Notify me when Simplify Asset Management Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 140 | $6,079,893,361 | +$1,312,228,250 | -$162,413,251 | +$1,149,814,999 | SBIL, IVV, AGG, SPUC, QIS | 13F-HR | 09 Feb 2026, 10:17 |
| Q3 2025 | 127 | $4,934,607,708 | +$3,502,972,408 | -$292,329,020 | +$3,210,643,388 | SBIL, IVV, AGG, QIS, SPUC | 13F-HR | 20 Oct 2025, 09:31 |
| Q2 2025 | 87 | $1,650,446,036 | +$114,556,971 | -$696,984,244 | -$582,427,273 | IVV, AGG, AGGH, QIS, SPUC | 13F-HR | 07 Aug 2025, 15:08 |
| Q1 2025 | 92 | $2,142,547,341 | +$933,678,536 | -$204,904,799 | +$728,773,737 | IVV, SPY, AGG, AGGH, QIS | 13F-HR | 13 May 2025, 11:39 |
| Q4 2024 | 89 | $1,438,176,727 | +$309,800,671 | -$264,717,737 | +$45,082,934 | IVV, AGG, BUCK, AGGH, NMB | 13F-HR | 11 Feb 2025, 13:14 |
| Q3 2024 | 101 | $1,454,212,048 | +$395,895,667 | -$135,256,123 | +$260,639,544 | IVV, AGG, AGGH, BUCK, NMB | Restatement | 12 Nov 2024, 10:26 |
| Q2 2024 | 100 | $1,139,317,385 | +$323,226,377 | -$233,045,908 | +$90,180,469 | IVV, AGG, AGGH, CDX, BUCK | 13F-HR | 12 Aug 2024, 16:01 |
| Q1 2024 | 96 | $1,043,499,367 | +$425,366,220 | -$79,944,642 | +$345,421,578 | IVV, AGGH, BUCK, AGG, PAGP | 13F-HR | 13 May 2024, 11:39 |
| Q4 2023 | 101 | $645,034,594 | +$126,171,690 | -$134,282,771 | -$8,111,081 | IVV, AGGH, BUCK, PAGP, LTPZ | 13F-HR | 12 Feb 2024, 10:45 |
| Q3 2023 | 106 | $606,737,501 | +$151,096,403 | -$75,757,057 | +$75,339,346 | IVV, AGGH, LQD, PAGP, IEFA | 13F-HR | 14 Nov 2023, 13:12 |
| Q2 2023 | 106 | $551,790,500 | +$79,260,528 | -$123,230,259 | -$43,969,731 | IVV, IEFA, PAGP, CDX, PAA | 13F-HR | 14 Aug 2023, 10:35 |
| Q1 2023 | 106 | $558,041,859 | +$131,495,134 | -$199,308,411 | -$67,813,277 | IVV, IEFA, IBDO, IBDP, PAGP | 13F-HR | 10 May 2023, 13:28 |
| Q4 2022 | 69 | $590,700,012 | +$15,831,164 | -$191,735,003 | -$175,903,839 | IVV, IEFA, SVOL, CDX, QQQ | 13F-HR | 10 Feb 2023, 16:30 |
| Q3 2022 | 63 | $719,556,000 | +$29,205,337 | -$65,054,630 | -$35,849,293 | IVV, SVOL, CDX, QQQ, IEFA | 13F-HR | 14 Nov 2022, 13:09 |
| Q2 2022 | 60 | $797,623,000 | +$56,139,259 | -$33,779,800 | +$22,359,459 | IVV, SVOL, CDX, QQQ, TYA | 13F-HR | 10 Aug 2022, 18:51 |
| Q1 2022 | 77 | $918,969,000 | +$178,982,054 | -$12,404,671 | +$166,577,383 | IVV, IEFA, SVOL, QQQ, CDX | 13F-HR | 13 May 2022, 15:05 |
| Q4 2021 | 62 | $793,704,000 | +$193,328,490 | -$7,435,000 | +$185,893,490 | IVV, QQQ, SVOL, TYA, NVDA | 13F-HR | 14 Feb 2022, 10:17 |
| Q3 2021 | 27 | $550,825,000 | +$124,713,200 | -$2,673,919 | +$122,039,281 | IVV, QQQ, SVOL, SVXY, NET | 13F-HR | 12 Nov 2021, 12:26 |
| Q2 2021 | 14 | $427,758,000 | +$158,767,619 | -$255,710 | +$158,511,909 | IVV, QQQ, SVXY, CRWD, NET | 13F-HR | 13 Aug 2021, 14:38 |
| Q1 2021 | 10 | $248,837,000 | +$135,378,851 | -$1,844,456 | +$133,534,395 | IVV, QQQ, SQ, QQQJ, CRWD | 13F-HR | 17 May 2021, 11:08 |
| Q4 2020 | 24 | $109,426,000 | $0 | $0 | $0 | IVV, QQQ, QQQJ, SQ, LMND | 13F-HR | 16 Feb 2021, 14:42 |