Simplify Asset Management Inc.
•CIK: 1846368•Filing: Q4 2025
Simplify Asset Management Inc., with $6.1 billion in assets under management, is heavily concentrated in SBIL at 71.8%, reflecting a focused strategy on this single holding. The fund, known for its bold moves, recently added MS-PL and DHR, which have surged by 557% and 535% respectively, while exiting GQ9 and FOXY.
Total AUM
$6.1B
+ $4.9M in options
QoQ Performance
+23.2%
Positions
130
+ 1 option
Top 10 Concentration
92.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SBIL
IVV
SBIL71.8%
IVV11.4%
AGG4.6%
SPUC1.3%
QIS0.9%
IBIT0.6%
NMB0.6%
AGGH0.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.4%
ETF11.4%
Healthcare1.9%
Consumer0.1%
Technology0.1%
Financial0.0%
Industrial0.0%
Energy0.0%
🚪 Exited Positionssold since Q3 2025
+19 more exited positions
Changes from Q3 2025
NEW37 new positions
↑74 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023