Simpli Fi, Inc. Portfolio Holdings

Simpli Fi, Inc.

  • $181 Million
  • Q3 2025

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.

Portfolio value $181 Million
ETFs: $178 Million
Communication Services: $1.29 Million
Industrials: $339,000
Utilities: $291,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $181 Million
  • Prior Value $180 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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