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CIK: 0001716983
Total reported value
$253.0M
$253.0M
43 檔
59.9%
According to the latest 13F quarterly dataset, SimpliFi, Inc. managed an equity portfolio of $253.0M at the end of Q1 2026, spanning 43 distinct U.S. exchange-listed positions.
In Q1 2026, SimpliFi, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 21.38% | -1.01% | +1.71% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 13.79% | +0.45% | -0.23% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 9.57% | -0.16% | +0.30% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 9.56% | +0.43% | +0.95% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 9.30% | -0.65% | +0.10% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.77% | +0.49% | +0.87% | |
| 7 | DGRE | Wisdomtree Emerging Markets | ETF-Emerging Markets | 4.71% | +0.60% | +0.19% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.41% | -0.23% | +1.49% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.13% | -0.20% | +1.21% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.95% | -0.20% | +1.31% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.26% | +0.36% | -0.53% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.45% | +0.12% | +1.10% | |
| 13 | PWZ | Invesco California Amt-free | ETF-Other | 0.86% | -0.03% | +3.87% | |
| 14 | CMF | Ishares California Muni Bond | ETF-Other | 0.78% | -0.05% | +3.63% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | — | +5.26% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.12% | +1.65% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.55% | +0.02% | +7.98% | |
| 18 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.45% | -0.02% | +0.52% | |
| 19 | LQDI | Ishares Inflation Hedged Cor | ETF-Other | 0.44% | -0.06% | -4.00% | |
| 20 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.35% | +0.01% | +3.00% | |
| 21 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.31% | — | +0.75% | |
| 22 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.28% | +0.02% | +2.04% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.26% | +0.03% | +3.57% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.24% | -0.02% | +3.00% | |
| 25 | DSTL | Distillate US Fundamental St | ETF-Other | 0.22% | — | +2.20% | |
| 26 | PID | Invesco International Divide | ETF-Other | 0.21% | -0.01% | +0.91% | |
| 27 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.19% | — | +1.00% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.19% | -0.01% | +1.95% | |
| 29 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.18% | — | +9.47% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.18% | -0.01% | +3.07% | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.17% | — | — | |
| 32 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.16% | +0.04% | -0.54% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.16% | — | +0.71% | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.14% | -0.02% | -3.07% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.14% | -0.05% | -10.55% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.14% | +0.01% | — | |
| 37 | SRE | Sempra | Stock-Utilities | 0.13% | -0.01% | +0.70% | |
| 38 | PVI | Invesco Floating Rate Munici | ETF-Other | 0.13% | -0.01% | +0.49% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | -3.32% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.11% | — | +0.59% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.09% | — | +0.56% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.09% | — | +0.75% | |
| 43 | HIPS | Graniteshares Hips US High I | ETF-Other | 0.07% | -0.01% | -14.94% |
According to official SEC Form 13F filings, SimpliFi, Inc. reported a total U.S. public equity portfolio value of $253.0M across 43 disclosed positions in Q1 2026.
During Q1 2026, SimpliFi, Inc.'s top holdings by market value included BND (21.4%)、RSP (13.8%)、QEFA (9.6%). The largest single position, BND, represented 21.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, RSP, QEFA) accounted for 59.9% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
RSP
前期市值: $32.9M
In Q1 2026, SimpliFi, Inc. made 41 total portfolio adjustments, initiating 0 new buys, adding to 33 positions, trimming 8 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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