SimpliFi, Inc. reported 45 holdings worth US$253M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
SimpliFi, Inc. reported 45 holdings worth US$253M as of Jun 30, 2026. Largest: Verizon Communications Inc., Walmart Inc. and Dba Sempra. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$253M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Verizon Communications Inc. | 30,267 | US$1.28M | 0.51% |
| Walmart Inc. | 4,759 | US$539K | 0.21% |
| Dba Sempra | 3,311 | US$307K | 0.12% |
| Northrop Grumman Corporation | 456 | US$232K | 0.09% |