SIMA Wealth Partners

SIMA Wealth Partners as of June 30, 2025

Portfolio Holdings for SIMA Wealth Partners

SIMA Wealth Partners holds 153 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.2 $20M 32k 620.89
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 7.6 $9.5M 99k 95.32
Ishares Tr Usd Inv Grde Etf (USIG) 7.2 $8.9M 173k 51.44
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 7.1 $8.8M 124k 70.77
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.8 $8.4M 243k 34.57
Ishares Tr Mbs Etf (MBB) 6.0 $7.5M 80k 93.89
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 5.7 $7.1M 282k 25.03
J P Morgan Exchange Traded F Active Value Etf (JAVA) 5.3 $6.5M 100k 65.50
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 4.0 $4.9M 94k 52.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.8 $4.7M 164k 28.95
Ishares Tr S&p 500 Grwt Etf (IVW) 3.4 $4.2M 38k 110.10
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.9 $3.6M 149k 24.38
Ishares Tr S&p 500 Val Etf (IVE) 2.7 $3.4M 17k 195.42
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.6 $2.0M 38k 52.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $1.8M 65k 27.67
Spdr Series Trust Portfolio S&p400 (SPMD) 1.4 $1.7M 31k 54.38
Ishares Tr Core Msci Eafe (IEFA) 1.2 $1.5M 19k 83.48
Vanguard Index Fds Value Etf (VTV) 1.2 $1.5M 8.7k 176.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $1.2M 41k 29.21
Ishares Tr National Mun Etf (MUB) 0.9 $1.1M 10k 104.48
Philip Morris International (PM) 0.7 $851k 4.7k 182.13
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $721k 26k 28.05
Ishares Tr Rus 1000 Etf (IWB) 0.6 $707k 2.1k 339.57
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.5 $662k 2.7k 246.51
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $625k 10k 62.02
Ishares Tr Core Msci Intl (IDEV) 0.4 $528k 6.9k 76.04
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $517k 4.7k 109.20
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $491k 1.8k 279.83
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $490k 7.7k 63.71
Ishares Core Msci Emkt (IEMG) 0.3 $413k 6.9k 60.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $387k 18k 22.10
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.3 $382k 4.5k 84.19
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $381k 8.2k 46.34
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $359k 3.3k 109.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $321k 12k 26.50
Ishares Tr Core Msci Total (IXUS) 0.3 $320k 4.1k 77.31
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $310k 5.8k 53.29
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $296k 1.6k 182.82
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $289k 7.6k 37.96
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $277k 6.5k 42.74
McDonald's Corporation (MCD) 0.2 $270k 925.00 292.17
Altria (MO) 0.2 $265k 4.5k 58.63
Broadcom (AVGO) 0.2 $248k 900.00 275.65
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $229k 2.4k 93.88
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $214k 3.0k 71.26
Johnson & Johnson (JNJ) 0.2 $199k 1.3k 152.75
Apple (AAPL) 0.2 $193k 938.00 205.17
Norfolk Southern (NSC) 0.1 $174k 680.00 255.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $173k 2.1k 82.86
Amazon (AMZN) 0.1 $168k 764.00 219.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $167k 858.00 194.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $166k 2.9k 57.00
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $161k 7.0k 22.98
Ishares Tr U.s. Tech Etf (IYW) 0.1 $156k 900.00 173.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $150k 354.00 424.58
Ishares Tr Msci Eafe Etf (EFA) 0.1 $129k 1.4k 89.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $125k 257.00 485.77
Emerson Electric (EMR) 0.1 $120k 899.00 133.33
eBay (EBAY) 0.1 $112k 1.5k 74.46
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $109k 1.2k 90.96
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $104k 2.4k 42.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $100k 3.3k 30.14
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $92k 745.00 123.59
Parker-Hannifin Corporation (PH) 0.1 $89k 127.00 698.47
Spdr Gold Tr Gold Shs (GLD) 0.1 $83k 273.00 304.83
Stryker Corporation (SYK) 0.1 $81k 205.00 395.63
Procter & Gamble Company (PG) 0.1 $81k 506.00 159.32
Cummins (CMI) 0.1 $76k 231.00 327.50
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $74k 559.00 133.08
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $73k 537.00 135.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $72k 127.00 569.32
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $72k 1.6k 44.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $64k 473.00 135.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $63k 1.3k 49.46
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $59k 2.5k 23.83
Vanguard Index Fds Small Cp Etf (VB) 0.0 $57k 241.00 237.43
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $54k 584.00 91.97
Mastercard Incorporated Cl A (MA) 0.0 $42k 75.00 561.95
Coca-Cola Company (KO) 0.0 $41k 585.00 70.75
Microsoft Corporation (MSFT) 0.0 $40k 80.00 498.93
Vanguard World Inf Tech Etf (VGT) 0.0 $40k 60.00 663.28
Union Pacific Corporation (UNP) 0.0 $39k 170.00 230.08
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $39k 390.00 99.55
Spdr Series Trust Portfli Intrmdit (SPTI) 0.0 $38k 1.3k 28.77
Ea Series Trust Freedom 100 Em (FRDM) 0.0 $38k 939.00 40.40
International Business Machines (IBM) 0.0 $37k 125.00 294.78
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $36k 447.00 79.52
Visa Com Cl A (V) 0.0 $36k 100.00 355.05
General Dynamics Corporation (GD) 0.0 $35k 120.00 291.67
Markel Corporation (MKL) 0.0 $32k 16.00 1997.38
UnitedHealth (UNH) 0.0 $31k 100.00 311.97
Coinbase Global Com Cl A (COIN) 0.0 $31k 87.00 350.49
Duke Energy Corp Com New (DUK) 0.0 $30k 258.00 117.86
Exxon Mobil Corporation (XOM) 0.0 $30k 280.00 107.80
Alphabet Cap Stk Cl A (GOOGL) 0.0 $30k 170.00 176.24
Verizon Communications (VZ) 0.0 $30k 682.00 43.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $29k 1.1k 25.29
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.0 $28k 321.00 86.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $28k 1.1k 24.44
Vanguard World Financials Etf (VFH) 0.0 $27k 212.00 127.30
At&t (T) 0.0 $26k 888.00 28.94
Tc Energy Corp (TRP) 0.0 $21k 425.00 48.79
3M Company (MMM) 0.0 $20k 132.00 152.24
Dominion Resources (D) 0.0 $20k 348.00 56.52
Kinsale Cap Group (KNSL) 0.0 $19k 40.00 483.90
Abbvie (ABBV) 0.0 $19k 100.00 185.62
Ishares Tr Russell 2000 Etf (IWM) 0.0 $18k 81.00 215.79
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $17k 119.00 138.68
Ishares Tr Core Div Grwth (DGRO) 0.0 $16k 252.00 63.94
Vanguard World Health Car Etf (VHT) 0.0 $15k 59.00 248.36
Spdr Series Trust Portfolio S&p500 (SPYM) 0.0 $14k 197.00 72.69
Anthem (ELV) 0.0 $14k 36.00 388.97
Abbott Laboratories (ABT) 0.0 $14k 100.00 136.01
Proshares Tr Ultrashrt S&p500 0.0 $13k 800.00 16.65
Northwest Bancshares (NWBI) 0.0 $13k 987.00 12.78
United Parcel Service CL B (UPS) 0.0 $11k 112.00 100.82
Renaissance Cap Greenwich Ipo Etf (IPO) 0.0 $11k 250.00 44.98
NVIDIA Corporation (NVDA) 0.0 $11k 70.00 158.01
General Motors Company (GM) 0.0 $11k 213.00 49.14
Whirlpool Corporation (WHR) 0.0 $10k 100.00 101.42
British Amern Tob Sponsored Adr (BTI) 0.0 $9.9k 210.00 47.33
Ford Motor Company (F) 0.0 $9.9k 912.00 10.85
Smurfit Westrock SHS (SW) 0.0 $9.7k 225.00 43.15
Pepsi (PEP) 0.0 $9.5k 72.00 132.04
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $9.4k 33.00 285.88
International Paper Company (IP) 0.0 $9.4k 200.00 46.83
Highwoods Properties (HIW) 0.0 $9.3k 300.00 31.09
Vanguard Index Fds Growth Etf (VUG) 0.0 $7.6k 17.00 444.76
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $7.2k 150.00 48.24
Peak (DOC) 0.0 $7.0k 400.00 17.51
City Holding Company (CHCO) 0.0 $6.9k 56.00 122.43
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $6.3k 66.00 95.77
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $6.2k 75.00 82.92
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $6.0k 325.00 18.53
Dow (DOW) 0.0 $5.3k 200.00 26.48
Stanley Black & Decker (SWK) 0.0 $5.1k 75.00 67.76
Advance Auto Parts (AAP) 0.0 $4.6k 100.00 46.49
Hershey Company (HSY) 0.0 $4.5k 27.00 165.96
Goodyear Tire & Rubber Company (GT) 0.0 $4.1k 400.00 10.37
Udr (UDR) 0.0 $4.1k 100.00 40.83
Smucker J M Com New (SJM) 0.0 $3.9k 40.00 98.20
Hanesbrands (HBI) 0.0 $3.2k 700.00 4.58
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $2.9k 60.00 48.87
Intel Corporation (INTC) 0.0 $2.2k 100.00 22.40
South Bow Corp (SOBO) 0.0 $2.2k 85.00 25.92
Warner Bros Discovery Com Ser A (WBD) 0.0 $2.2k 189.00 11.46
Invesco SHS (IVZ) 0.0 $2.0k 125.00 15.78
Solventum Corp Com Shs (SOLV) 0.0 $1.3k 17.00 75.88
Pluri Com New (PLUR) 0.0 $1.2k 250.00 4.95
Kyndryl Hldgs Common Stock (KD) 0.0 $882.000000 21.00 42.00
Kraft Heinz (KHC) 0.0 $774.999000 30.00 25.83
Wabtec Corporation (WAB) 0.0 $210.000000 1.00 210.00
Clover Health Investments Com Cl A (CLOV) 0.0 $140.000000 50.00 2.80