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Fiona Ho

Simplify Asset Management Inc.

Assets Managed
$6.516B
Holdings
142
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
6.38%(2Q avg: 9.61%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Simplify Asset Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 142 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.516B in assets, with a quarterly growth rate of 6.38% and a 2-quarter average growth rate of 9.61%. The portfolio is managed by Fiona Ho, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SBIL
Simplify Govt Mny Mrkt Etf
Recent Activity
Increased 5.48%
70.7%
$4.607B
46.039M shares@ $100.06 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 8.14%
10.95%
$713.479M
1.092M shares@ $653.22 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 46.43%
6.25%
$407.014M
4.1M shares@ $99.28 avg price
TUA
Sim St Treas Fut Strat Etf
Recent Activity
New Position
1.8%
$116.656M
5.529M shares@ $21.1 avg price
SPUC
Simplify Us Equity Plus Upsi
Recent Activity
1.11%
$72.226M
1.635M shares@ $44.18 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Decreased -7.52%
0.88%
$56.84M↑ Call
1.475M shares@ $38.54 avg price
QIS
Simplify Multi-qis Alt Etf
Recent Activity
0.71%
$45.792M
3.778M shares@ $12.13 avg price
AGGH
Simplify Aggregate Bond Etf
Recent Activity
Increased 13.45%
0.66%
$42.921M
2.109M shares@ $20.35 avg price
BUCK
Simplify Trsy Opt Etf-usd In
Recent Activity
New Position
0.62%
$39.959M
1.7M shares@ $23.51 avg price
NMB
Simplify National Muni B Etf
Recent Activity
0.58%
$37.53M
1.553M shares@ $24.17 avg price

1-10 of 142