SIMA Wealth Partners, LLC
13F Reported Value
ⓘ$141.1M
Holdings
130
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SIMA Wealth Partners, LLC disclosed 130 positions worth $141.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $UPS. 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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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ISHARES TR - CORE S&P500 ETF
—Quality
$20.2M26,925 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$10.9M264,669 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$10.6M88,798 shJ P MORGAN EXCHANGE TRADED F - INTRNL RES EQT
—Quality
$10.5M127,757 shISHARES TR - USD INV GRDE ETF
—Quality
$10.1M197,581 shDIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
—Quality
$9.6M239,647 shISHARES TR - MBS ETF
—Quality
$7.7M81,410 shJ P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF
—Quality
$7.4M92,826 shSCHWAB STRATEGIC TR - INT-TRM U.S TRES
—Quality
$6.9M280,499 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$6.5M106,953 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $20.2M | 26,925 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $10.9M | 264,669 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $10.6M | 88,798 |
| J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $10.5M | 127,757 |
| ISHARES TR - USD INV GRDE ETF | — | $10.1M | 197,581 |
| DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $9.6M | 239,647 |
| ISHARES TR - MBS ETF | — | $7.7M | 81,410 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $7.4M | 92,826 |
| SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $6.9M | 280,499 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $6.5M | 106,953 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SIMA Wealth Partners, LLC's 130 positions.
Showing top 10 of 130 holdings.
Sector Allocation
Other
$136.4M
Consumer Staples
$1.2M
Technology
$1.1M
Financials
$974,672
Industrials
$491,974
Healthcare
$457,007
Consumer Discretionary
$431,418
Energy
$38,282
Full Holdings — SIMA Wealth Partners, LLC (Q2 2026)
All 130 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 - CORE S&P500 ETF | $20.2M | 14.3% | -5% | — |
| 2 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $10.9M | 7.7% | -0% | — |
| 3 | — | SPDR SERIES TRUST - ST STR P500GRW | $10.6M | 7.5% | -5% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $10.5M | 7.5% | -2% | — |
| 5 | — | ISHARES TR - USD INV GRDE ETF | $10.1M | 7.2% | +2% | — |
| 6 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $9.6M | 6.8% | +2% | — |
| 7 | — | ISHARES TR - MBS ETF | $7.7M | 5.5% | -3% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $7.4M | 5.2% | -2% | — |
| 9 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $6.9M | 4.9% | -4% | — |
| 10 | — | SPDR SERIES TRUST - ST STR P500VAL | $6.5M | 4.6% | +4% | — |
| 11 | — | ISHARES TR - S&P 500 GRWT ETF | $4.9M | 3.4% | -3% | — |
| 12 | — | ISHARES TR - S&P 500 VAL ETF | $3.4M | 2.4% | -7% | — |
| 13 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $2.9M | 2.1% | -6% | — |
| 14 | — | SPDR SERIES TRUST - ST STR P400MID | $2.7M | 1.9% | +4% | — |
| 15 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $1.9M | 1.3% | -1% | — |
| 16 | — | ISHARES TR - CORE MSCI EAFE | $1.8M | 1.3% | -1% | — |
| 17 | — | VANGUARD INDEX FDS - VALUE ETF | $1.5M | 1.1% | +0% | — |
| 18 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.3M | 0.9% | +6% | — |
| 19 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.1M | 0.8% | -8% | — |
| 20 | — | ISHARES TR - NATIONAL MUN ETF | $1.1M | 0.8% | +0% | — |
| 21 | — | ISHARES TR - ISHS 1-5YR INVS | $1.0M | 0.7% | -15% | — |
| 22 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $900,307 | 0.6% | -1% | — |
| 23 |  $PM | Philip Morris International Inc. | $781,894 | 0.6% | -4% | 75.9 |
| 24 | — | ISHARES TR - RUS TP200 GR ETF | $765,494 | 0.5% | +0% | — |
| 25 | — | ISHARES TR - CORE S&P MCP ETF | $725,995 | 0.5% | -5% | — |
| 26 | — | ISHARES TR - RUS 1000 ETF | $662,172 | 0.5% | -14% | — |
| 27 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $605,053 | 0.4% | +0% | — |
| 28 | — | ISHARES INC - CORE MSCI EMKT | $599,608 | 0.4% | +1% | — |
| 29 |  $AAPL | Apple Inc. | $570,908 | 0.4% | +0% | 76.4 |
| 30 | — | VANGUARD INDEX FDS - MID CAP ETF | $563,912 | 0.4% | +299% | — |
| 31 | — | ISHARES TR - CORE MSCI INTL | $559,730 | 0.4% | -2% | — |
| 32 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $515,156 | 0.4% | +3% | — |
| 33 | — | ISHARES TR - RUS TP200 VL ETF | $477,111 | 0.3% | +0% | — |
| 34 | — | ISHARES TR - CORE S&P SCP ETF | $447,303 | 0.3% | -6% | — |
| 35 | — | ISHARES TR - CORE MSCI TOTAL | $362,672 | 0.3% | +2% | — |
| 36 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $362,078 | 0.3% | +0% | — |
| 37 | — | ISHARES TR - MSCI USA QLT FCT | $354,819 | 0.3% | +0% | — |
| 38 | — | ISHARES TR - HDG MSCI EAFE | $350,933 | 0.3% | +0% | — |
| 39 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $349,612 | 0.3% | +0% | — |
| 40 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $348,463 | 0.3% | -5% | — |
| 41 |  $AUB | Atlantic Union Bankshares Corp | $324,899 | 0.2% | +0% | 73.1 |
| 42 |  $JNJ | JOHNSON & JOHNSON | $317,463 | 0.2% | +0% | 69 |
| 43 |  $AVGO | Broadcom Inc. | $305,978 | 0.2% | +0% | 84.5 |
| 44 |  $MO | ALTRIA GROUP, INC. | $287,585 | 0.2% | -4% | 67.4 |
| 45 | — | ISHARES TR - ISHS 5-10YR INVT | $271,554 | 0.2% | -7% | — |
| 46 |  $MCD | MCDONALDS CORP | $263,553 | 0.2% | -9% | 69 |
| 47 |  $IVZ | Invesco Ltd. | $221,866 | 0.2% | +0% | — |
| 48 | — | ISHARES TR - U.S. TECH ETF | $214,396 | 0.1% | +0% | — |
| 49 | — | ISHARES TR - MSCI USA MIN ETF | $211,904 | 0.1% | +0% | — |
| 50 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $207,459 | 0.1% | +0% | — |
| 51 | — | ISHARES TR - RUS 1000 VAL ETF | $200,332 | 0.1% | -3% | — |
| 52 | — | ISHARES TR - RUS 1000 GRW ETF | $175,825 | 0.1% | +300% | — |
| 53 |  $EBAY | EBAY INC | $167,625 | 0.1% | +0% | 66.4 |
| 54 |  $AMZN | AMAZON COM INC | $155,875 | 0.1% | +0% | 68.7 |
| 55 |  $SPY | SPDR S&P 500 ETF TRUST | $151,595 | 0.1% | +0% | — |
| 56 | — | ISHARES TR - MSCI EAFE ETF | $150,038 | 0.1% | +0% | — |
| 57 | — | SPDR SERIES TRUST - ST STR SP600 SML | $140,968 | 0.1% | +0% | — |
| 58 |  $BRK.B | BERKSHIRE HATHAWAY INC | $128,601 | 0.1% | +0% | 73.8 |
| 59 |  $PH | Parker-Hannifin Corp | $124,222 | 0.1% | +0% | 65.8 |
| 60 | — | ISHARES TR - S&P MC 400GR ETF | $122,526 | 0.1% | -8% | — |
| 61 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $122,370 | 0.1% | +0% | — |
| 62 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $120,863 | 0.1% | +18% | — |
| 63 |  $EMR | EMERSON ELECTRIC CO | $118,386 | 0.1% | +0% | 65.3 |
| 64 | — | ISHARES TR - 1 3 YR TREAS BD | $106,753 | 0.1% | -20% | — |
| 65 |  $GLD | SPDR GOLD TRUST | $100,568 | 0.1% | +0% | — |
| 66 | — | J P MORGAN EXCHANGE TRADED F - US VALUE FACTR | $94,997 | 0.1% | +0% | — |
| 67 | — | ISHARES TR - S&P MC 400VL ETF | $87,173 | 0.1% | -5% | — |
| 68 | — | ISHARES TR - S&P SML 600 GWT | $83,257 | 0.1% | -13% | — |
| 69 | — | SPDR SERIES TRUST - ST STR SP DIV | $81,721 | 0.1% | +0% | — |
| 70 | — | EA SERIES TRUST - FREEDOM 100 EM | $79,097 | 0.1% | +0% | — |
| 71 | — | ISHARES TR - US TREAS BD ETF | $78,242 | 0.1% | -18% | — |
| 72 | — | ISHARES TR - CORE S&P TTL STK | $77,700 | 0.1% | +0% | — |
| 73 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $75,986 | 0.1% | +0% | — |
| 74 | — | VANGUARD INDEX FDS - SMALL CP ETF | $73,189 | 0.1% | +0% | — |
| 75 |  $KO | COCA COLA CO | $65,829 | 0.1% | -22% | 69.5 |
| 76 |  $CMI | CUMMINS INC | $64,189 | 0.1% | +0% | 58.1 |
| 77 |  $GOOG | Alphabet Inc. | $60,753 | 0.0% | +0% | 78.2 |
| 78 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $60,721 | 0.0% | -10% | — |
| 79 |  $PG | PROCTER & GAMBLE Co | $59,096 | 0.0% | +0% | 64.6 |
| 80 |  $SYK | STRYKER CORP | $55,412 | 0.0% | +0% | 72.1 |
| 81 | — | ISHARES TR - RUS MID CAP ETF | $53,616 | 0.0% | +0% | — |
| 82 |  $GD | GENERAL DYNAMICS CORP | $42,509 | 0.0% | +0% | 68.7 |
| 83 |  $NSC | NORFOLK SOUTHERN CORP | $40,897 | 0.0% | +0% | 63.2 |
| 84 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $40,792 | 0.0% | +1% | — |
| 85 |  $MA | Mastercard Inc | $38,520 | 0.0% | +0% | 85.1 |
| 86 |  $XOM.R34088 | EXXON MOBIL CORP | $38,282 | 0.0% | +0% | 57.9 |
| 87 |  $COIN | Coinbase Global, Inc. | $37,571 | 0.0% | +0% | 44.8 |
| 88 |  $STT | STATE STREET CORP | $35,982 | 0.0% | +0% | 71.5 |
| 89 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $35,152 | 0.0% | +0% | 70 |
| 90 |  $V | VISA INC. | $34,309 | 0.0% | +0% | 82.9 |
| 91 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $34,102 | 0.0% | +2% | — |
| 92 |  $MKL | MARKEL GROUP INC. | $31,249 | 0.0% | +0% | 60.2 |
| 93 | — | SPDR SERIES TRUST - ST INTER ETF | $30,832 | 0.0% | +0% | — |
| 94 |  $MSFT | MICROSOFT CORP | $29,932 | 0.0% | +0% | 79.8 |
| 95 | — | VANGUARD WORLD FD - FINANCIALS ETF | $27,900 | 0.0% | +0% | — |
| 96 |  $PEP | PEPSICO INC | $26,403 | 0.0% | -39% | 63.4 |
| 97 |  $ABBV | AbbVie Inc. | $25,164 | 0.0% | +0% | 72.6 |
| 98 |  $UNH | UNITEDHEALTH GROUP INC | $24,938 | 0.0% | -40% | 62.7 |
| 99 | — | ISHARES TR - RUSSELL 2000 ETF | $21,933 | 0.0% | +0% | — |
| 100 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $19,530 | 0.0% | -2% | — |
| 101 | — | ISHARES TR - CORE DIV GRWTH | $17,963 | 0.0% | +0% | — |
| 102 | — | SPDR SERIES TRUST - ST STR P500ETF | $17,928 | 0.0% | +0% | — |
| 103 | — | ISHARES TR - RUS MD CP GR ETF | $17,423 | 0.0% | +0% | — |
| 104 |  $DUK | Duke Energy CORP | $16,310 | 0.0% | +0% | 56.4 |
| 105 |  $NWBI | Northwest Bancshares, Inc. | $14,963 | 0.0% | +0% | 62 |
| 106 | — | RENAISSANCE CAP GREENWICH FD - IPO ETF | $14,868 | 0.0% | +0% | — |
| 107 |  $ELV | Elevance Health, Inc. | $13,923 | 0.0% | +0% | 59 |
| 108 |  $D | DOMINION ENERGY, INC | $13,658 | 0.0% | +0% | 69.9 |
| 109 | — | ISHARES TR - RUS 2000 GRW ETF | $13,001 | 0.0% | +0% | — |
| 110 |  $BTI | British American Tobacco p.l.c. | $12,970 | 0.0% | +0% | — |
| 111 | — | ISHARES TR - SP SMCP600VL ETF | $12,153 | 0.0% | +0% | — |
| 112 |  $YUM | YUM BRANDS INC | $11,990 | 0.0% | -50% | 73.7 |
| 113 | — | ISHARES TR - MSCI EMG MKT ETF | $10,262 | 0.0% | +0% | — |
| 114 |  $MMM | 3M CO | $10,039 | 0.0% | +0% | 64.9 |
| 115 |  $F | FORD MOTOR CO | $9,163 | 0.0% | +0% | 54.9 |
| 116 |  $VZ | VERIZON COMMUNICATIONS INC | $9,147 | 0.0% | +0% | 65.8 |
| 117 |  $ABT | ABBOTT LABORATORIES | $9,074 | 0.0% | +0% | 65.5 |
| 118 | — | VANGUARD INDEX FDS - GROWTH ETF | $8,894 | 0.0% | +506% | — |
| 119 |  $GM | General Motors Co | $8,217 | 0.0% | +0% | 54.3 |
| 120 |  $T | AT&T INC. | $8,017 | 0.0% | +0% | 65.7 |
| 121 | — | ISHARES TR - 7-10 YR TRSY BD | $6,242 | 0.0% | +0% | — |
| 122 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $6,199 | 0.0% | +0% | — |
| 123 | $IVZ | Invesco Ltd. | $3,299 | 0.0% | +0% | — |
| 124 | — | ALPS ETF TR - ALERIAN MLP | $3,111 | 0.0% | +0% | — |
| 125 |  $WBD | Warner Bros. Discovery, Inc. | $2,533 | 0.0% | +0% | 41.4 |
| 126 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $1,480 | 0.0% | +0% | — |
| 127 |  $IBIT | iShares Bitcoin Trust ETF | $1,365 | 0.0% | +0% | — |
| 128 |  $PLUR | Pluri Inc. | $732 | 0.0% | +0% | 23.2 |
| 129 |  $CLOV | CLOVER HEALTH INVESTMENTS, CORP. /DE | $262 | 0.0% | +0% | 59.1 |
| 130 |  $KD | Kyndryl Holdings, Inc. | $238 | 0.0% | +0% | 50.1 |
Exited Positions (1)
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