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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 21 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TFC TRUIST FINL CORP Financial Services 13,838.0 $636K 0.04% +2K +16.9% $45.97 +5.6%
402 QCOM QUALCOMM INC Technology 4,924.0 $634K 0.04% -1K -20.2% $128.77 +78.5%
403 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,284.0 $631K 0.04% +103.0 +8.7% $491.58 -8.7%
404 PSFF PACER FDS TR 19,688.0 $631K 0.04% -33K -62.5% $32.04 +6.3%
405 MDLZ MONDELEZ INTL INC Consumer Defensive 10,792.0 $622K 0.04% +1K +16.0% $57.64 +8.1%
406 FDX FEDEX CORP Industrials 1,742.0 $620K 0.04% +135.0 +8.4% $356.09 +15.6%
407 QLTA ISHARES TR 13,030.0 $620K 0.04% -108.0 -0.8% $47.59 -0.2%
408 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 8,504.0 $616K 0.04% +621.0 +7.9% $72.46 +23.2%
409 VT VANGUARD INTL EQUITY INDEX F 4,447.0 $615K 0.04% +266.0 +6.4% $138.31 +13.5%
410 CIBR FIRST TR EXCHANGE-TRADED FD 9,772.0 $613K 0.04% +5K +93.2% $62.68 +31.3%
411 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,201.0 $606K 0.03% +804.0 +57.5% $275.19 +0.1%
412 RDVY FIRST TR EXCHANGE TRADED FD 8,813.0 $602K 0.03% -700.0 -7.4% $68.28 +11.0%
413 DFAS DIMENSIONAL ETF TRUST 8,364.0 $595K 0.03% -1K -13.2% $71.13 +10.7%
414 FCX FREEPORT MCMORAN INC Basic Materials 10,114.0 $594K 0.03% $58.78 +8.0%
415 MMM 3M CO Industrials 4,064.0 $590K 0.03% -253.0 -5.9% $145.24 +7.2%
416 INTU INTUIT Technology 1,363.0 $590K 0.03% +196.0 +16.8% $432.51 -28.2%
417 IUSV ISHARES TR 5,722.0 $585K 0.03% +481.0 +9.2% $102.25 +8.0%
418 SMH VANECK ETF TRUST 1,523.0 $584K 0.03% +947.0 +164.4% $383.40 +54.6%
419 SCHW SCHWAB CHARLES CORP Financial Services 6,196.0 $582K 0.03% +904.0 +17.1% $93.97 -8.7%
420 NOW SERVICENOW INC Technology 5,558.0 $581K 0.03% +841.0 +17.8% $104.55 -1.4%
Page 21 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%