SIMA Wealth Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed June 15, 2026), SIMA Wealth Partners, LLC reported 142 stock positions worth $115.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.8% of the portfolio, followed by Dimensional International (DFAI, 7.8%) and JPMorgan Int Res Enh Eqty (JIRE, 6.8%). Compared with Q2 2024, it opened 1 new position, sold out of 30, added to 22 and reduced 38. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +32%) and the biggest sale iShares Russell 1000 Value E (IWD, shares −45%).

Most Recent 13F
Q2 2026
Location
NORTH CHESTERFIELD, VA
CIK
0002135539
Portfolio Value
$115.2M (Q3 2024)
SEC Filing
0002135539-26-000009 ↗ filed Jun 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q2 2024: $104.9M Q2 2024 Q3 2024: $115.2M $115.2M Q3 2024 Q4 2024: $117.7M Q4 2024 Q1 2025: $120.4M Q1 2025 Q2 2025: $123.9M Q2 2025 Q3 2025: $130.8M Q3 2025 Q4 2025: $131.5M Q4 2025 Q1 2026: $131.3M Q1 2026 Q2 2026: $141.1M Q2 2026

Holdings 142 stocks · $115.2M
IVV iShares Core S&P 500 ETF 14.76% 29,469 $17.0M Add +8.9%
DFAI Dimensional International Co. 7.81% 282,953 $9.0M Add +3.4%
JIRE JPMorgan Int Res Enh Eqty 6.84% 119,256 $7.9M Add +8.2%
SCHR Schwab Intermediate-Term US 6.54% 148,897 $7.5M Add +12.1%
JAVA JPMorgan Active Value ETF 6.05% 108,744 $7.0M Reduce -5.1%
MBB iShares MBS ETF 5.67% 68,093 $6.5M Add +13.2%
SPYG SS SPDR P S&P 500 Growth ETF 5.44% 75,551 $6.3M Add +32.3%
USIG iShares Broad Usd Investment 4.50% 98,518 $5.2M Add +14.1%
DFAE Dimensional Emerging Core Eq 3.61% 151,777 $4.2M Add +5.9%
IVW iShares S&P 500 Growth ETF 3.38% 40,702 $3.9M Reduce -1.3%
SPYV SS SPDR P S&P 500 Value ETF 3.33% 72,477 $3.8M Reduce -4.6%
IVE iShares S&P 500 Value ETF 3.05% 17,793 $3.5M Reduce -0.4%
SCHO Schwab Short-Term US Treas 2.61% 61,454 $3.0M Add +6.6%
IGSB iShares 1-5Y Inv Grade Corp. 2.47% 53,957 $2.8M Add +2.6%
SPMD SS SPDR P S&P 400 Midcap ETF 1.96% 41,317 $2.3M Add +7.6%
SCHV Schwab US Large-Cap Value 1.77% 25,366 $2.0M Reduce -1.3%
VTV Vanguard Mrngstr Val ETF-Aui 1.73% 11,412 $2.0M Reduce -4.6%
IEFA iShares Core MSCI Eafe ETF 1.70% 25,122 $2.0M Reduce -0.1%
IWD iShares Russell 1000 Value E 1.17% 7,082 $1.3M Reduce -45.0%
SCHM Schwab US Mid Cap ETF 1.03% 14,268 $1.2M Reduce -0.7%
SCHG Schwab US Large-Cap Growth 1.03% 11,345 $1.2M Reduce -1.2%
MUB iShares National Muni Bond E 0.87% 9,184 $998K Add +1.8%
IJR iShares Core S&P Small-Cap E 0.68% 6,716 $785K Reduce -29.3%
IJH iShares Core S&P Midcap ETF 0.60% 11,011 $686K Reduce -1.2%
IDEV iShares Core MSCI Dev MKTS 0.55% 8,964 $635K Add +0.1%
IWY iShares Russell Top 200 Grow 0.51% 2,684 $591K No change
DFAS Dimensional US Small Cap ETF 0.49% 8,762 $568K Reduce -15.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.45% 1,973 $521K Reduce -1.7%
IEMG iShares Core MSCI Emerging 0.37% 7,493 $430K Reduce -3.0%
VMBS Vanguard Mortgage-Backed Sec 0.35% 8,521 $402K Reduce -0.0%
SCHD Schwab US DVD Equity ETF 0.34% 4,695 $397K Reduce -2.7%
SCHF Schwab Intl Equity ETF 0.34% 9,630 $396K Add +0.5%
IWX iShares Russell Top 200 Valu 0.32% 4,537 $369K No change
FMX Fomento Economico Mex-SP ADR 0.32% 3,721 $367K No change
SPEM State Street SP PTF Em ETF 0.28% 7,913 $327K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.28% 5,984 $321K No change
IXUS iShares Core Intl Stock ETF 0.27% 4,311 $313K Reduce -12.1%
HEFA Isha Curr Hedged MSCI Eafe 0.25% 8,231 $292K No change
QUAL iShares MSCI USA Quality Fac 0.25% 1,617 $290K No change
MCD McDonald's Corp. 0.24% 925 $282K No change
DHR Danaher Corp. 0.24% 1,000 $278K No change
GOVT iShares US Treasury Bond ETF 0.23% 11,299 $265K No change
VEA Vanguard Ftse Developed ETF 0.23% 4,992 $264K Reduce -1.9%
USMV iShares MSCI USA Min Vol Fac 0.20% 2,472 $226K Reduce -0.1%
CMI Cummins Inc. 0.19% 690 $223K No change
AAPL Apple Inc. 0.19% 938 $219K Reduce -2.3%
SPHQ Invesco S&P 500 Quality ETF 0.18% 3,152 $212K No change
JNJ Johnson & Johnson 0.18% 1,250 $203K Reduce -1.1%
NSC Norfolk Southern Corp. 0.17% 800 $199K No change
AVGO Broadcom Inc. 0.15% 1,000 $173K No change
IWB iShares Russell 1000 ETF 0.15% 539 $169K No change
PM Philip Morris International 0.14% 1,340 $163K No change
MO Altria Group Inc. 0.13% 2,914 $149K No change
AMZN Amazon.com Inc. 0.13% 790 $147K Reduce -1.7%
SHY iShares 1-3 Year Treasury Bo 0.12% 1,708 $142K No change
UNP Union Pacific Corp. 0.12% 570 $140K No change
IYW iShares Ustechnology ETF 0.12% 900 $136K No change
IWF iShares Russell 1000 Growth 0.12% 354 $133K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 274 $126K No change
SPSM SS SPDR P S&P 600 Small Cap 0.11% 2,767 $126K No change
EFA iShares MSCI Eafe ETF 0.10% 1,444 $121K No change
IJK iShares S&P Mid-Cap 400 Grow 0.10% 1,193 $110K No change
VB Vanguard Most SM-Cap ETF-Usd 0.09% 426 $101K Reduce -0.7%
EMR Emerson Electric Co. 0.09% 899 $98K Reduce -7.0%
EBAY eBay Inc. 0.08% 1,500 $98K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.08% 745 $92K No change
IWP iShares Russell Mid-Cap Grow 0.08% 775 $91K Reduce -24.5%
SCHE Schwab Emrg Mrkts Eqty ETF 0.08% 3,066 $89K Add +0.8%
PH Parker Hannifin Corp. 0.07% 127 $80K No change
PG The Procter & Gamble Co. 0.07% 456 $79K Reduce -3.4%
IJT iShares S&P Small-Cap 600 GR 0.07% 559 $78K No change
SDY SS SPDR S&P Dividend ETF 0.07% 537 $76K No change
VCSH Vanguard S/T Corp. Bond ETF 0.06% 941 $75K No change
SYK Stryker Corp. 0.06% 205 $74K No change
SCHA Schwab US Small-Cap ETF 0.06% 1,411 $73K Reduce -6.8%
IWR iShares Russell Mid-Cap ETF 0.06% 819 $72K Reduce -14.0%
JVAL JPMorgan US Value Factor ETF 0.06% 1,620 $71K No change
FAST Fastenal Co. 0.06% 910 $65K Reduce -0.4%
VWO Vanguard Ftse Emerging Marke 0.05% 1,256 $60K Reduce -6.1%
UNH Unitedhealth Group Inc. 0.05% 100 $58K No change
IJS iShares S&P Small-Cap 600 Va 0.05% 540 $58K No change
D Dominion Energy Inc. 0.05% 989 $57K No change
VGT Vanguard Info Tech ETF 0.05% 96 $56K No change
GLD SPDR Gold Shares 0.04% 200 $49K No change
CHCO City Holding Co. filed as CITY HLDG CO 0.04% 373 $44K No change
KO The Coca-Cola Co. 0.04% 585 $42K Reduce -6.0%
VLTO Veralto Corp. 0.03% 332 $37K No change
MA Mastercard Inc. Class A 0.03% 75 $37K No change
GD General Dynamics Corp. 0.03% 120 $36K No change
VFH Vanguard Financials ETF 0.03% 322 $35K No change
SPTI SS SPDR P Int Term TSY ETF 0.03% 1,212 $35K Add +0.2%
MSFT Microsoft Corp. 0.03% 80 $35K Reduce -13.0%
UPS United Parcel Service Class B 0.03% 242 $33K No change
FRDM Freedom 100 Emeging MRKT ETF 0.03% 921 $33K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.03% 362 $32K No change
XOM Exxon Mobil Corp. 0.03% 260 $30K No change
DUK Duke Energy Corp. 0.03% 258 $30K No change
VOO Vanguard S&P 500 ETF 0.03% 55 $29K Add +1.9%
GOOGL Alphabet Inc. Class A 0.02% 170 $28K Reduce -10.5%
V Visa Inc. Class A 0.02% 100 $27K No change
SCHB Schwab US Broad Market ETF 0.02% 412 $27K Add +2.5%
MDLZ Mondelez International Inc. Class A 0.02% 368 $27K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.02% 215 $26K No change
MKL Markel Group Inc. 0.02% 16 $25K No change
FTV Fortive Corp. 0.02% 309 $24K No change
XLE SS Energy Select Sector 0.02% 257 $23K No change
ABBV Abbvie Inc. 0.02% 100 $20K No change
VZ Verizon Communications Inc. 0.02% 432 $19K Reduce -9.8%
IWM iShares Russell 2000 ETF 0.02% 87 $19K Reduce -55.1%
IWC iShares Micro-Cap ETF 0.02% 153 $19K No change
ELV Elevance Health Inc. 0.02% 36 $19K No change
KNSL Kinsale Capital Group Inc. 0.02% 40 $19K No change
T AT&T Inc. 0.02% 808 $18K Add +0.3%
VTWO Vanguard Russell 2000 ETF 0.02% 196 $18K No change
IEF iShares 7-10 Year Treasury B 0.01% 174 $17K No change
VHT Vanguard Health Care ETF 0.01% 59 $17K No change
PROSHARES TR 0.01% 800 $17K No change
COIN Coinbase Global Inc. Class A 0.01% 86 $15K No change
DD Dupont DE Nemours Inc. 0.01% 169 $15K No change
PEP Pepsico Inc. 0.01% 70 $12K No change
ABT Abbott Laboratories 0.01% 100 $11K Reduce -18.0%
IWO iShares Russell 2000 Growth 0.01% 38 $11K No change
MET Metlife Inc. 0.01% 122 $10K No change
GM General Motors Co. 0.01% 211 $9K Add +0.5%
DOW Dow Inc. 0.01% 169 $9K No change
MMM 3M Co. 0.01% 62 $8K No change
SCHX Schwab US Large-Cap ETF 0.01% 121 $8K Add +0.8%
CINF Cincinnati Financial Corp. 0.01% 55 $7K Reduce -73.8%
EEM iShares MSCI Emerging Market 0.01% 150 $7K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 17 $7K No change
VCIT Vanguard Int-Term Corporate 0.01% 75 $6K No change
F Ford Motor Co. filed as FORD MTR CO 0.00% 490 $5K Add +1.4%
KHC The Kraft Heinz Co. 0.00% 134 $5K No change
VONG Vanguard Russell 1000 Growth 0.00% 46 $4K No change
VNT Vontier Corp. 0.00% 123 $4K No change
IWN iShares Russell 2000 Value E 0.00% 13 $2K No change
IPO Renaissance Ipo ETF 0.00% 50 $2K New
WBD Warner Bros Discovery Inc. 0.00% 189 $2K No change
PLUR Pluri Inc. 0.00% 250 $2K No change
STZ Constellation Brands Inc. Class A 0.00% 5 $1K No change
WAB Wabtec Corp. 0.00% 1 $182 No change
CLOV Clover Health Investments Co. 0.00% 50 $141 No change

Portfolio Sells Q2 2024 → Q3 2024
IWD iShares Russell 1000 Value E Reduce -45.0% 1.17% −0.98
JAVA JPMorgan Active Value ETF Reduce -5.1% 6.05% −0.42
IJR iShares Core S&P Small-Cap E Reduce -29.3% 0.68% −0.28
IVW iShares S&P 500 Growth ETF Reduce -1.3% 3.38% −0.25
SPYV SS SPDR P S&P 500 Value ETF Reduce -4.6% 3.33% −0.20
DFAS Dimensional US Small Cap ETF Reduce -15.8% 0.49% −0.10
VTV Vanguard Mrngstr Val ETF-Aui Reduce -4.6% 1.73% −0.10
SCHG Schwab US Large-Cap Growth Reduce -1.2% 1.03% −0.08
IVE iShares S&P 500 Value ETF Reduce -0.4% 3.05% −0.05
SCHV Schwab US Large-Cap Value Reduce -1.3% 1.77% −0.05
IXUS iShares Core Intl Stock ETF Reduce -12.1% 0.27% −0.04
IEFA iShares Core MSCI Eafe ETF Reduce -0.1% 1.70% −0.04
SCHM Schwab US Mid Cap ETF Reduce -0.7% 1.03% −0.04
IWP iShares Russell Mid-Cap Grow Reduce -24.5% 0.08% −0.03
IJH iShares Core S&P Midcap ETF Reduce -1.2% 0.60% −0.03
IWM iShares Russell 2000 ETF Reduce -55.1% 0.02% −0.02
IEMG iShares Core MSCI Emerging Reduce -3.0% 0.37% −0.02
AMZN Amazon.com Inc. Reduce -1.7% 0.13% −0.02
VMBS Vanguard Mortgage-Backed Sec Reduce -0.0% 0.35% −0.02
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.02
CINF Cincinnati Financial Corp. Reduce -73.8% 0.01% −0.02
EMR Emerson Electric Co. Reduce -7.0% 0.09% −0.02
SCHD Schwab US DVD Equity ETF Reduce -2.7% 0.34% −0.01
VNQI Vanguard GLBL Ex-US Real Est Sold out 0.00% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.7% 0.45% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -14.0% 0.06% −0.01
VEA Vanguard Ftse Developed ETF Reduce -1.9% 0.23% −0.01
MSFT Microsoft Corp. Reduce -13.0% 0.03% −0.01
GOOGL Alphabet Inc. Class A Reduce -10.5% 0.02% −0.01
TOLZ Proshares GLB Infrastructure Sold out 0.00% −0.01
PG The Procter & Gamble Co. Reduce -3.4% 0.07% −0.01
SCHA Schwab US Small-Cap ETF Reduce -6.8% 0.06% −0.01
PSX Phillips 66 Sold out 0.00% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -6.1% 0.05% −0.00
TXN Texas Instruments Inc. Sold out 0.00% −0.00
ADP Automatic Data Processing Sold out 0.00% −0.00
CSCO Cisco Systems Inc. Sold out 0.00% −0.00
MRK Merck & Co. Inc. Sold out 0.00% −0.00
AAPL Apple Inc. Reduce -2.3% 0.19% −0.00
ITOT iShares Core S&P Total U.S. Sold out 0.00% −0.00
BLK BlackRock Finance Inc. Sold out 0.00% −0.00
ABT Abbott Laboratories Reduce -18.0% 0.01% −0.00
CB Chubb Ltd. Sold out 0.00% −0.00
TSCO Tractor Supply Company Sold out 0.00% −0.00
USMV iShares MSCI USA Min Vol Fac Reduce -0.1% 0.20% −0.00
VZ Verizon Communications Inc. Reduce -9.8% 0.02% −0.00
MDT Medtronic PLC Sold out 0.00% −0.00
ITW Illinois Tool Works Sold out 0.00% −0.00
APD Air Products & Chemicals Inc. Sold out 0.00% −0.00
ECL Ecolab Inc. Sold out 0.00% −0.00

Portfolio Buys Q2 2024 → Q3 2024
SPYG SS SPDR P S&P 500 Growth ETF Add +32.3% 5.44% +1.08
IVV iShares Core S&P 500 ETF Add +8.9% 14.76% +0.65
MBB iShares MBS ETF Add +13.2% 5.67% +0.40
SCHR Schwab Intermediate-Term US Add +12.1% 6.54% +0.37
USIG iShares Broad Usd Investment Add +14.1% 4.50% +0.37
JIRE JPMorgan Int Res Enh Eqty Add +8.2% 6.84% +0.26
SPMD SS SPDR P S&P 400 Midcap ETF Add +7.6% 1.96% +0.08
DFAE Dimensional Emerging Core Eq Add +5.9% 3.61% +0.08
DFAI Dimensional International Co. Add +3.4% 7.81% +0.07
IPO Renaissance Ipo ETF New 0.00% +0.00
T AT&T Inc. Add +0.3% 0.02% +0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.8% 0.08% +0.00
SCHX Schwab US Large-Cap ETF Add +0.8% 0.01% −0.00
SCHB Schwab US Broad Market ETF Add +2.5% 0.02% −0.00
VOO Vanguard S&P 500 ETF Add +1.9% 0.03% −0.00
GM General Motors Co. Add +0.5% 0.01% −0.00
F Ford Motor Co. Add +1.4% 0.00% −0.00
SPTI SS SPDR P Int Term TSY ETF Add +0.2% 0.03% −0.00
SCHF Schwab Intl Equity ETF Add +0.5% 0.34% −0.01
IDEV iShares Core MSCI Dev MKTS Add +0.1% 0.55% −0.01
SCHO Schwab Short-Term US Treas Add +6.6% 2.61% −0.03
MUB iShares National Muni Bond E Add +1.8% 0.87% −0.05
IGSB iShares 1-5Y Inv Grade Corp. Add +2.6% 2.47% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 130$141.1MIVV, DFAI, SPYG, JIRE, USIG
Q1 2026 131$131.3MIVV, DFAI, USIG, JIRE, SPYG
Q4 2025 130$131.5MIVV, SPYG, DFAI, JIRE, USIG
Q3 2025 165$130.8MIVV, SPYG, JIRE, DFAI, USIG
Q2 2025 153$123.9MIVV, SPYG, USIG, JIRE, DFAI
Q1 2025 183$120.4MIVV, SPYG, DFAI, SCHR, JIRE
Q4 2024 170$117.7MIVV, SPYG, SCHR, DFAI, MBB
Q3 2024 142$115.2MIVV, DFAI, JIRE, SCHR, JAVA
Q2 2024 171$104.9MIVV, DFAI, JIRE, JAVA, SCHR