Simplifi, Inc. Top Holdings and 13F Report (2026) About Simplifi, Inc.Investment ActivitySimplifi, Inc. has $253.04 million in total holdings as of June 30, 2026.Simplifi, Inc. owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.13% of the portfolio was purchased this quarter.About 0.61% of the portfolio was sold this quarter.This quarter, Simplifi, Inc. has purchased 43 new stocks and bought additional shares in 28 stocks.Simplifi, Inc. sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $51,542,261Invesco S&P 500 Equal Weight ETF $36,033,858Vanguard Dividend Appreciation ETF $25,284,034SPDR MSCI EAFE StrategicFactors ETF $23,801,978iShares 7-10 Year Treasury Bond ETF $21,894,315 Largest New Holdings this Quarter 931142103 - WALMART INC $539,004 Holding922042742 - Vanguard Total World Stock ETF $331,165 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 10,614 shares (about $779.17K)WALMART INC 4,759 shares (about $539.00K)SPDR MSCI EAFE StrategicFactors ETF 3,566 shares (about $342.39K)Vanguard Total World Stock ETF 2,110 shares (about $331.17K)Vanguard Dividend Appreciation ETF 1,007 shares (about $238.28K) Largest Sales this Quarter WisdomTree Emerging Markets Quality Dividend Growth Fund 9,812 shares (about $400.82K)Invesco S&P 500 Equal Weight ETF 1,779 shares (about $378.52K)iShares Russell 2000 ETF 816 shares (about $245.16K)Vanguard Total Stock Market ETF 363 shares (about $134.34K)iShares Inflation Hedged Corporate Bond ETF 3,948 shares (about $103.76K) 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$51,542,261$779,174 â–²1.5%702,11520.4%ETFRSPInvesco S&P 500 Equal Weight ETF$36,033,858$378,518 â–¼-1.0%169,35614.2%ETFVIGVanguard Dividend Appreciation ETF$25,284,034$238,276 â–²1.0%106,85510.0%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$23,801,978$342,389 â–²1.5%247,8999.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$21,894,315$54,945 â–¼-0.3%231,5148.7%ETFSPYSPDR S&P 500 ETF Trust$15,842,555$58,247 â–²0.4%21,2156.3%FinanceDGREWisdomTree Emerging Markets Quality Dividend Growth Fund$13,445,878$400,821 â–¼-2.9%329,1525.3%ManufacturingVGITVanguard Intermediate-Term Treasury ETF$10,571,147$168,624 â–²1.6%179,2334.2%ETFPIMCO ETF TR$9,947,935$119,781 â–²1.2%107,8833.9%ACTIVE BD ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,491,575$24,010 â–²0.3%188,9623.8%ManufacturingIWMiShares Russell 2000 ETF$9,161,235$245,165 â–¼-2.6%30,4923.6%FinanceQUALiShares MSCI USA Quality Factor ETF$3,961,852$21,066 â–²0.5%18,0551.6%ETFPWZInvesco California AMT-Free Municipal Bond ETF$2,101,112$10,172 â–¼-0.5%85,7250.8%ETFCMFiShares California Muni Bond ETF$1,839,543$53,491 â–¼-2.8%31,9140.7%ETFVTIVanguard Total Stock Market ETF$1,804,472$134,336 â–¼-6.9%4,8760.7%ETFAORiShares Core 60/40 Balanced Allocation ETF$1,437,925$23,560 â–²1.7%20,6900.6%ETFVZVerizon Communications$1,281,518$11,855 â–²0.9%30,2670.5%Computer and TechnologyINMUiShares Intermediate Muni Income Active ETF$1,087,752$8,948 â–²0.8%44,8560.4%ETFLQDIiShares Inflation Hedged Corporate Bond ETF$955,596$103,759 â–¼-9.8%36,3600.4%ETFXMPTVanEck CEF Muni Income ETF$915,656$53,348 â–²6.2%40,9870.4%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$775,094$8,955 â–²1.2%30,4680.3%ETFPWVInvesco Large Cap Value ETF$746,548$11,593 â–²1.6%9,8530.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$728,717$40,116 â–²5.8%7,4660.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$565,377$22,042 â–²4.1%9,4390.2%ETFVXUSVanguard Total International Stock ETF$562,403$68,815 â–¼-10.9%6,5790.2%ETFWALMART INC$539,004$539,004 â–²New Holding4,7590.2%COMPIDInvesco International Dividend Achievers ETF$511,991$7,082 â–²1.4%23,0630.2%ManufacturingQQQMInvesco NASDAQ 100 ETF$501,202$606 â–²0.1%1,6540.2%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$490,441$5,534 â–²1.1%10,2800.2%ETFAOMiShares Core 40/60 Moderate Allocation ETF$465,810$12,572 â–²2.8%9,3370.2%ETFBUFRFT Vest Laddered Buffer ETF$450,8170.0%12,3410.2%ETFJEPIJPMorgan Equity Premium Income ETF$449,536$9,884 â–²2.2%7,9590.2%ETFTLTiShares 20+ Year Treasury Bond ETF$424,665$1,556 â–¼-0.4%4,9140.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$392,665$4,581 â–²1.2%3,6000.2%FinanceDFACDimensional U.S. Core Equity 2 ETF$377,7700.0%8,5160.1%ETFVTVanguard Total World Stock ETF$331,165$331,165 â–²New Holding2,1100.1%ETFSRESempra Energy$306,958$2,132 â–²0.7%3,3110.1%UtilitiesPVIInvesco Floating Rate Municipal Income ETF$306,376$1,692 â–²0.6%12,3120.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$303,345$38,083 â–¼-11.2%10,1080.1%ETFVTVVanguard Value ETF$302,145$28,122 â–¼-8.5%1,3860.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$267,223$2,291 â–²0.9%2,9160.1%ETFNOCNorthrop Grumman$232,268$22,412 â–¼-8.8%4560.1%AerospaceSHYiShares 1-3 Year Treasury Bond ETF$222,306$1,971 â–²0.9%2,7070.1%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$220,092$2,464 â–²1.1%4,1990.1%ManufacturingHIPSGraniteShares HIPS US High Income ETF$160,746$4,329 â–²2.8%13,9240.1%FinanceShowing largest 100 holdings. 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