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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 37 of 38  ·  748 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ALLE ALLEGION PLC Industrials 1,393.0 $202K 0.01% NEW $145.31 -10.2%
722 EXC EXELON CORP Utilities 4,115.0 $202K 0.01% NEW $49.02 -5.7%
723 LDUR PIMCO ETF TR 2,101.0 $201K 0.01% NEW $95.82 -0.4%
724 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 511.0 $200K 0.01% NEW $392.00 +107.3%
725 ASG LIBERTY ALL-STAR GROWTH FD I Financial Services 38,999.0 $185K 0.01% $4.75 +10.5%
726 CMPX COMPASS THERAPEUTICS INC Healthcare 28,350.0 $150K 0.01% -6K -16.3% $5.29 -60.9%
727 PGX INVESCO EXCH TRADED FD TR II 12,453.0 $135K 0.01% -69.0 -0.6% $10.88 +0.6%
728 TAIL CAMBRIA ETF TR 10,400.0 $122K 0.01% NEW $11.71 -8.7%
729 MFG MIZUHO FINANCIAL GROUP INC Financial Services 11,559.0 $92K 0.01% NEW $7.94 +17.4%
730 BBDC BARINGS BDC INC Financial Services 11,020.0 $91K 0.01% NEW $8.23 +3.4%
731 SCO PROSHARES TR II Financial Services 10,900.0 $91K 0.01% NEW $8.32 -23.6%
732 NEXT NEXTDECADE CORP Energy 11,832.0 $91K 0.01% NEW $7.66 +10.4%
733 PMM PUTNAM MANAGED MUN INCOME TR Financial Services 12,000.0 $74K 0.00% NEW $6.15 +0.2%
734 LYG LLOYDS BANKING GROUP PLC Financial Services 14,289.0 $72K 0.00% -2K -13.6% $5.03 +6.6%
735 NAT NORDIC AMERICAN TANKERS LIMI Industrials 10,850.0 $64K 0.00% -216.0 -1.9% $5.86 -7.9%
736 WTI W & T OFFSHORE INC Energy 17,755.0 $61K 0.00% -2K -11.6% $3.41 +29.9%
737 EDAP EDAP TMS S A Healthcare 11,125.0 $41K 0.00% -310.0 -2.7% $3.72 +15.6%
738 LPL LG DISPLAY CO LTD Technology 10,563.0 $41K 0.00% NEW $3.88 +30.2%
739 ANIX ANIXA BIOSCIENCES INC Healthcare 12,000.0 $31K 0.00% $2.58 +8.1%
740 CIG CIA ENERGETICA DE MINAS GERA Utilities 11,294.0 $27K 0.00% +376.0 +3.4% $2.39 -7.5%
Page 37 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%