SimpliFi, Inc.
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 253,037
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 45 | 253,037 | 13F-HR | SimpliFi, Inc. |
| Q1 2026 | 4/22/2026 | 43 | 238,176 | 13F-HR | SimpliFi, Inc. |
| Q4 2025 | 1/23/2026 | 43 | 236,391 | 13F-HR | SimpliFi, Inc. |
| Q3 2025 | 10/24/2025 | 44 | 233,722 | 13F-HR | SimpliFi, Inc. |
| Q2 2025 | 7/18/2025 | 41 | 226,920 | 13F-HR | SimpliFi, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.81 K | 6.2% | 1.996 K | 0 | 1.996 K |
| ETFs | 237.2 K | 93.8% | 12.86 K | 0 | 12.86 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
253,037
Holdings
45
QoQ value change ($000)
14,861
(6.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.