SimpliFi, Inc.
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 236,391
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 43 | 236,391 | 13F-HR | SimpliFi, Inc. |
| Q3 2025 | 10/24/2025 | 44 | 233,722 | 13F-HR | SimpliFi, Inc. |
| Q2 2025 | 7/18/2025 | 41 | 226,920 | 13F-HR | SimpliFi, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 191.4 K | 81.0% | 31.27 K | 0 | 31.27 K |
| ETFs | 45 K | 19.0% | 0 | 28.6 K | -28.6 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
236,391
Holdings
43
QoQ value change ($000)
2,669
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.