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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 31 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 COHR COHERENT CORP Technology 1,426.0 $263K 0.02% NEW $184.57 +104.6%
602 PAYX PAYCHEX INC Industrials 2,338.0 $262K 0.02% NEW $112.19 -13.5%
603 SYK STRYKER CORPORATION Healthcare 746.0 $262K 0.02% NEW $351.53 -10.0%
604 HSY HERSHEY CO Consumer Defensive 1,440.0 $262K 0.02% NEW $182.01 +7.0%
605 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 432.0 $261K 0.02% NEW $603.46 +11.1%
606 IMFL INVESCO EXCH TRD SLF IDX FD 8,741.0 $260K 0.02% NEW $29.79 +14.4%
607 DAR DARLING INGREDIENTS INC Consumer Defensive 7,206.0 $259K 0.01% NEW $36.00 +62.8%
608 GLW CORNING INC Technology 2,928.0 $256K 0.01% NEW $87.56 +121.6%
609 TOTALENERGIES SE 3,914.0 $256K 0.01% NEW $65.42
610 QEFA SPDR INDEX SHS FDS 2,808.0 $255K 0.01% NEW $90.67 +7.7%
611 AMCOR PLC 30,499.0 $254K 0.01% NEW $8.34
612 BUFG FIRST TR EXCHNG TRADED FD VI 9,240.0 $254K 0.01% NEW $27.52 +5.7%
613 RTO RENTOKIL INITIAL PLC Industrials 8,587.0 $253K 0.01% NEW $29.46 +6.4%
614 EOG EOG RES INC Energy 2,404.0 $252K 0.01% NEW $105.03 +34.5%
615 DFEV DIMENSIONAL ETF TRUST 7,406.0 $250K 0.01% NEW $33.74 +22.9%
616 MPWR MONOLITHIC PWR SYS INC Technology 271.0 $246K 0.01% NEW $907.90 +75.1%
617 VMI VALMONT INDS INC Industrials 610.0 $245K 0.01% NEW $402.38 +27.6%
618 SPSB SPDR SERIES TRUST 8,078.0 $244K 0.01% NEW $30.20 -0.7%
619 MRVL MARVELL TECHNOLOGY INC Technology 2,866.0 $244K 0.01% NEW $84.98 +131.0%
620 DFSV DIMENSIONAL ETF TRUST 7,358.0 $242K 0.01% NEW $32.89 +13.8%
Page 31 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%