LFG
SPBC icon

Larson Financial Group’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Larson Financial Group’s Portfolio SPBC Stock Details SPBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.79K Hold
115
– – ﹤0.01% 2632
2025
Q4 		$5.13K Hold
115
– – ﹤0.01% 2450
2025
Q3 		$5.14K Buy
115
+1
+0.9% +$43 ﹤0.01% 2345
2025
Q2 		$4.74K Hold
114
– – ﹤0.01% 2091
2025
Q1 		$4.14K Buy
+114
New +$4.42K ﹤0.01% 1933

Other funds holding SPBC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Larson Financial Group's SPBC Position: Q1 2026 in Review

Larson Financial Group held its Simplify US Equity PLUS GBTC ETF (SPBC) position steady in Q1 2026 at 115 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Larson Financial Group first reported a position in SPBC in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.14K in Q3 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

  • Larson Financial Group held 115 shares of Simplify US Equity PLUS GBTC ETF worth $4.79K as of Q1 2026.
  • Larson Financial Group left its Simplify US Equity PLUS GBTC ETF share count unchanged in Q1 2026.
  • Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2632 holding.
  • Larson Financial Group first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Simplify US Equity PLUS GBTC ETF position peaked at $5.14K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.