SIMA Wealth Partners

SIMA Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for SIMA Wealth Partners

SIMA Wealth Partners holds 130 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.9 $20M 29k 684.95
Spdr Series Trust State Street Spd (SPYG) 7.6 $10M 94k 106.70
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.6 $9.9M 261k 38.11
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 7.4 $9.7M 130k 74.88
Ishares Tr Usd Inv Grde Etf (USIG) 7.0 $9.2M 178k 51.77
Ishares Tr Mbs Etf (MBB) 5.6 $7.4M 78k 95.22
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.4 $7.1M 217k 32.57
J P Morgan Exchange Traded F Active Value Etf (JAVA) 5.2 $6.8M 96k 71.72
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 4.9 $6.5M 258k 25.08
Spdr Series Trust State Street Spd (SPYV) 4.4 $5.7M 101k 56.81
Ishares Tr S&p 500 Grwt Etf (IVW) 3.5 $4.5M 37k 123.26
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.9 $3.8M 155k 24.37
Ishares Tr S&p 500 Val Etf (IVE) 2.7 $3.5M 17k 212.07
Spdr Series Trust State Street Spd (SPMD) 1.7 $2.2M 38k 57.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.3 $1.7M 58k 29.61
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $1.7M 31k 52.88
Ishares Tr Core Msci Eafe (IEFA) 1.3 $1.7M 19k 89.46
Vanguard Index Fds Value Etf (VTV) 1.3 $1.6M 8.6k 190.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $1.2M 38k 32.62
Ishares Tr National Mun Etf (MUB) 0.8 $1.1M 10k 107.11
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $977k 14k 69.67
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $766k 26k 30.07
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.6 $730k 2.6k 276.94
Philip Morris International (PM) 0.5 $714k 4.5k 160.40
Ishares Tr Rus 1000 Etf (IWB) 0.5 $714k 1.9k 373.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $659k 10k 66.00
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $576k 4.7k 121.75
Apple (AAPL) 0.4 $536k 2.0k 271.86
Ishares Tr Core Msci Intl (IDEV) 0.4 $527k 6.4k 82.49
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $509k 1.8k 290.23
Ishares Core Msci Emkt (IEMG) 0.3 $446k 6.6k 67.22
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $426k 18k 24.04
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.3 $417k 4.5k 91.86
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $393k 3.3k 120.17
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $386k 8.2k 47.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $321k 1.6k 198.62
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $316k 6.8k 46.81
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $314k 5.8k 53.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $313k 11k 27.43
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $309k 7.5k 41.36
Ishares Tr Core Msci Total (IXUS) 0.2 $291k 3.4k 84.64
McDonald's Corporation (MCD) 0.2 $283k 925.00 305.63
Broadcom (AVGO) 0.2 $280k 810.00 346.10
Johnson & Johnson (JNJ) 0.2 $259k 1.3k 206.95
Altria (MO) 0.2 $234k 4.1k 57.66
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $225k 3.0k 75.05
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $207k 2.2k 94.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $182k 2.9k 62.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $181k 858.00 210.43
Ishares Tr U.s. Tech Etf (IYW) 0.1 $180k 900.00 199.68
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $170k 2.1k 82.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $168k 354.00 473.30
Amazon (AMZN) 0.1 $151k 654.00 230.82
Ishares Tr Msci Eafe Etf (EFA) 0.1 $139k 1.4k 96.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $138k 203.00 681.92
eBay (EBAY) 0.1 $131k 1.5k 87.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $129k 257.00 502.65
Emerson Electric (EMR) 0.1 $119k 899.00 132.72
Spdr Series Trust State Street Spd (SPSM) 0.1 $115k 2.4k 46.87
Parker-Hannifin Corporation (PH) 0.1 $112k 127.00 878.96
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $110k 1.1k 96.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $110k 3.4k 32.75
Spdr Gold Tr Gold Shs (GLD) 0.1 $108k 273.00 396.31
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $107k 4.7k 23.02
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $92k 695.00 131.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $87k 3.3k 26.23
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $80k 1.6k 49.08
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $76k 536.00 141.20
Spdr Series Trust State Street Spd (SDY) 0.1 $75k 537.00 139.16
Stryker Corporation (SYK) 0.1 $72k 205.00 351.47
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $70k 473.00 148.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $68k 1.3k 53.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $68k 108.00 629.22
Vanguard Index Fds Small Cp Etf (VB) 0.0 $62k 241.00 258.44
Norfolk Southern (NSC) 0.0 $61k 210.00 288.72
Ea Series Trust Freedom 100 Em (FRDM) 0.0 $59k 1.2k 51.27
Procter & Gamble Company (PG) 0.0 $58k 403.00 143.31
Alphabet Cap Stk Cl A (GOOGL) 0.0 $53k 170.00 313.00
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $47k 486.00 96.27
Cummins (CMI) 0.0 $46k 90.00 510.46
Mastercard Incorporated Cl A (MA) 0.0 $43k 75.00 570.88
Coca-Cola Company (KO) 0.0 $41k 585.00 69.91
General Dynamics Corporation (GD) 0.0 $40k 120.00 336.67
Union Pacific Corporation (UNP) 0.0 $39k 170.00 231.32
Microsoft Corporation (MSFT) 0.0 $39k 80.00 485.09
International Business Machines (IBM) 0.0 $37k 125.00 296.22
Spdr Series Trust State Street Spd (SPTI) 0.0 $35k 1.2k 28.84
Visa Com Cl A (V) 0.0 $35k 100.00 350.71
Markel Corporation (MKL) 0.0 $34k 16.00 2149.69
Exxon Mobil Corporation (XOM) 0.0 $34k 280.00 120.34
UnitedHealth (UNH) 0.0 $33k 100.00 330.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $32k 1.1k 28.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $30k 1.1k 26.92
Duke Energy Corp Com New (DUK) 0.0 $30k 258.00 117.08
Spdr Series Trust State Street Spd (MDYG) 0.0 $30k 321.00 92.43
Vanguard World Financials Etf (VFH) 0.0 $28k 212.00 133.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $23k 292.00 79.76
Abbvie (ABBV) 0.0 $23k 100.00 228.49
Coinbase Global Com Cl A (COIN) 0.0 $20k 87.00 226.15
Ishares Tr Russell 2000 Etf (IWM) 0.0 $18k 74.00 246.16
Verizon Communications (VZ) 0.0 $18k 432.00 40.73
Ishares Tr Core Div Grwth (DGRO) 0.0 $17k 237.00 69.42
Spdr Series Trust State Street Spd (SPYM) 0.0 $16k 204.00 80.22
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $16k 119.00 136.94
At&t (T) 0.0 $15k 621.00 24.83
Anthem (ELV) 0.0 $13k 36.00 350.56
Abbott Laboratories (ABT) 0.0 $13k 100.00 125.29
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $12k 109.00 113.73
British Amern Tob Sponsored Adr (BTI) 0.0 $12k 210.00 56.62
Northwest Bancshares (NWBI) 0.0 $12k 987.00 12.00
Dominion Resources (D) 0.0 $12k 200.00 58.59
Renaissance Cap Greenwich Ipo Etf (IPO) 0.0 $11k 250.00 45.69
United Parcel Service CL B (UPS) 0.0 $11k 112.00 99.07
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $11k 33.00 323.03
Pepsi (PEP) 0.0 $10k 70.00 143.53
3M Company (MMM) 0.0 $9.9k 62.00 160.11
General Motors Company (GM) 0.0 $8.7k 107.00 81.02
Ford Motor Company (F) 0.0 $8.6k 659.00 13.12
Vanguard Index Fds Growth Etf (VUG) 0.0 $8.4k 17.00 494.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $8.2k 150.00 54.71
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $6.3k 66.00 96.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $6.3k 75.00 83.76
Warner Bros Discovery Com Ser A (WBD) 0.0 $5.0k 174.00 28.82
Invesco SHS (IVZ) 0.0 $3.3k 125.00 26.27
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $2.8k 60.00 47.03
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $2.2k 57.00 38.74
Pluri Com New (PLUR) 0.0 $1.0k 350.00 2.99
Kraft Heinz (KHC) 0.0 $728.001000 30.00 24.27
Kyndryl Hldgs Common Stock (KD) 0.0 $557.999400 21.00 26.57
Clover Health Investments Com Cl A (CLOV) 0.0 $118.000000 50.00 2.36