§ 13F · FUND PROFILE
Simplify Asset Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.0B (13F)Positions · 89Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$195M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SBIL | SIMPLIFY EXCHANGE TRADED FUN | 46.04M | $4.6B | 70.7% | +5% |
| 2 | IVV | ISHARES TR | 1.09M | $713M | 10.9% | +8% |
| 3 | AGG | ISHARES TR | 4.10M | $407M | 6.2% | +46% |
| 4 | TUA | SIMPLIFY EXCHANGE TRADED FUN | 5.53M | $117M | 1.8% | NEW |
| 5 | SPUC | SIMPLIFY EXCHANGE TRADED FUN | 1.63M | $72M | 1.1% | ±0% |
| 6 | QIS | SIMPLIFY EXCHANGE TRADED FUN | 3.78M | $46M | 0.7% | ±0% |
| 7 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 2.11M | $43M | 0.7% | +13% |
| 8 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 1.70M | $40M | 0.6% | NEW |
| 9 | NMB | SIMPLIFY EXCHANGE TRADED FUN | 1.55M | $38M | 0.6% | ±0% |
| 10 | PAGP | PLAINS GP HLDGS L P | 1.27M | $31M | 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 $2.0 billion in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed