Simplify Asset Management Inc.

Est. AUM

$6.52B

13F long equity only

Positions

143

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SIMPLIFY EXCHANGE TRADED FUN	GOVERNMENT MONEY	$4.61B	46,038,775	70.70%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$713.5M	1,092,266	10.95%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$407.0M	4,100,066	6.25%	SOLE
4	SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$116.7M	5,528,700	1.79%	SOLE
5	SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS UPSID	$72.2M	1,634,812	1.11%	SOLE
6	SIMPLIFY EXCHANGE TRADED FUN	MULTI QIS ALTERN	$45.8M	3,777,620	0.70%	SOLE
7	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$42.9M	2,109,127	0.66%	SOLE
8	SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$40.0M	1,700,000	0.61%	SOLE
9	SIMPLIFY EXCHANGE TRADED FUN	NATL MUNI BD ETF	$37.5M	1,553,376	0.58%	SOLE
10	PLAINS GP HLDGS L P	LTD PARTNR INT A	$30.9M	1,272,360	0.47%	SOLE
11	ISHARES BITCOIN TRUST ETFCALL	SHS BEN INT	$29.9M	775,000	0.46%	SOLE
12	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$26.9M	700,000	0.41%	SOLE
13	SIMPLIFY EXCHANGE TRADED FUN	NEXT INTANGIBLE	$24.4M	822,303	0.37%	SOLE
14	UNITED THERAPEUTICS CORP DEL	COM	$20.3M	34,251	0.31%	SOLE
15	ALIGN TECHNOLOGY INC	COM	$18.3M	106,897	0.28%	SOLE
16	ELI LILLY & CO	COM	$15.4M	16,703	0.24%	SOLE
17	SIMPLIFY EXCHANGE TRADED FUN	TARGET 15 DISTRI	$14.7M	624,406	0.23%	SOLE
18	NOVO-NORDISK A S	ADR	$12.0M	327,357	0.18%	SOLE
19	ABBVIE INC	COM	$10.6M	48,621	0.16%	SOLE
20	JAZZ PHARMACEUTICALS PLC	SHS USD	$9.8M	51,730	0.15%	SOLE
21	PURECYCLE TECHNOLOGIES INC	COM	$9.2M	1,770,778	0.14%	SOLE
22	THERMO FISHER SCIENTIFIC INC	COM	$8.6M	17,409	0.13%	SOLE
23	GILEAD SCIENCES INC	COM	$8.6M	61,345	0.13%	SOLE
24	REGENERON PHARMACEUTICALS	COM	$8.4M	10,900	0.13%	SOLE
25	JOHNSON & JOHNSON	COM	$8.1M	33,121	0.12%	SOLE
26	BIOHAVEN LTD	COM	$7.6M	898,400	0.12%	SOLE
27	10X GENOMICS INC	CL A COM	$7.5M	354,703	0.12%	SOLE
28	3M CO	COM	$6.4M	44,241	0.10%	SOLE
29	WARBY PARKER INC	CL A COM	$6.1M	290,831	0.09%	SOLE
30	DANAHER CORP DEL	COM	$6.1M	32,304	0.09%	SOLE
31	BENITEC BIOPHARMA INC	COM NEW	$6.0M	562,242	0.09%	SOLE
32	AMGEN INC	COM	$5.6M	15,844	0.09%	SOLE
33	ASTRAZENECA PLC	ORD	$5.1M	25,818	0.08%	SOLE
34	INTUITIVE SURGICAL INC	COM NEW	$5.0M	10,767	0.08%	SOLE
35	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$4.6M	151,381	0.07%	SOLE
36	EYEPOINT INC	COM NEW	$4.2M	326,142	0.06%	SOLE
37	TESLA INC	COM	$4.1M	11,094	0.06%	SOLE
38	VANECK BITCOIN ETF	SH BEN INT	$4.0M	209,151	0.06%	SOLE
39	CVS HEALTH CORP	COM	$3.9M	54,013	0.06%	SOLE
40	VERTEX PHARMACEUTICALS INC	COM	$3.5M	7,936	0.05%	SOLE
41	ACHIEVE LIFE SCIENCE INC	COM	$3.5M	1,184,512	0.05%	SOLE
42	ALIGNMENT HEALTHCARE INC	COM	$3.4M	193,032	0.05%	SOLE
43	RITHM CAPITAL CORP	COM NEW	$3.2M	336,593	0.05%	SOLE
44	ESTABLISHMENT LABS HLDGS INC	COM	$3.0M	53,009	0.05%	SOLE
45	PHATHOM PHARMACEUTICALS INC	COM	$2.9M	262,386	0.04%	SOLE
46	SIMPLIFY EXCHANGE TRADED FUN	ANCORATO TARGET	$2.8M	125,000	0.04%	SOLE
47	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$2.8M	39,260	0.04%	SOLE
48	SIMPLIFY EXCHANGE TRADED FUN	US EQUITY PLUS M	$2.7M	100,000	0.04%	SOLE
49	SIMPLIFY EXCHANGE TRADED FUN	PIPER SANDLER US	$2.6M	91,464	0.04%	SOLE
50	DELCATH SYS INC	COM NEW	$2.4M	261,126	0.04%	SOLE

1–50 of 143

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.