Fiona Ho

Simplify Asset Management Inc.

Assets Managed

$7.186B

Holdings

139

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

10.29%(2Q avg: 8.33%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Simplify Asset Management Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Simplify Asset Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 7.186B in assets, with a quarterly growth rate of 10.29% and a 2-quarter average growth rate of 8.33%. The portfolio is managed by Fiona Ho, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SBIL Simplify Govt Mny Mrkt Etf Recent Activity Increased 6.75%	68.43%	$4.917B 49.142M shares@ $100.07 avg price	Increased 6.75%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -4.54%	10.87%	$780.832M 1.043M shares@ $748.89 avg price	Decreased -4.54%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 22.97%	6.95%	$499.033M 5.042M shares@ $98.99 avg price	Increased 22.97%
TUA Sim St Treas Fut Strat Etf Recent Activity Decreased -12.98%	1.37%	$98.259M 4.811M shares@ $20.43 avg price	Decreased -12.98%
SPUC Simplify Us Equity Plus Upsi Recent Activity	1.12%	$80.415M 1.635M shares@ $49.19 avg price
IBIT Ishares Bitcoin Trust Etf Recent Activity Increased 31.71%	0.9%	$64.672M↑ Call 1.943M shares@ $33.29 avg price	Increased 31.71%
AGGH Simplify Aggregate Bond Etf Recent Activity	0.6%	$42.541M 2.109M shares@ $20.18 avg price
GLD Spdr Gold Shares Recent Activity New Position	0.57%	$40.766M↑ Call 110,000 shares@ $370.6 avg price	New Position
BUCK Simplify Trsy Opt Etf-usd In Recent Activity	0.56%	$39.814M 1.7M shares@ $23.42 avg price
NMB Simplify National Muni B Etf Recent Activity	0.54%	$38.68M 1.553M shares@ $24.91 avg price

1-10 of 139