Simplicity Wealth,LLC

Position in AGNC — AGNC Investment Corp.

CIK 1913243 SUMMIT, NJ

Position in AGNC

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$2,244,944

-$273,205 QoQ

Shares Held

223,823

-4.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

4 quarters on record

Real Estate · as of Mar 31, 2026

Simplicity Wealth,LLC holds $6,706,046 across 4 REIT - Mortgage names. AGNC ranks #1 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp. This page	223,823	$2,244,944
2	NLY	Annaly Capital Management Inc	85,270	$1,803,460
3	ARR	Armour Residential REIT, Inc.	82,674	$1,379,002
4	TWO	Two Harbors Investment Corp.	111,965	$1,278,640

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,244,944	223,823	-4.7%	Shares	Sole	2026-04-30
2025-12-31	$2,518,149	234,902	+15.2%	Shares	Sole	2026-01-30
2025-09-30	$1,996,650	203,948	-33.9%	Shares	Sole	2025-10-30
2025-03-31	$2,953,954	308,346	—	Shares	Sole	2025-04-15
No filing history on record for this holder in this stock.