SIMA Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed June 15, 2026), SIMA Wealth Partners, LLC reported 170 stock positions worth $117.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.8% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 7.4%) and Schwab Intermediate-Term US (SCHR, 7.0%). Compared with Q3 2024, it opened 32 new positions, sold out of 4, added to 32 and reduced 44. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +31%) and the biggest sale Dimensional International (DFAI, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH CHESTERFIELD, VA
- CIK
- 0002135539
- Portfolio Value
- $117.7M (Q4 2024)
- SEC Filing
- 0002135539-26-000008 ↗ filed Jun 15, 2026
Holdings Value
Holdings 170 stocks · $117.7M
| IVV iShares Core S&P 500 ETF | 15.77% | 31,519 | $18.6M | Add +7.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 7.41% | 99,248 | $8.7M | Add +31.4% |
| SCHR Schwab Intermediate-Term US | 7.04% | 341,104 | $8.3M | Add +14.5% |
| DFAI Dimensional International Co. | 6.55% | 263,769 | $7.7M | Reduce -6.8% |
| MBB iShares MBS ETF | 5.91% | 75,782 | $6.9M | Add +11.3% |
| USIG iShares Broad Usd Investment | 5.84% | 136,735 | $6.9M | Add +38.8% |
| JIRE JPMorgan Int Res Enh Eqty | 5.74% | 115,443 | $6.8M | Reduce -3.2% |
| JAVA JPMorgan Active Value ETF | 4.97% | 92,418 | $5.9M | Reduce -15.0% |
| IVW iShares S&P 500 Growth ETF | 3.50% | 40,572 | $4.1M | Reduce -0.3% |
| DFAE Dimensional Emerging Core Eq | 3.31% | 153,733 | $3.9M | Add +1.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.06% | 70,510 | $3.6M | Reduce -2.7% |
| IVE iShares S&P 500 Value ETF | 2.86% | 17,648 | $3.4M | Reduce -0.8% |
| SCHO Schwab Short-Term US Treas | 2.52% | 123,163 | $3.0M | Add +0.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.36% | 53,692 | $2.8M | Reduce -0.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.93% | 41,587 | $2.3M | Add +0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.62% | 11,238 | $1.9M | Reduce -1.5% |
| SCHV Schwab US Large-Cap Value | 1.54% | 69,678 | $1.8M | Reduce -8.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.47% | 24,577 | $1.7M | Reduce -2.2% |
| SCHG Schwab US Large-Cap Growth | 1.01% | 42,608 | $1.2M | Reduce -6.1% |
| SCHM Schwab US Mid Cap ETF | 0.96% | 40,710 | $1.1M | Reduce -4.9% |
| MUB iShares National Muni Bond E | 0.83% | 9,188 | $979K | Add +0.0% |
| PM Philip Morris International | 0.79% | 7,686 | $925K | Add +473.6% |
| IJH iShares Core S&P Midcap ETF | 0.57% | 10,738 | $669K | Reduce -2.5% |
| IWY iShares Russell Top 200 Grow | 0.54% | 2,684 | $631K | No change |
| IWD iShares Russell 1000 Value E | 0.45% | 2,880 | $533K | Reduce -59.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 1,971 | $521K | Reduce -0.1% |
| DFAS Dimensional US Small Cap ETF | 0.42% | 7,592 | $494K | Reduce -13.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.40% | 7,312 | $471K | Reduce -18.4% |
| MO Altria Group Inc. | 0.39% | 8,832 | $462K | Add +203.1% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 3,840 | $442K | Reduce -42.8% |
| SCHF Schwab Intl Equity ETF | 0.32% | 20,522 | $380K | Add +6.5% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 13,881 | $379K | Reduce -1.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.32% | 8,282 | $376K | Reduce -2.8% |
| IEMG iShares Core MSCI Emerging | 0.31% | 7,080 | $370K | Reduce -5.5% |
| IWX iShares Russell Top 200 Valu | 0.30% | 4,537 | $359K | No change |
| IXUS iShares Core Intl Stock ETF | 0.27% | 4,793 | $317K | Add +11.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.26% | 6,026 | $310K | Add +0.7% |
| SO The Southern Co. | 0.26% | 3,749 | $309K | New |
| SPEM State Street SP PTF Em ETF | 0.26% | 7,912 | $304K | Reduce -0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 1,617 | $288K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.24% | 8,098 | $281K | Reduce -1.6% |
| MCD McDonald's Corp. | 0.23% | 925 | $268K | No change |
| GOVT iShares US Treasury Bond ETF | 0.22% | 11,300 | $260K | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 5,073 | $243K | Add +1.6% |
| CMI Cummins Inc. | 0.20% | 690 | $241K | No change |
| AAPL Apple Inc. | 0.20% | 938 | $235K | No change |
| AVGO Broadcom Inc. | 0.20% | 1,000 | $232K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.19% | 2,472 | $220K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.18% | 3,152 | $211K | No change |
| DHR Danaher Corp. | 0.17% | 857 | $197K | Reduce -14.3% |
| CEG Constellation Energy | 0.16% | 832 | $186K | New |
| JNJ Johnson & Johnson | 0.15% | 1,250 | $181K | No change |
| IWB iShares Russell 1000 ETF | 0.15% | 539 | $174K | No change |
| AMZN Amazon.com Inc. | 0.15% | 781 | $171K | Reduce -1.1% |
| NSC Norfolk Southern Corp. | 0.14% | 680 | $160K | Reduce -15.0% |
| IYW iShares Ustechnology ETF | 0.12% | 900 | $144K | No change |
| IWF iShares Russell 1000 Growth | 0.12% | 354 | $142K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.12% | 1,664 | $136K | Reduce -2.6% |
| UNP Union Pacific Corp. | 0.11% | 548 | $125K | Reduce -3.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.11% | 2,767 | $124K | No change |
| CPK Chesapeake Utilities Corp. | 0.10% | 979 | $119K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 257 | $116K | Reduce -6.2% |
| EMR Emerson Electric Co. | 0.09% | 899 | $111K | No change |
| EFA iShares MSCI Eafe ETF | 0.09% | 1,444 | $109K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 1,193 | $108K | No change |
| EXC Exelon Corp. | 0.09% | 2,707 | $102K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 423 | $102K | Reduce -0.7% |
| IWP iShares Russell Mid-Cap Grow | 0.08% | 775 | $98K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.08% | 745 | $93K | No change |
| EBAY eBay Inc. | 0.08% | 1,500 | $93K | No change |
| MDLZ Mondelez International Inc. Class A | 0.07% | 1,414 | $84K | Add +284.2% |
| PH Parker Hannifin Corp. | 0.07% | 127 | $81K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.07% | 3,033 | $81K | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.07% | 456 | $76K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.06% | 559 | $76K | No change |
| OXY Occidental Petroleum Corp. | 0.06% | 1,502 | $74K | New |
| VOO Vanguard S&P 500 ETF | 0.06% | 137 | $74K | Add +149.1% |
| SYK Stryker Corp. | 0.06% | 205 | $74K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 924 | $72K | Reduce -1.8% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 537 | $71K | No change |
| JVAL JPMorgan US Value Factor ETF | 0.06% | 1,620 | $70K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 747 | $66K | Reduce -8.8% |
| D Dominion Energy Inc. | 0.05% | 1,154 | $62K | Add +16.7% |
| ITOT iShares Core S&P Total U.S. | 0.05% | 473 | $61K | New |
| VGT Vanguard Info Tech ETF | 0.05% | 96 | $60K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 1,273 | $56K | Add +1.4% |
| FAST Fastenal Co. | 0.05% | 774 | $56K | Reduce -14.9% |
| UNH Unitedhealth Group Inc. | 0.04% | 100 | $51K | No change |
| GLD SPDR Gold Shares | 0.04% | 200 | $48K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 440 | $48K | Reduce -18.5% |
| SPTI SS SPDR P Int Term TSY ETF | 0.04% | 1,683 | $47K | Add +38.9% |
| KMX Carmax Inc. | 0.03% | 502 | $41K | New |
| SCHB Schwab US Broad Market ETF | 0.03% | 1,793 | $41K | Add +45.1% |
| MA Mastercard Inc. Class A | 0.03% | 75 | $39K | No change |
| CHCO City Holding Co. filed as CITY HLDG CO | 0.03% | 317 | $38K | Reduce -15.0% |
| GOOGL Alphabet Inc. Class A | 0.03% | 198 | $37K | Add +16.5% |
| SCHA Schwab US Small-Cap ETF | 0.03% | 1,439 | $37K | Reduce -49.0% |
| BCO The Brink's Co. | 0.03% | 395 | $37K | New |
| KO The Coca-Cola Co. | 0.03% | 585 | $36K | No change |
| UPS United Parcel Service Class B | 0.03% | 274 | $35K | Add +13.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $5K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 181 | $5K | New |
Total filed on the 13F, all lines: $117.7M.
Portfolio Sells Q3 2024 → Q4 2024
| DFAI Dimensional International Co. | Reduce -6.8% | 6.55% | −1.26 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -3.2% | 5.74% | −1.10 |
| JAVA JPMorgan Active Value ETF | Reduce -15.0% | 4.97% | −1.08 |
| IWD iShares Russell 1000 Value E | Reduce -59.3% | 0.45% | −0.71 |
| FMX Fomento Economico Mex-SP ADR | Sold out | 0.00% | −0.32 |
| IJR iShares Core S&P Small-Cap E | Reduce -42.8% | 0.38% | −0.31 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.7% | 3.06% | −0.26 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.2% | 1.47% | −0.23 |
| SCHV Schwab US Large-Cap Value | Reduce -8.4% | 1.54% | −0.23 |
| IVE iShares S&P 500 Value ETF | Reduce -0.8% | 2.86% | −0.18 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -18.4% | 0.40% | −0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.5% | 1.62% | −0.11 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.5% | 2.36% | −0.11 |
| DHR Danaher Corp. | Reduce -14.3% | 0.17% | −0.07 |
| DFAS Dimensional US Small Cap ETF | Reduce -13.3% | 0.42% | −0.07 |
| SCHM Schwab US Mid Cap ETF | Reduce -4.9% | 0.96% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -5.5% | 0.31% | −0.06 |
| NSC Norfolk Southern Corp. | Reduce -15.0% | 0.14% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -49.0% | 0.03% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -2.8% | 0.32% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.5% | 0.57% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -0.0% | 0.26% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.4% | 0.32% | −0.02 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.1% | 1.01% | −0.02 |
| UNP Union Pacific Corp. | Reduce -3.9% | 0.11% | −0.02 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -1.6% | 0.24% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.2% | 0.10% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -18.5% | 0.04% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.44% | −0.01 |
| VFH Vanguard Financials ETF | Reduce -34.2% | 0.02% | −0.01 |
| FAST Fastenal Co. | Reduce -14.9% | 0.05% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.1% | 0.07% | −0.01 |
| VLTO Veralto Corp. | Reduce -14.5% | 0.02% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.6% | 0.12% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -8.8% | 0.06% | −0.01 |
| CHCO City Holding Co. | Reduce -15.0% | 0.03% | −0.01 |
| SJM The JM Smucker Co. | Reduce -12.1% | 0.02% | −0.00 |
| FTV Fortive Corp. | Reduce -15.2% | 0.02% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.8% | 0.06% | −0.00 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -0.2% | 0.03% | −0.00 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 0.09% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -5.8% | 0.02% | −0.00 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.00 |
| VNT Vontier Corp. | Reduce -16.3% | 0.00% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 0.15% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.3% | 3.50% | +0.12 |
Portfolio Buys Q3 2024 → Q4 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Add +31.4% | 7.41% | +1.97 |
| USIG iShares Broad Usd Investment | Add +38.8% | 5.84% | +1.34 |
| IVV iShares Core S&P 500 ETF | Add +7.0% | 15.77% | +1.01 |
| PM Philip Morris International | Add +473.6% | 0.79% | +0.64 |
| SCHR Schwab Intermediate-Term US | Add +14.5% | 7.04% | +0.50 |
| MO Altria Group Inc. | Add +203.1% | 0.39% | +0.26 |
| SO The Southern Co. | New | 0.26% | +0.26 |
| MBB iShares MBS ETF | Add +11.3% | 5.91% | +0.24 |
| CEG Constellation Energy | New | 0.16% | +0.16 |
| CPK Chesapeake Utilities Corp. | New | 0.10% | +0.10 |
| EXC Exelon Corp. | New | 0.09% | +0.09 |
| OXY Occidental Petroleum Corp. | New | 0.06% | +0.06 |
| ITOT iShares Core S&P Total U.S. | New | 0.05% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +284.2% | 0.07% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +149.1% | 0.06% | +0.04 |
| KMX Carmax Inc. | New | 0.03% | +0.03 |
| BCO The Brink's Co. | New | 0.03% | +0.03 |
| AUB Atlantic Union Bankshares Co. | New | 0.03% | +0.03 |
| JCI Johnson Controls Internation | New | 0.02% | +0.02 |
| ACH Accendra Health Inc. | New | 0.02% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +329.3% | 0.02% | +0.02 |
| PFE Pfizer Inc. | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.01% | +0.01 |
| HWM Howmet Aerospace Inc. | New | 0.01% | +0.01 |
| DGRO iShares Core Dividend Growth | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | New | 0.01% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +45.1% | 0.03% | +0.01 |
| XMCRX MFS Charter Income Trust | New | 0.01% | +0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Add +38.9% | 0.04% | +0.01 |
| SCHP Schwab U.S. Tips ETF | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | New | 0.01% | +0.01 |
| KHC The Kraft Heinz Co. | Add +244.0% | 0.01% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +16.5% | 0.03% | +0.01 |
| IPO Renaissance Ipo ETF | Add +400.0% | 0.01% | +0.01 |
| BTI British American Tob-SP ADR | New | 0.01% | +0.01 |
| CTVA Corteva Inc. | New | 0.01% | +0.01 |
| DD Dupont DE Nemours Inc. | Add +69.8% | 0.02% | +0.01 |
| UBER Uber Technologies Inc. | New | 0.00% | +0.00 |
| D Dominion Energy Inc. | Add +16.7% | 0.05% | +0.00 |
| SCHW Schwab (charles) Corp. | New | 0.00% | +0.00 |
| DOW Dow Inc. | Add +83.4% | 0.01% | +0.00 |
| META Meta Platforms Inc. Class A | New | 0.00% | +0.00 |
| T AT&T Inc. | Add +9.5% | 0.02% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +23.4% | 0.01% | +0.00 |
| AA Alcoa Corp. | New | 0.00% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | New | 0.00% | +0.00 |
| UPS United Parcel Service Class B | Add +13.2% | 0.03% | +0.00 |
| VTRS Viatris Inc. | New | 0.00% | +0.00 |
| BKR Baker Hughes Co. | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 181 | $5K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |