SIMA Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed June 15, 2026), SIMA Wealth Partners, LLC reported 183 stock positions worth $120.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.4% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 7.1%) and Dimensional International (DFAI, 6.8%). Compared with Q4 2024, it opened 21 new positions, sold out of 8, added to 38 and reduced 42. The biggest buy was JPMorgan Int Res Enh Eqty (JIRE, shares +8%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH CHESTERFIELD, VA
- CIK
- 0002135539
- Portfolio Value
- $120.4M (Q1 2025)
- SEC Filing
- 0002135539-26-000007 ↗ filed Jun 15, 2026
Holdings Value
Holdings 183 stocks · $120.4M
| IVV iShares Core S&P 500 ETF | 15.41% | 33,032 | $18.6M | Add +4.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 7.10% | 106,441 | $8.6M | Add +7.3% |
| DFAI Dimensional International Co. | 6.82% | 262,870 | $8.2M | Reduce -0.3% |
| SCHR Schwab Intermediate-Term US | 6.73% | 326,266 | $8.1M | Reduce -4.3% |
| JIRE JPMorgan Int Res Enh Eqty | 6.61% | 124,905 | $8.0M | Add +8.2% |
| USIG iShares Broad Usd Investment | 6.55% | 154,395 | $7.9M | Add +12.9% |
| MBB iShares MBS ETF | 6.21% | 79,748 | $7.5M | Add +5.2% |
| JAVA JPMorgan Active Value ETF | 5.05% | 95,686 | $6.1M | Add +3.5% |
| DFAE Dimensional Emerging Core Eq | 3.45% | 160,319 | $4.2M | Add +4.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.34% | 78,839 | $4.0M | Add +11.8% |
| IVW iShares S&P 500 Growth ETF | 3.12% | 40,506 | $3.8M | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 2.76% | 17,430 | $3.3M | Reduce -1.2% |
| SCHO Schwab Short-Term US Treas | 2.71% | 134,137 | $3.3M | Add +8.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.17% | 49,967 | $2.6M | Reduce -6.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.75% | 41,195 | $2.1M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.61% | 11,238 | $1.9M | No change |
| SCHV Schwab US Large-Cap Value | 1.48% | 67,240 | $1.8M | Reduce -3.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.35% | 21,432 | $1.6M | Reduce -12.8% |
| PM Philip Morris International | 1.02% | 7,721 | $1.2M | Add +0.5% |
| SCHG Schwab US Large-Cap Growth | 0.85% | 40,668 | $1.0M | Reduce -4.5% |
| SCHM Schwab US Mid Cap ETF | 0.83% | 38,290 | $1.0M | Reduce -5.9% |
| MUB iShares National Muni Bond E | 0.80% | 9,184 | $968K | Reduce -0.0% |
| IJH iShares Core S&P Midcap ETF | 0.51% | 10,539 | $615K | Reduce -1.9% |
| IWY iShares Russell Top 200 Grow | 0.47% | 2,684 | $566K | No change |
| IWD iShares Russell 1000 Value E | 0.45% | 2,880 | $542K | No change |
| MO Altria Group Inc. | 0.43% | 8,654 | $519K | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 1,971 | $510K | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.42% | 7,309 | $504K | Reduce -0.0% |
| DFAS Dimensional US Small Cap ETF | 0.39% | 7,861 | $470K | Add +3.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.32% | 8,280 | $383K | Reduce -0.0% |
| IEMG iShares Core MSCI Emerging | 0.31% | 6,922 | $374K | Reduce -2.2% |
| IWX iShares Russell Top 200 Valu | 0.31% | 4,537 | $373K | No change |
| SCHF Schwab Intl Equity ETF | 0.30% | 18,370 | $363K | Reduce -10.5% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 3,443 | $360K | Reduce -10.3% |
| SO The Southern Co. | 0.29% | 3,780 | $348K | Add +0.8% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 12,104 | $338K | Reduce -12.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.26% | 5,999 | $315K | Reduce -0.5% |
| IXUS iShares Core Intl Stock ETF | 0.26% | 4,462 | $311K | Reduce -6.9% |
| SPEM State Street SP PTF Em ETF | 0.26% | 7,912 | $311K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.24% | 7,966 | $289K | Reduce -1.6% |
| MCD McDonald's Corp. | 0.24% | 925 | $289K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.23% | 1,617 | $276K | No change |
| VEA Vanguard Ftse Developed ETF | 0.21% | 5,073 | $258K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.19% | 2,472 | $232K | No change |
| CMI Cummins Inc. | 0.18% | 690 | $216K | No change |
| JNJ Johnson & Johnson | 0.18% | 1,300 | $216K | Add +4.0% |
| SPHQ Invesco S&P 500 Quality ETF | 0.17% | 3,152 | $209K | No change |
| AAPL Apple Inc. | 0.17% | 938 | $208K | No change |
| GOVT iShares US Treasury Bond ETF | 0.17% | 8,868 | $204K | Reduce -21.5% |
| CEG Constellation Energy | 0.14% | 834 | $168K | Add +0.2% |
| AVGO Broadcom Inc. | 0.14% | 1,000 | $167K | No change |
| IWB iShares Russell 1000 ETF | 0.14% | 539 | $165K | No change |
| NSC Norfolk Southern Corp. | 0.13% | 680 | $161K | No change |
| AMZN Amazon.com Inc. | 0.12% | 764 | $145K | Reduce -2.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.11% | 1,656 | $137K | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 257 | $137K | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 354 | $128K | No change |
| CPK Chesapeake Utilities Corp. | 0.10% | 985 | $126K | Add +0.6% |
| IYW iShares Ustechnology ETF | 0.10% | 900 | $126K | No change |
| EXC Exelon Corp. | 0.10% | 2,732 | $126K | Add +0.9% |
| EFA iShares MSCI Eafe ETF | 0.10% | 1,444 | $118K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.09% | 2,767 | $113K | No change |
| EBAY eBay Inc. | 0.08% | 1,500 | $102K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.08% | 1,193 | $99K | No change |
| EMR Emerson Electric Co. | 0.08% | 899 | $99K | No change |
| MDLZ Mondelez International Inc. Class A | 0.08% | 1,426 | $97K | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 423 | $94K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.08% | 3,324 | $92K | Add +9.6% |
| IWP iShares Russell Mid-Cap Grow | 0.08% | 775 | $91K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.07% | 745 | $89K | No change |
| PG The Procter & Gamble Co. | 0.07% | 506 | $86K | Add +11.0% |
| GLD SPDR Gold Shares | 0.07% | 273 | $79K | Add +36.5% |
| DHR Danaher Corp. | 0.06% | 380 | $78K | Reduce -55.7% |
| PH Parker Hannifin Corp. | 0.06% | 127 | $77K | No change |
| SYK Stryker Corp. | 0.06% | 205 | $76K | No change |
| OXY Occidental Petroleum Corp. | 0.06% | 1,508 | $74K | Add +0.4% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 537 | $73K | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 141 | $73K | Add +2.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.06% | 559 | $70K | No change |
| JVAL JPMorgan US Value Factor ETF | 0.06% | 1,620 | $67K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 747 | $64K | No change |
| ITOT iShares Core S&P Total U.S. | 0.05% | 473 | $58K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 1,273 | $58K | No change |
| UNP Union Pacific Corp. | 0.05% | 230 | $54K | Reduce -58.0% |
| UNH Unitedhealth Group Inc. | 0.04% | 100 | $52K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.04% | 1,683 | $48K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 550 | $43K | Reduce -40.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 440 | $43K | No change |
| KO The Coca-Cola Co. | 0.03% | 585 | $42K | No change |
| D Dominion Energy Inc. | 0.03% | 745 | $42K | Reduce -35.4% |
| MA Mastercard Inc. Class A | 0.03% | 75 | $41K | No change |
| KMX Carmax Inc. | 0.03% | 502 | $39K | No change |
| SCHB Schwab US Broad Market ETF | 0.03% | 1,705 | $37K | Reduce -4.9% |
| V Visa Inc. Class A | 0.03% | 100 | $35K | No change |
| BCO The Brink's Co. | 0.03% | 396 | $34K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.03% | 280 | $33K | Add +7.7% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.03% | 939 | $33K | Add +2.2% |
| GD General Dynamics Corp. | 0.03% | 120 | $33K | No change |
| VGT Vanguard Info Tech ETF | 0.03% | 60 | $33K | Reduce -37.5% |
| DUK Duke Energy Corp. | 0.03% | 258 | $31K | No change |
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 | No change |
Total filed on the 13F, all lines: $120.4M.
Portfolio Sells Q4 2024 → Q1 2025
| IVW iShares S&P 500 Growth ETF | Reduce -0.2% | 3.12% | −0.38 |
| SCHR Schwab Intermediate-Term US | Reduce -4.3% | 6.73% | −0.31 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -6.9% | 2.17% | −0.19 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.9% | 1.75% | −0.18 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.5% | 0.85% | −0.16 |
| SCHM Schwab US Mid Cap ETF | Reduce -5.9% | 0.83% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -12.8% | 1.35% | −0.12 |
| IVE iShares S&P 500 Value ETF | Reduce -1.2% | 2.76% | −0.11 |
| DHR Danaher Corp. | Reduce -55.7% | 0.06% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.3% | 0.30% | −0.08 |
| UNP Union Pacific Corp. | Reduce -58.0% | 0.05% | −0.06 |
| SCHV Schwab US Large-Cap Value | Reduce -3.5% | 1.48% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 0.51% | −0.06 |
| GOVT iShares US Treasury Bond ETF | Reduce -21.5% | 0.17% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -12.8% | 0.28% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -0.0% | 0.80% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -40.5% | 0.04% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 0.12% | −0.02 |
| FAST Fastenal Co. | Reduce -53.0% | 0.02% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -37.5% | 0.03% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -10.5% | 0.30% | −0.02 |
| D Dominion Energy Inc. | Reduce -35.4% | 0.03% | −0.02 |
| IWC iShares Micro-Cap ETF | Sold out | 0.00% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -76.7% | 0.01% | −0.02 |
| VLTO Veralto Corp. | Reduce -55.6% | 0.01% | −0.01 |
| CHCO City Holding Co. | Reduce -35.3% | 0.02% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -58.5% | 0.01% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -6.9% | 0.26% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -23.4% | 0.02% | −0.01 |
| FTV Fortive Corp. | Reduce -53.0% | 0.01% | −0.01 |
| MET Metlife Inc. | Sold out | 0.00% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Reduce -11.7% | 0.02% | −0.01 |
| SJM The JM Smucker Co. | Reduce -41.3% | 0.01% | −0.01 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -2.2% | 0.31% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -4.9% | 0.03% | −0.00 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.00 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.5% | 0.11% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.5% | 0.26% | −0.00 |
| NVDA Nvidia Corp. | Reduce -4.1% | 0.01% | −0.00 |
| VNT Vontier Corp. | Reduce -52.4% | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.0% | 0.32% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.00 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -1.6% | 0.24% | +0.00 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -0.0% | 0.42% | +0.02 |
| MO Altria Group Inc. | Reduce -2.0% | 0.43% | +0.04 |
| DFAI Dimensional International Co. | Reduce -0.3% | 6.82% | +0.27 |
Portfolio Buys Q4 2024 → Q1 2025
| JIRE JPMorgan Int Res Enh Eqty | Add +8.2% | 6.61% | +0.87 |
| USIG iShares Broad Usd Investment | Add +12.9% | 6.55% | +0.70 |
| MBB iShares MBS ETF | Add +5.2% | 6.21% | +0.30 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +11.8% | 3.34% | +0.28 |
| PM Philip Morris International | Add +0.5% | 1.02% | +0.23 |
| SCHO Schwab Short-Term US Treas | Add +8.9% | 2.71% | +0.19 |
| DFAE Dimensional Emerging Core Eq | Add +4.3% | 3.45% | +0.13 |
| JAVA JPMorgan Active Value ETF | Add +3.5% | 5.05% | +0.08 |
| SO The Southern Co. | Add +0.8% | 0.29% | +0.03 |
| IBM Intl Business Machines Corp. | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +4.0% | 0.18% | +0.03 |
| GLD SPDR Gold Shares | Add +36.5% | 0.07% | +0.02 |
| EXC Exelon Corp. | Add +0.9% | 0.10% | +0.02 |
| TRP TC Energy Corp. | New | 0.02% | +0.02 |
| NWBI Northwest Bancshares Inc. | New | 0.01% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +150.4% | 0.02% | +0.01 |
| VZ Verizon Communications Inc. | Add +57.9% | 0.03% | +0.01 |
| MMM 3M Co. | Add +112.9% | 0.02% | +0.01 |
| IP International Paper Co. | New | 0.01% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +0.8% | 0.08% | +0.01 |
| SW Smurfit Westrock PLC | New | 0.01% | +0.01 |
| WHR Whirlpool Corp. | New | 0.01% | +0.01 |
| HIW Highwoods Properties Inc. | New | 0.01% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +9.6% | 0.08% | +0.01 |
| DOC Healthpeak Properties Inc. | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +11.0% | 0.07% | +0.01 |
| SPH Suburban Propane Partners LP | New | 0.01% | +0.01 |
| SWK Stanley Black & Decker Inc. | New | 0.00% | +0.00 |
| CPK Chesapeake Utilities Corp. | Add +0.6% | 0.10% | +0.00 |
| XOM Exxon Mobil Corp. | Add +7.7% | 0.03% | +0.00 |
| HSY The Hershey Co. | New | 0.00% | +0.00 |
| UDR Udr Inc. | New | 0.00% | +0.00 |
| T AT&T Inc. | Add +0.1% | 0.02% | +0.00 |
| F Ford Motor Co. | Add +81.9% | 0.01% | +0.00 |
| HBI Hanesbrands Inc. | New | 0.00% | +0.00 |
| AAP Advance Auto Parts Inc. | New | 0.00% | +0.00 |
| GT Goodyear Tire & Rubber Co. | New | 0.00% | +0.00 |
| AMLP Alerian MLP ETF | New | 0.00% | +0.00 |
| INTC Intel Corp. | New | 0.00% | +0.00 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +2.2% | 0.03% | +0.00 |
| SOBO South Bow Corp. | New | 0.00% | +0.00 |
| IVZ Invesco Ltd. | New | 0.00% | +0.00 |
| SOLV Solventum Corp. | New | 0.00% | +0.00 |
| KHC The Kraft Heinz Co. | Add +7.8% | 0.01% | +0.00 |
| KD Kyndryl Holdings Inc. | New | 0.00% | +0.00 |
| PEP Pepsico Inc. | Add +2.9% | 0.01% | −0.00 |
| XMCRX MFS Charter Income Trust | Add +2.1% | 0.01% | −0.00 |
| DOW Dow Inc. | Add +11.0% | 0.01% | −0.00 |
| PFE Pfizer Inc. | Add +1.7% | 0.01% | −0.00 |
| GM General Motors Co. | Add +0.5% | 0.01% | −0.00 |
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 |