SIMA Wealth Partners, LLC 13F holdings
SIMA Wealth Partners, LLC reported 65 positions with a total reported value of $141.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-28. Top holdings by reported value: ISHARES TR (40.3%), DIMENSIONAL ETF TRUST (15.5%), SPDR SERIES TRUST (14.2%), J P MORGAN EXCHANGE TRADED F (12.8%), SCHWAB STRATEGIC TR (10.6%). Against 2026-03-31 it opened 0 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 65 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 465,569 | $56.8M | 40.3% |
| DIMENSIONAL ETF TRUST | 519,706 | $21.8M | 15.5% |
| SPDR SERIES TRUST | 240,351 | $20.1M | 14.2% |
| J P MORGAN EXCHANGE TRADED F | 222,203 | $18.0M | 12.8% |
| SCHWAB STRATEGIC TR | 552,929 | $14.9M | 10.6% |
| VANGUARD INDEX FDS | 14,447 | $2.2M | 1.6% |
| VANGUARD SCOTTSDALE FDS | 12,500 | $979.2K | 0.7% |
| PM PHILIP MORRIS INTL INC | 4,322 | $781.9K | 0.6% |
| ISHARES INC | 7,238 | $599.6K | 0.4% |
| AAPL APPLE INC | 1,973 | $570.9K | 0.4% |
| SPDR INDEX SHS FDS | 6,752 | $349.6K | 0.2% |
| AUB ATLANTIC UN BANKSHARES CORP | 7,679 | $324.9K | 0.2% |
| JNJ JOHNSON & JOHNSON | 1,250 | $317.5K | 0.2% |
| AVGO BROADCOM INC | 810 | $306.0K | 0.2% |
| MO ALTRIA GROUP INC | 3,997 | $287.6K | 0.2% |
| MCD MCDONALDS CORP | 975 | $263.6K | 0.2% |
| IVZ INVESCO EXCHANGE TRADED FD T | 2,587 | $225.2K | 0.2% |
| VANGUARD TAX-MANAGED FDS | 2,912 | $207.5K | 0.1% |
| EBAY EBAY INC. | 1,500 | $167.6K | 0.1% |
| AMZN AMAZON COM INC | 654 | $155.9K | 0.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 203 | $151.6K | 0.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 257 | $128.6K | <0.1% |
| PH PARKER-HANNIFIN CORP | 127 | $124.2K | <0.1% |
| EMR EMERSON ELEC CO | 827 | $118.4K | <0.1% |
| GLD SPDR GOLD TR | 273 | $100.6K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| UPS UNITED PARCEL SVCS INC | 112 | $11.0K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 9,126 | 14,447 | +58.3% | $2.2M |
| DIMENSIONAL ETF TRUST | 514,754 | 519,706 | +1.0% | $21.8M |
| SPDR SERIES TRUST | 238,844 | 240,351 | +0.6% | $20.1M |
| ISHARES INC | 7,195 | 7,238 | +0.6% | $599.6K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR | 472,959 | 465,569 | -1.6% | $56.8M |
| SCHWAB STRATEGIC TR | 574,271 | 552,929 | -3.7% | $14.9M |
| J P MORGAN EXCHANGE TRADED F | 226,421 | 222,203 | -1.9% | $18.0M |
| VANGUARD SCOTTSDALE FDS | 12,883 | 12,500 | -3.0% | $979.2K |
| PM PHILIP MORRIS INTL INC | 4,482 | 4,322 | -3.6% | $781.9K |
| MCD MCDONALDS CORP | 1,075 | 975 | -9.3% | $263.6K |
| KO COCA COLA CO | 1,035 | 810 | -21.7% | $65.8K |
| PEP PEPSICO INC | 320 | 195 | -39.1% | $26.4K |
| UNH UNITEDHEALTH GROUP INC | 100 | 60 | -40.0% | $24.9K |
| YUM YUM BRANDS INC | 150 | 75 | -50.0% | $12.0K |
| MO ALTRIA GROUP INC | 4,147 | 3,997 | -3.6% | $287.6K |
CIK 2135539 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
