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Simplify Exchange Traded Fun shares owned by Allie Family Office

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Allie Family Office from 13F filings

Historical chart of Allie Family Office investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Allie Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Allie Family Office

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 6.7k 30.22

More positions owned by Allie Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U.s. Real Es Etf (IYR)
Berkshire Hathaway Inc Del Cl A (BRK.A)
First Tr Exchange-traded Common Shs (FDD)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)

View all positions for Allie Family Office

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
CWM
Boothe Investment Group
Concurrent Investment Advisors
Citigroup
Envestnet Asset Management
LPL Financial
Independence Wealth Advisors
AE Wealth Management
UBS Group
IAG Wealth Partners
HighTower Advisors
Altiora Financial Group
Assetmark
Pasadena Private Wealth

View all funds holding Simplify Exchange Traded Fun