StockDriftsStockDriftsTop 45 SimpliFi, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 20.37% | 702.1K | $51.5M | +1.53%(+10.61K) | $74.20(-2.58%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 14.24% | 169.4K | $36.0M | -1.04%(-1.78K) | $181.72(+21.51%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 9.99% | 106.9K | $25.3M | +0.95%(+1.01K) | $144.78(+70.34%) | 2026-06-30 | |
| QEFA | SPDR INDEX SHS FDS | 9.41% | 247.9K | $23.8M | +1.46%(+3.57K) | $61.99(+64.02%) | 2026-06-30 | |
| IEF | ISHARES TR | 8.65% | 231.5K | $21.9M | -0.25%(-581) | $96.51(-3.61%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.26% | 21.2K | $15.8M | +0.37%(+78) | $447.99(+72.67%) | 2026-06-30 | |
| DGRE | WISDOMTREE TR | 5.31% | 329.2K | $13.4M | -2.89%(-9.81K) | $29.83(+31.43%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.18% | 179.2K | $10.6M | +1.62%(+2.86K) | $59.96(-2.66%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 3.93% | 107.9K | $9.9M | +1.22%(+1.30K) | $91.52(-1.03%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.75% | 189.0K | $9.5M | +0.25%(+478) | $50.18(-0.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.37% | +23.78% | +3.36% | +17.95% |
| Top 20 Holdings Unweighted | +7.61% | +24.63% | +2.88% | +15.23% |
SimpliFi, Inc. reports $253.04M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are BND (20.4%), RSP (14.2%) and VIG (10.0%). The top 20 holdings account for 95.8% of reported assets. Its disclosed equity book has returned +23.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SimpliFi, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1716983). View SimpliFi, Inc.’s 13F filings on SEC