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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 35 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PWR QUANTA SVCS INC Industrials 418.0 $229K 0.01% NEW $549.03 +31.8%
682 A AGILENT TECHNOLOGIES INC Healthcare 2,010.0 $229K 0.01% +75.0 +3.9% $113.98 +0.9%
683 NVO NOVO-NORDISK A S Healthcare 6,216.0 $228K 0.01% +857.0 +16.0% $36.75 +22.3%
684 RMD RESMED INC Healthcare 1,017.0 $228K 0.01% NEW $224.50 -7.3%
685 AGCO AGCO CORP Industrials 1,970.0 $228K 0.01% NEW $115.89 -2.6%
686 AMCOR PLC 5,728.0 $228K 0.01% NEW $39.75
687 NDSN NORDSON CORP Industrials 846.0 $225K 0.01% NEW $266.08 +9.0%
688 FLRN SPDR SERIES TRUST 7,286.0 $224K 0.01% NEW $30.78 +0.1%
689 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 4,989.0 $224K 0.01% +501.0 +11.2% $44.84 +7.0%
690 NEBIUS GROUP N.V. 2,148.0 $223K 0.01% NEW $103.76
691 PSA PUBLIC STORAGE OPER CO Real Estate 814.0 $221K 0.01% NEW $270.96 +12.7%
692 INGERSOLL RAND INC 2,749.0 $220K 0.01% $80.12
693 OXY OCCIDENTAL PETE CORP Energy 3,387.0 $220K 0.01% NEW $64.99 -9.5%
694 TRV TRAVELERS COMPANIES INC Financial Services 750.0 $219K 0.01% NEW $291.81 +5.0%
695 SNTH TIDAL TRUST III 8,318.0 $218K 0.01% NEW $26.24 +14.4%
696 SHLD GLOBAL X FDS 3,079.0 $218K 0.01% -64.0 -2.0% $70.84 -8.0%
697 TMF DIREXION SHARES ETF TRUST 6,029.0 $217K 0.01% -156.0 -2.5% $36.06 -6.6%
698 DGRO ISHARES TR 3,095.0 $217K 0.01% NEW $70.18 +6.7%
699 VGK VANGUARD INTL EQUITY INDEX F 2,634.0 $217K 0.01% +229.0 +9.5% $82.42 +7.3%
700 DFAI DIMENSIONAL ETF TRUST 5,560.0 $217K 0.01% $38.96 +6.6%
Page 35 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%