Investor
SIMA Wealth Partners, LLC
CIK 0002135539 · filed 2026-05-15 · SEC filing
13F book
$131.3M
Positions
131
3 new · 2 sold
Largest name
14.2%
Ishares Tr
Est. mark
−$1.72M
Price effect on 128 names still held. Flow $1.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 28.5K | $18.6M | 14.2% | −$903.9K | Cut−$1.02M |
| Dimensional Etf Trust | — | 264.7K | $10.3M | 7.9% | $221.6K | Added$379.3K |
| Ishares Tr | — | 193.6K | $9.92M | 7.6% | −$96.1K | Added$708.4K |
| J P Morgan Exchange Traded F | — | 130.1K | $9.85M | 7.5% | $111.3K | Added$156.5K |
| Spdr Series Trust | — | 93.2K | $9.13M | 7.0% | −$819.3K | Cut−$918.7K |
| Dimensional Etf Trust | — | 235.5K | $7.97M | 6.1% | $280.5K | Added$893.6K |
| Ishares Tr | — | 83.8K | $7.95M | 6.1% | −$20.9K | Added$565.8K |
| Schwab Strategic Tr | — | 292.4K | $7.28M | 5.5% | −$43.9K | Added$804.2K |
| J P Morgan Exchange Traded F | — | 94.7K | $6.8M | 5.2% | $2.85K | Cut−$48.2K |
| Spdr Series Trust | — | 102.7K | $5.81M | 4.4% | −$23.3K | Added$63.7K |
| Ishares Tr | — | 36.4K | $4.12M | 3.1% | −$369.6K | Cut−$423.3K |
| Ishares Tr | — | 16.2K | $3.42M | 2.6% | −$14.8K | Cut−$85K |
| Schwab Strategic Tr | — | 127.9K | $3.1M | 2.4% | −$12.8K | Cut−$683.1K |
| Spdr Series Trust | — | 38.4K | $2.27M | 1.7% | $49.2K | Added$97.1K |
| Schwab Strategic Tr | — | 54.8K | $1.67M | 1.3% | $48.8K | Cut−$44.2K |
| Ishares Tr | — | 18.5K | $1.67M | 1.3% | $19.8K | Held |
| Vanguard Index Fds | — | 7.02K | $1.38M | 1.0% | $36.6K | Cut−$269K |
| Ishares Tr | — | 23.4K | $1.23M | 0.9% | −$7.53K | Cut−$426.9K |
| Ishares Tr | — | 10.2K | $1.08M | 0.8% | −$9.79K | Held |
| Schwab Strategic Tr | — | 35.8K | $1.04M | 0.8% | −$124.8K | Cut−$192.9K |
| Dimensional Etf Trust | — | 14.5K | $1.03M | 0.8% | $20.5K | Added$56.8K |
| Schwab Strategic Tr | — | 24.7K | $766.2K | 0.6% | $22K | Cut$52 |
| Philip Morris Intl Inc | — | 4.48K | $741.1K | 0.6% | $22K | Added$27K |
| Ishares Tr | — | 1.88K | $671.8K | 0.5% | −$31.8K | Cut−$41.9K |
| Ishares Tr | — | 9.92K | $670K | 0.5% | $15.2K | Cut$11K |
| Ishares Tr | — | 2.63K | $655.4K | 0.5% | −$74K | Held |
| Ishares Tr | — | 6.39K | $533.9K | 0.4% | $6.96K | Cut$6.8K |
| Vanguard Scottsdale Fds | — | 4.73K | $519.3K | 0.4% | −$57.1K | Held |
| Vanguard Index Fds | — | 1.75K | $503.7K | 0.4% | −$5.33K | Held |
| Ishares Inc | — | 7.2K | $501.9K | 0.4% | $16.8K | Added$56.1K |
| Apple Inc. | AAPL | 1.97K | $500.7K | 0.4% | −$35.7K | Held |
| Schwab Strategic Tr | — | 18.1K | $447.4K | 0.3% | $12.6K | Added$21.5K |
| Ishares Tr | — | 4.54K | $420.4K | 0.3% | $3.68K | Held |
| Ishares Tr | — | 3.2K | $397.9K | 0.3% | $13.2K | Cut$4.69K |
| Vanguard Scottsdale Fds | — | 7.82K | $367.3K | 0.3% | −$1.02K | Cut−$18.2K |
| Schwab Strategic Tr | — | 11.4K | $350.2K | 0.3% | $37.1K | Added$37.2K |
| Mcdonalds Corp | MCD | 1.07K | $334.1K | 0.3% | $4.77K | Added$51.4K |
| Ishares Tr | — | 3.72K | $322.5K | 0.2% | $6.88K | Added$31.5K |
| Ishares Tr | — | 7.48K | $317.8K | 0.2% | $8.49K | Held |
| Spdr Index Shs Fds | — | 6.75K | $316.7K | 0.2% | $676 | Cut$629 |
| Ishares Tr | — | 1.62K | $310.2K | 0.2% | −$11K | Held |
| Johnson & Johnson | JNJ | 1.25K | $305.6K | 0.2% | $46.9K | Held |
| Ishares Tr | — | 5.47K | $291.1K | 0.2% | −$3.61K | Cut−$22.7K |
| Atlantic Un Bankshares Corp | — | 7.68K | $274.4K | 0.2% | — | New |
| Altria Group, Inc. | MO | 4.15K | $273.7K | 0.2% | $33.8K | Added$40K |
| Broadcom Inc. | AVGO | 810 | $250.7K | 0.2% | −$29.6K | Held |
| Ishares Tr | — | 2.2K | $203.7K | 0.2% | −$3.12K | Held |
| Vanguard Tax-Managed Fds | — | 2.91K | $186.6K | 0.1% | $4.69K | Held |
| Invesco Exchange Traded Fd T | — | 2.46K | $185.2K | 0.1% | $373 | Cut−$40.2K |
| Ishares Tr | — | 855 | $182.8K | 0.1% | $2.85K | Cut$2.22K |
| Ishares Tr | — | 850 | $154.2K | 0.1% | −$15.5K | Cut−$25.5K |
| Ishares Tr | — | 354 | $150.9K | 0.1% | −$16.6K | Held |
| Ishares Tr | — | 1.44K | $140.3K | 0.1% | $1.59K | Held |
| Ebay Inc | EBAY | 1.5K | $136.5K | 0.1% | $5.88K | Held |
| Amazon Com Inc | AMZN | 654 | $136.2K | 0.1% | −$14.7K | Held |
| Ishares Tr | — | 1.62K | $133.8K | 0.1% | −$403 | Cut−$36.1K |
| Spdr S&P 500 Etf Tr | — | 203 | $132K | 0.1% | −$6.41K | Held |
| Berkshire Hathaway Inc Del | — | 257 | $123.2K | 0.1% | −$6.03K | Held |
| Spdr Series Trust | — | 2.44K | $118.1K | 0.1% | $3.57K | Held |
| Spdr Gold Tr | — | 273 | $117.5K | 0.1% | $9.28K | Held |
| Ishares Tr | — | 1.14K | $114.5K | 0.1% | $4.26K | Held |
| Parker-Hannifin Corp | PH | 127 | $113.7K | 0.1% | $2.07K | Held |
| Schwab Strategic Tr | — | 3.36K | $110.8K | 0.1% | $672 | Held |
| Emerson Elec Co | — | 827 | $108.4K | 0.1% | −$1.41K | Cut−$11K |
| Ishares Tr | — | 4.17K | $95.6K | 0.1% | −$481 | Cut−$11.7K |
| Schwab Strategic Tr | — | 3.53K | $88.5K | 0.1% | −$3.74K | Added$1.91K |
| Ishares Tr | — | 620 | $82.2K | 0.1% | $565 | Cut−$9.3K |
| J P Morgan Exchange Traded F | — | 1.62K | $79.2K | 0.1% | −$356 | Held |
| Coca Cola Co | KO | 1.03K | $78.7K | 0.1% | $3.59K | Added$37.8K |
| Spdr Series Trust | — | 537 | $78.4K | 0.1% | $3.64K | Held |
| Ishares Tr | — | 536 | $77.6K | 0.1% | $1.9K | Held |
| Vanguard Intl Equity Index F | — | 1.27K | $68.8K | 0.1% | $369 | Held |
| Ishares Tr | — | 473 | $67.4K | 0.1% | −$2.96K | Held |
| Vanguard Index Fds | — | 241 | $63.2K | 0.0% | $958 | Held |
| Ea Series Trust | — | 1.08K | $59.3K | 0.0% | $3.67K | Cut$335 |
| Vanguard Index Fds | — | 98 | $58.8K | 0.0% | −$2.87K | Cut−$9.16K |
| Procter And Gamble Co | PG | 403 | $58.2K | 0.0% | $456 | Held |
| Stryker Corp | SYK | 176 | $57.8K | 0.0% | −$4.03K | Cut−$14.2K |
| Pepsico Inc | PEP | 320 | $49.7K | 0.0% | $823 | Added$39.6K |
| Alphabet Inc | — | 170 | $48.9K | 0.0% | −$4.32K | Held |
| Cummins Inc | CMI | 90 | $48.4K | 0.0% | $2.48K | Held |
| Exxon Mobil Corp | — | 280 | $47.5K | 0.0% | $13.8K | Held |
| Ishares Tr | — | 486 | $47.3K | 0.0% | $466 | Held |
| Coinbase Global, Inc. | COIN | 257 | $44.9K | 0.0% | −$4.48K | Added$25.2K |
| General Dynamics Corp | GD | 120 | $41.2K | 0.0% | $787 | Held |
| Mastercard Inc | MA | 75 | $37.5K | 0.0% | −$5.34K | Held |
| Norfolk Southn Corp | — | 130 | $37.3K | 0.0% | −$224 | Cut−$23.3K |
| Schwab Strategic Tr | — | 1.12K | $32.5K | 0.0% | $667 | Added$841 |
| Spdr Series Trust | — | 1.09K | $31.1K | 0.0% | −$196 | Cut−$4.15K |
| Spdr Series Trust | — | 321 | $30.8K | 0.0% | $1.13K | Held |
| Markel Group Inc. | MKL | 16 | $30.6K | 0.0% | −$3.77K | Held |
| International Business Machs | — | 125 | $30.3K | 0.0% | −$6.73K | Held |
| Visa Inc. | V | 100 | $30.2K | 0.0% | −$4.85K | Held |
| Microsoft Corp | MSFT | 80 | $29.7K | 0.0% | −$9.1K | Held |
| Schwab Strategic Tr | — | 1.14K | $29.1K | 0.0% | −$1.46K | Added−$1.35K |
| Unitedhealth Group Inc | UNH | 100 | $27.1K | 0.0% | −$5.95K | Held |
| Vanguard World Fd | — | 212 | $25.6K | 0.0% | −$2.69K | Held |
| Yum Brands Inc | YUM | 150 | $23.3K | 0.0% | — | New |
| AbbVie Inc. | ABBV | 100 | $21.7K | 0.0% | −$1.1K | Held |
| Vanguard Scottsdale Fds | — | 251 | $19.9K | 0.0% | −$115 | Cut−$3.38K |
| Ishares Tr | — | 73 | $18.1K | 0.0% | $134 | Cut−$112 |
| Duke Energy Corp New | — | 129 | $16.9K | 0.0% | $1.77K | Cut−$13.3K |
| Ishares Tr | — | 237 | $16.6K | 0.0% | $180 | Held |
| Spdr Series Trust | — | 204 | $15.6K | 0.0% | −$750 | Held |
| Ishares Tr | — | 119 | $15.2K | 0.0% | −$1.05K | Held |
| Northwest Bancshares Inc Md | NWBI | 987 | $12.5K | 0.0% | $682 | Held |
| Dominion Energy, Inc | D | 200 | $12.4K | 0.0% | $646 | Held |
| British Amern Tob Plc | — | 210 | $12.3K | 0.0% | $388 | Held |
| At&T Inc | — | 387 | $11.2K | 0.0% | $1.62K | Cut−$4.19K |
| United Parcel Service Inc | UPS | 112 | $11K | 0.0% | −$90 | Held |
| Verizon Communications Inc | VZ | 216 | $10.8K | 0.0% | $2.05K | Cut−$6.75K |
| Elevance Health Inc Formerly | — | 36 | $10.5K | 0.0% | −$2.08K | Held |
| Ishares Tr | — | 89 | $10.5K | 0.0% | $410 | Cut−$1.86K |
| Renaissance Cap Greenwich Fd | — | 250 | $10.5K | 0.0% | −$943 | Held |
| Ishares Tr | — | 33 | $10.4K | 0.0% | −$304 | Held |
| Abbott Labs | ABT | 100 | $10.3K | 0.0% | −$2.26K | Held |
| 3M CO | MMM | 62 | $9.01K | 0.0% | −$922 | Held |
| Ishares Tr | — | 150 | $8.52K | 0.0% | $312 | Held |
| General Mtrs Co | — | 107 | $7.94K | 0.0% | −$727 | Held |
| Ford Mtr Co | — | 659 | $7.61K | 0.0% | −$1.04K | Held |
| Vanguard Growth Etf | — | 17 | $7.53K | 0.0% | −$881 | Held |
| Ishares Tr | — | 66 | $6.3K | 0.0% | −$47 | Held |
| Vanguard Scottsdale Fds | — | 75 | $6.21K | 0.0% | −$75 | Held |
| Alps Etf Tr | — | 60 | $3.16K | 0.0% | $337 | Held |
| Invesco Ltd. | IVZ | 125 | $3.04K | 0.0% | −$247 | Held |
| Warner Bros. Discovery, Inc. | WBD | 95 | $2.61K | 0.0% | −$129 | Cut−$2.41K |
| Grayscale Bitcoin Mini Tr Et | — | 57 | $1.71K | 0.0% | −$498 | Held |
| Ishares Bitcoin Trust Etf | IBIT | 41 | $1.58K | 0.0% | — | New |
| Pluri Inc. | PLUR | 350 | $1.19K | 0.0% | $142 | Held |
| Kyndryl Hldgs Inc | — | 21 | $276 | 0.0% | −$282 | Held |
| Clover Health Investments Co | — | 50 | $88 | 0.0% | −$30 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.