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

0$50.0M$100.0M$150.0M Q2 2024: $104.9M Q2 2024 Q3 2024: $115.2M Q3 2024 Q4 2024: $117.7M $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 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%
MSFT Microsoft Corp. 0.03% 80 $34K No change
AUB Atlantic Union Bankshares Co. 0.03% 878 $33K New
GD General Dynamics Corp. 0.03% 120 $32K No change
V Visa Inc. Class A 0.03% 100 $32K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.03% 362 $31K No change
FRDM Freedom 100 Emeging MRKT ETF 0.03% 919 $30K Reduce -0.2%
VLTO Veralto Corp. 0.02% 284 $29K Reduce -14.5%
XOM Exxon Mobil Corp. 0.02% 260 $28K No change
DUK Duke Energy Corp. 0.02% 258 $28K No change
MKL Markel Group Inc. 0.02% 16 $28K No change
VCIT Vanguard Int-Term Corporate 0.02% 322 $26K Add +329.3%
VFH Vanguard Financials ETF 0.02% 212 $25K Reduce -34.2%
DD Dupont DE Nemours Inc. 0.02% 287 $22K Add +69.8%
JCI Johnson Controls Internation 0.02% 275 $22K New
COIN Coinbase Global Inc. Class A 0.02% 86 $21K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.02% 189 $21K Reduce -12.1%
T AT&T Inc. 0.02% 885 $20K Add +9.5%
IWC iShares Micro-Cap ETF 0.02% 153 $20K No change
FTV Fortive Corp. 0.02% 262 $20K Reduce -15.2%
ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW 0.02% 1,501 $20K New
KNSL Kinsale Capital Group Inc. 0.02% 40 $19K No change
IWM iShares Russell 2000 ETF 0.02% 82 $18K Reduce -5.8%
ABBV Abbvie Inc. 0.02% 100 $18K No change
VTWO Vanguard Russell 2000 ETF 0.01% 196 $18K No change
VZ Verizon Communications Inc. 0.01% 432 $17K No change
IEF iShares 7-10 Year Treasury B 0.01% 174 $16K No change
PFE Pfizer Inc. 0.01% 594 $16K New
PROSHARES TR 0.01% 800 $16K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 54 $16K New
HWM Howmet Aerospace Inc. 0.01% 142 $15K New
DGRO iShares Core Dividend Growth 0.01% 252 $15K New
VHT Vanguard Health Care ETF 0.01% 59 $15K No change
KHC The Kraft Heinz Co. 0.01% 461 $14K Add +244.0%
ELV Elevance Health Inc. 0.01% 36 $13K No change
TSLA Tesla Inc. 0.01% 32 $13K New
DOW Dow Inc. 0.01% 310 $12K Add +83.4%
XMCRX MFS Charter Income Trust 0.01% 1,775 $11K New
ABT Abbott Laboratories 0.01% 100 $11K No change
GM General Motors Co. 0.01% 211 $11K No change
IWO iShares Russell 2000 Growth 0.01% 38 $11K No change
IPO Renaissance Ipo ETF 0.01% 250 $11K Add +400.0%
PEP Pepsico Inc. 0.01% 70 $11K No change
SCHX Schwab US Large-Cap ETF 0.01% 448 $10K Add +23.4%
MET Metlife Inc. 0.01% 122 $10K No change
SCHP Schwab U.S. Tips ETF 0.01% 383 $10K New
NVDA Nvidia Corp. 0.01% 73 $10K New
MRVL Marvell Technology Inc. 0.01% 85 $9K New
MMM 3M Co. 0.01% 62 $8K No change
CINF Cincinnati Financial Corp. 0.01% 55 $8K No change
BTI British American Tob-SP ADR 0.01% 210 $8K New
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 17 $7K No change
CTVA Corteva Inc. 0.01% 114 $6K New
EEM iShares MSCI Emerging Market 0.01% 150 $6K No change
F Ford Motor Co. filed as FORD MTR CO 0.00% 497 $5K Add +1.4%
VONG Vanguard Russell 1000 Growth 0.00% 46 $5K No change
UBER Uber Technologies Inc. 0.00% 70 $4K New
SCHW Schwab (charles) Corp. 0.00% 51 $4K New
VNT Vontier Corp. 0.00% 103 $4K Reduce -16.3%
META Meta Platforms Inc. Class A 0.00% 5 $3K New
WBD Warner Bros Discovery Inc. 0.00% 189 $2K No change
AA Alcoa Corp. 0.00% 48 $2K New
VIG Vanguard Dividend Apprec ETF 0.00% 6 $1K New
PLUR Pluri Inc. 0.00% 250 $1K No change
VTRS Viatris Inc. 0.00% 72 $892 New
BKR Baker Hughes Co. 0.00% 18 $723 New
ADNT Adient PLC 0.00% 27 $466 New
NRG NRG Energy Inc. 0.00% 5 $425 New
WAB Wabtec Corp. 0.00% 1 $190 No change
CLOV Clover Health Investments Co. 0.00% 50 $158 No change
VTEB Vanguard Tax-Exempt Bond ETF 0.00% 2 $101 New
Other holdings (1): bonds, preferreds, convertibles and warrants · $5K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 181$5KNew

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

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