Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Simplify Asset Management Inc. (CIK 1846368) reported $6.52B across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYC ($4.61B, 70.70%), IVV ($713.5M, 10.95%), AGG ($407.0M, 6.25%), TUA ($116.7M, 1.79%), SPUC ($72.2M, 1.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | $4.61B | 70.70% | 46.0M | Added |
| 2 | IVV | ISHARES TR | $713.5M | 10.95% | 1.1M | Added |
| 3 | AGG | ISHARES TR | $407.0M | 6.25% | 4.1M | Added |
| 4 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $116.7M | 1.79% | 5.5M | New |
| 5 | SPUC | SIMPLIFY EXCHANGE TRADED FUN | $72.2M | 1.11% | 1.6M | Hold |
| 6 | IBIT | ISHARES BITCOIN TRUST ETF | $56.8M | 0.87% | 1.5M | Trimmed |
| 7 | QIS | SIMPLIFY EXCHANGE TRADED FUN | $45.8M | 0.70% | 3.8M | Hold |
| 8 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $42.9M | 0.66% | 2.1M | Added |
| 9 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $40.0M | 0.61% | 1.7M | New |
| 10 | NMB | SIMPLIFY EXCHANGE TRADED FUN | $37.5M | 0.58% | 1.6M | Hold |
| 11 | PAGP | PLAINS GP HLDGS L P | $30.9M | 0.47% | 1.3M | Hold |
| 12 | NXTI | SIMPLIFY EXCHANGE TRADED FUN | $24.4M | 0.37% | 822,303 | Hold |
| 13 | UTHR | UNITED THERAPEUTICS CORP DEL | $20.3M | 0.31% | 34,251 | Added |
| 14 | ALGN | ALIGN TECHNOLOGY INC | $18.3M | 0.28% | 106,897 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $15.4M | 0.24% | 16,703 | Trimmed |
| 16 | XV | SIMPLIFY EXCHANGE TRADED FUN | $14.7M | 0.23% | 624,406 | Hold |
| 17 | NVO | NOVO-NORDISK A S | $12.0M | 0.18% | 327,357 | New |
| 18 | ABBV | ABBVIE INC | $10.6M | 0.16% | 48,621 | Added |
| 19 | JAZZ | JAZZ PHARMACEUTICALS PLC | $9.8M | 0.15% | 51,730 | Trimmed |
| 20 | PCT | PURECYCLE TECHNOLOGIES INC | $9.2M | 0.14% | 1.8M | Trimmed |
| 21 | REGN | REGENERON PHARMACEUTICALS | $8.4M | 0.13% | 10,900 | Trimmed |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $8.6M | 0.13% | 17,409 | Added |
| 23 | GILD | GILEAD SCIENCES INC | $8.5M | 0.13% | 61,345 | Added |
| 24 | TXG | 10X GENOMICS INC | $7.5M | 0.12% | 354,703 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $8.1M | 0.12% | 33,121 | Added |
Source: SEC Form 13F filings · as of 2026-03-31