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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, USIG, JIRE, SPYG, and represent 44.03% of SIMA Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SCHR, USIG, DFAE, MBB, AUB, DFAI, SPYV, SPMD, MCD, JIRE.
Started 3 new stock positions in YUM, AUB, IBIT.
Reduced shares in these 10 stocks: SCHO, IGSB, VTV, IVV, SCHV, SPYG, IVE, SCHG, JAVA, IVW.
Sold out of its positions in KHC, UNP.
SIMA Wealth Partners was a net buyer of stock by $1.5M.
SIMA Wealth Partners has $131M in assets under management (AUM), dropping by -0.17%.
Central Index Key (CIK): 0002135539

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Portfolio Holdings for SIMA Wealth Partners

SIMA Wealth Partners holds 131 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.2	$19M		29k	653.21	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.9	$10M		265k	38.96	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	7.6	$9.9M	+8%	194k	51.23	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	7.5	$9.9M		130k	75.74	View chart
Spdr Series Trust State Street Spd (SPYG)	7.0	$9.1M		93k	97.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.1	$8.0M	+8%	236k	33.86	View chart
Ishares Tr Mbs Etf (MBB)	6.1	$8.0M	+7%	84k	94.95	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.5	$7.3M	+13%	292k	24.91	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	5.2	$6.8M		95k	71.75	View chart
Spdr Series Trust State Street Spd (SPYV)	4.4	$5.8M		103k	56.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.1	$4.1M		36k	113.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.6	$3.4M	-2%	16k	211.16	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.4	$3.1M	-17%	128k	24.27	View chart
Spdr Series Trust State Street Spd (SPMD)	1.7	$2.3M	+2%	38k	59.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.3	$1.7M	-5%	55k	30.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$1.7M		19k	90.53	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$1.4M	-18%	7.0k	196.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$1.2M	-25%	23k	52.56	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$1.1M		10k	106.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$1.0M	-5%	36k	29.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$1.0M	+3%	15k	71.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$766k	-2%	25k	30.96	View chart
Philip Morris International (PM)	0.6	$741k		4.5k	165.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$672k		1.9k	356.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$670k		9.9k	67.53	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$655k		2.6k	248.84	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$534k		6.4k	83.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$519k		4.7k	109.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$504k		1.8k	287.18	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$502k	+8%	7.2k	69.75	View chart
Apple (AAPL)	0.4	$501k		2.0k	253.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$447k	+2%	18k	24.75	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$420k		4.5k	92.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$398k	-2%	3.2k	124.30	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$367k	-4%	7.8k	46.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$350k		11k	30.68	View chart
McDonald's Corporation (MCD)	0.3	$334k	+16%	1.1k	310.79	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$323k	+8%	3.7k	86.64	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$318k		7.5k	42.49	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$317k		6.8k	46.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$310k		1.6k	191.81	View chart
Johnson & Johnson (JNJ)	0.2	$306k		1.3k	244.44	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$291k	-6%	5.5k	53.22	View chart
Atlantic Union B (AUB)	0.2	$274k	NEW	7.7k	35.74	View chart
Altria (MO)	0.2	$274k	+2%	4.1k	65.99	View chart
Broadcom (AVGO)	0.2	$251k		810.00	309.51	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$204k		2.2k	92.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$187k		2.9k	64.07	View chart
Invesco Exchange Traded Fd T ="sp500 Quality" (SPHQ)	0.1	$185k	-17%	2.5k	75.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$183k		855.00	213.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$154k	-5%	850.00	181.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$151k		354.00	426.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$140k		1.4k	97.15	View chart
eBay (EBAY)	0.1	$137k		1.5k	91.02	View chart
Amazon (AMZN)	0.1	$136k		654.00	208.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$134k	-21%	1.6k	82.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$132k		203.00	650.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$123k		257.00	479.20	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$118k		2.4k	48.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$118k		273.00	430.29	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$115k		1.1k	100.60	View chart
Parker-Hannifin Corporation (PH)	0.1	$114k		127.00	895.24	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$111k		3.4k	32.95	View chart
Emerson Electric (EMR)	0.1	$108k	-8%	827.00	131.02	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$96k	-10%	4.2k	22.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$89k	+6%	3.5k	25.10	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$82k	-10%	620.00	132.52	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$79k		1.6k	48.86	View chart
Coca-Cola Company (KO)	0.1	$79k	+76%	1.0k	76.05	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$78k		537.00	145.94	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$78k		536.00	144.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$69k		1.3k	54.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$67k		473.00	142.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$63k		241.00	262.41	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$59k	-5%	1.1k	54.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$59k	-9%	98.00	599.91	View chart
Procter & Gamble Company (PG)	0.0	$58k		403.00	144.44	View chart
Stryker Corporation (SYK)	0.0	$58k	-14%	176.00	328.59	View chart
Pepsi (PEP)	0.0	$50k	+357%	320.00	155.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$49k		170.00	287.56	View chart
Cummins (CMI)	0.0	$48k		90.00	538.02	View chart
Exxon Mobil Corporation (XOM)	0.0	$48k		280.00	169.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$47k		486.00	97.23	View chart
Coinbase Global (COIN)	0.0	$45k	+195%	257.00	174.61	View chart
General Dynamics Corporation (GD)	0.0	$41k		120.00	343.23	View chart
Mastercard Incorporated Cl A (MA)	0.0	$38k		75.00	499.67	View chart
Norfolk Southern (NSC)	0.0	$37k	-38%	130.00	287.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$33k		1.1k	29.08	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$31k	-11%	1.1k	28.66	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$31k		321.00	95.96	View chart
Markel Corporation (MKL)	0.0	$31k		16.00	1914.12	View chart
International Business Machines (IBM)	0.0	$30k		125.00	242.39	View chart
Visa Com Cl A (V)	0.0	$30k		100.00	302.24	View chart
Microsoft Corporation (MSFT)	0.0	$30k		80.00	371.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$29k		1.1k	25.63	View chart
UnitedHealth (UNH)	0.0	$27k		100.00	270.59	View chart
Vanguard World Financials Etf (VFH)	0.0	$26k		212.00	120.81	View chart
Yum! Brands (YUM)	0.0	$23k	NEW	150.00	155.48	View chart
Abbvie (ABBV)	0.0	$22k		100.00	217.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$20k	-14%	251.00	79.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$18k		73.00	248.00	View chart
Duke Energy Corp Com New (DUK)	0.0	$17k	-50%	129.00	130.79	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$17k		237.00	70.18	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$16k		204.00	76.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$15k		119.00	128.13	View chart
Northwest Bancshares (NWBI)	0.0	$13k		987.00	12.69	View chart
Dominion Resources (D)	0.0	$12k		200.00	61.82	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$12k		210.00	58.47	View chart
At&t (T)	0.0	$11k	-37%	387.00	29.01	View chart
United Parcel Svcs CL B (UPS)	0.0	$11k		112.00	98.27	View chart
Verizon Communications (VZ)	0.0	$11k	-50%	216.00	50.21	View chart
Anthem (ELV)	0.0	$11k		36.00	292.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$11k	-18%	89.00	118.34	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.0	$11k		250.00	41.92	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$10k		33.00	313.82	View chart
Abbott Laboratories (ABT)	0.0	$10k		100.00	102.67	View chart
3M Company (MMM)	0.0	$9.0k		62.00	145.24	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$8.5k		150.00	56.79	View chart
General Motors Company (GM)	0.0	$7.9k		107.00	74.22	View chart
Ford Motor Company (F)	0.0	$7.6k		659.00	11.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$7.5k		17.00	443.12	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$6.3k		66.00	95.45	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$6.2k		75.00	82.76	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$3.2k		60.00	52.65	View chart
Invesco SHS (IVZ)	0.0	$3.0k		125.00	24.30	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$2.6k	-45%	95.00	27.46	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$1.7k		57.00	30.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.6k	NEW	41.00	38.44	View chart
Pluri Com New (PLUR)	0.0	$1.2k		350.00	3.40	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$276.000900		21.00	13.14	View chart
Clover Health Investments Corp Com Cl A (CLOV)	0.0	$88.000000		50.00	1.76	View chart

Past Filings by SIMA Wealth Partners

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