SimpliFi, Inc. ETF holdings
San Diego, CA
Reported $250.7M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$250.7M
ETFs held
41
Change from prior quarter
+6.2%
With price moves
ETFs as a share of its 13F
99.1%
of $253.0M
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BND | Vanguard Total Bond Market ETF | $51.5M | 702,115 | +10,614 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $36.0M | 169,356 | −1,779 shares |
| VIG | Vanguard Dividend Appreciation ETF | $25.3M | 106,855 | +1,007 shares |
| QEFA | State Street SPDR MSCI EAFE StrategicFactors ETF | $23.8M | 247,899 | +3,566 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $21.9M | 231,514 | −581 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $15.8M | 21,215 | +78 shares |
| DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund | $13.4M | 329,152 | −9,812 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $10.6M | 179,233 | +2,859 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $9.9M | 107,883 | +1,299 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $9.5M | 188,962 | +478 shares |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001716983. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SimpliFi, Inc. own?
SimpliFi, Inc. reported 41 ETF positions worth $250.7M in its Form 13F for June 30, 2026. The largest was BND, at $51.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.