Beacon Investment Advisory Services »

Simplify Exchange Traded Fun shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1k 131 16.05

More positions owned by Beacon Investment Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Gold Tr Ishares New (IAU)
Advanced Micro Devices (AMD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Applied Materials (AMAT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Alphabet Cap Stk Cl A (GOOGL)
Palo Alto Networks (PANW)

View all positions for Beacon Investment Advisory Services

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Elevated Capital Advisors
Cavalier Investments
Owen LaRue
Jane Street
Visionary Wealth Advisors
Key Capital Management
One Capital Management
Commonwealth Equity Services
Howard Bailey Securities
Park Edge Advisors
B.O.S.S. Retirement Advisors
Legacy Wealth Managment
Citadel Advisors
FSA Advisors

View all funds holding Simplify Exchange Traded Fun