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J.E. Simmons & Co., P.C.

Latest statistics and disclosures from J.E. Simmons & Co., P.C.'s latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111381

Tip: Access up to 7 years of quarterly data

Positions held by J.E. Simmons & Co., P.C. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for J.E. Simmons & Co., P.C.

J.E. Simmons & Co., P.C. holds 66 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	21.5	$32M	49k	653.21	View chart
Spdr Series Trust State Street Spd (SPTL)	8.7	$13M	493k	26.30	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.8	$12M	417k	27.85	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	7.7	$12M	236k	48.93	View chart
Electromed (ELMD)	7.7	$12M	493k	23.41	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.2	$9.3M	159k	58.18	View chart
Ishares Tr Core Univrsl Usd (IUSB)	4.6	$6.9M	150k	46.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.6	$5.3M	99k	54.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$5.0M	8.7k	577.18	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	3.0	$4.5M	137k	32.95	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	2.6	$4.0M	123k	32.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.5	$3.7M	19k	191.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$2.4M	83k	29.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$1.9M	29k	64.08	View chart
Matthews Asia Fds Asia Innov Activ (MINV)	0.9	$1.3M	35k	38.04	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.9	$1.3M	26k	51.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$1.1M	15k	78.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$1.1M	12k	92.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.1M	44k	24.75	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.1M	3.6k	294.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.0M	2.1k	479.20	View chart
NVIDIA Corporation (NVDA)	0.6	$910k	5.2k	174.40	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$774k	34k	22.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.5	$730k	16k	46.36	View chart
Amazon (AMZN)	0.5	$706k	3.4k	208.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$670k	7.4k	90.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$662k	6.7k	99.27	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$639k	7.4k	86.64	View chart
Apple (AAPL)	0.4	$623k	2.5k	253.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$580k	2.0k	286.83	View chart
Direxion Shares Etf Trust Daily Financial (FAS)	0.4	$569k	4.8k	118.50	View chart
Eli Lilly & Co. (LLY)	0.4	$562k	611.00	919.77	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.4	$533k	7.1k	74.72	View chart
Matthews Asia Fds China Active Etf (MCH)	0.3	$507k	19k	26.32	View chart
Microsoft Corporation (MSFT)	0.3	$505k	1.4k	370.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$497k	1.5k	320.81	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$495k	7.1k	69.75	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.3	$418k	9.1k	46.13	View chart
W.W. Grainger (GWW)	0.3	$417k	382.00	1090.81	View chart
AmerisourceBergen (COR)	0.3	$409k	1.3k	314.14	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$403k	4.2k	95.44	View chart
Johnson & Johnson (JNJ)	0.3	$400k	1.6k	244.44	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$397k	16k	24.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$370k	1.3k	287.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$360k	12k	30.68	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$344k	9.7k	35.44	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.2	$343k	3.9k	89.00	View chart
Netflix (NFLX)	0.2	$312k	3.2k	96.15	View chart
Amgen (AMGN)	0.2	$310k	880.00	351.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$306k	471.00	650.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$306k	512.00	597.55	View chart
Merck & Co (MRK)	0.2	$304k	2.5k	120.29	View chart
Bank of America Corporation (BAC)	0.2	$289k	5.9k	48.75	View chart
Meta Platforms Cl A (META)	0.2	$279k	487.00	572.13	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$274k	12k	23.22	View chart
Marsh & McLennan Companies (MRSH)	0.2	$261k	1.5k	173.45	View chart
Broadcom (AVGO)	0.2	$260k	840.00	309.51	View chart
Proshares Tr Pshs Ult Semicdt (USD)	0.2	$255k	5.3k	47.95	View chart
Microchip Technology (MCHP)	0.2	$254k	3.9k	64.61	View chart
Abbott Laboratories (ABT)	0.2	$246k	2.4k	102.67	View chart
Goldman Sachs (GS)	0.2	$235k	278.00	845.99	View chart
Targa Res Corp (TRGP)	0.2	$233k	928.00	250.73	View chart
Tesla Motors (TSLA)	0.2	$226k	608.00	371.75	View chart
Kroger (KR)	0.1	$214k	3.0k	72.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$212k	1.5k	142.43	View chart
Overstock (BBBY)	0.1	$105k	23k	4.54	View chart

Past Filings by J.E. Simmons & Co., P.C.

SEC 13F filings are viewable for J.E. Simmons & Co., P.C. going back to 2026

J.E. Simmons & Co., P.C. 2026 Q1 filed April 21, 2026

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