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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 17 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KLAC KLA CORP Technology 584.0 $860K 0.05% +110.0 +23.2% $1472.03 +36.6%
322 SYY SYSCO CORP Consumer Defensive 12,010.0 $857K 0.05% +491.0 +4.3% $71.33 +5.6%
323 SCNM STERLING CAP FDS 34,415.0 $856K 0.05% NEW $24.86 +0.3%
324 SHEL SHELL PLC Energy 9,189.0 $855K 0.05% +88.0 +1.0% $93.00 -8.6%
325 INTC INTEL CORP Technology 19,357.0 $854K 0.05% +4K +26.2% $44.13 +179.9%
326 KEX KIRBY CORP Industrials 6,420.0 $853K 0.05% $132.88 +8.6%
327 FBK FB FINL CORP Financial Services 16,197.0 $841K 0.05% +190.0 +1.2% $51.94 +3.0%
328 ICLO INVESCO ACTIVELY MANAGED EXC 32,787.0 $836K 0.05% +11K +52.3% $25.51 +0.2%
329 XLY SELECT SECTOR SPDR TR 7,656.0 $834K 0.05% -981.0 -11.4% $108.99 +9.6%
330 DIHP DIMENSIONAL ETF TRUST 25,868.0 $833K 0.05% -2K -8.4% $32.22 +6.5%
331 NVS NOVARTIS AG Healthcare 5,440.0 $831K 0.05% +303.0 +5.9% $152.74 -1.3%
332 GGG GRACO INC Industrials 9,755.0 $826K 0.05% $84.65 -9.8%
333 SO SOUTHERN CO Utilities 8,507.0 $821K 0.05% +318.0 +3.9% $96.52 -2.5%
334 NKE NIKE INC Consumer Cyclical 15,294.0 $808K 0.05% +2K +13.2% $52.82 -14.9%
335 BK BANK NEW YORK MELLON CORP Financial Services 6,784.0 $805K 0.05% +154.0 +2.3% $118.64 +18.9%
336 VIOG VANGUARD ADMIRAL FDS INC 6,377.0 $794K 0.04% -101.0 -1.6% $124.46 +13.9%
337 PINNACLE FINL PARTNERS INC 9,155.0 $789K 0.04% NEW $86.14
338 IBB ISHARES TR 4,666.0 $788K 0.04% +434.0 +10.3% $168.85 +0.3%
339 QUIZ ZACKS TRUST 29,218.0 $788K 0.04% +385.0 +1.3% $26.96 +8.7%
340 IGM ISHARES TR 6,644.0 $787K 0.04% +635.0 +10.6% $118.51 +35.9%
Page 17 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%