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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 18 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ETN EATON CORP PLC Industrials 2,196.0 $786K 0.04% +584.0 +36.2% $357.71 +12.7%
342 COF CAPITAL ONE FINL CORP Financial Services 4,287.0 $782K 0.04% -52.0 -1.2% $182.44 +2.2%
343 ABNB AIRBNB INC Consumer Cyclical 6,182.0 $781K 0.04% -502.0 -7.5% $126.29 +5.1%
344 VYMI VANGUARD WHITEHALL FDS 8,280.0 $780K 0.04% -222.0 -2.6% $94.24 +6.8%
345 SPMO INVESCO EXCH TRADED FD TR II 6,958.0 $780K 0.04% +3K +82.0% $112.12 +33.6%
346 SCHP SCHWAB STRATEGIC TR 29,313.0 $780K 0.04% NEW $26.61 +0.4%
347 LMUB ISHARES TR 15,582.0 $778K 0.04% NEW $49.93 +0.9%
348 BLK BLACKROCK INC Financial Services 808.0 $777K 0.04% +76.0 +10.4% $961.92 +12.0%
349 TSCO TRACTOR SUPPLY CO Consumer Cyclical 17,147.0 $777K 0.04% +2K +10.4% $45.30 -34.2%
350 USB US BANCORP Financial Services 14,803.0 $770K 0.04% +909.0 +6.5% $52.01 +6.2%
351 CGUS CAPITAL GROUP CORE EQUITY ET 19,856.0 $763K 0.04% +1K +7.0% $38.42 +14.2%
352 D DOMINION ENERGY INC Utilities 12,228.0 $756K 0.04% +8K +171.6% $61.82 +8.8%
353 EFA ISHARES TR 7,780.0 $756K 0.04% +5K +139.8% $97.13 +8.2%
354 GWW WW GRAINGER INC Industrials 690.0 $753K 0.04% -6.0 -0.9% $1090.87 +14.5%
355 FERG FERGUSON ENTERPRISES INC Industrials 3,217.0 $751K 0.04% +85.0 +2.7% $233.29 -2.6%
356 TJX TJX COS INC NEW Consumer Cyclical 4,670.0 $746K 0.04% +958.0 +25.8% $159.70 -0.5%
357 BUFZ FIRST TR EXCHNG TRADED FD VI 28,340.0 $744K 0.04% +5K +19.5% $26.27 +5.8%
358 EBND SPDR SERIES TRUST 35,980.0 $743K 0.04% +8K +26.8% $20.64 +1.2%
359 WELL WELLTOWER INC Real Estate 3,736.0 $739K 0.04% +236.0 +6.7% $197.70 +9.3%
360 WTFC WINTRUST FINL CORP Financial Services 5,308.0 $738K 0.04% $138.94 +7.9%
Page 18 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%