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CIK: 0002135539
Total reported value
$141.1M
$141.1M
165 檔
42.1%
The Q3 2025 SEC filing reveals that SIMA Wealth Partners, LLC held a total portfolio value of $141.1M, covering 165 public equity positions.
During Q3 2025, SIMA Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.42% | +0.12% | — | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.96% | +0.54% | — | |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 7.18% | -0.03% | — | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 6.98% | -0.12% | — | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 6.93% | -0.38% | — | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 5.65% | -0.61% | — | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 5.27% | +0.04% | — | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.16% | -0.65% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.28% | +0.76% | — | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.07% | +0.18% | — | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.48% | +0.30% | — | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.77% | -0.29% | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.67% | -0.17% | — | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.43% | -0.20% | — | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.42% | +0.07% | — | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.40% | +0.19% | — | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.23% | -0.02% | — | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.23% | +0.03% | — | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.99% | — | — | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.83% | -0.04% | — | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.58% | -0.04% | — | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | +0.06% | — | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | -0.01% | — | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.56% | +0.04% | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | — | — | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.44% | +0.11% | — | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.44% | +0.03% | — | |
| 28 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.43% | -0.01% | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | +0.02% | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.02% | — | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.34% | +0.04% | — | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.31% | +0.02% | — | |
| 33 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.30% | +0.02% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.02% | — | |
| 35 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.29% | -0.03% | — | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.25% | -0.01% | — | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.24% | +0.01% | — | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.24% | +0.01% | — | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.24% | -0.03% | — | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.23% | +0.01% | — | |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.23% | +0.01% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.21% | -0.06% | — | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.20% | -0.01% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.03% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.01% | — | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.17% | +0.02% | — | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.16% | -0.01% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.01% | — | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.13% | +0.03% | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.13% | — | — |
According to official SEC Form 13F filings, SIMA Wealth Partners, LLC reported a total U.S. public equity portfolio value of $141.1M across 165 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPYG, JIRE) accounted for 42.1% of total reported equity market value during Q3 2025.
During Q3 2025, SIMA Wealth Partners, LLC's top holdings by market value included IVV (16.4%)、SPYG (8.0%)、JIRE (7.2%). The largest single position, IVV, represented 16.4% of total portfolio value.
In Q3 2025, SIMA Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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