§ 13F · FUND PROFILE
Simplify Asset Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1987.7T (13F)Positions · 89Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6125.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SBIL | SIMPLIFY EXCHANGE TRADED FUN | 43.65M | $4368.8T | 71.3% | NEW |
| 2 | IVV | ISHARES TR | 1.01M | $691.9T | 11.3% | NEW |
| 3 | AGG | ISHARES TR | 2.80M | $279.7T | 4.6% | NEW |
| 4 | SPUC | SIMPLIFY EXCHANGE TRADED FUN | 1.63M | $76.2T | 1.2% | NEW |
| 5 | QIS | SIMPLIFY EXCHANGE TRADED FUN | 3.78M | $56.1T | 0.9% | NEW |
| 6 | IBIT | ISHARES BITCOIN TRUST ETF | 800K | $40.8T | 0.7% | NEW |
| 7 | IBIT | ISHARES BITCOIN TRUST ETF | 795K | $39.5T | 0.6% | NEW |
| 8 | NMB | SIMPLIFY EXCHANGE TRADED FUN | 1.55M | $38.8T | 0.6% | NEW |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 1.86M | $38.5T | 0.6% | NEW |
| 10 | UNH | UNITEDHEALTH GROUP INC | 100K | $32.9T | 0.5% | NEW |
§ 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 $1987745.6 trillion in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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