Simplicity Wealth,LLC

Position in WSO — Watsco Inc

CIK 1913243 SUMMIT, NJ

Position in WSO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$813,040

+$313,557 QoQ

Shares Held

1,951

+42.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#377

of 780 holders

Holding Since

Mar 2024

6 quarters on record

Industrials · as of Jun 30, 2026

Simplicity Wealth,LLC holds $3,242,382 across 5 Industrial Distribution names. WSO ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	655	$891,062
2	WSO	Watsco Inc This page	1,951	$813,040
3	FERG	Ferguson Enterprises Inc. /DE/	3,290	$780,815
4	SITE	SiteOne Landscape Supply, Inc.	4,776	$546,422
5	FAST	Fastenal Co	4,394	$211,043

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,040	1,951	+42.1%	Shares	Sole	2026-08-06
2026-03-31	$499,483	1,373	+16.0%	Shares	Sole	2026-04-30
2025-12-31	$398,948	1,184	+91.9%	Shares	Sole	2026-01-30
2025-09-30	$249,453	617	-3.4%	Shares	Sole	2025-10-30
2024-06-30	$296,010	639	-0.2%	Shares	Sole	2024-07-10
2024-03-31	$276,460	640	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.