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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 34 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DFEV DIMENSIONAL ETF TRUST 6,836.0 $245K 0.01% -570.0 -7.7% $35.78 +15.9%
662 GOVI INVESCO EXCH TRADED FD TR II 8,937.0 $244K 0.01% -34K -79.1% $27.28 -1.8%
663 BEN FRANKLIN RESOURCES INC Financial Services 10,288.0 $243K 0.01% +1K +10.9% $23.62 +31.3%
664 TDIV FIRST TR EXCHANGE TRADED FD 2,589.0 $243K 0.01% -326.0 -11.2% $93.67 +23.8%
665 ALL ALLSTATE CORP Financial Services 1,168.0 $242K 0.01% -128.0 -9.9% $207.27 +4.5%
666 SRE SEMPRA Utilities 2,491.0 $242K 0.01% NEW $97.15 -4.5%
667 VMI VALMONT INDS INC Industrials 604.0 $241K 0.01% -6.0 -1.0% $399.65 +28.5%
668 EPD ENTERPRISE PRODS PARTNERS L Energy 6,369.0 $241K 0.01% $37.84 +4.7%
669 XSEP FIRST TR EXCHNG TRADED FD VI 5,739.0 $240K 0.01% +296.0 +5.4% $41.88 +5.2%
670 WDAY WORKDAY INC Technology 1,838.0 $239K 0.01% NEW $129.92 -1.4%
671 NRG NRG ENERGY INC Utilities 1,633.0 $239K 0.01% +172.0 +11.8% $146.14 -5.8%
672 TDY TELEDYNE TECHNOLOGIES INC Technology 394.0 $238K 0.01% NEW $605.01 +2.6%
673 EFX EQUIFAX INC Industrials 1,323.0 $238K 0.01% NEW $180.04 -8.9%
674 ACYN FIRST TR EXCHANGE-TRADED FD 11,649.0 $237K 0.01% NEW $20.38 +2.1%
675 NDAQ NASDAQ INC Financial Services 2,796.0 $237K 0.01% +536.0 +23.7% $84.90 +7.2%
676 ISMD NORTHERN LTS FD TR IV 5,892.0 $235K 0.01% +645.0 +12.3% $39.97 +15.4%
677 NOBL PROSHARES TR 2,199.0 $233K 0.01% NEW $105.99 +1.7%
678 HBAN HUNTINGTON BANCSHARES INC Financial Services 14,807.0 $232K 0.01% +3K +24.7% $15.65 +1.7%
679 TRMB TRIMBLE INC Technology 3,547.0 $231K 0.01% +916.0 +34.8% $65.23 -13.6%
680 COWZ PACER FDS TR 3,678.0 $230K 0.01% NEW $62.56 +2.8%
Page 34 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%