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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 23 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LPX LOUISIANA PAC CORP Basic Materials 7,384.0 $537K 0.03% +2K +29.4% $72.75 +1.0%
442 PH PARKER-HANNIFIN CORP Industrials 594.0 $532K 0.03% +106.0 +21.7% $895.58 -3.1%
443 BAMG NORTHERN LTS FD TR IV 14,487.0 $529K 0.03% -677.0 -4.5% $36.52 +18.8%
444 OMFL INVESCO EXCH TRD SLF IDX FD 8,737.0 $525K 0.03% +102.0 +1.2% $60.12 +14.1%
445 CMCSA COMCAST CORP NEW Communication Services 18,028.0 $518K 0.03% -91.0 -0.5% $28.71 -12.4%
446 EME EMCOR GROUP INC Industrials 694.0 $512K 0.03% +9.0 +1.3% $738.34 +16.7%
447 PGR PROGRESSIVE CORP Financial Services 2,578.0 $511K 0.03% -290.0 -10.1% $198.20 +0.3%
448 CWI SPDR INDEX SHS FDS 13,938.0 $510K 0.03% +203.0 +1.5% $36.59 +11.6%
449 WWJD NORTHERN LTS FD TR IV 13,605.0 $509K 0.03% +1K +11.8% $37.39 +6.0%
450 BCI ABRDN ETFS 20,857.0 $507K 0.03% NEW $24.29 +1.5%
451 BUXX EA SERIES TRUST 24,700.0 $500K 0.03% +3K +14.9% $20.25 +0.1%
452 WSO WATSCO INC Industrials 1,373.0 $499K 0.03% +189.0 +16.0% $363.72 +5.1%
453 ADSK AUTODESK INC Technology 2,081.0 $498K 0.03% +299.0 +16.8% $239.35 -0.5%
454 BSV VANGUARD BD INDEX FDS 6,338.0 $497K 0.03% +2K +32.9% $78.41 -0.5%
455 CEG CONSTELLATION ENERGY CORP Utilities 1,778.0 $497K 0.03% +247.0 +16.1% $279.27 +8.0%
456 VAW VANGUARD WORLD FD 2,177.0 $491K 0.03% +19.0 +0.9% $225.34 +2.9%
457 MSOS ADVISORSHARES TR 137,741.0 $489K 0.03% -25K -15.4% $3.55 +31.8%
458 ENTERGY CORP NEW 4,339.0 $488K 0.03% +71.0 +1.7% $112.35
459 MCK MCKESSON CORP Healthcare 563.0 $487K 0.03% +95.0 +20.3% $865.44 -12.7%
460 RY ROYAL BK CDA Financial Services 3,011.0 $487K 0.03% +171.0 +6.0% $161.78 +17.4%
Page 23 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%