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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 28 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EOG EOG RES INC Energy 2,459.0 $355K 0.02% +55.0 +2.3% $144.57 -2.3%
542 TT TRANE TECHNOLOGIES PLC Industrials 843.0 $351K 0.02% +229.0 +37.3% $416.75 +8.2%
543 VLO VALERO ENERGY CORP Energy 1,419.0 $351K 0.02% NEW $247.15 -0.1%
544 JBND J P MORGAN EXCHANGE TRADED F 6,516.0 $350K 0.02% +422.0 +6.9% $53.77 -1.0%
545 SPGI S&P GLOBAL INC Financial Services 824.0 $350K 0.02% +67.0 +8.8% $425.18 -1.8%
546 CDC VICTORY PORTFOLIOS II 4,881.0 $349K 0.02% +664.0 +15.8% $71.43 +3.2%
547 CB CHUBB LTD SWITZ Financial Services 1,068.0 $348K 0.02% +161.0 +17.8% $325.98 +0.6%
548 FE FIRSTENERGY CORP Utilities 6,839.0 $346K 0.02% +223.0 +3.4% $50.66 -8.6%
549 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 5,978.0 $344K 0.02% +38.0 +0.6% $57.58 +21.8%
550 CGCV CAPITAL GROUP CONSERVATIVE E 11,441.0 $341K 0.02% +1K +9.6% $29.81 +7.9%
551 XEL XCEL ENERGY INC Utilities 4,261.0 $338K 0.02% +62.0 +1.5% $79.44 +2.1%
552 CDNS CADENCE DESIGN SYSTEM INC Technology 1,216.0 $338K 0.02% +306.0 +33.6% $277.87 +34.4%
553 EXP EAGLE MATLS INC Basic Materials 1,780.0 $337K 0.02% +15.0 +0.8% $189.47 +5.3%
554 AON AON PLC Financial Services 1,039.0 $335K 0.02% +154.0 +17.4% $322.79 +0.6%
555 IIIV I3 VERTICALS INC Technology 14,998.0 $335K 0.02% +157.0 +1.1% $22.36 -10.5%
556 AEM AGNICO EAGLE MINES LTD Basic Materials 1,636.0 $332K 0.02% +14.0 +0.9% $202.94 -13.3%
557 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,255.0 $330K 0.02% +955.0 +73.5% $146.36 +5.7%
558 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,032.0 $326K 0.02% +42.0 +1.1% $80.94 -1.8%
559 AMT AMERICAN TOWER CORP Real Estate 1,890.0 $326K 0.02% NEW $172.61 +6.5%
560 FTCB FIRST TR EXCHANGE-TRADED FD 15,532.0 $326K 0.02% -969.0 -5.9% $20.96 -1.1%
Page 28 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%