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Simplify Asset Management Inc. - Portfolio Stock Holdings

Simplify Asset Management Inc. disclosed 157 stock positions in a recent SEC 13F filing. $7,083,486,416 of stock holdings were filed, with the largest holdings including SBIL, IVV, and AGG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $9,635,489,613 and has 45 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.

Report Period:

June 30, 2026

No. of Stocks:

157

Est. Stock Holding Value:

$7,083,486,416

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Simplify Asset Management Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Simplify Asset Management Inc.

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.