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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 36 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 URI UNITED RENTALS INC Industrials 297.0 $216K 0.01% $728.60 +28.8%
702 FAST FASTENAL CO Industrials 4,657.0 $216K 0.01% NEW $46.40 -5.3%
703 DELL DELL TECHNOLOGIES INC Technology 1,311.0 $215K 0.01% NEW $164.09 +79.9%
704 DOCT FIRST TR EXCHNG TRADED FD VI 4,948.0 $215K 0.01% +113.0 +2.3% $43.43 +6.6%
705 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,376.0 $214K 0.01% NEW $90.11 +15.2%
706 ING ING GROEP N.V. Financial Services 8,193.0 $213K 0.01% -10K -54.5% $26.05 +17.1%
707 EBAY EBAY INC. Consumer Cyclical 2,340.0 $213K 0.01% NEW $91.03 +27.2%
708 CPB THE CAMPBELLS COMPANY Consumer Defensive 9,550.0 $213K 0.01% -8K -45.9% $22.27 -7.6%
709 HAL HALLIBURTON CO Energy 5,414.0 $211K 0.01% NEW $38.99 +6.4%
710 BAMY NORTHERN LTS FD TR IV 7,682.0 $210K 0.01% -230.0 -2.9% $27.34 +1.4%
711 SHW SHERWIN WILLIAMS CO Basic Materials 648.0 $208K 0.01% NEW $320.50 -3.6%
712 LPLA LPL FINL HLDGS INC Financial Services 690.0 $208K 0.01% -61.0 -8.1% $300.86 -5.0%
713 HROW HARROW INC Healthcare 5,870.0 $207K 0.01% $35.26 -6.4%
714 CBOE CBOE GLOBAL MKTS INC Financial Services 735.0 $207K 0.01% NEW $281.16 +27.1%
715 TER TERADYNE INC Technology 696.0 $206K 0.01% NEW $296.47 +20.9%
716 PTL NORTHERN LTS FD TR IV 823.0 $206K 0.01% NEW $250.51 +12.0%
717 TDUP THREDUP INC Consumer Cyclical 62,726.0 $206K 0.01% $3.28 +30.8%
718 SPRX LISTED FDS TR 5,767.0 $205K 0.01% -8K -57.3% $35.60 +48.6%
719 DHI D R HORTON INC Consumer Cyclical 1,489.0 $204K 0.01% NEW $137.23 +4.7%
720 OEF ISHARES TR 640.0 $204K 0.01% -13K -95.4% $318.09 +16.7%
Page 36 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%