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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	True Wealth Design, LLC	Shares	1.5MSH	$19.0M
2	Heck Capital Advisors, LLC	Shares	384.1KSH	$4.9M
3	STAPP WEALTH MANAGEMENT, PLLC	Shares	217.4KSH	$2.8M
4	Mid-American Wealth Advisory Group, Inc.	Shares	198.6KSH	$2.5M
5	PRIVATE CLIENT SERVICES, LLC	Shares	54.1KSH	$690.6K
6	Rinkey Investments	Shares	18.0KSH	$229.8K
7	Networth Advisors, LLC	Shares	1.4KSH	$17.7K
8	Decker Retirement Planning Inc.	Shares	755SH	$9.6K
9	Quest 10 Wealth Builders, Inc.	Shares	197SH	$2.5K

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	True Wealth Design, LLC added	Shares	+588.2K	+$7.2M	$19.0M
2	Mid-American Wealth Advisory Group, Inc. new	Shares	+198.6K	+$2.5M	$2.5M
3	Heck Capital Advisors, LLC added	Shares	+18.6K	+$104.3K	$4.9M
4	Decker Retirement Planning Inc. new	Shares	+755	+$9.6K	$9.6K
5	Networth Advisors, LLC added	Shares	+646	+$8.0K	$17.7K
6	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$72	$2.5K
7	Rinkey Investments unchanged	Shares	0	-$6.5K	$229.8K
8	STAPP WEALTH MANAGEMENT, PLLC added	Shares	+1.1K	-$65.1K	$2.8M
9	IFP Advisors, Inc exited	Shares	-5.2K	-$68.1K	$0
10	PRIVATE CLIENT SERVICES, LLC trimmed	Shares	-29.8K	-$411.3K	$690.6K

Filing Research | SIMPLIFY EXCHANGE TRADED FUN Institutional Holdings