SIMA Wealth Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed June 15, 2026), SIMA Wealth Partners, LLC reported 171 stock positions worth $104.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.1% of the portfolio, followed by Dimensional International (DFAI, 7.7%) and JPMorgan Int Res Enh Eqty (JIRE, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH CHESTERFIELD, VA
- CIK
- 0002135539
- Portfolio Value
- $104.9M (Q2 2024)
- SEC Filing
- 0002135539-26-000010 ↗ filed Jun 15, 2026
Holdings Value
Holdings 171 stocks · $104.9M
| IVV iShares Core S&P 500 ETF | 14.11% | 27,053 | $14.8M | — |
| DFAI Dimensional International Co. | 7.74% | 273,576 | $8.1M | — |
| JIRE JPMorgan Int Res Enh Eqty | 6.58% | 110,237 | $6.9M | — |
| JAVA JPMorgan Active Value ETF | 6.47% | 114,573 | $6.8M | — |
| SCHR Schwab Intermediate-Term US | 6.18% | 132,834 | $6.5M | — |
| MBB iShares MBS ETF | 5.27% | 60,153 | $5.5M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.36% | 57,101 | $4.6M | — |
| USIG iShares Broad Usd Investment | 4.13% | 86,343 | $4.3M | — |
| IVW iShares S&P 500 Growth ETF | 3.64% | 41,219 | $3.8M | — |
| DFAE Dimensional Emerging Core Eq | 3.54% | 143,336 | $3.7M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 3.53% | 76,007 | $3.7M | — |
| IVE iShares S&P 500 Value ETF | 3.10% | 17,871 | $3.3M | — |
| SCHO Schwab Short-Term US Treas | 2.64% | 57,627 | $2.8M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.57% | 52,594 | $2.7M | — |
| IWD iShares Russell 1000 Value E | 2.14% | 12,882 | $2.2M | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.88% | 38,390 | $2.0M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.83% | 11,958 | $1.9M | — |
| SCHV Schwab US Large-Cap Value | 1.82% | 25,706 | $1.9M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.74% | 25,151 | $1.8M | — |
| SCHG Schwab US Large-Cap Growth | 1.10% | 11,485 | $1.2M | — |
| SCHM Schwab US Mid Cap ETF | 1.07% | 14,368 | $1.1M | — |
| IJR iShares Core S&P Small-Cap E | 0.97% | 9,498 | $1.0M | — |
| MUB iShares National Muni Bond E | 0.92% | 9,018 | $961K | — |
| IJH iShares Core S&P Midcap ETF | 0.62% | 11,140 | $652K | — |
| DFAS Dimensional US Small Cap ETF | 0.60% | 10,404 | $625K | — |
| IDEV iShares Core MSCI Dev MKTS | 0.56% | 8,959 | $588K | — |
| IWY iShares Russell Top 200 Grow | 0.55% | 2,684 | $576K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 2,008 | $486K | — |
| IEMG iShares Core MSCI Emerging | 0.39% | 7,721 | $413K | — |
| FMX Fomento Economico Mex-SP ADR | 0.38% | 3,721 | $401K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.37% | 8,524 | $387K | — |
| SCHD Schwab US DVD Equity ETF | 0.36% | 4,824 | $375K | — |
| SCHF Schwab Intl Equity ETF | 0.35% | 9,587 | $368K | — |
| IWX iShares Russell Top 200 Valu | 0.32% | 4,537 | $339K | — |
| IXUS iShares Core Intl Stock ETF | 0.32% | 4,902 | $331K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.29% | 5,984 | $307K | — |
| SPEM State Street SP PTF Em ETF | 0.28% | 7,913 | $298K | — |
| HEFA Isha Curr Hedged MSCI Eafe | 0.28% | 8,231 | $293K | — |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 1,617 | $276K | — |
| GOVT iShares US Treasury Bond ETF | 0.24% | 11,299 | $255K | — |
| VEA Vanguard Ftse Developed ETF | 0.24% | 5,089 | $251K | — |
| DHR Danaher Corp. | 0.24% | 1,000 | $250K | — |
| MCD McDonald's Corp. | 0.22% | 925 | $236K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 2,474 | $208K | — |
| AAPL Apple Inc. | 0.19% | 960 | $202K | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.19% | 3,152 | $200K | — |
| CMI Cummins Inc. | 0.18% | 690 | $191K | — |
| JNJ Johnson & Johnson | 0.18% | 1,264 | $185K | — |
| NSC Norfolk Southern Corp. | 0.16% | 800 | $172K | — |
| AVGO Broadcom Inc. | 0.15% | 100 | $161K | — |
| IWB iShares Russell 1000 ETF | 0.15% | 539 | $160K | — |
| AMZN Amazon.com Inc. | 0.15% | 804 | $155K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 1,708 | $139K | — |
| PM Philip Morris International | 0.13% | 1,340 | $136K | — |
| IYW iShares Ustechnology ETF | 0.13% | 900 | $135K | — |
| MO Altria Group Inc. | 0.13% | 2,914 | $133K | — |
| IWF iShares Russell 1000 Growth | 0.12% | 354 | $129K | — |
| UNP Union Pacific Corp. | 0.12% | 570 | $129K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.11% | 2,767 | $115K | — |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 1,026 | $113K | — |
| EFA iShares MSCI Eafe ETF | 0.11% | 1,444 | $113K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 274 | $111K | — |
| EMR Emerson Electric Co. | 0.10% | 967 | $107K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 1,193 | $105K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 429 | $94K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.08% | 745 | $85K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.08% | 3,043 | $81K | — |
| EBAY eBay Inc. | 0.08% | 1,500 | $81K | — |
| PG The Procter & Gamble Co. | 0.07% | 472 | $78K | — |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 952 | $77K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 941 | $73K | — |
| SCHA Schwab US Small-Cap ETF | 0.07% | 1,514 | $72K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.07% | 559 | $72K | — |
| SYK Stryker Corp. | 0.07% | 205 | $70K | — |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 537 | $68K | — |
| JVAL JPMorgan US Value Factor ETF | 0.06% | 1,620 | $66K | — |
| PH Parker Hannifin Corp. | 0.06% | 127 | $64K | — |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 1,337 | $59K | — |
| FAST Fastenal Co. | 0.05% | 914 | $57K | — |
| VGT Vanguard Info Tech ETF | 0.05% | 96 | $55K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.05% | 540 | $53K | — |
| UNH Unitedhealth Group Inc. | 0.05% | 100 | $51K | — |
| D Dominion Energy Inc. | 0.05% | 989 | $48K | — |
| GLD SPDR Gold Shares | 0.04% | 200 | $43K | — |
| MSFT Microsoft Corp. | 0.04% | 92 | $41K | — |
| CHCO City Holding Co. filed as CITY HLDG CO | 0.04% | 373 | $40K | — |
| KO The Coca-Cola Co. | 0.04% | 622 | $40K | — |
| IWM iShares Russell 2000 ETF | 0.04% | 194 | $39K | — |
| GD General Dynamics Corp. | 0.03% | 120 | $35K | — |
| GOOGL Alphabet Inc. Class A | 0.03% | 190 | $35K | — |
| SPTI SS SPDR P Int Term TSY ETF | 0.03% | 1,210 | $34K | — |
| UPS United Parcel Service Class B | 0.03% | 242 | $33K | — |
| MA Mastercard Inc. Class A | 0.03% | 75 | $33K | — |
| FRDM Freedom 100 Emeging MRKT ETF | 0.03% | 921 | $33K | — |
| VFH Vanguard Financials ETF | 0.03% | 322 | $32K | — |
| VLTO Veralto Corp. | 0.03% | 332 | $32K | — |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.03% | 362 | $30K | — |
| XOM Exxon Mobil Corp. | 0.03% | 260 | $30K | — |
| VOO Vanguard S&P 500 ETF | 0.03% | 54 | $27K | — |
| V Visa Inc. Class A | 0.03% | 100 | $26K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 130 | $141.1M | IVV, DFAI, SPYG, JIRE, USIG |
| Q1 2026 | 131 | $131.3M | IVV, DFAI, USIG, JIRE, SPYG |
| Q4 2025 | 130 | $131.5M | IVV, SPYG, DFAI, JIRE, USIG |
| Q3 2025 | 165 | $130.8M | IVV, SPYG, JIRE, DFAI, USIG |
| Q2 2025 | 153 | $123.9M | IVV, SPYG, USIG, JIRE, DFAI |
| Q1 2025 | 183 | $120.4M | IVV, SPYG, DFAI, SCHR, JIRE |
| Q4 2024 | 170 | $117.7M | IVV, SPYG, SCHR, DFAI, MBB |
| Q3 2024 | 142 | $115.2M | IVV, DFAI, JIRE, SCHR, JAVA |
| Q2 2024 | 171 | $104.9M | IVV, DFAI, JIRE, JAVA, SCHR |