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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, DFAI, SPYG, JIRE, USIG, and represent 44.16% of SIMA Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VO, SPYV, USIG, DFAE, IWF, SPMD, DFAS, SCHB, SCHF, IXUS.
Reduced shares in these 10 stocks: IVV, SPYG, SCHR, IVE, MBB, JIRE, IGSB, SCHO, JAVA, IVW.
Sold out of its position in UPS.
SIMA Wealth Partners was a net seller of stock by $-2.5M.
SIMA Wealth Partners has $141M in assets under management (AUM), dropping by 7.49%.
Central Index Key (CIK): 0002135539

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Positions held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SIMA Wealth Partners

SIMA Wealth Partners holds 130 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.3	$20M	-5%	27k	748.89	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.7	$11M		265k	41.25	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	7.5	$11M	-4%	89k	118.99	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	7.5	$11M		128k	82.49	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	7.2	$10M	+2%	198k	51.29	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.8	$9.6M		240k	40.21	View chart
Ishares Tr Mbs Etf (MBB)	5.5	$7.7M	-2%	81k	94.52	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	5.2	$7.4M	-2%	93k	79.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	4.9	$6.9M	-4%	281k	24.66	View chart
Spdr Series Trust St Str P500val (SPYV)	4.6	$6.5M	+4%	107k	60.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.4	$4.9M	-2%	35k	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$3.4M	-6%	15k	227.06	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.1	$2.9M	-5%	121k	24.14	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.9	$2.7M	+4%	40k	67.56	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.3	$1.9M		54k	34.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$1.8M		18k	96.58	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.5M		7.0k	217.93	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$1.3M	+5%	15k	82.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$1.1M	-7%	33k	33.84	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$1.1M		10k	107.62	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$1.0M	-15%	20k	52.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$900k		24k	36.87	View chart
Philip Morris International (PM)	0.6	$782k	-3%	4.3k	180.91	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$766k		2.6k	290.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$726k	-5%	9.4k	77.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$662k	-14%	1.6k	409.51	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$605k		4.7k	127.81	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$600k		7.2k	82.84	View chart
Apple (AAPL)	0.4	$571k		2.0k	289.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$564k	+299%	7.0k	80.57	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$560k		6.3k	89.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$515k	+2%	19k	27.70	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$477k		4.5k	105.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$447k	-5%	3.0k	148.31	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$363k	+2%	3.8k	95.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$362k		11k	31.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$355k		1.6k	219.43	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$351k		7.5k	46.92	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$350k		6.8k	51.78	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$349k	-4%	7.4k	46.81	View chart
Atlantic Union B (AUB)	0.2	$325k		7.7k	42.31	View chart
Johnson & Johnson (JNJ)	0.2	$318k		1.3k	253.97	View chart
Broadcom (AVGO)	0.2	$306k		810.00	377.75	View chart
Altria (MO)	0.2	$288k	-3%	4.0k	71.95	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$272k	-6%	5.1k	53.17	View chart
McDonald's Corporation (MCD)	0.2	$264k	-9%	975.00	270.31	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$222k		2.5k	90.12	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$214k		850.00	252.23	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$212k		2.2k	96.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$208k		2.9k	71.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$200k	-3%	826.00	242.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$176k	+300%	1.4k	124.17	View chart
eBay (EBAY)	0.1	$168k		1.5k	111.75	View chart
Amazon (AMZN)	0.1	$156k		654.00	238.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$152k		203.00	746.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$150k		1.4k	103.90	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$141k		2.4k	57.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$129k		257.00	500.39	View chart
Parker-Hannifin Corporation (PH)	0.1	$124k		127.00	978.13	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$123k	-8%	1.0k	117.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$122k		3.4k	36.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$121k	+18%	4.2k	28.96	View chart
Emerson Electric (EMR)	0.1	$118k		827.00	143.15	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$107k	-19%	1.3k	82.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$101k		273.00	368.38	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$95k		1.6k	58.64	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$87k	-4%	590.00	147.75	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$83k	-13%	466.00	178.66	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$82k		537.00	152.18	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$79k		1.1k	72.90	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$78k	-17%	3.4k	22.78	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$78k		473.00	164.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$76k		1.3k	59.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$73k		241.00	303.69	View chart
Coca-Cola Company (KO)	0.0	$66k	-21%	810.00	81.27	View chart
Cummins (CMI)	0.0	$64k		90.00	713.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$61k		170.00	357.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$61k	-10%	88.00	690.01	View chart
Procter & Gamble Company (PG)	0.0	$59k		403.00	146.64	View chart
Stryker Corporation (SYK)	0.0	$55k		176.00	314.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$54k		486.00	110.32	View chart
General Dynamics Corporation (GD)	0.0	$43k		120.00	354.24	View chart
Norfolk Southern (NSC)	0.0	$41k		130.00	314.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$41k		1.1k	36.13	View chart
Mastercard Incorporated Cl A (MA)	0.0	$39k		75.00	513.60	View chart
Exxon Mobil Corporation (XOM)	0.0	$38k		280.00	136.72	View chart
Coinbase Global Com Cl A (COIN)	0.0	$38k		257.00	146.19	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$36k		321.00	112.09	View chart
International Business Machines (IBM)	0.0	$35k		125.00	281.22	View chart
Visa Com Cl A (V)	0.0	$34k		100.00	343.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$34k	+2%	1.2k	29.42	View chart
Markel Corporation (MKL)	0.0	$31k		16.00	1953.06	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.0	$31k		1.1k	28.39	View chart
Microsoft Corporation (MSFT)	0.0	$30k		80.00	374.15	View chart
Vanguard World Financials Etf (VFH)	0.0	$28k		212.00	131.60	View chart
Pepsi (PEP)	0.0	$26k	-39%	195.00	135.40	View chart
Abbvie (ABBV)	0.0	$25k		100.00	251.64	View chart
UnitedHealth (UNH)	0.0	$25k	-40%	60.00	415.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$22k		73.00	300.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$20k		247.00	79.07	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$18k		237.00	75.79	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$18k		204.00	87.88	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$17k		119.00	146.41	View chart
Duke Energy Corp Com New (DUK)	0.0	$16k		129.00	126.43	View chart
Northwest Bancshares (NWBI)	0.0	$15k		987.00	15.16	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.0	$15k		250.00	59.47	View chart
Anthem (ELV)	0.0	$14k		36.00	386.75	View chart
Dominion Resources (D)	0.0	$14k		200.00	68.29	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$13k		33.00	393.97	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$13k		210.00	61.76	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$12k		89.00	136.55	View chart
Yum! Brands (YUM)	0.0	$12k	-50%	75.00	159.87	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$10k		150.00	68.41	View chart
3M Company (MMM)	0.0	$10k		62.00	161.92	View chart
Ford Motor Company (F)	0.0	$9.2k		659.00	13.90	View chart
Verizon Communications (VZ)	0.0	$9.1k		216.00	42.35	View chart
Abbott Laboratories (ABT)	0.0	$9.1k		100.00	90.74	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$8.9k	+505%	103.00	86.35	View chart
General Motors Company (GM)	0.0	$8.2k		107.00	76.79	View chart
At&t (T)	0.0	$8.0k		387.00	20.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$6.2k		66.00	94.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$6.2k		75.00	82.65	View chart
Invesco SHS (IVZ)	0.0	$3.3k		125.00	26.39	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$3.1k		60.00	51.85	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$2.5k		95.00	26.66	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$1.5k		57.00	25.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.4k		41.00	33.29	View chart
Pluri Com New (PLUR)	0.0	$731.990000		350.00	2.09	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$262.000000		50.00	5.24	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$237.999300		21.00	11.33	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 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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