SimpliFi, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, SimpliFi, Inc. held in its portfolio 40 assets valued at $236,391,092 (i.e. $236.39M).

The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($50.36M), INVESCO EXCHANGE TRADED FD T ($32.86M), and VANGUARD SPECIALIZED FUNDS ($23.04M).

The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in SimpliFi, Inc. Portfolio

VANGUARD BD INDEX FDS

INVESCO EXCHANGE TRADED FD T

VANGUARD SPECIALIZED FUNDS

ISHARES TR

SPDR INDEX SHS FDS

SPDR S&P 500 ETF TR

WISDOMTREE TR

VANGUARD SCOTTSDALE FDS

PIMCO ETF TR

VANGUARD MALVERN FDS

SimpliFi, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD BD INDEX FDS	679847	50356277	TOTAL BND MRKT
INVESCO EXCHANGE TRADED FD T	171537	32859709	S&P500 EQL WGT
VANGUARD SPECIALIZED FUNDS	104848	23043464	DIV APP ETF
ISHARES TR	231873	22296929	7-10 YR TRSY BD
SPDR INDEX SHS FDS	243597	22086940	MSCI EAFE STRTGC
SPDR S&P 500 ETF TR	20955	14289787	TR UNIT
WISDOMTREE TR	338309	10591974	EM MKTS QTLY DIV
VANGUARD SCOTTSDALE FDS	173791	10415279	INTER TERM TREAS
PIMCO ETF TR	105312	9802418	ACTIVE BD ETF
VANGUARD MALVERN FDS	186039	9201478	STRM INFPROIDX
ISHARES TR	31476	7748242	RUSSELL 2000 ETF
ISHARES TR	17764	3528348	MSCI USA QLT FCT
INVESCO EXCH TRADED FD TR II	82932	2003626	CALIF AMT MUN
ISHARES TR	31693	1821063	CALIF MUN BD ETF
SPDR SERIES TRUST	54566	1797845	STATE STREET SPD
VANGUARD INDEX FDS	4977	1668615	TOTAL STK MKT
ISHARES TR	18847	1225270	CORE 60/40 BALAN
VERIZON COMMUNICATIONS INC	29501	1201594	COM
ISHARES U S ETF TR	41986	1111795	INFLATION HEDG
BLACKROCK ETF TRUST II	44259	1063996	ISHARES INTERMED
VANECK ETF TRUST	37475	819955	CEF MUNI INCOME
INVESCO EXCHANGE TRADED FD T	9506	632339	LARGE CAP VALUE
ISHARES TR	6812	610127	CORE 80/20 AGGRE
VANGUARD STAR FDS	7169	540830	VG TL INTL STK F
ETF SER SOLUTIONS	8876	522790	DISTILLATE US
INVESCO EXCHANGE TRADED FD T	22539	495866	INTL DIVI ACHI
J P MORGAN EXCHANGE TRADED F	7635	437054	EQUITY PREMIUM
FIRST TR EXCHNG TRADED FD VI	12341	422803	FT VEST LADDERED
INVESCO EXCH TRADED FD TR II	1661	420111	NASDAQ 100 ETF
ISHARES TR	4785	417048	20 YR TR BD ETF
ISHARES TR	8299	396126	CORE 40/60 MODER
ISHARES TR	3533	389264	IBOXX INV CP ETF
DIMENSIONAL ETF TRUST	8516	337148	US CORE EQUITY 2
NORTHROP GRUMMAN CORP	559	318897	COM
INVESCO EXCH TRADED FD TR II	12184	303633	FLOATING RATE MU
VANGUARD INDEX FDS	1567	299222	VALUE ETF
SEMPRA	3265	288308	COM
ISHARES TR	2668	220977	1 3 YR TREAS BD
ISHARES TR	4121	217902	ISHS 1-5YR INVS
GRANITESHARES ETF TR	15928	186043	HIPS US HIGH INC