Simpli Fi, Inc. has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $226 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $50.4M, Invesco S&P 500 Equal Weight E with a value of $32.1M, Ishares Barclays with a value of $22.4M, Vanguard Dividend Appreciation with a value of $19.1M, and Spdr Index Shs Fds Msci Eafe S with a value of $18.2M.
Examining the 13F form we can see an increase of $44.9M in the current position value, from $181M to 226M.
Below you can find more details about Simpli Fi, Inc. portfolio as well as his latest detailed transactions.
