SimpliFi, Inc. - Portfolio Stock Holdings
SimpliFi, Inc. disclosed 45 stock positions in a recent SEC 13F filing. $253,036,679 of stock holdings were filed, with the largest holdings including BND, RSP, and VIG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $276,123,718 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
45Est. Stock Holding Value:
$253,036,679Top Stock Holdings By Sector
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Portfolio Stock Holdings - SimpliFi, Inc.
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