§ 13F · FUND PROFILE
Simplify Asset Management Inc..
AUM · $7.2B (13F)Positions · 141Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$99M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SBIL | SIMPLIFY EXCHANGE TRADED FUN | 49.14M | $4.9B | 68.4% | +7% |
| 2 | IVV | ISHARES TR | 1.04M | $781M | 10.9% | −5% |
| 3 | AGG | ISHARES TR | 5.04M | $499M | 6.9% | +23% |
| 4 | TUA | SIMPLIFY EXCHANGE TRADED FUN | 4.81M | $98M | 1.4% | −13% |
| 5 | SPUC | SIMPLIFY EXCHANGE TRADED FUN | 1.63M | $80M | 1.1% | ±0% |
| 6 | IBIT | ISHARES BITCOIN TRUST ETF | 1.46M | $48M | 0.7% | +32% |
| 7 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 2.11M | $43M | 0.6% | ±0% |
| 8 | GLD | SPDR GOLD TR | 110K | $41M | 0.6% | NEW |
| 9 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 1.70M | $40M | 0.6% | ±0% |
| 10 | NMB | SIMPLIFY EXCHANGE TRADED FUN | 1.55M | $39M | 0.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIMPLIFY SIGNAL
AC read
Simplify Asset Management Inc. is a Other fund managing $7.2 billion in assets. The fund runs a portfolio of 141 positions.
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