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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 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SRE SEMPRA Utilities 2,491.0 $242K 0.01% NEW $97.15 -4.5%
62 WDAY WORKDAY INC Technology 1,838.0 $239K 0.01% NEW $129.92 -1.4%
63 TDY TELEDYNE TECHNOLOGIES INC Technology 394.0 $238K 0.01% NEW $605.01 +2.6%
64 EFX EQUIFAX INC Industrials 1,323.0 $238K 0.01% NEW $180.04 -8.9%
65 ACYN FIRST TR EXCHANGE-TRADED FD 11,649.0 $237K 0.01% NEW $20.38 +2.1%
66 NOBL PROSHARES TR 2,199.0 $233K 0.01% NEW $105.99 +1.7%
67 COWZ PACER FDS TR 3,678.0 $230K 0.01% NEW $62.56 +2.8%
68 PWR QUANTA SVCS INC Industrials 418.0 $229K 0.01% NEW $549.03 +31.8%
69 RMD RESMED INC Healthcare 1,017.0 $228K 0.01% NEW $224.50 -7.3%
70 AGCO AGCO CORP Industrials 1,970.0 $228K 0.01% NEW $115.89 -2.6%
71 AMCOR PLC 5,728.0 $228K 0.01% NEW $39.75
72 NDSN NORDSON CORP Industrials 846.0 $225K 0.01% NEW $266.08 +9.0%
73 FLRN SPDR SERIES TRUST 7,286.0 $224K 0.01% NEW $30.78 +0.1%
74 NEBIUS GROUP N.V. 2,148.0 $223K 0.01% NEW $103.76
75 PSA PUBLIC STORAGE OPER CO Real Estate 814.0 $221K 0.01% NEW $270.96 +12.7%
76 OXY OCCIDENTAL PETE CORP Energy 3,387.0 $220K 0.01% NEW $64.99 -9.5%
77 TRV TRAVELERS COMPANIES INC Financial Services 750.0 $219K 0.01% NEW $291.81 +5.0%
78 SNTH TIDAL TRUST III 8,318.0 $218K 0.01% NEW $26.24 +14.4%
79 DGRO ISHARES TR 3,095.0 $217K 0.01% NEW $70.18 +6.7%
80 FAST FASTENAL CO Industrials 4,657.0 $216K 0.01% NEW $46.40 -5.3%
Page 4 of 6  ·  102 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%