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 $7.19B across 136 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SBIL ($4.92B, 68.43%), IVV ($780.8M, 10.87%), AGG ($499.0M, 6.94%), TUA ($98.3M, 1.37%), SPUC ($80.4M, 1.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SBIL | SIMPLIFY EXCHANGE TRADED FUN | $4.92B | 68.43% | 49.1M | Added |
| 2 | IVV | ISHARES TR | $780.8M | 10.87% | 1.0M | Trimmed |
| 3 | AGG | ISHARES TR | $499.0M | 6.94% | 5.0M | Added |
| 4 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $98.3M | 1.37% | 4.8M | Trimmed |
| 5 | SPUC | SIMPLIFY EXCHANGE TRADED FUN | $80.4M | 1.12% | 1.6M | Hold |
| 6 | IBIT | ISHARES BITCOIN TRUST ETF | $64.7M | 0.90% | 1.9M | Added |
| 7 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $42.5M | 0.59% | 2.1M | Hold |
| 8 | GLD | SPDR GOLD TR | $40.8M | 0.57% | 110,000 | New |
| 9 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $39.8M | 0.55% | 1.7M | Hold |
| 10 | NMB | SIMPLIFY EXCHANGE TRADED FUN | $38.7M | 0.54% | 1.6M | Hold |
| 11 | QIS | SIMPLIFY EXCHANGE TRADED FUN | $37.9M | 0.53% | 3.8M | Hold |
| 12 | PAGP | PLAINS GP HLDGS L P | $30.9M | 0.43% | 1.3M | Hold |
| 13 | NXTI | SIMPLIFY EXCHANGE TRADED FUN | $28.6M | 0.40% | 822,303 | Hold |
| 14 | NVO | NOVO-NORDISK A S | $24.2M | 0.34% | 504,918 | Added |
| 15 | PCT | PURECYCLE TECHNOLOGIES INC | $24.7M | 0.34% | 3.0M | Added |
| 16 | UTHR | UNITED THERAPEUTICS CORP DEL | $24.6M | 0.34% | 45,411 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $18.5M | 0.26% | 72,879 | Added |
| 18 | WRBY | WARBY PARKER INC | $17.8M | 0.25% | 587,066 | Added |
| 19 | LLY | ELI LILLY & CO | $17.6M | 0.25% | 14,715 | Trimmed |
| 20 | UNH | UNITEDHEALTH GROUP INC | $17.5M | 0.24% | 42,212 | Added |
| 21 | ABBV | ABBVIE INC | $16.2M | 0.23% | 64,461 | Added |
| 22 | JAZZ | JAZZ PHARMACEUTICALS PLC | $16.5M | 0.23% | 68,560 | Added |
| 23 | XV | SIMPLIFY EXCHANGE TRADED FUN | $15.5M | 0.22% | 624,406 | Hold |
| 24 | BHVN | BIOHAVEN LTD | $15.5M | 0.22% | 1.0M | Added |
| 25 | BNTC | BENITEC BIOPHARMA INC | $13.5M | 0.19% | 1.0M | Added |
Source: SEC Form 13F filings · as of 2026-06-30