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CIK: 0002135539
Total reported value
$141.1M
$141.1M
130 檔
41.5%
As reported in its official Q4 2025 Form 13F filing, SIMA Wealth Partners, LLC's tracked investment portfolio stood at $141.1M with 130 total positions.
In Q4 2025, SIMA Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 35 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.92% | +0.12% | -10.74% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.64% | +0.54% | -5.43% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 7.55% | -0.12% | +3.86% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 7.37% | -0.03% | +1.46% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 7.00% | -0.38% | +2.60% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 5.62% | -0.61% | -0.14% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.38% | +0.76% | +22.36% | |
| 8 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 5.21% | +0.04% | -4.45% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.93% | -0.65% | -3.80% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.37% | +0.18% | +5.08% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.45% | +0.30% | -2.22% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.88% | -0.29% | +4.74% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.67% | -0.17% | -2.15% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.65% | +0.19% | +17.19% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.31% | +0.07% | -9.31% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.26% | -0.20% | -10.95% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | -0.02% | — | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.25% | +0.03% | +0.06% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.94% | — | -6.64% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.83% | -0.04% | — | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.74% | +0.11% | +65.04% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | +0.06% | -0.39% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.55% | +0.04% | -1.86% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.54% | -0.01% | -1.77% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | -0.04% | -8.21% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | — | -0.61% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.44% | +0.03% | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.02% | — | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.40% | -0.01% | -9.73% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | +0.02% | — | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.34% | +0.04% | -2.01% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.32% | +0.02% | +2.54% | |
| 33 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.32% | +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% | -0.10% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.24% | +0.01% | — | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.24% | +0.01% | +4.31% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.24% | -0.03% | +0.97% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.01% | -5.84% | |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.24% | +0.01% | — | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.22% | +0.01% | -9.22% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.21% | -0.06% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.03% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.01% | -1.19% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 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 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | +0.01% | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.14% | — | — | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.14% | +0.03% | — |
According to official SEC Form 13F filings, SIMA Wealth Partners, LLC reported a total U.S. public equity portfolio value of $141.1M across 130 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPYG, DFAI) accounted for 41.5% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
VGT
前期市值: $44.8K
During Q4 2025, SIMA Wealth Partners, LLC's top holdings by market value included IVV (14.9%)、SPYG (7.6%)、DFAI (7.5%). The largest single position, IVV, represented 14.9% of total portfolio value.
In Q4 2025, SIMA Wealth Partners, LLC made 96 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 44 holdings, and fully liquidating 35 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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