Simpli Fi, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $181 Million distributed in 44 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $26M, Ishares Barclays with a value of $21.3M, Pimco Active Bond Exchange Tra with a value of $19.9M, Spdr Index Shs Fds Msci Eafe S with a value of $18.6M, and Ishares Russell 2000 ETF with a value of $17.4M.
Examining the 13F form we can see an increase of $1.02M in the current position value, from $180M to 181M.
Below you can find more details about Simpli Fi, Inc. portfolio as well as his latest detailed transactions.
