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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 15 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LQD ISHARES TR 9,849.0 $1.1M 0.06% +975.0 +11.0% $108.99 -0.2%
282 UBER UBER TECHNOLOGIES INC Technology 14,911.0 $1.1M 0.06% +699.0 +4.9% $71.93 -2.5%
283 NOC NORTHROP GRUMMAN CORP Industrials 1,566.0 $1.1M 0.06% +101.0 +6.9% $682.03 -18.4%
284 IGF ISHARES TR 15,882.0 $1.1M 0.06% +2K +12.5% $67.00 +1.0%
285 CLH CLEAN HARBORS INC Industrials 3,702.0 $1.1M 0.06% $286.75 -0.0%
286 COIN COINBASE GLOBAL INC Financial Services 6,070.0 $1.1M 0.06% -873.0 -12.6% $174.61 +3.1%
287 PSX PHILLIPS 66 Energy 5,806.0 $1.1M 0.06% +368.0 +6.8% $182.19 -4.6%
288 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,639.0 $1.1M 0.06% -229.0 -5.9% $290.52 -0.3%
289 TIPX SPDR SERIES TRUST 54,399.0 $1.0M 0.06% +10K +22.9% $19.19 -0.1%
290 UPS UNITED PARCEL SVCS INC Industrials 10,473.0 $1.0M 0.06% +1K +13.3% $98.38 +3.7%
291 XLI SELECT SECTOR SPDR TR 6,330.0 $1.0M 0.06% +3K +70.8% $161.73 +7.8%
292 C CITIGROUP INC Financial Services 9,005.0 $1.0M 0.06% +2K +36.0% $113.41 +11.9%
293 CGGE CAPITAL GROUP GLOBAL EQUITY 33,036.0 $1.0M 0.06% +2K +4.8% $30.50 +12.7%
294 HOOD ROBINHOOD MKTS INC Financial Services 14,505.0 $1.0M 0.06% -2K -9.9% $69.30 +6.9%
295 YUM YUM BRANDS INC Consumer Cyclical 6,461.0 $1.0M 0.06% +5K +339.2% $155.49 -0.2%
296 MSI MOTOROLA SOLUTIONS INC Technology 2,304.0 $1000K 0.06% +516.0 +28.9% $433.98 -5.4%
297 LMBS FIRST TR EXCHANGE-TRADED FD 20,043.0 $998K 0.06% +5K +36.4% $49.81 -0.0%
298 GDX VANECK ETF TRUST 10,870.0 $998K 0.06% -3K -19.8% $91.77 -3.6%
299 ITW ILLINOIS TOOL WKS INC Industrials 3,818.0 $994K 0.06% -230.0 -5.7% $260.26 -3.8%
300 DUK DUKE ENERGY CORP NEW Utilities 7,581.0 $993K 0.06% -79.0 -1.0% $130.94 -4.6%
Page 15 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%