Simplifi, Inc. Top Holdings and 13F Report (2026) About Simplifi, Inc.Investment ActivitySimplifi, Inc. has $238.18 million in total holdings as of March 31, 2026.Simplifi, Inc. owns shares of 43 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.95% of the portfolio was purchased this quarter.About 0.11% of the portfolio was sold this quarter.This quarter, Simplifi, Inc. has purchased 43 new stocks and bought additional shares in 33 stocks.Simplifi, Inc. sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $50,922,155Invesco S&P 500 Equal Weight ETF $32,844,195SPDR MSCI EAFE StrategicFactors ETF $22,788,931Vanguard Dividend Appreciation ETF $22,763,636iShares 7-10 Year Treasury Bond ETF $22,151,177 Largest Purchases this Quarter Vanguard Total Bond Market ETF 11,654 shares (about $858.20K)Vanguard Dividend Appreciation ETF 1,000 shares (about $215.06K)Vanguard Intermediate-Term Treasury ETF 2,583 shares (about $153.82K)Vanguard Short-Term Inflation-Protected Securities ETF 2,445 shares (about $122.13K)SPDR S&P 500 ETF Trust 182 shares (about $118.36K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 402 shares (about $77.15K)iShares Inflation Hedged Corporate Bond ETF 1,678 shares (about $43.85K)iShares Russell 2000 ETF 168 shares (about $41.66K)Northrop Grumman 59 shares (about $40.24K)GraniteShares HIPS US High Income ETF 2,379 shares (about $27.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSimplifi, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$50,922,155$858,201 ▲1.7%691,50121.4%ETFRSPInvesco S&P 500 Equal Weight ETF$32,844,195$77,152 ▼-0.2%171,13513.8%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$22,788,931$68,647 ▲0.3%244,3339.6%ETFVIGVanguard Dividend Appreciation ETF$22,763,636$215,060 ▲1.0%105,8489.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$22,151,177$21,188 ▲0.1%232,0959.3%ETFSPYSPDR S&P 500 ETF Trust$13,746,545$118,365 ▲0.9%21,1375.8%FinanceDGREWisdomTree Emerging Markets Quality Dividend Growth Fund$11,227,449$21,695 ▲0.2%338,9644.7%ManufacturingVGITVanguard Intermediate-Term Treasury ETF$10,503,094$153,818 ▲1.5%176,3744.4%ETFPIMCO ETF TR$9,835,579$117,380 ▲1.2%106,5844.1%ACTIVE BD ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,414,765$122,128 ▲1.3%188,4844.0%ManufacturingIWMiShares Russell 2000 ETF$7,764,456$41,664 ▼-0.5%31,3083.3%FinanceQUALiShares MSCI USA Quality Factor ETF$3,444,770$37,404 ▲1.1%17,9591.4%ETFPWZInvesco California AMT-Free Municipal Bond ETF$2,056,155$76,575 ▲3.9%86,1400.9%ETFCMFiShares California Muni Bond ETF$1,867,394$65,332 ▲3.6%32,8420.8%ETFVTIVanguard Total Stock Market ETF$1,680,640$84,048 ▲5.3%5,2390.7%ETFVZVerizon Communications$1,505,357$24,397 ▲1.6%29,9870.6%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$1,309,613$96,784 ▲8.0%20,3510.5%ETFINMUiShares Intermediate Muni Income Active ETF$1,063,696$5,452 ▲0.5%44,4870.4%ETFLQDIiShares Inflation Hedged Corporate Bond ETF$1,053,449$43,855 ▼-4.0%40,3080.4%ETFXMPTVanEck CEF Muni Income ETF$829,871$24,166 ▲3.0%38,5990.3%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$746,874$5,555 ▲0.7%30,1160.3%ETFPWVInvesco Large Cap Value ETF$676,157$13,523 ▲2.0%9,7000.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$624,283$21,503 ▲3.6%7,0550.3%ETFVXUSVanguard Total International Stock ETF$569,346$16,578 ▲3.0%7,3840.2%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$525,045$11,287 ▲2.2%9,0710.2%ETFPIDInvesco International Dividend Achievers ETF$505,955$4,560 ▲0.9%22,7440.2%ManufacturingSPYDSPDR Portfolio S&P 500 High Dividend ETF$462,663$4,597 ▲1.0%10,1640.2%ETFJEPIJPMorgan Equity Premium Income ETF$441,184$8,445 ▲2.0%7,7840.2%ETFAOMiShares Core 40/60 Moderate Allocation ETF$430,371$37,234 ▲9.5%9,0850.2%ETFTLTiShares 20+ Year Treasury Bond ETF$427,571$12,744 ▲3.1%4,9320.2%ETFBUFRFT Vest Laddered Buffer ETF$416,7560.0%12,3410.2%ETFQQQMInvesco NASDAQ 100 ETF$392,623$2,139 ▼-0.5%1,6520.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$387,785$2,725 ▲0.7%3,5580.2%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$342,119$10,826 ▼-3.1%11,3770.1%ETFNOCNorthrop Grumman$340,999$40,238 ▼-10.6%5000.1%AerospaceDFACDimensional U.S. Core Equity 2 ETF$330,9320.0%8,5160.1%ETFSRESempra Energy$319,531$2,235 ▲0.7%3,2880.1%UtilitiesPVIInvesco Floating Rate Municipal Income ETF$304,500$1,492 ▲0.5%12,2440.1%ETFVTVVanguard Value ETF$297,300$10,204 ▼-3.3%1,5150.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$264,891$1,558 ▲0.6%2,8910.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$221,571$1,239 ▲0.6%2,6830.1%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$218,204$1,629 ▲0.8%4,1520.1%ManufacturingHIPSGraniteShares HIPS US High Income ETF$156,544$27,487 ▼-14.9%13,5490.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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