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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 4 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVDS AMERICAN CENTY ETF TR 85,631.0 $6.2M 0.35% -1K -1.2% $71.85 +8.9%
62 WMT WALMART INC Consumer Defensive 49,498.0 $6.2M 0.35% -7K -11.8% $124.28 -3.2%
63 CVX CHEVRON CORPORATION Energy 29,175.0 $6.0M 0.34% +4K +15.3% $206.90 -7.5%
64 V VISA INC Financial Services 19,483.0 $5.9M 0.33% -560.0 -2.8% $302.23 +8.8%
65 SPEM SPDR INDEX SHS FDS 125,368.0 $5.9M 0.33% +24K +23.7% $46.91 +9.6%
66 JHMM JOHN HANCOCK EXCHANGE TRADED 87,127.0 $5.8M 0.33% +21K +31.2% $67.12 +8.2%
67 NFLX NETFLIX INC. Communication Services 60,802.0 $5.8M 0.33% +6K +11.5% $96.15 -7.9%
68 SDVY FIRST TR EXCHANGE TRADED FD 144,108.0 $5.7M 0.32% +58K +68.1% $39.43 +5.4%
69 IWS ISHARES TR 38,633.0 $5.6M 0.32% +2K +6.0% $145.74 +8.8%
70 GOVT ISHARES TR 240,115.0 $5.5M 0.31% +173K +255.4% $22.91 -1.1%
71 DFUV DIMENSIONAL ETF TRUST 113,007.0 $5.5M 0.31% -3K -2.2% $48.46 +9.6%
72 HD HOME DEPOT INC Consumer Cyclical 16,647.0 $5.5M 0.31% +2K +10.8% $328.89 -4.8%
73 JHEM JOHN HANCOCK EXCHANGE TRADED 158,586.0 $5.4M 0.31% +35K +27.9% $34.26 +14.2%
74 FNDE SCHWAB STRATEGIC TR 141,937.0 $5.4M 0.31% +9K +6.5% $38.26 +6.0%
75 QQQ INVESCO QQQ TR Financial Services 9,318.0 $5.4M 0.30% -2K -14.7% $577.21 +24.3%
76 CSCO CISCO SYS INC Technology 68,875.0 $5.3M 0.30% +4K +6.7% $77.59 +55.2%
77 MRK MERCK & CO INC Healthcare 44,258.0 $5.3M 0.30% +3K +6.1% $120.29 +1.8%
78 AGG ISHARES TR 53,109.0 $5.3M 0.30% +19K +54.9% $99.27 -0.8%
79 KO COCA COLA CO Consumer Defensive 69,287.0 $5.3M 0.30% -2K -2.2% $76.05 +7.1%
80 VMBS VANGUARD SCOTTSDALE FDS 111,234.0 $5.2M 0.30% +4K +4.2% $46.95 -0.8%
Page 4 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%