SimpliFi, Inc.

Portfolio Overview

SimpliFi, Inc. has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total assets under management (AUM) surged by 49.1%, rising from $158.50 million to $236.39 million. This growth is attributed not only to market appreciation but also to substantial capital inflows or reallocation, evidenced by a dramatic restructuring of the portfolio’s composition. The portfolio currently consists of 43 holdings, indicating a di...