Simplify Asset Management Inc. - Portfolio overview

Simplify Asset Management Inc. has 182 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Energy.

Largest reported holdings by portfolio allocation

1. SBIL - SIMPLIFY EXCHANGE TRADED FUN, 69.97%
2. IVV - ISHARES TR, 10.84%
3. AGG - ISHARES TR, 6.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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