Simpli Fi, Inc. Portfolio Holdings

Simpli Fi, Inc.

  • $226 Million
  • Q4 2025

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.

Portfolio value $226 Million
ETFs: $223 Million
Communication Services: $1.21 Million
Industrials: $314,000
Utilities: $300,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $226 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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