SIMA Wealth Partners, LLC
CIK 2135539 · View on SEC EDGAR ↗
- Portfolio value
- $137.6M
- Positions
- 130
- As of
- June 30, 2026
#7,655 of 9,443 by 13F value · top 81.1%
Portfolio value QoQ: +7.7% 13F does not disclose cash
- Top 10 holdings weight
- 70.64%
- Top 25 holdings weight
- 89.93%
- Positions above 1%
- 17
- Effective number of positions
- 16.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.15% Est. buys $1,530,421 · sells $3,578,607
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 58.0% still held
- New positions
- 0
- Increased
- 17
- Decreased
- 35
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Consumer Staples
0.9%
Technology
0.7%
Financials
0.3%
Health Care
0.3%
Industrials
0.3%
Consumer Discretionary
0.2%
Retail
0.2%
Financial Services
0.1%
Communication Services
0.0%
Consumer products
0.0%
Energy
0.0%
Utilities
0.0%
Telecommunication
0.0%
Other/Unmapped
96.9%
Full portfolio 130 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $19,587,098 | 14.23% | 26,155 | $1,629,153 | Down ×1 | ||
| DFAI | $10,508,653 | 7.64% | 254,755 | $641,713 | Up ×4 | ||
| SPYG | $10,177,304 | 7.39% | 85,531 | $1,421,531 | Down ×3 | ||
| JIRE | $10,113,939 | 7.35% | 122,608 | $689,227 | Down ×1 | ||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $9,930,052 | 7.21% | 193,606 | $213,520 | Up ×6 | ||
| DFAE | $9,233,706 | 6.71% | 229,637 | $1,598,361 | Up ×6 | ||
| MBB iShares MBS ETF | $7,556,708 | 5.49% | 79,948 | $-258,475 | Down ×1 | ||
| JAVA | $7,125,139 | 5.18% | 89,726 | $585,201 | Down ×1 | ||
| SCHR | $6,809,555 | 4.95% | 276,138 | $-365,350 | Down ×1 | ||
| SPYV | $6,188,019 | 4.50% | 101,793 | $716,769 | Up ×6 | ||
| IVW | $4,860,086 | 3.53% | 35,338 | $742,217 | Down ×6 | ||
| IVE | $3,437,183 | 2.50% | 15,138 | $15,198 | Down ×6 | ||
| SCHO | $2,843,293 | 2.07% | 117,783 | $-186,560 | Down ×2 | ||
| SPMD | $2,592,191 | 1.88% | 38,369 | $417,827 | Up ×4 | ||
| SCHV | $1,888,029 | 1.37% | 54,238 | $215,464 | Down ×6 | ||
| IEFA | $1,769,307 | 1.29% | 18,320 | $98,340 | Down ×1 | ||
| VTV | $1,529,027 | 1.11% | 7,016 | $152,461 | |||
| DFAS | $1,209,476 | 0.88% | 14,689 | $225,976 | Up ×4 | ||
| SCHG | $1,119,172 | 0.81% | 33,072 | $77,634 | Down ×6 | ||
| MUB | $1,097,724 | 0.80% | 10,200 | $14,994 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,027,616 | 0.75% | 19,607 | $-191,332 | Down ×6 | ||
| SCHM | $900,307 | 0.65% | 24,418 | $134,114 | Down ×6 | ||
| PM Philip Morris International Inc Common Stock | $781,894 | 0.57% | 4,322 | $40,840 | Down ×1 | ||
| IWY | $765,494 | 0.56% | 2,634 | $110,049 | |||
| IJH | $725,995 | 0.53% | 9,415 | $55,957 | Down ×6 | ||
| IWB | $662,172 | 0.48% | 1,617 | $-9,596 | Down ×3 | ||
| VONG Vanguard Russell 1000 Growth ETF | $605,053 | 0.44% | 4,734 | $85,780 | |||
| IEMG | $599,608 | 0.44% | 7,238 | $97,746 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $570,908 | 0.41% | 1,973 | $70,180 | |||
| VO | $563,912 | 0.41% | 6,999 | $60,190 | Up ×1 | ||
| IDEV | $559,730 | 0.41% | 6,288 | $25,851 | Down ×3 | ||
| SCHF | $515,156 | 0.37% | 18,598 | $67,787 | Up ×3 | ||
| IWX | $477,111 | 0.35% | 4,537 | $56,667 | |||
| IJR | $447,303 | 0.32% | 3,016 | $49,416 | Down ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $362,672 | 0.26% | 3,800 | $40,197 | Up ×2 | ||
| SCHD | $362,078 | 0.26% | 11,418 | $11,914 | Up ×2 | ||
| QUAL | $354,819 | 0.26% | 1,617 | $44,662 | |||
| HEFA | $350,933 | 0.25% | 7,479 | $33,130 | |||
| SPEM | $349,612 | 0.25% | 6,752 | $32,881 | |||
| VMBS Vanguard Mortgage-Backed Securities ETF | $348,463 | 0.25% | 7,444 | $-18,837 | Down ×6 | ||
| AUB Atlantic Union Bankshares Corporation Common Stock | $324,899 | 0.24% | 7,679 | $50,451 | |||
| JNJ Johnson & Johnson Common Stock | $317,463 | 0.23% | 1,250 | $11,913 | |||
| AVGO Broadcom Inc. - Common Stock | $305,978 | 0.22% | 810 | $55,274 | |||
| MO Altria Group, Inc. | $287,585 | 0.21% | 3,997 | $13,924 | Down ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $271,554 | 0.20% | 5,107 | $-19,574 | Down ×2 | ||
| MCD McDonald's Corporation Common Stock | $263,553 | 0.19% | 975 | $-70,547 | Down ×1 | ||
| SPHQ | $221,866 | 0.16% | 2,462 | $36,715 | |||
| IYW | $214,396 | 0.16% | 850 | $60,189 | |||
| USMV | $211,904 | 0.15% | 2,197 | $8,172 | |||
| VEA | $207,459 | 0.15% | 2,912 | $20,877 | |||
| IWD | $200,332 | 0.15% | 826 | $17,569 | Down ×2 | ||
| IWF | $175,825 | 0.13% | 1,416 | $24,879 | Up ×1 | ||
| EBAY eBay Inc. - Common Stock | $167,625 | 0.12% | 1,500 | $31,095 | |||
| AMZN Amazon.com, Inc. - Common Stock | $155,875 | 0.11% | 654 | $19,666 | |||
| SPY SPY | $151,595 | 0.11% | 203 | $19,575 | |||
| EFA | $150,038 | 0.11% | 1,444 | $9,750 | |||
| SPSM | $140,968 | 0.10% | 2,444 | $22,855 | |||
| BRKB | $128,601 | 0.09% | 257 | $5,446 | |||
| PH Parker-Hannifin Corporation Common Stock | $124,222 | 0.09% | 127 | $10,526 | |||
| IJK | $122,526 | 0.09% | 1,043 | $8,043 | Down ×1 | ||
| SCHE | $122,370 | 0.09% | 3,375 | $11,597 | Up ×1 | ||
| SCHB | $120,863 | 0.09% | 4,173 | $32,361 | Up ×5 | ||
| EMR Emerson Electric Company Common Stock | $118,386 | 0.09% | 827 | $10,032 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $106,753 | 0.08% | 1,300 | $-27,020 | Down ×2 | ||
| JVAL | $94,997 | 0.07% | 1,620 | $15,843 | |||
| IJJ | $87,173 | 0.06% | 590 | $5,012 | Down ×2 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $83,257 | 0.06% | 466 | $5,668 | Down ×1 | ||
| SDY | $81,721 | 0.06% | 537 | $3,351 | |||
| FRDM | $79,097 | 0.06% | 1,085 | $19,801 | |||
| GOVT | $78,242 | 0.06% | 3,435 | $-17,377 | Down ×6 | ||
| ITOT | $77,700 | 0.06% | 473 | $10,330 | |||
| VWO | $75,986 | 0.06% | 1,273 | $7,180 | |||
| GLD | $73,676 | 0.05% | 200 | $-12,382 | |||
| VB | $73,189 | 0.05% | 241 | $9,948 | |||
| KO Coca-Cola Company (The) Common Stock | $65,829 | 0.05% | 810 | $-12,883 | Down ×1 | ||
| CMI Cummins Inc. Common Stock | $64,189 | 0.05% | 90 | $15,767 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $60,753 | 0.04% | 170 | $11,867 | |||
| VOO | $60,721 | 0.04% | 88 | $1,930 | Down ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $59,096 | 0.04% | 403 | $886 | |||
| SYK Stryker Corporation Common Stock | $55,412 | 0.04% | 176 | $-2,420 | |||
| IWR | $53,616 | 0.04% | 486 | $6,362 | |||
| GD General Dynamics Corporation Common Stock | $42,509 | 0.03% | 120 | $1,322 | |||
| NSC Norfolk Southern Corporation Common Stock | $40,897 | 0.03% | 130 | $3,587 | |||
| SCHA | $40,792 | 0.03% | 1,129 | $8,253 | Up ×3 | ||
| MA Mastercard Incorporated Common Stock | $38,520 | 0.03% | 75 | $1,045 | |||
| XOM Exxon Mobil Corporation Common Stock | $38,282 | 0.03% | 280 | $-9,223 | |||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $37,571 | 0.03% | 257 | $-7,304 | |||
| MDYG | $35,982 | 0.03% | 321 | $5,178 | |||
| IBM International Business Machines Corporation Common Stock | $35,152 | 0.03% | 125 | $4,853 | |||
| V Visa Inc. | $34,309 | 0.02% | 100 | $4,085 | |||
| SCHX | $34,102 | 0.02% | 1,159 | $5,008 | Up ×6 | ||
| MKL Markel Group Inc. Common Stock | $31,249 | 0.02% | 16 | $623 | |||
| SPTI | $30,832 | 0.02% | 1,086 | $-293 | |||
| MSFT Microsoft Corporation - Common Stock | $29,932 | 0.02% | 80 | $228 | |||
| VFH | $27,900 | 0.02% | 212 | $2,288 | |||
| PEP PepsiCo, Inc. - Common Stock | $26,403 | 0.02% | 195 | $-23,290 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $25,164 | 0.02% | 100 | $3,415 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $24,938 | 0.02% | 60 | $-2,121 | Down ×1 | ||
| IWM | $21,933 | 0.02% | 73 | $3,829 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $19,530 | 0.01% | 247 | $-376 | Down ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| DFAI | $10,508,653 | 7.64% | up ×4 |
| USIG | $9,930,052 | 7.21% | up ×6 |
| DFAE | $9,233,706 | 6.71% | up ×6 |
| SPYV | $6,188,019 | 4.50% | up ×6 |
| SPMD | $2,592,191 | 1.88% | up ×4 |
| DFAS | $1,209,476 | 0.88% | up ×4 |
| SCHF | $515,156 | 0.37% | up ×3 |
| SCHB | $120,863 | 0.09% | up ×5 |
| SCHA | $40,792 | 0.03% | up ×3 |
| SCHX | $34,102 | 0.02% | up ×6 |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Trimmed | -1K | +$1.6M |
| DFAE | Bought more | +4K | +$1.6M |
| SPYG | Trimmed | -4K | +$1.4M |
| IVW | Trimmed | -1K | +$742K |
| SPYV | Bought more | +5K | +$717K |
| JIRE | Trimmed | -2K | +$689K |
| DFAI | Bought more | +1K | +$642K |
| JAVA | Trimmed | -1K | +$585K |
| SPMD | Bought more | +2K | +$418K |
| SCHR | Trimmed | -12K | -$365K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SO | June 30, 2025 | 3,780 | $347,585 | 0.9% |
| CEG | June 30, 2025 | 834 | $168,133 | -16.8% |
| CPK | June 30, 2025 | 985 | $126,442 | 13.5% |
| EXC | June 30, 2025 | 2,732 | $125,870 | 5.7% |
| MDLZ | June 30, 2025 | 1,426 | $96,736 | -5.3% |
| DHR | June 30, 2025 | 380 | $77,900 | 6.4% |
| OXY | June 30, 2025 | 1,508 | $74,428 | 43.6% |
| VGT | Dec. 31, 2025 | 60 | $44,798 | No longer tracked |
| UNP | March 31, 2026 | 170 | $39,325 | 26.3% |
| KMX | June 30, 2025 | 502 | $39,116 | -12.2% |
| BCO | June 30, 2025 | 396 | $34,162 | 23.0% |
| FAST | June 30, 2025 | 364 | $28,229 | 23.5% |
| AUB | June 30, 2025 | 887 | $27,611 | 35.0% |
| JCI | June 30, 2025 | 275 | $22,031 | 38.3% |
| TRP | Sept. 30, 2025 | 425 | $20,736 | 16.6% |
| IWC | March 31, 2025 | 153 | $19,990 | No longer tracked |
| HWM | June 30, 2025 | 142 | $18,381 | 55.6% |
| KNSL | Dec. 31, 2025 | 40 | $17,011 | -2.4% |
| VTWO | June 30, 2025 | 196 | $15,808 | |
| VHT | Dec. 31, 2025 | 59 | $15,317 | No longer tracked |
| PFE | June 30, 2025 | 604 | $15,304 | 16.6% |
| VTI | June 30, 2025 | 54 | $14,842 | No longer tracked |
| ACH | June 30, 2025 | 1,501 | $13,556 | -87.4% |
| VLTO | June 30, 2025 | 126 | $12,279 | -1.9% |
| GE | Dec. 31, 2025 | 40 | $12,033 | 18.7% |
| SDS | Dec. 31, 2025 | 800 | $11,560 | No longer tracked |
| MCR | June 30, 2025 | 1,813 | $11,368 | No longer tracked |
| NVDA | Sept. 30, 2025 | 70 | $11,061 | 17.2% |
| UPS | June 30, 2026 | 112 | $11,006 | -3.4% |
| WHR | Sept. 30, 2025 | 100 | $10,142 | -48.1% |
| MET | March 31, 2025 | 122 | $9,990 | 20.5% |
| SCHP | March 31, 2025 | 383 | $9,893 | No longer tracked |
| ORCL | Dec. 31, 2025 | 35 | $9,844 | -28.6% |
| SW | Sept. 30, 2025 | 225 | $9,709 | 13.0% |
| IP | Sept. 30, 2025 | 200 | $9,366 | -10.5% |
| HIW | Sept. 30, 2025 | 300 | $9,327 | -1.0% |
| INTC | Dec. 31, 2025 | 274 | $9,193 | 149.7% |
| FTV | June 30, 2025 | 123 | $9,002 | 15.4% |
| DD | June 30, 2025 | 119 | $8,879 | 385.7% |
| TSLA | June 30, 2025 | 32 | $8,294 | 6.5% |
| CINF | March 31, 2025 | 55 | $7,904 | 15.9% |
| BSET | Dec. 31, 2025 | 501 | $7,836 | 12.7% |
| CTVA | June 30, 2025 | 114 | $7,198 | 6.0% |
| DOC | Sept. 30, 2025 | 400 | $7,004 | 8.2% |
| CHCO | Sept. 30, 2025 | 56 | $6,856 | 17.9% |
| GEV | Dec. 31, 2025 | 11 | $6,764 | 49.5% |
| DWX | Dec. 31, 2025 | 155 | $6,619 | No longer tracked |
| CSCO | Dec. 31, 2025 | 95 | $6,500 | 44.3% |
| AMGN | Dec. 31, 2025 | 23 | $6,491 | 34.1% |
| HYS | Dec. 31, 2025 | 63 | $6,028 | No longer tracked |
| SPH | Sept. 30, 2025 | 325 | $6,023 | -5.8% |
| IHY | Dec. 31, 2025 | 255 | $5,644 | No longer tracked |
| TRV | Dec. 31, 2025 | 20 | $5,585 | 27.8% |
| BMY | Dec. 31, 2025 | 120 | $5,412 | 26.1% |
| DOW | Sept. 30, 2025 | 200 | $5,296 | 39.3% |
| MRVL | June 30, 2025 | 85 | $5,257 | 200.4% |
| PGX | Dec. 31, 2025 | 440 | $5,104 | No longer tracked |
| SWK | Sept. 30, 2025 | 75 | $5,082 | 35.0% |
| OXYWS | June 30, 2025 | 181 | $5,009 | No longer tracked |
| AAP | Sept. 30, 2025 | 100 | $4,649 | -4.7% |
| K | Dec. 31, 2025 | 55 | $4,512 | No longer tracked |
| HSY | Sept. 30, 2025 | 27 | $4,481 | 0.3% |
| SJM | Dec. 31, 2025 | 40 | $4,344 | 24.2% |
| WFC | Dec. 31, 2025 | 51 | $4,275 | -6.5% |
| UBER | March 31, 2025 | 70 | $4,223 | 4.3% |
| GT | Sept. 30, 2025 | 400 | $4,148 | -18.2% |
| UDR | Sept. 30, 2025 | 100 | $4,083 | 0.7% |
| SCHW | March 31, 2025 | 51 | $3,804 | 43.0% |
| IYR | Dec. 31, 2025 | 39 | $3,787 | No longer tracked |
| HBI | Sept. 30, 2025 | 700 | $3,206 | No longer tracked |
| META | June 30, 2025 | 5 | $2,882 | -26.1% |
| NFG | Dec. 31, 2025 | 30 | $2,772 | 5.2% |
| ED | Dec. 31, 2025 | 25 | $2,513 | 10.2% |
| MRK | Dec. 31, 2025 | 29 | $2,434 | 43.8% |
| SOBO | Sept. 30, 2025 | 85 | $2,203 | 35.9% |
| PFE | Dec. 31, 2025 | 85 | $2,166 | 13.5% |
| CHRD | Dec. 31, 2025 | 20 | $1,988 | 58.5% |
| MPC | Dec. 31, 2025 | 10 | $1,928 | 122.6% |
| VNT | June 30, 2025 | 49 | $1,610 | -11.2% |
| HPE | Dec. 31, 2025 | 65 | $1,597 | 119.4% |
| TGT | Dec. 31, 2025 | 17 | $1,525 | 64.5% |
| AA | June 30, 2025 | 48 | $1,454 | 70.7% |
| SOLV | Sept. 30, 2025 | 17 | $1,290 | 22.3% |
| VIG | March 31, 2025 | 6 | $1,175 | No longer tracked |
| CVX | Dec. 31, 2025 | 7 | $1,088 | 35.9% |
| GEHC | Dec. 31, 2025 | 13 | $977 | -8.6% |
| HPQ | Dec. 31, 2025 | 32 | $872 | 36.2% |
| HAL | Dec. 31, 2025 | 35 | $861 | 24.5% |
| BKR | June 30, 2025 | 18 | $779 | 68.5% |
| KHC | March 31, 2026 | 30 | $728 | 13.0% |
| VTRS | June 30, 2025 | 72 | $632 | 84.4% |
| NRG | June 30, 2025 | 5 | $452 | -27.4% |
| PPL | Dec. 31, 2025 | 10 | $372 | 2.3% |
| ADNT | June 30, 2025 | 27 | $348 | 1.2% |
| WAB | Dec. 31, 2025 | 1 | $201 | 37.3% |
| VTEB | March 31, 2025 | 2 | $101 | No longer tracked |