account_balance
Investment manager · 13F filer · SEC CIK 1846368
Simplify Asset Management Inc.
Reported value$5.89Bas of Sep 30, 2026
Positions111 12 new, 37 sold out
Top 10 weight92.7%SBIL alone is 68%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SBILSimplify Exchange Traded Fun
67.6%Trimmed −19%
IVViShares Tr
13.3%Trimmed −2%
AGGiShares Tr
7.6%Trimmed −7%
QIS0.8%
CTAP0.7%
NMB0.6%
LLY0.6%PAGP0.6%XV0.5%
SPUC
HUMARQTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SBIL Simplify Exchange Traded Fun 67.6% Trimmed −19%
IVV iShares Tr 13.3% Trimmed −2%
AGG iShares Tr 7.6% Trimmed −7%
QIS Simplify Exchange Traded Fun 0.8% Added +19%
CTAP Simplify Exchange Traded Fun 0.7% Added +1400%
NMB Simplify Exchange Traded Fun 0.6% Held
LLY Eli Lilly & Co 0.6% Added +104%PAGP Plains Gp Hldgs L P 0.6% HeldXV Simplify Exchange Traded Fun 0.5% Added +84%
SPUC Simplify Exchange Traded Fun 0.5% Trimmed −66%
HUM Humana Inc 0.4% NewARQT Arcutis Biotherapeutics Inc 0.4% NewWhat changed