Filer Snapshot

Simplify Asset Management Inc.

CIK 0001846368. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

23

Latest Filing

27 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC Form 13F

13F-HR filed on 27 Apr 2026 for CIK 0001846368.

View Source Filing
Business address
10845 Griffith Peak Drive, 2/F, Las Vegas, NV, 89135
Top securities (13F)
SBIL, IVV, AGG, TUA, SPUC, QIS, AGGH, BUCK, NMB, PAGP, IBIT, NXTI, UTHR, ALGN, LLY, XV, NVO, ABBV, JAZZ, and PCT
State of incorporation
DE
Fiscal year end
30 June

Filer intelligence

What SEC filings say about Simplify Asset Management Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $6.49B across 142 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SBIL at $4.61B.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 142 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 27 Apr 2026

SBIL

71%

Simplify Exchange Traded Fun

$4.61B

IVV

11%

Ishares Tr

$713.48M

AGG

6.3%

Ishares Tr

$407.01M

TUA

1.8%

Simplify Exchange Traded Fun

$116.66M

SPUC

1.1%

Simplify Exchange Traded Fun

$72.23M

Latest update

What changed recently for Simplify Asset Management Inc.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

27 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 27 Apr 2026.

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Benchmark Context

Benchmark context for this company

Simplify Asset Management Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Simplify Asset Management Inc. has filed 23 SEC EDGAR filings since 16 Feb 2021. Common forms include 13F-HR, 13F-HR/A.

Simplify Asset Management Inc. SEC filings Simplify Asset Management Inc. 13F portfolio

Latest Filings

Recent SEC filings for Simplify Asset Management Inc. with direct links to document and filing folders.

13F-HR File 028-20937

13F-HR filing

Filing date
27 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
09 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-20937

13F-HR filing

Filing date
20 Oct 2025
Reporting date
30 Sep 2025
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13F-HR File 028-20937

13F-HR filing

Filing date
07 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-20937

13F-HR filing

Filing date
13 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-20937

13F-HR filing

Filing date
11 Feb 2025
Reporting date
31 Dec 2024
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13F-HR/A File 028-20937

13F-HR/A filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
06 Nov 2024
Reporting date
30 Sep 2024
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13F-HR File 028-20937

13F-HR filing

Filing date
12 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-20937

13F-HR filing

Filing date
13 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-20937

13F-HR filing

Filing date
12 Feb 2024
Reporting date
31 Dec 2023
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13F-HR File 028-20937

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
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13F-HR File 028-20937

13F-HR filing

Filing date
14 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
10 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
10 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
11 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
13 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
14 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
12 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
13 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
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13F-HR File 028-20937

13F-HR filing

Filing date
17 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-20937

13F-HR filing

Filing date
16 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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About this filer

Simplify Asset Management Inc. files with the SEC under CIK 0001846368. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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