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SIMA Wealth Partners

Latest statistics and disclosures from SIMA Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPYG, DFAI, JIRE, USIG, and represent 44.14% of SIMA Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: USIG, DFAE, JAVA, SPYV, MBB, SCHR, Dimensional Etf Trust, SPYG, SCHO, SPMD.
Started 9 new stock positions in SPAB, SPTL, DWM, SPTM, LSAF, XOM, DYLD, LSAT, CENN.
Reduced shares in these 10 stocks: SCHM, JIRE, , IVW, IXUS, DFAI, IDEV, IJJ, IJT, IJK.
Sold out of its position in Exxon Mobil Corporation.
SIMA Wealth Partners was a net buyer of stock by $3.1M.
SIMA Wealth Partners has $143M in assets under management (AUM), dropping by 1.57%.
Central Index Key (CIK): 0002135539

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Portfolio Holdings for SIMA Wealth Partners

SIMA Wealth Partners holds 138 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.4	$21M		27k	765.85	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	7.8	$11M		90k	123.08	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.6	$11M		264k	41.43	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	7.2	$10M		126k	82.16	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	7.1	$10M	+5%	209k	48.71	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.9	$10M	+5%	253k	39.31	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	5.5	$7.9M	+6%	99k	79.72	View chart
Ishares Tr Mbs Etf (MBB)	5.4	$7.7M	+5%	86k	89.62	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	4.9	$7.1M	+6%	298k	23.70	View chart
Spdr Series Trust St Str P500val (SPYV)	4.9	$7.0M	+7%	115k	61.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.5	$5.0M		35k	142.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$3.4M		15k	228.28	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.1	$3.0M	+4%	126k	23.86	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.8	$2.6M	+3%	42k	63.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.3	$1.8M		54k	33.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$1.8M		18k	96.88	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.1	$1.5M		7.0k	216.08	View chart
Dimensional Etf Trust Us Small Cap Etf	1.0	$1.5M	+22%	19k	77.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$1.2M		33k	35.93	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$1.1M	+3%	21k	51.23	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$1.0M		10k	101.10	View chart
Philip Morris International (PM)	0.6	$825k		4.3k	190.82	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$777k		2.6k	294.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$677k		9.4k	71.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$673k		1.6k	416.14	View chart
Apple (AAPL)	0.5	$657k		2.0k	333.02	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$610k		4.7k	128.93	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$581k		7.2k	81.16	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$559k	-32%	16k	34.02	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.4	$549k		7.0k	78.42	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$541k	-3%	6.0k	89.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$510k		19k	27.47	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$497k		4.5k	109.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$410k		3.0k	136.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$372k		11k	32.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$359k		1.6k	222.24	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$350k		6.8k	51.76	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$338k	-2%	7.3k	46.39	View chart
Johnson & Johnson (JNJ)	0.2	$331k		1.3k	264.74	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$330k		7.4k	44.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$329k	-8%	3.5k	94.99	View chart
Atlantic Union B (AUB)	0.2	$291k		7.7k	37.95	View chart
Broadcom (AVGO)	0.2	$285k		810.00	351.19	View chart
Altria (MO)	0.2	$269k		4.0k	67.34	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$256k		5.1k	50.35	View chart
McDonald's Corporation (MCD)	0.2	$225k		975.00	230.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$216k	-4%	816.00	264.90	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$214k		2.2k	97.43	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$207k		2.5k	84.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$206k		2.9k	70.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$202k		816.00	248.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$177k		1.4k	125.26	View chart
Amazon (AMZN)	0.1	$163k		654.00	249.15	View chart
eBay (EBAY)	0.1	$159k		1.5k	106.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$159k	+2%	208.00	762.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$150k		1.4k	103.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$131k	+7%	4.5k	29.31	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$129k		2.4k	52.87	View chart
Emerson Electric (EMR)	0.1	$128k		827.00	155.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$128k		257.00	497.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$124k		3.4k	36.45	View chart
Parker-Hannifin Corporation (PH)	0.1	$121k		127.00	955.43	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$104k	-9%	949.00	109.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$104k		273.00	380.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$100k	-5%	1.2k	81.21	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$94k		1.6k	57.92	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$79k		537.00	146.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$79k		473.00	166.28	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$76k		1.1k	69.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$76k		1.3k	59.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$74k		3.4k	21.87	View chart
Coca-Cola Company (KO)	0.0	$70k		810.00	86.08	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$69k		241.00	285.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$62k		88.00	704.31	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$61k	-25%	441.00	137.74	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$60k	-19%	375.00	160.40	View chart
Procter & Gamble Company (PG)	0.0	$59k		403.00	145.28	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$52k		486.00	106.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$49k	-15%	143.00	344.08	View chart
Stryker Corporation (SYK)	0.0	$49k		176.00	275.39	View chart
Coinbase Global Com Cl A (COIN)	0.0	$48k		257.00	186.41	View chart
Cummins (CMI)	0.0	$47k		90.00	516.58	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.0	$46k	NEW	280.00	162.75	View chart
Mastercard Incorporated Cl A (MA)	0.0	$41k		75.00	551.48	View chart
Microsoft Corporation (MSFT)	0.0	$41k		80.00	514.46	View chart
Norfolk Southern (NSC)	0.0	$40k		130.00	309.00	View chart
General Dynamics Corporation (GD)	0.0	$40k		120.00	331.83	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$39k	+17%	376.00	104.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$37k		1.1k	32.64	View chart
Visa Com Cl A (V)	0.0	$36k		100.00	359.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$35k		1.2k	30.00	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.0	$30k		1.1k	27.28	View chart
Vanguard World Financials Etf (VFH)	0.0	$28k		212.00	130.09	View chart
International Business Machines (IBM)	0.0	$28k		125.00	219.94	View chart
Markel Corporation (MKL)	0.0	$27k		16.00	1712.50	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.0	$26k	NEW	496.00	53.25	View chart
Abbvie (ABBV)	0.0	$26k		100.00	261.59	View chart
Pepsi (PEP)	0.0	$25k		195.00	126.72	View chart
UnitedHealth (UNH)	0.0	$22k		60.00	367.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$20k		73.00	277.89	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$18k		204.00	89.76	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$18k		237.00	75.39	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$16k		119.00	137.68	View chart
Duke Energy Corp Com New (DUK)	0.0	$15k		129.00	113.88	View chart
Northwest Bancshares (NWBI)	0.0	$15k		987.00	14.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$15k	-23%	189.00	77.30	View chart
Anthem (ELV)	0.0	$14k		36.00	388.83	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.0	$13k		250.00	52.66	View chart
Dominion Resources (D)	0.0	$12k		200.00	60.52	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$12k		33.00	356.91	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$11k		210.00	54.40	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$11k		89.00	127.98	View chart
Two Rds Shared Tr Lead Dy Yiel Etf (DYLD)	0.0	$11k	NEW	518.00	21.98	View chart
Yum! Brands (YUM)	0.0	$10k		75.00	136.35	View chart
3M Company (MMM)	0.0	$10k		62.00	164.16	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$10k		150.00	66.79	View chart
Verizon Communications (VZ)	0.0	$9.9k		216.00	45.88	View chart
Abbott Laboratories (ABT)	0.0	$9.9k		100.00	98.83	View chart
At&t (T)	0.0	$9.4k		387.00	24.42	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$9.3k		103.00	90.33	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.0	$9.1k	NEW	208.00	43.95	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$8.3k	NEW	349.00	23.85	View chart
General Motors Company (GM)	0.0	$8.2k		107.00	76.72	View chart
Ford Motor Company (F)	0.0	$7.9k		659.00	12.06	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$6.8k	NEW	280.00	24.36	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$6.8k	NEW	74.00	92.05	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.0	$6.2k	NEW	84.00	73.65	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$5.9k		66.00	89.32	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$5.9k		75.00	78.32	View chart
Invesco SHS (IVZ)	0.0	$3.8k		125.00	30.16	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$3.1k		60.00	51.88	View chart
Warner Bros Discovery Com Ser A	0.0	$2.9k		95.00	30.96	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$2.1k		57.00	36.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$2.1k	+7%	44.00	47.34	View chart
Pluri Com New (PLUR)	0.0	$350.000000		350.00	1.00	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$236.999700		21.00	11.29	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$216.000000		50.00	4.32	View chart
Cenntro (CENN)	0.0	$41.000000	NEW	10.00	4.10	View chart

Past Filings by SIMA Wealth Partners

SEC 13F filings are viewable for SIMA Wealth Partners going back to 2026

SIMA Wealth Partners 2026 Q3 filed Oct. 19, 2026
SIMA Wealth Partners 2026 Q2 filed July 28, 2026
SIMA Wealth Partners 2025 Q2 filed June 15, 2026
SIMA Wealth Partners 2025 Q1 filed June 15, 2026
SIMA Wealth Partners 2024 Q4 filed June 15, 2026
SIMA Wealth Partners 2024 Q3 filed June 15, 2026
SIMA Wealth Partners 2024 Q2 filed June 15, 2026
SIMA Wealth Partners 2025 Q4 filed May 28, 2026
SIMA Wealth Partners 2025 Q3 filed May 28, 2026
SIMA Wealth Partners 2026 Q1 filed May 15, 2026

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