Simplify Asset Management Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Simplify Asset Management Inc. held in its portfolio 141 assets valued at $6,125,550,321 (i.e. $6.13B).
The most valuable assets in the portfolio included: SIMPLIFY EXCHANGE TRADED FUN ($4.37B), ISHARES TR ($691.86M), and ISHARES TR ($279.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 141 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Simplify Asset Management Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SIMPLIFY EXCHANGE TRADED FUN | 43649040 | 4368832414 | GOVERNMENT MONEY |
| ISHARES TR | 1010106 | 691862004 | CORE S&P500 ETF |
| ISHARES TR | 2800131 | 279677084 | CORE US AGGBD ET |
| ISHARES BITCOIN TRUST ETF | 1595000 | 80223750 | SHS BEN INT |
| SIMPLIFY EXCHANGE TRADED FUN | 1634812 | 76175863 | US EQT PLS UPSID |
| SIMPLIFY EXCHANGE TRADED FUN | 3777620 | 56064414 | MULTI QIS ALTERN |
| SIMPLIFY EXCHANGE TRADED FUN | 1553376 | 38849934 | NATL MUNI BD ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 1859127 | 38483929 | AGGREGATE BOND E |
| UNITEDHEALTH GROUP INC | 99807 | 32947289 | COM |
| ELI LILLY & CO | 27979 | 30068472 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 822303 | 26742445 | NEXT INTANGIBLE |
| PLAINS GP HLDGS L P | 1272360 | 24352970 | LTD PARTNR INT A |
| REGENERON PHARMACEUTICALS | 31153 | 24046066 | COM |
| AMGEN INC | 52350 | 17134678 | COM |
| ALIGN TECHNOLOGY INC | 107194 | 16738343 | COM |
| PURECYCLE TECHNOLOGIES INC | 1933564 | 16609315 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 624406 | 15841180 | TARGET 15 DISTRI |
| APELLIS PHARMACEUTICALS INC | 538008 | 13514761 | COM |
| JAZZ PHARMACEUTICALS PLC | 71178 | 12100260 | SHS USD |
| UNITED THERAPEUTICS CORP DEL | 23839 | 11615553 | COM |
| BIOHAVEN LTD | 958202 | 10818101 | COM |
| DANAHER CORPORATION | 44416 | 10167711 | COM |
| WARBY PARKER INC | 400343 | 8723474 | CL A COM |
| INTUITIVE SURGICAL INC | 14740 | 8348146 | COM NEW |
| VERTEX PHARMACEUTICALS INC | 17492 | 7930173 | COM |
| 10X GENOMICS INC | 485977 | 7926285 | CL A COM |
| EYEPOINT INC | 375264 | 6856073 | COM NEW |
| ASTRAZENECA PLC | 70980 | 6525191 | SPONSORED ADR |
| INSMED INC | 36890 | 6420336 | COM PAR $.01 |
| ACHIEVE LIFE SCIENCES INC | 1184512 | 5887025 | COM |
| CVS HEALTH CORP | 74124 | 5882481 | COM |
| TESLA INC | 12843 | 5775754 | COM |
| ABBVIE INC | 23777 | 5432807 | COM |
| PHATHOM PHARMACEUTICALS INC | 321935 | 5340902 | COM |
| ESTABLISHMENT LABS HLDGS INC | 72894 | 5312515 | COM |
| ALIGNMENT HEALTHCARE INC | 262880 | 5191880 | COM |
| PENUMBRA INC | 15827 | 4920773 | COM |
| INVESCO QQQ TR | 8000 | 4904960 | UNIT SER 1 |
| VANECK BITCOIN ETF | 192930 | 4771159 | SH BEN INT |
| GILEAD SCIENCES INC | 37479 | 4600172 | COM |
| JOHNSON & JOHNSON | 21960 | 4544622 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 54028 | 4431377 | COMMON STOCK |
| MINERALYS THERAPEUTICS INC | 114182 | 4143665 | COM |
| IQVIA HLDGS INC | 17418 | 3926191 | COM |
| VIRIDIAN THERAPEUTICS INC | 103531 | 3221885 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 125000 | 3178750 | ANCORATO TARGET |
| MILESTONE PHARMACEUTICALS IN | 1506405 | 3042938 | COM |
| GUARDANT HEALTH INC | 29581 | 3021403 | COM |
| OSCAR HEALTH INC | 205131 | 2947732 | CL A |
| SIMPLIFY EXCHANGE TRADED FUN | 91464 | 2701453 | PIPER SANDLER US |
| THERMO FISHER SCIENTIFIC INC | 4619 | 2676480 | COM |
| ABBOTT LABS | 21330 | 2672436 | COM |
| DELCATH SYS INC | 261126 | 2637373 | COM NEW |
| ABEONA THERAPEUTICS INC | 500342 | 2636802 | COM NEW |
| ARGENX SE | 3115 | 2619559 | SPONSORED ADR |
| SIMPLIFY EXCHANGE TRADED FUN | 100000 | 2561550 | US EQUITY PLUS M |
| HEALTHEQUITY INC | 27329 | 2503610 | COM |
| CELLDEX THERAPEUTICS INC NEW | 85000 | 2308600 | COM NEW |
| ABIVAX SA | 16953 | 2286197 | SPONSORED ADS |
| PACIRA BIOSCIENCES INC | 86261 | 2232435 | COM |
| CYPHERPUNK TECHNOLOGIES INC | 1872322 | 2171894 | COM NEW |
| BENITEC BIOPHARMA INC | 151163 | 2036166 | COM NEW |
| COMPASS PATHWAYS PLC | 290000 | 2001000 | SPONSORED ADS |
| OCULIS HOLDING AG | 98765 | 1972337 | ORDINARY SHARES |
| MFA FINL INC | 202500 | 1885275 | COM |
| KYVERNA THERAPEUTICS INC | 192339 | 1807987 | COM |
| FULCRUM THERAPEUTICS INC | 159674 | 1805913 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 79655 | 1781086 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 9741 | 1731463 | CL A |
| WALMART INC | 15494 | 1726187 | COM |
| EDWARDS LIFESCIENCES CORP | 19338 | 1648564 | COM |
| INVENTIVA SA | 337662 | 1570128 | ADS |
| CISCO SYS INC | 20360 | 1551636 | COM |
| BOSTON SCIENTIFIC CORP | 15551 | 1482788 | COM |
| DYNEX CAP INC | 107000 | 1462690 | COM |
| INTERNATIONAL BUSINESS MACHS | 4852 | 1437211 | COM |
| ARMOUR RESIDENTIAL REIT INC | 78000 | 1379820 | COM SHS |
| AGNC INVT CORP | 127037 | 1361837 | COM |
| RITHM CAPITAL CORP | 116593 | 1270864 | COM NEW |
| NEKTAR THERAPEUTICS | 28000 | 1183840 | COM NEW |
| APPLOVIN CORP | 1753 | 1181206 | COM CL A |
| SYNDAX PHARMACEUTICALS INC | 54715 | 1149562 | COM |
| ATHIRA PHARMA INC | 149279 | 1130042 | COM |
| COOPER COS INC | 13642 | 1118098 | COM |
| THE CIGNA GROUP | 3798 | 1045324 | COM |
| INTUIT | 1468 | 972433 | COM |
| MASTERCARD INCORPORATED | 1695 | 967642 | CL A |
| EXXON MOBIL CORP | 7858 | 945632 | COM |
| QUALCOMM INC | 5403 | 924183 | COM |
| SERVICENOW INC | 5929 | 908264 | COM |
| STRYKER CORPORATION | 2334 | 820331 | COM |
| SAB BIOTHERAPEUTICS INC | 208227 | 778769 | COM NEW |
| 3M CO | 4485 | 718048 | COM |
| TG THERAPEUTICS INC | 23233 | 692576 | COM |
| CHIMERA INVT CORP | 51025 | 634241 | COM SHS |
| SPOTIFY TECHNOLOGY S A | 1042 | 605100 | SHS |
| GE AEROSPACE | 1950 | 600658 | COM NEW |
| REGENXBIO INC | 38000 | 547200 | COM |
| CHEWY INC | 15120 | 499716 | CL A |
| NEUROCRINE BIOSCIENCES INC | 3404 | 482789 | COM |
| DELL TECHNOLOGIES INC | 3712 | 467267 | CL C |
| CADENCE DESIGN SYSTEM INC | 1490 | 465744 | COM |
| ALNYLAM PHARMACEUTICALS INC | 1109 | 440994 | COM |
| FULL HSE RESORTS INC | 165355 | 431577 | COM |
| ZIMMER BIOMET HOLDINGS INC | 4500 | 404640 | COM |
| HOME DEPOT INC | 1160 | 399156 | COM |
| IDEXX LABS INC | 584 | 395094 | COM |
| AMERICAN EXPRESS CO | 1065 | 392250 | COM |
| ZEVRA THERAPEUTICS INC | 42365 | 379590 | COM NEW |
| CLOUDFLARE INC | 1873 | 369262 | CL A COM |
| UBER TECHNOLOGIES INC | 4427 | 361730 | COM |
| AUTODESK INC | 1148 | 339819 | COM |
| MOTOROLA SOLUTIONS INC | 884 | 338855 | COM NEW |
| FORTINET INC | 4059 | 322325 | COM |
| COCA COLA CO | 4453 | 311309 | COM |
| BOOKING HOLDINGS INC | 57 | 305254 | COM |
| BLACKSTONE INC | 1938 | 298723 | COM |
| WORKDAY INC | 1375 | 295322 | CL A |
| FLUOR CORP NEW | 7280 | 288506 | COM |
| ICON PLC | 1555 | 283352 | SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 1026 | 282550 | ORD SHS |
| WESTERN DIGITAL CORP | 1639 | 282351 | COM |
| LENZ THERAPEUTICS INC | 17481 | 279696 | COM |
| GE VERNOVA INC | 418 | 273192 | COM |
| ELECTRONIC ARTS INC | 1296 | 264812 | COM |
| APPLIED MATLS INC | 1005 | 258275 | COM |
| LAM RESEARCH CORP | 1478 | 253004 | COM NEW |
| QUOIN PHARMACEUTICALS LTD | 17448 | 251775 | SPONSORED ADS |
| TAKE-TWO INTERACTIVE SOFTWAR | 969 | 248093 | COM |
| PHILIP MORRIS INTL INC | 1516 | 243166 | COM |
| NATERA INC | 1041 | 238483 | COM |
| ROCKWELL AUTOMATION INC | 588 | 228773 | COM |
| REDDIT INC | 982 | 225732 | CL A |
| ATLASSIAN CORPORATION | 1351 | 219051 | CL A |
| FAIR ISAAC CORP | 120 | 202874 | COM |
| QVC GROUP INC | 16696 | 174640 | COM SER A NEW |
| KALARIS THERAPEUTICS INC | 20074 | 169425 | COM |
| AGILON HEALTH INC | 218810 | 150694 | COM |
| AURORA INNOVATION INC | 10969 | 42121 | CLASS A COM |
| IRONWOOD PHARMACEUTICALS INC | 10946 | 36888 | COM CL A |
| FUBOTV INC | 12602 | 31757 | CLASS A COM SHS |
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