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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 19 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ACWX ISHARES TR 10,755.0 $736K 0.04% NEW $68.47 +9.7%
362 SPHY SPDR SERIES TRUST 31,436.0 $733K 0.04% +11K +53.6% $23.32 +0.4%
363 REGN REGENERON PHARMACEUTICALS Healthcare 947.0 $731K 0.04% +102.0 +12.1% $772.41 -17.3%
364 AZN ASTRAZENECA PLC Healthcare 3,674.0 $725K 0.04% NEW $197.21 -5.2%
365 BC BRUNSWICK CORP Consumer Cyclical 9,862.0 $718K 0.04% +95.0 +1.0% $72.76 +11.3%
366 CME CME GROUP INC Financial Services 2,413.0 $713K 0.04% +584.0 +31.9% $295.31 -1.4%
367 VCIT VANGUARD SCOTTSDALE FDS 8,576.0 $710K 0.04% +1K +14.7% $82.75 -0.6%
368 IBD NORTHERN LTS FD TR IV 29,683.0 $708K 0.04% +3K +11.5% $23.86 -0.6%
369 KVUE KENVUE INC Consumer Defensive 40,557.0 $699K 0.04% +19K +88.2% $17.24 +1.7%
370 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,504.0 $698K 0.04% +2K +25.5% $60.65 -2.0%
371 SCHE SCHWAB STRATEGIC TR 21,011.0 $692K 0.04% -11K -35.0% $32.95 +8.5%
372 PSI INVESCO EXCHANGE TRADED FD T 7,332.0 $692K 0.04% NEW $94.38 +62.9%
373 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 19,525.0 $692K 0.04% +2K +9.1% $35.44 -3.8%
374 LIN LINDE PLC Basic Materials 1,389.0 $688K 0.04% +526.0 +61.0% $495.63 +4.4%
375 PVAL PUTNAM ETF TRUST 14,818.0 $688K 0.04% NEW $46.40 +8.5%
376 QYLD GLOBAL X FDS 39,945.0 $685K 0.04% -15K -27.2% $17.15 +4.3%
377 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 40,057.0 $684K 0.04% +1K +3.5% $17.07 -2.0%
378 SCHO SCHWAB STRATEGIC TR 28,144.0 $683K 0.04% -7K -19.4% $24.27 -0.6%
379 IUSG ISHARES TR 4,400.0 $682K 0.04% -612.0 -12.2% $155.11 +20.3%
380 CAIE CALAMOS ETF TR 27,021.0 $679K 0.04% NEW $25.14 +9.7%
Page 19 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%