13F Filings History of SimpliFi, Inc.
- Latest 13F filing
- Q2 2026 - 24 Jul 2026
- Latest reported 13F value
- $253,036,861
- Largest 13F holdings
-
BND RSP VIG QEFA IEF SPY DGRE VGIT BOND VTIP IWM QUAL
+8 more
PWZ CMF VTI AOR VZ INMU LQDI XMPT - Form 13F summary
-
- SimpliFi, Inc. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- SimpliFi, Inc. reported 45 equity holdings with a total reported market value of $253,036,861 for Q2 2026. Top reported holdings included BND, RSP, VIG, QEFA, and IEF.
- Manager signature
- Lauren Cook - Chief Compliance Officer
- Manager location
- San Diego, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow SimpliFi, Inc. with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$253,036,861
Quarter delta
+$14,860,730
Accepted
24 Jul 2026, 17:13
Rows shown
1-25 of 35
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 45 | $253,036,861 | +$2,857,291 | -$1,540,195 | +$1,317,096 | BND, RSP, VIG, QEFA, IEF | 13F-HR | 24 Jul 2026, 17:13 |
| Q1 2026 | 43 | $238,176,131 | +$2,257,544 | -$253,565 | +$2,003,979 | BND, RSP, QEFA, VIG, IEF | 13F-HR | 22 Apr 2026, 19:48 |
| Q4 2025 | 43 | $236,391,092 | +$110,325,697 | -$109,513,977 | +$811,720 | BND, RSP, VIG, IEF, QEFA | 13F-HR | 22 Jan 2026, 17:49 |
| Q3 2025 | 44 | $233,722,370 | +$41,488,880 | -$43,006,944 | -$1,518,064 | LQDI, SPY, QEFA, IEF, BOND | 13F-HR | 23 Oct 2025, 20:17 |
| Q2 2025 | 41 | $226,919,869 | +$2,323,987 | -$1,362,215 | +$961,772 | LQDI, SPY, QEFA, BOND, AGGY | 13F-HR | 18 Jul 2025, 16:06 |
| Q1 2025 | 41 | $217,904,223 | +$68,755,150 | -$68,873,466 | -$118,316 | LQDI, SPY, QEFA, AGGY, BOND | 13F-HR | 28 Apr 2025, 18:01 |
| Q4 2024 | 41 | $218,671,961 | +$15,146,869 | -$14,900,735 | +$246,134 | AGGY, LQD, QEFA, IWM, SPY | 13F-HR | 23 Jan 2025, 18:10 |
| Q3 2024 | 41 | $225,519,583 | +$3,513,416 | -$6,744,881 | -$3,231,465 | LQD, AGGY, QEFA, IWM, SPY | 13F-HR | 22 Oct 2024, 16:49 |
| Q2 2024 | 41 | $216,515,921 | +$4,587,281 | -$4,738,815 | -$151,534 | AGGY, LQD, QEFA, SPY, IWM | 13F-HR | 25 Jul 2024, 17:13 |
| Q1 2024 | 38 | $218,649,910 | +$40,026,033 | -$45,623,256 | -$5,597,223 | AGGY, LQD, QEFA, SPY, IWM | 13F-HR | 22 Apr 2024, 19:46 |
| Q4 2023 | 33 | $202,766,260 | +$81,902 | $0 | +$81,902 | AGGY, LQD, QEFA, DSTL, BKLN | 13F-HR | 23 Jan 2024, 18:27 |
| Q3 2023 | 33 | $202,910,930 | +$8,820,818 | -$10,002,797 | -$1,181,979 | AGGY, LQD, QEFA, DSTL, BKLN | 13F-HR | 10 Oct 2023, 21:37 |
| Q2 2023 | 34 | $211,509,302 | +$27,083,911 | -$21,411,635 | +$5,672,276 | AGGY, LQD, QEFA, DSTL, VIG | 13F-HR | 17 Jul 2023, 21:47 |
| Q1 2023 | 35 | $203,439,840 | +$27,845,900 | -$22,069,249 | +$5,776,651 | AGGY, LQD, QEFA, VIG, IWM | 13F-HR | 19 Apr 2023, 20:04 |
| Q4 2022 | 28 | $191,610,631 | +$69,552,322 | -$80,569,493 | -$11,017,171 | AGGY, LQD, QEFA, VIG, SPY | 13F-HR | 23 Jan 2023, 17:41 |
| Q3 2022 | 30 | $193,085,000 | +$1,164,739 | -$2,634,465 | -$1,469,726 | AGZD, LQDH, QEFA, VIG, SPY | 13F-HR | 18 Oct 2022, 08:04 |
| Q2 2022 | 31 | $202,514,000 | +$1,255,370 | -$876,082 | +$379,288 | AGZD, LQDH, QEFA, VIG, SPY | 13F-HR | 20 Jul 2022, 07:46 |
| Q1 2022 | 34 | $219,985,000 | +$13,148,103 | -$15,043,488 | -$1,895,385 | AGZD, LQDH, QEFA, SPY, VIG | 13F-HR | 14 Apr 2022, 16:49 |
| Q4 2021 | 32 | $228,940,000 | +$39,345,259 | -$40,245,923 | -$900,664 | AGZD, LQDH, QEFA, SPY, VIG | 13F-HR | 19 Jan 2022, 21:39 |
| Q3 2021 | 26 | $222,684,000 | +$3,974,657 | -$458,863 | +$3,515,794 | AGZD, LQDH, QEFA, DSTL, SPY | 13F-HR | 14 Oct 2021, 17:10 |
| Q2 2021 | 25 | $220,850,000 | +$105,595,440 | -$104,527,842 | +$1,067,598 | AGZD, LQDH, QEFA, DSTL, SPY | 13F-HR | 20 Jul 2021, 21:56 |
| Q1 2021 | 22 | $214,062,000 | +$7,212,882 | -$8,977,884 | -$1,765,002 | AGGY, LQD, QEFA, DSTL, VIG | 13F-HR | 14 Apr 2021, 13:06 |
| Q4 2020 | 23 | $214,599,000 | +$39,241,226 | -$39,442,452 | -$201,226 | AGGY, LQD, QEFA, DSTL, VIG | 13F-HR | 27 Jan 2021, 17:31 |
| Q3 2020 | 22 | $200,754,000 | +$44,645,906 | -$39,211,594 | +$5,434,312 | AGGY, LQD, QEFA, DSTL, SPY | 13F-HR | 23 Oct 2020, 17:06 |
| Q2 2020 | 23 | $190,647,000 | +$31,916,027 | -$15,234,053 | +$16,681,974 | AGGY, LQD, EFAV, QUS, SPY | 13F-HR | 13 Jul 2020, 13:31 |