SIMA Wealth Partners

SIMA Wealth Partners as of March 31, 2026

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