SimpliFi, Inc.
SimpliFi, Inc. reported 45 positions worth $253.0M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: BND (20.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BND | SH | $51.5M | 20.37% | 702,115 | — | — | |
| ▸ 2 | RSP | SH | $36.0M | 14.24% | 169,356 | — | — | |
| ▸ 3 | VIG | SH | $25.3M | 9.99% | 106,855 | — | — | |
| ▸ 4 | QEFA | SH | $23.8M | 9.41% | 247,899 | — | — | |
| ▸ 5 | IEF | SH | $21.9M | 8.65% | 231,514 | — | — | |
| ▸ 6 | SPY | SH | $15.8M | 6.26% | 21,215 | — | — | |
| ▸ 7 | DGRE | SH | $13.4M | 5.31% | 329,152 | — | — | |
| ▸ 8 | VGIT | SH | $10.6M | 4.18% | 179,233 | — | — | |
| ▸ 9 | BOND | SH | $9.9M | 3.93% | 107,883 | — | — | |
| ▸ 10 | VTIP | SH | $9.5M | 3.75% | 188,962 | — | — |
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Frequently Asked Questions
What stocks does SimpliFi, Inc. hold as of Q2 2026?
SimpliFi, Inc. reported 45 positions worth $253.0M in its Q2 2026 13F filing. Largest positions: BND (20.4%), RSP (14.2%), VIG (10.0%), QEFA (9.4%) and IEF (8.7%).
What did SimpliFi, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SimpliFi, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.