Fund HoldingsSimplify Asset Management Inc.

Total Portfolio Value
$7.08B
Total Bought
$588.60M
Total Sold
$150.59M
Net Transaction
+$438.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SIMPLIFY EXCHANGE TRADED FUN
GOVT MONE MA ETF
46,038,77549,141,862+3,103,0874,606,6404,917,13569.42%+310,495
ISHARES TR4,100,0665,041,755+941,689407,014499,0337.05%+92,019
ISHARES TR1,092,2661,042,652-49,614713,479780,83211.02%+67,353
UNITEDHEALTH GROUP INC(UNH)2,90142,212+39,31178517,5450.25%+16,760
PURECYCLE TECHNOLOGIES INC(PCT)1,770,7783,048,190+1,277,4129,19024,7210.35%+15,530
SIMPLIFY EXCHANGE TRADED FUN
CHINA A SHS PLUS
0428,078+428,078012,4470.18%+12,447
NOVO-NORDISK A S(NVO)327,357504,918+177,56112,03024,2060.34%+12,175
WARBY PARKER INC(WRBY)290,831587,066+296,2356,12817,8120.25%+11,684
QUEST DIAGNOSTICS INC(DGX)049,715+49,715010,5370.15%+10,537
JOHNSON & JOHNSON(JNJ)33,12172,879+39,7588,09618,5090.26%+10,413
ELEVANCE HEALTH INC FORMERLY(ELV)025,577+25,57709,8910.14%+9,891
SIMPLIFY EXCHANGE TRADED FUN
US EQUITY INCOME
1,634,8121,634,812072,22680,4151.14%+8,189
BIOHAVEN LTD(BHVN)898,4001,040,255+141,8557,60015,4790.22%+7,879
BENITEC BIOPHARMA INC(BNTC)562,2421,005,557+443,3155,98813,4540.19%+7,466
JAZZ PHARMACEUTICALS PLC(JAZZ)51,73068,560+16,8309,78016,5210.23%+6,741
CARDINAL HEALTH INC(CAH)026,924+26,92406,3820.09%+6,382
ACHIEVE LIFE SCIENCE INC1,184,5121,432,105+247,5933,4829,3520.13%+5,869
ABBVIE INC(ABBV)48,62164,461+15,84010,57516,2210.23%+5,646
UNITED THERAPEUTICS CORP DEL(UTHR)34,25145,411+11,16020,31024,6050.35%+4,295
SIMPLIFY EXCHANGE TRADED FUN
NEXT INTANGIBLE
822,303822,303024,41728,6480.40%+4,231
10X GENOMICS INC(TXG)354,703292,938-61,7657,53011,2310.16%+3,701
CVS HEALTH CORP(CVS)54,01371,090+17,0773,8797,3540.10%+3,475
THERMO FISHER SCIENTIFIC INC(TMO)17,40923,079+5,6708,55711,5710.16%+3,014
MILESTONE PHARMACEUTICALS IN(MIST)1,506,4053,349,379+1,842,9741,7934,4880.06%+2,696
ELI LILLY & CO(LLY)16,70314,715-1,98815,36317,6500.25%+2,287
GUARDANT HEALTH INC(GH)20,82127,571+6,7501,9234,1360.06%+2,213
ESTABLISHMENT LABS HLDGS INC(ESTA)53,00960,540+7,5313,0105,1950.07%+2,185
DANAHER CORP DEL(DHR)32,30442,834+10,5306,1258,1590.12%+2,034
AMGEN INC(AMGN)15,84420,974+5,1305,5757,5950.11%+2,020
GILEAD SCIENCES INC(GILD)61,34581,325+19,9808,55010,2750.15%+1,725
VERTEX PHARMACEUTICALS INC(VRTX)7,93610,456+2,5203,5445,1940.07%+1,650
EYEPOINT INC(EYPT)326,142400,044+73,9024,2045,7210.08%+1,517
ASTRAZENECA PLC(AZN)25,81834,188+8,3705,0926,4830.09%+1,391
SIMPLIFY EXCHANGE TRADED FUN
NATL MUNI BD ETF
1,553,3761,553,376037,53038,6800.55%+1,150
FULL HSE RESORTS INC(FLL)0397,000+397,00001,1080.02%+1,108
BLUE OWL CAPITAL INC(OBDC)0106,500+106,50009320.01%+932
DELCATH SYS INC(DCTH)261,126264,770+3,6442,4233,3330.05%+910
AGILON HEALTH INC(AGL)08,429+8,42909030.01%+903
DELL TECHNOLOGIES INC(DELL)3,0733,172+995041,3690.02%+864
ARTIVA BIOTHERAPEUTICS INC(ARTV)23,230101,355+78,1251509830.01%+834
CORCEPT THERAPEUTICS INC(CORT)37,76326,434-11,3291,5222,2980.03%+776
SIMPLIFY EXCHANGE TRADED FUN
TARGE 15 ETF
624,406624,406014,71115,4730.22%+762
COMPASS PATHWAYS PLC(CMPS)159,052114,281-44,7718801,6170.02%+738
DYNEX CAP INC(DX)81,579134,500+52,9211,0411,7630.02%+722
SALESFORCE INC(CRM)04,420+4,42006920.01%+692
PACIRA BIOSCIENCES INC(PCRX)62,65383,083+20,4301,4162,1080.03%+692
RITHM CAPITAL CORP(RITM)336,593411,593+75,0003,1913,8650.05%+674
TG THERAPEUTICS INC(TGTX)16,04921,269+5,2205331,1690.02%+635
PENNYMAC MTG INVT TR(PMT)053,500+53,50006030.01%+603
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
985990+53869550.01%+569
ANNALY CAPITAL MANAGEMENT IN49,40371,839+22,4361,0451,6060.02%+561
EDWARDS LIFESCIENCES CORP14,07818,668+4,5901,1271,6890.02%+561
SIMPLIFY EXCHANGE TRADED FUN
PIPE SAND SM ETF
91,46491,46402,6133,1490.04%+537
GE HEALTHCARE TECHNOLOGIES I(GEHC)39,26052,040+12,7802,7953,3310.05%+537
WESTERN DIGITAL CORP(WDC)1,5331,459-744159320.01%+517
IMMUNIC INC(IMUX)030,725+30,72504720.01%+472
CISCO SYS INC(CSCO)19,85916,904-2,9551,5411,9860.03%+445
BRAEMAR HOTELS & RESORTS INC(BHR)0183,000+183,00003950.01%+395
VANECK BITCOIN ETF(HODL)209,151264,427+55,2764,0074,3920.06%+385
TESLA INC(TSLA)11,09410,621-4734,1244,4670.06%+343
PALISADE BIO INC(PALI)350,000450,543+100,5436139420.01%+329
QUALCOMM INC(QCOM)5,5745,471-1037181,0110.01%+293
ABBOTT LABORATORIES15,50620,546+5,0401,5921,8640.03%+272
ICON PUB LTD CO(ICLR)01,499+1,49902600.00%+260
DATADOG INC(DDOG)1,7071,733+262024510.01%+250
INTERNATIONAL BUSINESS MACHS(IBM)4,7905,014+2241,1611,4100.02%+249
FORTINET INC(FTNT)3,6763,513-1633005400.01%+239
COOPER COS INC(COO)9,94213,182+3,2407119450.01%+234
NEUROCRINE BIOSCIENCES INC(NBIX)2,5053,315+8103305590.01%+229
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0885+88502210.00%+221
AGNC INVT CORP(AGNC)103,485115,485+12,0001,0381,2590.02%+221
COLGATE PALMOLIVE CO(CL)02,376+2,37602180.00%+218
CATERPILLAR INC(CAT)574558-164075940.01%+188
AQUESTIVE THERAPEUTICS INC234,279278,723+44,4449721,1590.02%+187
APPLIED MATLS INC975691-2843335000.01%+166
SNOWFLAKE INC(SNOW)1,7281,662-662614230.01%+162
CIENA CORP(CIEN)581786+2052263860.01%+160
LAM RESEARCH CORP(LRCX)1,5261,105-4213264790.01%+153
STRYKER CORPORATION(SYK)1,7102,250+5405627080.01%+147
WALMART INC(WMT)14,21716,890+2,6731,7671,9130.03%+146
CLOUDFLARE INC(NET)1,5661,906+3403234680.01%+144
GE AEROSPACE(GE)1,6671,643-244736140.01%+141
MERCK & CO INC(MRK)6,5447,167+6237879210.01%+134
KYVERNA THERAPEUTICS INC(KYTX)173,106182,603+9,4971,4941,6270.02%+133
GE VERNOVA INC(GEV)359374+153134390.01%+126
CADENCE DESIGN SYSTEM INC(CDNS)1,3821,356-263845090.01%+125
ZIMMER BIOMET HOLDINGS INC(ZBH)3,3154,395+1,0803003780.01%+79
ZEVRA THERAPEUTICS INC(ZVRA)100,63070,759-29,8719381,0150.01%+77
BERKSHIRE HATHAWAY INC DEL2,6222,662+401,2561,3320.02%+76
FLUOR CORP(FLR)5,4516,233+7822543270.00%+72
ROCKWELL AUTOMATION INC(ROK)568520-482042570.00%+54
MASTERCARD INCORPORATED(MA)1,5261,577+517628100.01%+47
VTEX(VTEX)011,195+11,1950450.00%+45
ARMOUR RESIDENTIAL REIT INC53,90053,90008999410.01%+42
HOME DEPOT INC(HD)1,0271,074+473383790.01%+41
CHIMERA INVT CORP(CIM)51,02551,02506406810.01%+40
BEYOND MEAT INC(BYND)049,780+49,7800370.00%+37
OCULAR THERAPEUTIX INC(OCUL)90,00081,051-8,9497627960.01%+34
PHILIP MORRIS INTL INC(PM)1,4271,489+622362690.00%+33
3D SYS CORP DEL(DDD)011,010+11,0100330.00%+33
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Simplify Asset Management Inc. — 13F Holdings — Q2 2026 | TickerTrail