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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
Q2 		$5.44K Hold
115
– – ﹤0.01% 2735
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Larson Financial Group's SPBC Position: Q2 2026 in Review

Larson Financial Group held its Simplify US Equity PLUS GBTC ETF (SPBC) position steady in Q2 2026 at 115 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Larson Financial Group first reported a position in SPBC in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

  • Larson Financial Group held 115 shares of Simplify US Equity PLUS GBTC ETF worth $5.44K as of Q2 2026.
  • Larson Financial Group left its Simplify US Equity PLUS GBTC ETF share count unchanged in Q2 2026.
  • Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2735 holding.
  • Larson Financial Group first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2025 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.