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Portfolio (Quarterly) Guide ↗

Simplicity Wealth,LLC

· CIK 0001913243
13F Portfolio $1.7B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 700 New
Page 14 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CERY SPDR SERIES TRUST 38,354.0 $1.1M 0.07% NEW $28.55 +30.5%
262 APH AMPHENOL CORP NEW Technology 8,091.0 $1.1M 0.07% NEW $135.14 -2.3%
263 IEI ISHARES TR 9,064.0 $1.1M 0.07% NEW $119.35 -1.9%
264 SLV ISHARES SILVER TR Financial Services 16,710.0 $1.1M 0.06% NEW $64.42 +6.1%
265 ITA ISHARES TR 5,007.0 $1.1M 0.06% NEW $214.67 +5.0%
266 CGDG CAPITAL GROUP DIVIDEND GROWE 29,827.0 $1.1M 0.06% NEW $35.64 +5.2%
267 SCHE SCHWAB STRATEGIC TR 32,339.0 $1.1M 0.06% NEW $32.75 +9.2%
268 GILD GILEAD SCIENCES INC Healthcare 8,621.0 $1.1M 0.06% NEW $122.74 +9.5%
269 QCOM QUALCOMM INC Technology 6,169.0 $1.1M 0.06% NEW $171.04 +39.2%
270 SHY ISHARES TR 12,721.0 $1.1M 0.06% NEW $82.82 -0.8%
271 PNC PNC FINL SVCS GROUP INC Financial Services 5,046.0 $1.1M 0.06% NEW $208.73 +5.0%
272 COF CAPITAL ONE FINL CORP Financial Services 4,339.0 $1.1M 0.06% NEW $242.35 -22.5%
273 BKNG BOOKING HOLDINGS INC Consumer Cyclical 196.0 $1.0M 0.06% NEW $5356.11 -97.0%
274 CMI CUMMINS INC Industrials 2,022.0 $1.0M 0.06% NEW $510.48 +25.3%
275 GIS GENERAL MLS INC Consumer Defensive 22,187.0 $1.0M 0.06% NEW $46.50 -27.5%
276 XLY SELECT SECTOR SPDR TR 8,637.0 $1.0M 0.06% NEW $119.41 -0.2%
277 MU MICRON TECHNOLOGY INC Technology 3,556.0 $1.0M 0.06% NEW $285.40 +163.1%
278 CRM SALESFORCE INC Technology 3,813.0 $1.0M 0.06% NEW $264.89 -32.0%
279 PFE PFIZER INC Healthcare 40,079.0 $998K 0.06% NEW $24.90 +4.0%
280 ITW ILLINOIS TOOL WKS INC Industrials 4,048.0 $997K 0.06% NEW $246.27 +2.4%
Page 14 of 35  ·  700 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 30.1%
Financial Services 20.2%
Healthcare 9.6%
Consumer Cyclical 9.4%
Communication Services 9.2%
Consumer Defensive 8.0%
Industrials 7.2%
Energy 2.6%
Utilities 1.6%
Real Estate 1.1%