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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 20 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ONEQ FIDELITY COMWLTH TR 7,935.0 $674K 0.04% -216.0 -2.6% $84.91 +22.2%
382 QQQM INVESCO EXCH TRADED FD TR II 2,821.0 $670K 0.04% +514.0 +22.3% $237.60 +24.3%
383 ADI ANALOG DEVICES INC Technology 2,101.0 $668K 0.04% +396.0 +23.2% $318.09 +24.8%
384 GRID FIRST TR EXCHANGE-TRADED FD 4,075.0 $667K 0.04% NEW $163.58 +17.7%
385 ASML ASML HLDG NV Technology 504.0 $666K 0.04% +154.0 +44.0% $1320.83 +23.6%
386 EMR EMERSON ELEC CO Industrials 5,053.0 $662K 0.04% +439.0 +9.5% $131.03 +4.1%
387 HORIZON FDS 24,467.0 $662K 0.04% NEW $27.05
388 ISRG INTUITIVE SURGICAL INC Healthcare 1,430.0 $659K 0.04% -240.0 -14.4% $461.04 -5.0%
389 AXP AMERICAN EXPRESS CO Financial Services 2,171.0 $657K 0.04% +302.0 +16.2% $302.44 +3.1%
390 AZO AUTOZONE INC Consumer Cyclical 194.0 $655K 0.04% +7.0 +3.7% $3377.78 +0.9%
391 FTGC FIRST TR EXCHANGE TRAD FD VI 22,746.0 $653K 0.04% +9K +63.3% $28.71 +2.3%
392 ICVT ISHARES TR 6,378.0 $649K 0.04% -2K -26.6% $101.80 +16.3%
393 LKQ LKQ CORP Consumer Cyclical 22,095.0 $649K 0.04% +401.0 +1.9% $29.37 -7.6%
394 FALN ISHARES TR 24,280.0 $649K 0.04% +5K +28.4% $26.72 +1.1%
395 XYLD GLOBAL X FDS 16,574.0 $649K 0.04% -11K -38.9% $39.13 +3.3%
396 FGD FIRST TR EXCHANGE-TRADED FD 20,258.0 $647K 0.04% +2K +13.9% $31.93 +6.2%
397 SMIZ ZACKS TRUST 17,380.0 $644K 0.04% -248.0 -1.4% $37.07 +13.5%
398 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,958.0 $640K 0.04% +188.0 +10.6% $327.10 +12.9%
399 CRWD CROWDSTRIKE HLDGS INC Technology 1,640.0 $640K 0.04% +120.0 +7.9% $390.43 +69.9%
400 APP APPLOVIN CORP Technology 1,608.0 $640K 0.04% +270.0 +20.2% $398.00 +21.0%
Page 20 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%