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SIMA Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 2135539 · latest 13F-HR filed 2026-07-28

Backtest portfolio

SIMA Wealth Partners, LLC manages $141.1M in 13F-reported U.S. long-equity assets across 145 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (13.88%), DFAI (7.45%), SPYG (7.21%). Quarter over quarter (versus its 2024-06-30 filing) the fund opened 14 new positions, exited 55, added to 73, and trimmed 34.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
720 MOOREFIELD PARK DRIVE
STE 140
NORTH CHESTERFIELD, VA 23235
Phone
(804) 285-5700
Filing Manager
SIMA Wealth Partners, LLC
NORTH CHESTERFIELD, VA
Signatory
Teresa Douberly
Compliance Consultant
Loading holdings…
AUM

$141.1M

Long-equity book

Holdings

145

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+14 / −55 / ↑73 / ↓34

vs 2024-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$6.0M +130.9%
  • DIMENSIONAL ETF TRUST$5.9M +159.9%
  • ISHARES TR$5.8M +133.8%
  • ISHARES TR$5.4M +36.2%
  • J P MORGAN EXCHANGE TRADED F$3.6M +52.7%
Show all 73 →

Top Trims

  • ISHARES TR-$2.0M -91.1%
  • ISHARES TR-$1.7M -61.4%
  • ISHARES TR-$565.7K -55.8%
  • VANGUARD INDEX FDS-$389.2K -20.3%
  • SCHWAB STRATEGIC TR-$218.0K -19.5%
Show all 34 →

New Positions

  • ATLANTIC UN BANKSHARES CORP$324.9K
  • STATE STR SPDR S&P 500 ETF T$151.6K
  • INTERNATIONAL BUSINESS MACHS$35.2K
  • ISHARES TR$18.0K
  • SPDR SERIES TRUST$17.9K
Show all 14 →

Exited Positions

  • FOMENTO ECONOMICO MEXICANO S$400.6K
  • DANAHER CORPORATION$249.8K
  • UNION PAC CORP$129.0K
  • FASTENAL CO$57.4K
  • VANGUARD WORLD FD$55.4K
Show all 55 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $19.6M 13.88% 26,155 SH
2 DIMENSIONAL ETF TRUST DFAI 25434V203 $10.5M 7.45% 254,755 SH
3 SPDR SERIES TRUST SPYG 78464A409 $10.2M 7.21% 85,531 SH
4 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $10.1M 7.17% 122,608 SH
5 ISHARES TR USIG 464288620 $9.9M 7.04% 193,606 SH
6 DIMENSIONAL ETF TRUST DFAE 25434V302 $9.2M 6.54% 229,637 SH
7 ISHARES TR MBB 464288588 $7.6M 5.35% 79,948 SH
8 J P MORGAN EXCHANGE TRADED F JAVA 46641Q167 $7.1M 5.05% 89,726 SH
9 SCHWAB STRATEGIC TR SCHR 808524854 $6.8M 4.83% 276,138 SH
10 SPDR SERIES TRUST SPYV 78464A508 $6.2M 4.38% 101,793 SH
11 ISHARES TR IVW 464287309 $4.9M 3.44% 35,338 SH
12 ISHARES TR IVE 464287408 $3.4M 2.44% 15,138 SH
13 SCHWAB STRATEGIC TR SCHO 808524862 $2.8M 2.01% 117,783 SH
14 SPDR SERIES TRUST SPMD 78464A847 $2.6M 1.84% 38,369 SH
15 SCHWAB STRATEGIC TR SCHV 808524409 $1.9M 1.34% 54,238 SH
16 ISHARES TR IEFA 46432F842 $1.8M 1.25% 18,320 SH
17 VANGUARD INDEX FDS VTV 922908744 $1.5M 1.08% 7,016 SH
18 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.2M 0.86% 14,689 SH
19 SCHWAB STRATEGIC TR SCHG 808524300 $1.1M 0.79% 33,072 SH
20 ISHARES TR MUB 464288414 $1.1M 0.78% 10,200 SH
21 ISHARES TR IGSB 464288646 $1.0M 0.73% 19,607 SH
22 SCHWAB STRATEGIC TR SCHM 808524508 $900.3K 0.64% 24,418 SH
23 PHILIP MORRIS INTL INC PM 718172109 $781.9K 0.55% 4,322 SH
24 ISHARES TR IWY 464289438 $765.5K 0.54% 2,634 SH
25 ISHARES TR IJH 464287507 $726.0K 0.51% 9,415 SH
26 ISHARES TR IWB 464287622 $662.2K 0.47% 1,617 SH
27 VANGUARD SCOTTSDALE FDS VONG 92206C680 $605.1K 0.43% 4,734 SH
28 ISHARES INC IEMG 46434G103 $599.6K 0.42% 7,238 SH
29 ISHARES TR IVV 464287200 $576.6K 0.41% 770 SH
30 APPLE INC AAPL 037833100 $570.9K 0.40% 1,973 SH
31 VANGUARD INDEX FDS VO 922908629 $563.9K 0.40% 6,999 SH
32 ISHARES TR IDEV 46435G326 $559.7K 0.40% 6,288 SH
33 SCHWAB STRATEGIC TR SCHF 808524805 $515.2K 0.37% 18,598 SH
34 ISHARES TR IWX 464289420 $477.1K 0.34% 4,537 SH
35 ISHARES TR IJR 464287804 $447.3K 0.32% 3,016 SH
36 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $424.7K 0.30% 5,149 SH
37 DIMENSIONAL ETF TRUST DFAI 25434V203 $409.0K 0.29% 9,914 SH
38 DIMENSIONAL ETF TRUST DFAE 25434V302 $402.5K 0.29% 10,010 SH
39 SPDR SERIES TRUST SPYG 78464A409 $388.7K 0.28% 3,267 SH
40 ISHARES TR IXUS 46432F834 $362.7K 0.26% 3,800 SH
41 SCHWAB STRATEGIC TR SCHD 808524797 $362.1K 0.26% 11,418 SH
42 ISHARES TR QUAL 46432F339 $354.8K 0.25% 1,617 SH
43 ISHARES TR HEFA 46434V803 $350.9K 0.25% 7,479 SH
44 SPDR INDEX SHS FDS SPEM 78463X509 $349.6K 0.25% 6,752 SH
45 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $348.5K 0.25% 7,444 SH
46 ATLANTIC UN BANKSHARES CORP AUB 04911A107 $324.9K 0.23% 7,679 SH
47 JOHNSON & JOHNSON JNJ 478160104 $317.5K 0.22% 1,250 SH
48 SPDR SERIES TRUST SPYV 78464A508 $313.7K 0.22% 5,160 SH
49 BROADCOM INC AVGO 11135F101 $306.0K 0.22% 810 SH
50 ALTRIA GROUP INC MO 02209S103 $287.6K 0.20% 3,997 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $141.1M 145 0002135539-26-000011
2026-03-31 2026-05-15 $131.3M 146 0002135539-26-000001
2025-12-31 2026-05-28 $131.5M 145 0002135539-26-000003
2025-09-30 2026-05-28 $130.8M 180 0002135539-26-000004
2024-09-30 2026-06-15 $115.2M 156 0002135539-26-000009
2024-06-30 2026-06-15 $104.9M 185 0002135539-26-000010