13F Filings History of Simply Money Advisors

Latest 13F report
Q4 2025 - 05 Feb 2026
Signature - Title
Kenneth Madsen - CHIEF COMPLIANCE OFFICER
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Simply Money Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Simply Money Advisors reported 34 stock holdings with total value $710,812,000 as of Q1 2018. Top holdings included IVV, SPIB, GSLC, AGG, and JPIN. Allworth Financial LP is reporting for Simply Money Advisors.

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Holdings Value

Allworth Financial LP is reporting for Simply Money Advisors:

Name Holdings Value Location File Number
Allworth Financial LP $24,337,976,156 Folsom, CA 028-15046
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2018 0 $0 13F-NT 11 Feb 2019, 15:16
Q3 2018 0 $0 13F-NT 29 Oct 2018, 19:06
Q2 2018 0 $0 13F-NT 09 Aug 2018, 18:40
Q1 2018 34 $710,812,000 +$102,747,522 -$157,648,188 -$54,900,666 IVV, SPIB, GSLC, AGG, JPIN 13F-HR 17 Apr 2018, 16:19
Q4 2017 30 $774,214,000 +$27,927,434 -$32,914,576 -$4,987,142 IVV, AGG, IGIB, GSLC, IEI 13F-HR 09 Jan 2018, 16:29
Q3 2017 33 $755,463,000 +$33,622,493 -$28,707,254 +$4,915,239 IVV, AGG, IGIB, IEI, GSLC 13F-HR 20 Oct 2017, 11:20
Q2 2017 32 $733,157,000 +$79,208,230 -$71,359,614 +$7,848,616 IVV, AGG, IGIB, IEI, SPY 13F-HR 21 Jul 2017, 10:24
Q1 2017 29 $714,853,000 +$69,160,325 -$66,768,519 +$2,391,806 IVV, AGG, IGIB, IEI, PRF 13F-HR 18 Apr 2017, 15:42
Q4 2016 29 $694,560,000 +$274,380,779 -$229,697,553 +$44,683,226 IVV, AGG, IGIB, HDV, IEI 13F-HR 10 Feb 2017, 10:29
Q3 2016 25 $649,749,000 +$51,743,993 -$61,408,259 -$9,664,266 SPY, IGIB, AGG, IVW, LQD 13F-HR 07 Oct 2016, 15:15
Q2 2016 30 $649,567,000 +$101,872,596 -$118,038,620 -$16,166,024 SPY, IGIB, AGG, IVW, PRF 13F-HR 20 Jul 2016, 10:36
Q1 2016 25 $656,017,000 +$61,550,235 -$75,983,175 -$14,432,940 IGIB, SPY, AGG, IVW, PRF 13F-HR 19 Apr 2016, 17:19
Q4 2015 24 $664,981,000 +$85,057,859 -$82,521,857 +$2,536,002 IVW, IGIB, SPY, PRF, MBB 13F-HR 19 Jan 2016, 16:44
Q3 2015 24 $647,761,000 +$33,024,790 -$30,850,033 +$2,174,757 IVW, IGIB, SPY, PRF, MBB 13F-HR 22 Oct 2015, 15:02
Q2 2015 20 $679,341,000 +$37,333,367 -$40,781,385 -$3,448,018 SPY, IGIB, IVW, PRF, LQD 13F-HR 04 Aug 2015, 10:53
Q1 2015 23 $690,819,000 +$80,840,969 -$76,784,545 +$4,056,424 SPY, IGIB, IVW, PRF, MBB 13F-HR 06 Apr 2015, 13:22
Q4 2014 24 $675,475,000 +$99,793,962 -$89,108,669 +$10,685,293 SPY, IGIB, IVW, PRF, MBB 13F-HR 12 Jan 2015, 14:43
Q3 2014 23 $656,699,000 +$124,343,910 -$116,620,734 +$7,723,176 IGIB, SPY, PRF, MBB, IVE 13F-HR 10 Oct 2014, 14:38
Q2 2014 21 $657,542,000 +$93,496,125 -$96,332,283 -$2,836,158 SPY, IGIB, PRF, VGK, BKLN 13F-HR 17 Jul 2014, 14:40
Q1 2014 40 $643,526,000 +$61,448,632 -$17,997,784 +$43,450,848 IVW, IGIB, SPY, BKLN, PRF 13F-HR 24 Apr 2014, 11:23
Q4 2013 85 $594,667,000 $0 $0 $0 IVW, IGIB, SPY, MBB, BKLN 13F-HR 22 Jan 2014, 10:41