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Simplify Exchange Traded Fun shares owned by TSG Advice Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by TSG Advice Partners from 13F filings

Historical chart of TSG Advice Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by TSG Advice Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by TSG Advice Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8M 186k 31.50

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPMD)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust State Street Spd (SPHY)

View all positions for TSG Advice Partners

Top funds holding Simplify Exchange Traded Fun

CWM
LPL Financial
Private Advisor
WealthPlan Investment Management
Leo Wealth
Arq Wealth Advisors
CLS Investments
Kovack Advisors
Feltz Wealth PLAN
Rockefeller Capital Management
Independent Wealth Advisors
TSG Advice Partners
HighTower Advisors
Meridian Wealth Management
Financial Enhancement

View all funds holding Simplify Exchange Traded Fun