SIMA Wealth Partners, LLC
13F Reported Value
ⓘ$131.3M
Holdings
131
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SIMA Wealth Partners, LLC disclosed 131 positions worth $131.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 131 new positions and exited 0. The portfolio is most concentrated in Other (96.6% of disclosed assets). All figures are sourced directly from SIMA Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2135539.
Sector Allocation
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$18.6M28,472 shDIMENSIONAL ETF TRUST
—Quality
$10.3M264,719 shISHARES TR
—Quality
$9.9M193,640 shJ P MORGAN EXCHANGE TRADED F
—Quality
$9.9M130,059 shSPDR SERIES TRUST
—Quality
$9.1M93,205 shDIMENSIONAL ETF TRUST
—Quality
$8.0M235,507 shISHARES TR
—Quality
$8.0M83,770 shSCHWAB STRATEGIC TR
—Quality
$7.3M292,394 shJ P MORGAN EXCHANGE TRADED F
—Quality
$6.8M94,742 shSPDR SERIES TRUST
—Quality
$5.8M102,691 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $18.6M | 28,472 |
| DIMENSIONAL ETF TRUST | — | $10.3M | 264,719 |
| ISHARES TR | — | $9.9M | 193,640 |
| J P MORGAN EXCHANGE TRADED F | — | $9.9M | 130,059 |
| SPDR SERIES TRUST | — | $9.1M | 93,205 |
| DIMENSIONAL ETF TRUST | — | $8.0M | 235,507 |
| ISHARES TR | — | $8.0M | 83,770 |
| SCHWAB STRATEGIC TR | — | $7.3M | 292,394 |
| J P MORGAN EXCHANGE TRADED F | — | $6.8M | 94,742 |
| SPDR SERIES TRUST | — | $5.8M | 102,691 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SIMA Wealth Partners, LLC's 131 positions.
Showing top 10 of 131 holdings.
Sector Allocation
Other
$126.8M
Consumer Staples
$1.2M
Technology
$938,652
Financials
$893,077
Consumer Discretionary
$493,631
Healthcare
$443,278
Industrials
$433,999
Energy
$47,505
Full Holdings — SIMA Wealth Partners, LLC (Q1 2026)
All 131 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $18.6M | 14.2% | NEW | — |
| 2 | — | DIMENSIONAL ETF TRUST | $10.3M | 7.9% | NEW | — |
| 3 | — | ISHARES TR | $9.9M | 7.6% | NEW | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F | $9.9M | 7.5% | NEW | — |
| 5 | — | SPDR SERIES TRUST | $9.1M | 7.0% | NEW | — |
| 6 | — | DIMENSIONAL ETF TRUST | $8.0M | 6.1% | NEW | — |
| 7 | — | ISHARES TR | $8.0M | 6.1% | NEW | — |
| 8 | — | SCHWAB STRATEGIC TR | $7.3M | 5.5% | NEW | — |
| 9 | — | J P MORGAN EXCHANGE TRADED F | $6.8M | 5.2% | NEW | — |
| 10 | — | SPDR SERIES TRUST | $5.8M | 4.4% | NEW | — |
| 11 | — | ISHARES TR | $4.1M | 3.1% | NEW | — |
| 12 | — | ISHARES TR | $3.4M | 2.6% | NEW | — |
| 13 | — | SCHWAB STRATEGIC TR | $3.1M | 2.4% | NEW | — |
| 14 | — | SPDR SERIES TRUST | $2.3M | 1.7% | NEW | — |
| 15 | — | SCHWAB STRATEGIC TR | $1.7M | 1.3% | NEW | — |
| 16 | — | ISHARES TR | $1.7M | 1.3% | NEW | — |
| 17 | — | VANGUARD INDEX FDS | $1.4M | 1.1% | NEW | — |
| 18 | — | ISHARES TR | $1.2M | 0.9% | NEW | — |
| 19 | — | ISHARES TR | $1.1M | 0.8% | NEW | — |
| 20 | — | SCHWAB STRATEGIC TR | $1.0M | 0.8% | NEW | — |
| 21 | — | DIMENSIONAL ETF TRUST | $1.0M | 0.8% | NEW | — |
| 22 | — | SCHWAB STRATEGIC TR | $766,193 | 0.6% | NEW | — |
| 23 |  $PM | Philip Morris International Inc. | $741,054 | 0.6% | NEW | 80.5 |
| 24 | — | ISHARES TR | $671,768 | 0.5% | NEW | — |
| 25 | — | ISHARES TR | $670,038 | 0.5% | NEW | — |
| 26 | — | ISHARES TR | $655,445 | 0.5% | NEW | — |
| 27 | — | ISHARES TR | $533,879 | 0.4% | NEW | — |
| 28 | — | VANGUARD SCOTTSDALE FDS | $519,273 | 0.4% | NEW | — |
| 29 | — | VANGUARD INDEX FDS | $503,722 | 0.4% | NEW | — |
| 30 | — | ISHARES INC | $501,862 | 0.4% | NEW | — |
| 31 |  $AAPL | Apple Inc. | $500,728 | 0.4% | NEW | 76.1 |
| 32 | — | SCHWAB STRATEGIC TR | $447,369 | 0.3% | NEW | — |
| 33 | — | ISHARES TR | $420,444 | 0.3% | NEW | — |
| 34 | — | ISHARES TR | $397,887 | 0.3% | NEW | — |
| 35 | — | VANGUARD SCOTTSDALE FDS | $367,300 | 0.3% | NEW | — |
| 36 | — | SCHWAB STRATEGIC TR | $350,164 | 0.3% | NEW | — |
| 37 |  $MCD | MCDONALDS CORP | $334,100 | 0.3% | NEW | 73.9 |
| 38 | — | ISHARES TR | $322,475 | 0.3% | NEW | — |
| 39 | — | ISHARES TR | $317,803 | 0.2% | NEW | — |
| 40 | — | SPDR INDEX SHS FDS | $316,731 | 0.2% | NEW | — |
| 41 | — | ISHARES TR | $310,157 | 0.2% | NEW | — |
| 42 |  $JNJ | JOHNSON & JOHNSON | $305,550 | 0.2% | NEW | 72.8 |
| 43 | — | ISHARES TR | $291,128 | 0.2% | NEW | — |
| 44 |  $AUB | Atlantic Union Bankshares Corp | $274,448 | 0.2% | NEW | — |
| 45 |  $MO | ALTRIA GROUP, INC. | $273,661 | 0.2% | NEW | 72.1 |
| 46 |  $AVGO | Broadcom Inc. | $250,704 | 0.2% | NEW | 86.4 |
| 47 | — | ISHARES TR | $203,732 | 0.2% | NEW | — |
| 48 | — | VANGUARD TAX-MANAGED FDS | $186,582 | 0.1% | NEW | — |
| 49 |  $IVZ | Invesco Ltd. | $185,151 | 0.1% | NEW | — |
| 50 | — | ISHARES TR | $182,763 | 0.1% | NEW | — |
| 51 | — | ISHARES TR | $154,207 | 0.1% | NEW | — |
| 52 | — | ISHARES TR | $150,946 | 0.1% | NEW | — |
| 53 | — | ISHARES TR | $140,288 | 0.1% | NEW | — |
| 54 |  $EBAY | EBAY INC | $136,530 | 0.1% | NEW | 69.3 |
| 55 |  $AMZN | AMAZON COM INC | $136,209 | 0.1% | NEW | 74.6 |
| 56 | — | ISHARES TR | $133,773 | 0.1% | NEW | — |
| 57 |  $SPY | SPDR S&P 500 ETF TRUST | $132,020 | 0.1% | NEW | — |
| 58 |  $BRK.B | BERKSHIRE HATHAWAY INC | $123,155 | 0.1% | NEW | 64.5 |
| 59 | — | SPDR SERIES TRUST | $118,113 | 0.1% | NEW | — |
| 60 |  $GLD | SPDR GOLD TRUST | $117,470 | 0.1% | NEW | — |
| 61 | — | ISHARES TR | $114,483 | 0.1% | NEW | — |
| 62 |  $PH | Parker-Hannifin Corp | $113,696 | 0.1% | NEW | 73.8 |
| 63 | — | SCHWAB STRATEGIC TR | $110,773 | 0.1% | NEW | — |
| 64 |  $EMR | EMERSON ELECTRIC CO | $108,354 | 0.1% | NEW | 65.9 |
| 65 | — | ISHARES TR | $95,619 | 0.1% | NEW | — |
| 66 | — | SCHWAB STRATEGIC TR | $88,502 | 0.1% | NEW | — |
| 67 | — | ISHARES TR | $82,161 | 0.1% | NEW | — |
| 68 | — | J P MORGAN EXCHANGE TRADED F | $79,154 | 0.1% | NEW | — |
| 69 |  $KO | COCA COLA CO | $78,712 | 0.1% | NEW | 74 |
| 70 | — | SPDR SERIES TRUST | $78,370 | 0.1% | NEW | — |
| 71 | — | ISHARES TR | $77,589 | 0.1% | NEW | — |
| 72 | — | VANGUARD INTL EQUITY INDEX F | $68,806 | 0.1% | NEW | — |
| 73 | — | ISHARES TR | $67,370 | 0.1% | NEW | — |
| 74 | — | VANGUARD INDEX FDS | $63,241 | 0.1% | NEW | — |
| 75 | — | EA SERIES TRUST | $59,296 | 0.1% | NEW | — |
| 76 | — | VANGUARD INDEX FDS | $58,791 | 0.0% | NEW | — |
| 77 |  $PG | PROCTER & GAMBLE Co | $58,210 | 0.0% | NEW | 72.9 |
| 78 |  $SYK | STRYKER CORP | $57,832 | 0.0% | NEW | 69.8 |
| 79 |  $PEP | PEPSICO INC | $49,693 | 0.0% | NEW | 62.7 |
| 80 |  $GOOG | Alphabet Inc. | $48,886 | 0.0% | NEW | 80.2 |
| 81 |  $CMI | CUMMINS INC | $48,422 | 0.0% | NEW | 58.9 |
| 82 |  $XOM | EXXON MOBIL CORP | $47,505 | 0.0% | NEW | 61.8 |
| 83 | — | ISHARES TR | $47,254 | 0.0% | NEW | — |
| 84 |  $COIN | Coinbase Global, Inc. | $44,875 | 0.0% | NEW | 68 |
| 85 |  $GD | GENERAL DYNAMICS CORP | $41,187 | 0.0% | NEW | 73 |
| 86 |  $MA | Mastercard Inc | $37,475 | 0.0% | NEW | 81.7 |
| 87 |  $NSC | NORFOLK SOUTHERN CORP | $37,310 | 0.0% | NEW | 70.8 |
| 88 | — | SCHWAB STRATEGIC TR | $32,539 | 0.0% | NEW | — |
| 89 | — | SPDR SERIES TRUST | $31,125 | 0.0% | NEW | — |
| 90 |  $STT | STATE STREET CORP | $30,804 | 0.0% | NEW | 61.5 |
| 91 |  $MKL | MARKEL GROUP INC. | $30,626 | 0.0% | NEW | 68.2 |
| 92 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $30,299 | 0.0% | NEW | 66.7 |
| 93 |  $V | VISA INC. | $30,224 | 0.0% | NEW | 83.5 |
| 94 |  $MSFT | MICROSOFT CORP | $29,704 | 0.0% | NEW | 83.7 |
| 95 | — | SCHWAB STRATEGIC TR | $29,094 | 0.0% | NEW | — |
| 96 |  $UNH | UNITEDHEALTH GROUP INC | $27,059 | 0.0% | NEW | 66.8 |
| 97 | — | VANGUARD WORLD FD | $25,612 | 0.0% | NEW | — |
| 98 |  $YUM | YUM BRANDS INC | $23,322 | 0.0% | NEW | 71.7 |
| 99 |  $ABBV | AbbVie Inc. | $21,749 | 0.0% | NEW | 59.3 |
| 100 | — | VANGUARD SCOTTSDALE FDS | $19,906 | 0.0% | NEW | — |
| 101 | — | ISHARES TR | $18,104 | 0.0% | NEW | — |
| 102 |  $DUK | Duke Energy CORP | $16,872 | 0.0% | NEW | 64 |
| 103 | — | ISHARES TR | $16,633 | 0.0% | NEW | — |
| 104 | — | SPDR SERIES TRUST | $15,615 | 0.0% | NEW | — |
| 105 | — | ISHARES TR | $15,247 | 0.0% | NEW | — |
| 106 |  $NWBI | Northwest Bancshares, Inc. | $12,526 | 0.0% | NEW | — |
| 107 |  $D | DOMINION ENERGY, INC | $12,364 | 0.0% | NEW | 74.9 |
| 108 |  $BTI | British American Tobacco p.l.c. | $12,279 | 0.0% | NEW | — |
| 109 |  $T | AT&T INC. | $11,228 | 0.0% | NEW | 71.9 |
| 110 |  $UPS | UNITED PARCEL SERVICE INC | $11,006 | 0.0% | NEW | 58.2 |
| 111 |  $VZ | VERIZON COMMUNICATIONS INC | $10,845 | 0.0% | NEW | 71.6 |
| 112 |  $ELV | Elevance Health, Inc. | $10,539 | 0.0% | NEW | 59.4 |
| 113 | — | ISHARES TR | $10,532 | 0.0% | NEW | — |
| 114 | — | RENAISSANCE CAP GREENWICH FD | $10,479 | 0.0% | NEW | — |
| 115 | — | ISHARES TR | $10,356 | 0.0% | NEW | — |
| 116 |  $ABT | ABBOTT LABORATORIES | $10,267 | 0.0% | NEW | 67 |
| 117 |  $MMM | 3M CO | $9,005 | 0.0% | NEW | 60.7 |
| 118 | — | ISHARES TR | $8,519 | 0.0% | NEW | — |
| 119 |  $GM | General Motors Co | $7,942 | 0.0% | NEW | 58.7 |
| 120 |  $F | FORD MOTOR CO | $7,607 | 0.0% | NEW | 58.5 |
| 121 | — | VANGUARD INDEX FDS | $7,533 | 0.0% | NEW | — |
| 122 | — | ISHARES TR | $6,300 | 0.0% | NEW | — |
| 123 | — | VANGUARD SCOTTSDALE FDS | $6,207 | 0.0% | NEW | — |
| 124 | — | ALPS ETF TR | $3,159 | 0.0% | NEW | — |
| 125 | $IVZ | Invesco Ltd. | $3,037 | 0.0% | NEW | — |
| 126 |  $WBD | Warner Bros. Discovery, Inc. | $2,609 | 0.0% | NEW | 42.1 |
| 127 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $1,710 | 0.0% | NEW | — |
| 128 |  $IBIT | iShares Bitcoin Trust ETF | $1,576 | 0.0% | NEW | — |
| 129 |  $PLUR | Pluri Inc. | $1,189 | 0.0% | NEW | — |
| 130 |  $KD | Kyndryl Holdings, Inc. | $276 | 0.0% | NEW | 46 |
| 131 |  $CLOV | CLOVER HEALTH INVESTMENTS, CORP. /DE | $88 | 0.0% | NEW | 55 |
New Positions (131)
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