Simplify Asset Management Inc.

CIK 0001846368 • 6 13F filings • May 13, 2025 – Jul 16, 2026

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Filer information

Filed by: Simplify Asset Management Inc., CCO
Address: 10845 Griffith Peak Drive, 2/F, Las Vegas, NV, 89135
Phone: 212-281-1398
AUM: $6.13B

AUM over time

$7.19B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $6.13B141 positionsView on SEC.gov

			% of Portfolio
10X GENOMICS INC	CL A COM	$7.9M	0.1%	485,977 SH	New
3M CO	COM	$718K	0.0%Prev: 0.0%	4,485 SH	Increased+1,875 SH
ABBOTT LABS	COM	$2.7M	0.0%Prev: 0.0%	21,330 SH	Increased+10,192 SH
ABBVIE INC	COM	$5.4M	0.1%Prev: 0.2%	23,777 SH	Decreased-13,106 SH
ABEONA THERAPEUTICS INC	COM NEW	$2.6M	0.0%Prev: 0.1%	500,342 SH	Decreased-64,667 SH
ABIVAX SA	SPONSORED ADS	$2.3M	0.0%Prev: 0.1%	16,953 SH	Decreased-44,496 SH
ACHIEVE LIFE SCIENCES INC	COM	$5.9M	0.1%Prev: 0.1%	1,184,512 SH	Increased
AGILON HEALTH INC	COM	$151K	0.0%Prev: 0.0%	218,810 SH	Increased+104,834 SH
AGNC INVT CORP	COM	$1.4M	0.0%Prev: 0.0%	127,037 SH	Increased+41,037 SH
ALIGN TECHNOLOGY INC	COM	$16.7M	0.3%	107,194 SH	New
ALIGNMENT HEALTHCARE INC	COM	$5.2M	0.1%Prev: 0.0%	262,880 SH	Increased+125,946 SH
ALNYLAM PHARMACEUTICALS INC	COM	$441K	0.0%Prev: 0.0%	1,109 SH	Increased+335 SH
AMERICAN EXPRESS CO	COM	$392K	0.0%Prev: 0.0%	1,065 SH	Increased+415 SH
AMGEN INC	COM	$17.1M	0.3%	52,350 SH	New
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$1.8M	0.0%Prev: 0.0%	79,655 SH	Increased+16,755 SH
APELLIS PHARMACEUTICALS INC	COM	$13.5M	0.2%Prev: 0.0%	538,008 SH	Increased+431,120 SH
APPLIED MATLS INC	COM	$258K	0.0%	1,005 SH	New
APPLOVIN CORP	COM CL A	$1.2M	0.0%Prev: 0.0%	1,753 SH	Increased+584 SH
ARGENX SE	SPONSORED ADR	$2.6M	0.0%Prev: 0.0%	3,115 SH	Increased+1,456 SH
ARMOUR RESIDENTIAL REIT INC	COM SHS	$1.4M	0.0%	78,000 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$6.5M	0.1%Prev: 0.1%	70,980 SH	Increased+34,036 SH
ATHIRA PHARMA INC	COM	$1.1M	0.0%Prev: 0.0%	149,279 SH	Increased
ATLASSIAN CORPORATION	CL A	$219K	0.0%	1,351 SH	New
AURORA INNOVATION INC	CLASS A COM	$42K	0.0%	10,969 SH	New
AUTODESK INC	COM	$340K	0.0%Prev: 0.0%	1,148 SH	Increased+280 SH
BENITEC BIOPHARMA INC	COM NEW	$2.0M	0.0%Prev: 0.0%	151,163 SH	Increased+72,438 SH
BIOHAVEN LTD	COM	$10.8M	0.2%Prev: 0.0%	958,202 SH	Increased+848,517 SH
BLACKSTONE INC	COM	$299K	0.0%	1,938 SH	New
BOOKING HOLDINGS INC	COM	$305K	0.0%Prev: 0.0%	57 SH	Increased+12 SH
BOSTON SCIENTIFIC CORP	COM	$1.5M	0.0%Prev: 0.0%	15,551 SH	Increased+7,464 SH
CADENCE DESIGN SYSTEM INC	COM	$466K	0.0%Prev: 0.0%	1,490 SH	Increased+386 SH
CELLDEX THERAPEUTICS INC NEW	COM NEW	$2.3M	0.0%Prev: 0.0%	85,000 SH	Increased
CHEWY INC	CL A	$500K	0.0%Prev: 0.0%	15,120 SH	Increased+6,888 SH
CHIMERA INVT CORP	COM SHS	$634K	0.0%Prev: 0.0%	51,025 SH	Decreased
CISCO SYS INC	COM	$1.6M	0.0%Prev: 0.0%	20,360 SH	Increased+3,969 SH
CLOUDFLARE INC	CL A COM	$369K	0.0%Prev: 0.0%	1,873 SH	Increased+558 SH
COCA COLA CO	COM	$311K	0.0%Prev: 0.0%	4,453 SH	Increased+713 SH
COMPASS PATHWAYS PLC	SPONSORED ADS	$2.0M	0.0%Prev: 0.0%	290,000 SH	Increased
COOPER COS INC	COM	$1.1M	0.0%Prev: 0.0%	13,642 SH	Increased+6,554 SH
CVS HEALTH CORP	COM	$5.9M	0.1%Prev: 0.1%	74,124 SH	Decreased-10,802 SH
CYPHERPUNK TECHNOLOGIES INC	COM NEW	$2.2M	0.0%	1,872,322 SH	New
DANAHER CORPORATION	COM	$10.2M	0.2%Prev: 0.0%	44,416 SH	Increased+36,337 SH
DELCATH SYS INC	COM NEW	$2.6M	0.0%Prev: 0.1%	261,126 SH	Decreased
DELL TECHNOLOGIES INC	CL C	$467K	0.0%Prev: 0.0%	3,712 SH	Increased+965 SH
DYNEX CAP INC	COM	$1.5M	0.0%	107,000 SH	New
EDWARDS LIFESCIENCES CORP	COM	$1.6M	0.0%Prev: 0.0%	19,338 SH	Increased+9,284 SH
ELECTRONIC ARTS INC	COM	$265K	0.0%Prev: 0.0%	1,296 SH	Increased+301 SH
ELI LILLY & CO	COM	$30.1M	0.5%Prev: 0.1%	27,979 SH	Increased+18,315 SH
ESTABLISHMENT LABS HLDGS INC	COM	$5.3M	0.1%Prev: 0.0%	72,894 SH	Increased+34,946 SH
EXXON MOBIL CORP	COM	$946K	0.0%Prev: 0.0%	7,858 SH	Increased+1,665 SH
EYEPOINT INC	COM NEW	$6.9M	0.1%	375,264 SH	New
FAIR ISAAC CORP	COM	$203K	0.0%	120 SH	New
FLUOR CORP NEW	COM	$289K	0.0%	7,280 SH	New
FORTINET INC	COM	$322K	0.0%Prev: 0.0%	4,059 SH	Increased+1,106 SH
FUBOTV INC	CLASS A COM SHS	$32K	0.0%	12,602 SH	New
FULCRUM THERAPEUTICS INC	COM	$1.8M	0.0%Prev: 0.0%	159,674 SH	Increased+76,440 SH
FULL HSE RESORTS INC	COM	$432K	0.0%	165,355 SH	New
GE AEROSPACE	COM NEW	$601K	0.0%Prev: 0.0%	1,950 SH	Increased+519 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$4.4M	0.1%Prev: 0.0%	54,028 SH	Increased+25,844 SH
GE VERNOVA INC	COM	$273K	0.0%Prev: 0.0%	418 SH	Increased+32 SH
GILEAD SCIENCES INC	COM	$4.6M	0.1%Prev: 0.1%	37,479 SH	Decreased-22,707 SH
GUARDANT HEALTH INC	COM	$3.0M	0.0%Prev: 0.0%	29,581 SH	Increased-1,519 SH
HEALTHEQUITY INC	COM	$2.5M	0.0%Prev: 0.0%	27,329 SH	Increased+11,524 SH
HOME DEPOT INC	COM	$399K	0.0%Prev: 0.0%	1,160 SH	Increased+291 SH
ICON PLC	SHS	$283K	0.0%	1,555 SH	New
IDEXX LABS INC	COM	$395K	0.0%Prev: 0.0%	584 SH	Increased+104 SH
INSMED INC	COM PAR $.01	$6.4M	0.1%Prev: 0.1%	36,890 SH	Increased+17,226 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.0%Prev: 0.0%	4,852 SH	Increased+1,192 SH
INTUIT	COM	$972K	0.0%Prev: 0.0%	1,468 SH	Increased+297 SH
INTUITIVE SURGICAL INC	COM NEW	$8.3M	0.1%Prev: 0.1%	14,740 SH	Increased+7,100 SH
INVENTIVA SA	ADS	$1.6M	0.0%	337,662 SH	New
INVESCO QQQ TR	UNIT SER 1	$4.9M	0.1%	8,000 SH	New
IQVIA HLDGS INC	COM	$3.9M	0.1%Prev: 0.0%	17,418 SH	Increased+8,374 SH
IRONWOOD PHARMACEUTICALS INC	COM CL A	$37K	0.0%	10,946 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$80.2M	1.3%Prev: 1.6%	1,595,000 SH	Decreased+309,000 SH
ISHARES TR	CORE S&P500 ETF	$691.9M	11.3%Prev: 12.3%	1,010,106 SH	Increased+16,303 SH
ISHARES TR	CORE US AGGBD ET	$279.7M	4.6%Prev: 5.2%	2,800,131 SH	Decreased-2,532 SH
JAZZ PHARMACEUTICALS PLC	SHS USD	$12.1M	0.2%	71,178 SH	New
JOHNSON & JOHNSON	COM	$4.5M	0.1%Prev: 0.0%	21,960 SH	Increased+10,558 SH
KALARIS THERAPEUTICS INC	COM	$169K	0.0%	20,074 SH	New
KYVERNA THERAPEUTICS INC	COM	$1.8M	0.0%	192,339 SH	New
LAM RESEARCH CORP	COM NEW	$253K	0.0%	1,478 SH	New
LENZ THERAPEUTICS INC	COM	$280K	0.0%	17,481 SH	New
MASTERCARD INCORPORATED	CL A	$968K	0.0%Prev: 0.0%	1,695 SH	Increased+212 SH
MFA FINL INC	COM	$1.9M	0.0%	202,500 SH	New
MILESTONE PHARMACEUTICALS IN	COM	$3.0M	0.0%Prev: 0.1%	1,506,405 SH	Decreased-1,326,569 SH
MINERALYS THERAPEUTICS INC	COM	$4.1M	0.1%Prev: 0.2%	114,182 SH	Decreased-104,544 SH
MOTOROLA SOLUTIONS INC	COM NEW	$339K	0.0%Prev: 0.0%	884 SH	Increased+220 SH
NATERA INC	COM	$238K	0.0%	1,041 SH	New
NEKTAR THERAPEUTICS	COM NEW	$1.2M	0.0%Prev: 0.1%	28,000 SH	Decreased-59,174 SH
NEUROCRINE BIOSCIENCES INC	COM	$483K	0.0%Prev: 0.1%	3,404 SH	Decreased-33,220 SH
OCULIS HOLDING AG	ORDINARY SHARES	$2.0M	0.0%	98,765 SH	New
OSCAR HEALTH INC	CL A	$2.9M	0.0%	205,131 SH	New
PACIRA BIOSCIENCES INC	COM	$2.2M	0.0%Prev: 0.0%	86,261 SH	Increased+41,315 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.7M	0.0%Prev: 0.0%	9,741 SH	Increased+1,288 SH
PENUMBRA INC	COM	$4.9M	0.1%Prev: 0.0%	15,827 SH	Increased+7,485 SH
PHATHOM PHARMACEUTICALS INC	COM	$5.3M	0.1%Prev: 0.1%	321,935 SH	Increased
PHILIP MORRIS INTL INC	COM	$243K	0.0%Prev: 0.0%	1,516 SH	Increased+206 SH
PLAINS GP HLDGS L P	LTD PARTNR INT A	$24.4M	0.4%Prev: 0.4%	1,272,360 SH	Increased
PURECYCLE TECHNOLOGIES INC	COM	$16.6M	0.3%Prev: 0.1%	1,933,564 SH	Increased+1,342,955 SH
QUALCOMM INC	COM	$924K	0.0%Prev: 0.0%	5,403 SH	Increased+1,047 SH
QUOIN PHARMACEUTICALS LTD	SPONSORED ADS	$252K	0.0%	17,448 SH	New
QVC GROUP INC	COM SER A NEW	$175K	0.0%Prev: 0.0%	16,696 SH	Increased+4,696 SH
REDDIT INC	CL A	$226K	0.0%	982 SH	New
REGENERON PHARMACEUTICALS	COM	$24.0M	0.4%Prev: 0.1%	31,153 SH	Increased+18,172 SH
REGENXBIO INC	COM	$547K	0.0%	38,000 SH	New
RITHM CAPITAL CORP	COM NEW	$1.3M	0.0%Prev: 0.0%	116,593 SH	Decreased-25,492 SH
ROCKWELL AUTOMATION INC	COM	$229K	0.0%	588 SH	New
SAB BIOTHERAPEUTICS INC	COM NEW	$779K	0.0%	208,227 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$283K	0.0%	1,026 SH	New
SERVICENOW INC	COM	$908K	0.0%Prev: 0.0%	5,929 SH	Increased+5,125 SH
SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$38.5M	0.6%Prev: 1.4%	1,859,127 SH	Decreased-1,859,127 SH
SIMPLIFY EXCHANGE TRADED FUN	ANCORATO TARGET	$3.2M	0.1%	125,000 SH	New
SIMPLIFY EXCHANGE TRADED FUN	GOVERNMENT MONEY	$4.37B	71.3%Prev: 61.1%	43,649,040 SH	Increased+10,489,340 SH
SIMPLIFY EXCHANGE TRADED FUN	MULTI QIS ALTERN	$56.1M	0.9%Prev: 1.6%	3,777,620 SH	Decreased-850,000 SH
SIMPLIFY EXCHANGE TRADED FUN	NATL MUNI BD ETF	$38.8M	0.6%Prev: 0.7%	1,553,376 SH	Decreased
SIMPLIFY EXCHANGE TRADED FUN	NEXT INTANGIBLE	$26.7M	0.4%Prev: 0.5%	822,303 SH	Decreased
SIMPLIFY EXCHANGE TRADED FUN	PIPER SANDLER US	$2.7M	0.0%Prev: 0.0%	91,464 SH	Increased
SIMPLIFY EXCHANGE TRADED FUN	TARGET 15 DISTRI	$15.8M	0.3%Prev: 0.5%	624,406 SH	Decreased-350,000 SH
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS UPSID	$76.2M	1.2%Prev: 1.5%	1,634,812 SH	Decreased
SIMPLIFY EXCHANGE TRADED FUN	US EQUITY PLUS M	$2.6M	0.0%	100,000 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$605K	0.0%Prev: 0.0%	1,042 SH	Increased+219 SH
STRYKER CORPORATION	COM	$820K	0.0%Prev: 0.0%	2,334 SH	Increased+1,092 SH
SYNDAX PHARMACEUTICALS INC	COM	$1.1M	0.0%Prev: 0.0%	54,715 SH	Increased+26,210 SH
TAKE-TWO INTERACTIVE SOFTWAR	COM	$248K	0.0%	969 SH	New
TESLA INC	COM	$5.8M	0.1%Prev: 0.2%	12,843 SH	Decreased-11,517 SH
TG THERAPEUTICS INC	COM	$693K	0.0%Prev: 0.0%	23,233 SH	Increased+10,736 SH
THE CIGNA GROUP	COM	$1.0M	0.0%Prev: 0.0%	3,798 SH	Increased+1,799 SH
THERMO FISHER SCIENTIFIC INC	COM	$2.7M	0.0%Prev: 0.0%	4,619 SH	Increased+2,184 SH
UBER TECHNOLOGIES INC	COM	$362K	0.0%Prev: 0.0%	4,427 SH	Increased+1,747 SH
UNITED THERAPEUTICS CORP DEL	COM	$11.6M	0.2%Prev: 0.2%	23,839 SH	Increased+3,919 SH
UNITEDHEALTH GROUP INC	COM	$32.9M	0.5%Prev: 0.2%	99,807 SH	Increased+70,447 SH
VANECK BITCOIN ETF	SH BEN INT	$4.8M	0.1%Prev: 0.1%	192,930 SH	Decreased-42,062 SH
VERTEX PHARMACEUTICALS INC	COM	$7.9M	0.1%Prev: 0.0%	17,492 SH	Increased+16,267 SH
VIRIDIAN THERAPEUTICS INC	COM	$3.2M	0.1%Prev: 0.0%	103,531 SH	Increased+53,531 SH
WALMART INC	COM	$1.7M	0.0%Prev: 0.0%	15,494 SH	Increased+1,609 SH
WARBY PARKER INC	CL A COM	$8.7M	0.1%	400,343 SH	New
WESTERN DIGITAL CORP	COM	$282K	0.0%	1,639 SH	New
WORKDAY INC	CL A	$295K	0.0%Prev: 0.0%	1,375 SH	Increased+241 SH
ZEVRA THERAPEUTICS INC	COM NEW	$380K	0.0%Prev: 0.0%	42,365 SH	Decreased-104,635 SH
ZIMMER BIOMET HOLDINGS INC	COM	$405K	0.0%Prev: 0.0%	4,500 SH	Increased+2,186 SH

Sold (vs prior filing)

ADOBE INC — $606K
ADVISORSHARES TR — $2.1M
AKERO THERAPEUTICS INC — $6.9M
APPLIED THERAPEUTICS INC — $2.7M
ARCUTIS BIOTHERAPEUTICS INC — $6.0M
BERKSHIRE HATHAWAY INC DEL — $1.0M
CARDINAL HEALTH INC — $1.9M
CENCORA INC — $2.3M
DIREXION SHS ETF TR — $6.4M
EYEPOINT PHARMACEUTICALS INC — $1.3M
GENEDX HOLDINGS CORP — $1.7M
JASPER THERAPEUTICS INC — $1.4M
LEAP THERAPEUTICS INC — $443K
LIGAND PHARMACEUTICALS INC — $1.2M
LIVANOVA PLC — $508K
MERUS N V — $3.1M
NATIONAL VISION HLDGS INC — $5.8M
REVVITY INC — $1.4M
SIMPLIFY EXCHANGE TRADED FUN — $7.2M
SIMPLIFY EXCHANGE TRADED FUN — $1.4M
… and 6 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001172661-26-000536	$6.13B	View
Oct 20, 2025	Q3 2025	13F-HR	0001172661-25-004330	$5.43B	View
Jul 16, 2026	Q2 2026