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CIK: 0002135539
Total reported value
$141.1M
$141.1M
131 檔
41.0%
According to the latest 13F quarterly dataset, SIMA Wealth Partners, LLC managed an equity portfolio of $141.1M at the end of Q1 2026, spanning 131 distinct U.S. exchange-listed positions.
In Q1 2026, SIMA Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 2 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 | 14.17% | +0.12% | -0.59% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 7.86% | -0.12% | +1.55% | |
| 3 | USIG | Ishares Broad Usd Investment | ETF-Other | 7.56% | -0.38% | +8.83% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 7.50% | -0.03% | +0.46% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.95% | +0.54% | -0.99% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.07% | +0.76% | +8.33% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 6.06% | -0.61% | +7.96% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.55% | -0.65% | +13.18% | |
| 9 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 5.18% | +0.04% | -0.75% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.43% | +0.18% | +1.52% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.14% | +0.30% | -1.18% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.61% | -0.17% | -2.00% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.36% | -0.29% | -17.70% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.73% | +0.19% | +2.16% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.27% | +0.07% | -5.42% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.27% | -0.02% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.05% | +0.03% | -18.57% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.94% | -0.20% | -25.28% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.82% | -0.04% | — | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | — | -5.52% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.79% | +0.11% | +3.65% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | +0.06% | -2.87% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | -0.01% | +0.67% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.51% | -0.04% | -1.41% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | — | -0.64% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.50% | +0.04% | — | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.41% | -0.01% | -0.03% | |
| 28 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.40% | +0.03% | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | +0.02% | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | +0.04% | +8.51% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.02% | — | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.34% | +0.02% | +2.03% | |
| 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% | -2.17% | |
| 35 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.28% | -0.03% | -4.45% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | -0.01% | +0.04% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.06% | +16.22% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.25% | +0.01% | +8.26% | |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.24% | +0.01% | — | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.24% | +0.01% | -0.01% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.24% | +0.01% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.01% | — | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.22% | -0.03% | -6.09% | |
| 44 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.21% | +0.02% | — | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.21% | -0.01% | +2.32% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.03% | — | |
| 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 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.14% | +0.02% | -17.99% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.14% | — | -0.35% |
According to official SEC Form 13F filings, SIMA Wealth Partners, LLC reported a total U.S. public equity portfolio value of $141.1M across 131 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, DFAI, USIG) accounted for 41.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AUB
市值: $274.4K
Top Position Liquidated / Trimmed
UNP
前期市值: $39.3K
During Q1 2026, SIMA Wealth Partners, LLC's top holdings by market value included IVV (14.2%)、DFAI (7.9%)、USIG (7.6%). The largest single position, IVV, represented 14.2% of total portfolio value.
In Q1 2026, SIMA Wealth Partners, LLC made 64 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 37 holdings, and fully liquidating 2 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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