Simplify Asset Management Inc.
Annual return '25
+5.6%
SPY '25
+17.7%
Alpha
-12.1ptsvs SPY
Invested
$6.5B
Holdings
142
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SBIL
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 43.65M shares)
70.7%
02
$IVV
ISHARES TR
Q1 2026: Exited (was 1.01M shares)
10.9%
03
$AGG
ISHARES TR
Q1 2026: Exited (was 2.80M shares)
6.2%
04
$TUA
SIMPLIFY EXCHANGE TRADED FUN
Q1 2025: Exited (was 170.4k shares)
1.8%
05
$SPUC
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 1.63M shares)
1.1%
06
$IBIT
ISHARES BITCOIN TRUST ETF
Q1 2026: Exited (was 1.60M shares)
0.9%
07
$QIS
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 3.78M shares)
0.7%
08
$AGGH
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 1.86M shares)
0.7%
09
$BUCK
SIMPLIFY EXCHANGE TRADED FUN
Q1 2025: Exited (was 4.45M shares)
0.6%
10
$NMB
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 1.55M shares)
0.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.