SimpliFi, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

SimpliFi, Inc. is a financial technology company that provides comprehensive investment solutions to individual and institutional clients. As part of their regulatory obligations, they are required to file a Form 13F with the Securities and Exchange Commission (SEC) every quarter. This form discloses their holdings of publicly traded securities, providing transparency to investors.

In this article, we will analyze the changes in SimpliFi, Inc.'s holdings between Q1 2023 and Q2 2023 as reported in their 13F filings. We will examine the top holdings that have experienced significant changes, both in terms of share quantity and value.

AGGY - WISDOMTREE TR

SimpliFi, Inc. increased its holdings in WISDOMTREE TR by 4.5%. In Q1 2023, they held 802,137 shares, with a value of $35,045,000. This increased to 849,879 shares, valued at $36,621,000, in Q2 2023. The increase in holdings indicates SimpliFi, Inc.'s continued confidence in WISDOMTREE TR.

LQD - ISHARES TR

ISHARES TR is another top holding for SimpliFi, Inc. In Q1 2023, they held 277,717 shares, valued at $30,440,000. This increased to 287,920 shares, with a value of $31,135,000, in Q2 2023. The 2.3% increase in holdings highlights SimpliFi, Inc.'s positive outlook on ISHARES TR.

DSTL - ETF SER SOLUTIONS

One of the most significant changes in SimpliFi, Inc.'s portfolio is their holdings in ETF SER SOLUTIONS. In Q1 2023, they held 226,114 shares, valued at $9,756,000. However, in Q2 2023, their holdings increased dramatically to 447,271 shares, with a value of $20,245,000. This represents a staggering 107.5% increase in holdings. SimpliFi, Inc.'s increased allocation in ETF SER SOLUTIONS indicates their belief in the potential of this investment.

VIG - VANGUARD SPECIALIZED FUNDS

SimpliFi, Inc.'s holdings in VANGUARD SPECIALIZED FUNDS remained relatively stable. In Q1 2023, they held 114,514 shares, valued at $17,636,000. This slightly decreased to 114,342 shares, with a value of $18,572,000, in Q2 2023. While the change is minimal, it reflects SimpliFi, Inc.'s confidence in maintaining their position in VANGUARD SPECIALIZED FUNDS.

BKLN - INVESCO EXCH TRADED FD TR II

SimpliFi, Inc. increased its holdings in INVESCO EXCH TRADED FD TR II by 13%. In Q1 2023, they held 458,958 shares, with a value of $9,546,000. This increased to 512,495 shares, valued at $10,782,000, in Q2 2023. The increase in holdings indicates SimpliFi, Inc.'s positive outlook on INVESCO EXCH TRADED FD TR II.

These are just a few examples of the changes in SimpliFi, Inc.'s holdings as reported in their Q1 2023 and Q2 2023 13F filings. It is important to note that the values reported are in thousands of dollars. SimpliFi, Inc. continues to actively manage their portfolio, adjusting their holdings based on their investment strategies and market conditions.

Disclaimer: The information provided in this article is based on publicly available data and should not be considered as financial advice. Investors are encouraged to conduct their own research and consult with a professional financial advisor before making any investment decisions.