIES TRUST 47,952.0 $1.4M 0.08% $29.18 -0.5%
234 MGK VANGUARD WORLD FD 3,792.0 $1.4M 0.08% +2K +87.3% $367.44 -75.7%
235 VOOG VANGUARD ADMIRAL FDS INC 3,415.0 $1.4M 0.08% -556.0 -14.0% $407.72 -79.7%
236 SPTI SPDR SERIES TRUST 48,276.0 $1.4M 0.08% -257.0 -0.5% $28.66 -1.1%
237 ARMOUR RESIDENTIAL REIT INC 82,674.0 $1.4M 0.08% -6K -7.3% $16.68
238 DISV DIMENSIONAL ETF TRUST 34,694.0 $1.4M 0.08% +196.0 +0.6% $39.44 +7.8%
239 ETH GRAYSCALE ETHEREUM STAKING Financial Services 67,912.0 $1.3M 0.08% -12K -15.3% $19.86 -1.2%
240 IWM ISHARES TR 5,431.0 $1.3M 0.08% -253.0 -4.5% $248.01 +16.8%
Page 12 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%