Simplify Asset Management Inc. has filed a Form 13F-HR reporting its equity portfolio as of September 30, 2026. The filing, signed by Fiona Ho, the company's Chief Operating Officer, lists 115 distinct holdings.
The largest position disclosed in the report is a holding in Simplify Exchange Traded Fund US Equity Plus ETF, representing 4,401,000 shares. The fund also holds significant positions in Simplify Exchange Traded Fund Multi QIS Alternative ETF (4,812,942 shares) and Simplify Exchange Traded Fund Government Money Market ETF (3,977,208,694 shares).
Outside of Simplify's own funds, the portfolio includes substantial stakes in companies such as Grail Inc. (6,020,816 shares), Humana Inc. (24,874,548 shares), and Eli Lilly & Co. (34,814,223 shares). Other notable names listed include Abbott Laboratories, AbbVie, Amgen, and Johnson & Johnson.
The filing also includes a mix of exchange-traded funds, including the iShares Core S&P 500 ETF, the iShares Bitcoin Trust ETF, and the SPDR Gold Trust, alongside various individual equities across healthcare, technology, and financial services sectors.
