SimpliFi, Inc.
•CIK: 1716983•Filing: Q4 2025
**SimpliFi, Inc.** manages $236M across a diversified portfolio of 43 positions. The strategy exhibits a significant allocation to fixed income, evidenced by top holdings including BND ($50.4M) and IEF ($22.3M). Notable diversification is also visible in equity exposure, with substantial weights in RSP ($32.9M) and VIG ($23.0M). The concentrated nature of the top ten holdings, which account for over $193M, suggests a tactical focus on defensive and income-generating assets.
Total AUM
$236.4M
QoQ Performance
+1.1%
Positions
25
Top 10 Concentration
86.7%
Latest Filing
Q4 2025
Top Holdings Allocation
BND
RSP
VIG
IEF
QEFA
SPY
BND21.3%
RSP13.9%
VIG9.7%
IEF9.4%
QEFA9.3%
SPY6.0%
DGRE4.5%
VGIT4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.4%
ETF6.0%
Financial0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑21 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022