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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 33 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 FIX COMFORT SYS USA INC Industrials 186.0 $257K 0.01% NEW $1379.05 +32.6%
642 BAMO NORTHERN LTS FD TR IV 8,055.0 $256K 0.01% -255.0 -3.1% $31.79 +7.8%
643 UNILEVER PLC 4,482.0 $255K 0.01% -566.0 -11.2% $56.97
644 USA LIBERTY ALL STAR EQUITY FD Financial Services 45,817.0 $254K 0.01% $5.55 +4.7%
645 KIM KIMCO REALTY CORP Real Estate 11,251.0 $253K 0.01% +378.0 +3.5% $22.47 +7.3%
646 MSA MSA SAFETY INC Industrials 1,538.0 $252K 0.01% NEW $163.99 +4.2%
647 EEMA ISHARES INC 2,631.0 $252K 0.01% -5K -67.5% $95.74 +18.0%
648 TGT TARGET CORP Consumer Defensive 2,076.0 $252K 0.01% -325.0 -13.5% $121.20 +3.6%
649 AFL AFLAC INC Financial Services 2,289.0 $251K 0.01% -205.0 -8.2% $109.70 +7.4%
650 GSK GSK PLC Healthcare 4,548.0 $251K 0.01% -3K -42.4% $55.18 -6.9%
651 KHC KRAFT HEINZ CO Consumer Defensive 11,087.0 $249K 0.01% NEW $22.49 +5.8%
652 APA APA CORPORATION Energy 5,863.0 $249K 0.01% NEW $42.44 -8.6%
653 SNPS SYNOPSYS INC Technology 626.0 $248K 0.01% +178.0 +39.7% $396.53 +32.3%
654 CTAS CINTAS CORP Industrials 1,460.0 $247K 0.01% -92.0 -5.9% $169.20 +2.2%
655 SMMD ISHARES TR 3,231.0 $247K 0.01% NEW $76.34 +14.0%
656 BUFG FIRST TR EXCHNG TRADED FD VI 9,161.0 $246K 0.01% -79.0 -0.8% $26.86 +8.3%
657 SPSB SPDR SERIES TRUST 8,181.0 $246K 0.01% +103.0 +1.3% $30.07 -0.3%
658 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,720.0 $246K 0.01% NEW $66.12 +4.2%
659 PCG PG&E CORP Utilities 13,930.0 $245K 0.01% +2K +12.5% $17.57 -6.1%
660 CGMS CAPITAL GRP FIXED INCM ETF T 8,983.0 $245K 0.01% NEW $27.23 +0.8%
Page 33 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%