TYA — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in True Wealth Design, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (TYA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.54% (2025 Q2)
Avg. % of fund
3.34%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 825,844 +51,620 +6.7% 3.27% $11.1M $13.45
2025 Q3 ADDED 774,224 +29,131 +3.9% 3.22% $10.5M $13.39
2025 Q2 INITIATED 745,093 — — 3.54% $10.1M $13.16
% of Fund (quarterly)    TYA price (monthly, adj. close)

Other funds also holding TYA

As of 2025 Q4 — sorted by position size

STAPP WEALTH MANAGEMENT, PLLC 3Y 4.55% Lloyd Advisory Services, LLC. 3Y 0.68% Hilltop Holdings Inc. 3Y 7Y 0.42% Heck Capital Advisors, LLC 0.38% PRIVATE CLIENT SERVICES, LLC 0.33% Whalen Wealth Management Inc. 0.32% Elevated Capital Advisors, LLC 3Y 0.19% NDVR, Inc. 0.18% Authentikos Wealth Advisory, LLC 0.18% Continuum Advisory, LLC 3Y 0.11%
← Back to True Wealth Design, LLC Holdings