SIMA Wealth Partners

SIMA Wealth Partners as of June 30, 2026

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