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CIK: 0002135539
Total reported value
$143.3M
$143.3M
130 檔
43.5%
At the close of Q2 2026, SIMA Wealth Partners, LLC disclosed equity holdings valued at approximately $143.3M, spread across 130 reported holdings.
In Q2 2026, SIMA Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 1 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 | 14.29% | +0.15% | -5.43% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 7.74% | -0.11% | -0.02% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.49% | +0.27% | -4.73% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 7.47% | -0.27% | -1.77% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 7.18% | -0.07% | +2.04% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.83% | +0.11% | +1.76% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 5.45% | -0.06% | -2.82% | |
| 8 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 5.22% | +0.28% | -2.02% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.90% | +0.02% | -4.07% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.61% | +0.29% | +4.15% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.44% | +0.04% | -2.93% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.44% | -0.03% | -6.59% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.07% | +0.02% | -5.52% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.92% | -0.10% | +4.31% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.34% | -0.08% | -1.09% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.25% | -0.01% | -0.75% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | -0.02% | — | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.90% | +0.12% | +5.93% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | +0.04% | -7.50% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.06% | — | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.74% | — | -15.29% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.64% | -0.25% | -1.33% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | +0.03% | -3.57% | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.54% | — | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | -0.04% | -5.11% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.47% | — | -14.17% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.43% | — | — | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.42% | -0.01% | +0.60% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.06% | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | -0.02% | +299.03% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.40% | -0.02% | -1.57% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.37% | — | +2.89% | |
| 33 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.34% | +0.01% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | -0.03% | -5.78% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.26% | -0.03% | +2.10% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.26% | — | +0.04% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.25% | — | — | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.25% | -0.01% | — | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.25% | -0.01% | — | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.25% | -0.02% | -4.84% | |
| 41 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.23% | -0.03% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | +0.01% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | -0.02% | — | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.20% | -0.01% | -3.62% | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.19% | -0.01% | -6.64% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.03% | -9.30% | |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.16% | -0.02% | — | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.15% | — | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.15% | — | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | -0.01% | — |
According to official SEC Form 13F filings, SIMA Wealth Partners, LLC reported a total U.S. public equity portfolio value of $143.3M across 130 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, DFAI, SPYG) accounted for 43.5% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
UPS
前期市值: $11.0K
During Q2 2026, SIMA Wealth Partners, LLC's top holdings by market value included IVV (14.3%)、DFAI (7.7%)、SPYG (7.5%). The largest single position, IVV, represented 14.3% of total portfolio value.
In Q2 2026, SIMA Wealth Partners, LLC made 53 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 36 holdings, and fully liquidating 1 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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