SIMA Wealth Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed June 15, 2026), SIMA Wealth Partners, LLC reported 153 stock positions worth $123.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.2% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 7.6%) and iShares Broad Usd Investment (USIG, 7.2%). Compared with Q1 2025, it opened 1 new position, sold out of 31, added to 17 and reduced 57. The biggest buy was iShares Broad Usd Investment (USIG, shares +12%) and the biggest sale Schwab Intermediate-Term US (SCHR, shares −14%).

Most Recent 13F
Q2 2026
Location
NORTH CHESTERFIELD, VA
CIK
0002135539
Portfolio Value
$123.9M (Q2 2025)
SEC Filing
0002135539-26-000006 ↗ 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 Q4 2024 Q1 2025: $120.4M Q1 2025 Q2 2025: $123.9M $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 153 stocks · $123.9M
IVV iShares Core S&P 500 ETF 16.22% 32,353 $20.1M Reduce -2.1%
SPYG SS SPDR P S&P 500 Growth ETF 7.65% 99,393 $9.5M Reduce -6.6%
USIG iShares Broad Usd Investment 7.18% 172,860 $8.9M Add +12.0%
JIRE JPMorgan Int Res Enh Eqty 7.09% 124,184 $8.8M Reduce -0.6%
DFAI Dimensional International Co. 6.77% 242,531 $8.4M Reduce -7.7%
MBB iShares MBS ETF 6.04% 79,697 $7.5M Reduce -0.1%
SCHR Schwab Intermediate-Term US 5.70% 282,040 $7.1M Reduce -13.6%
JAVA JPMorgan Active Value ETF 5.29% 99,983 $6.5M Add +4.5%
SPYV SS SPDR P S&P 500 Value ETF 3.97% 94,027 $4.9M Add +19.3%
DFAE Dimensional Emerging Core Eq 3.83% 164,004 $4.7M Add +2.3%
IVW iShares S&P 500 Growth ETF 3.41% 38,369 $4.2M Reduce -5.3%
SCHO Schwab Short-Term US Treas 2.94% 149,374 $3.6M Add +11.4%
IVE iShares S&P 500 Value ETF 2.71% 17,180 $3.4M Reduce -1.4%
IGSB iShares 1-5Y Inv Grade Corp. 1.63% 38,381 $2.0M Reduce -23.2%
SCHV Schwab US Large-Cap Value 1.45% 65,129 $1.8M Reduce -3.1%
SPMD SS SPDR P S&P 400 Midcap ETF 1.37% 31,174 $1.7M Reduce -24.3%
IEFA iShares Core MSCI Eafe ETF 1.24% 18,465 $1.5M Reduce -13.8%
VTV Vanguard Mrngstr Val ETF-Aui 1.24% 8,679 $1.5M Reduce -22.8%
SCHG Schwab US Large-Cap Growth 0.96% 40,666 $1.2M Reduce 0.0%
MUB iShares National Muni Bond E 0.86% 10,200 $1.1M Add +11.1%
PM Philip Morris International 0.69% 4,672 $851K Reduce -39.5%
SCHM Schwab US Mid Cap ETF 0.58% 25,715 $721K Reduce -32.8%
IWB iShares Russell 1000 ETF 0.57% 2,082 $707K Add +286.3%
IWY iShares Russell Top 200 Grow 0.53% 2,684 $662K No change
IJH iShares Core S&P Midcap ETF 0.50% 10,077 $625K Reduce -4.4%
IDEV iShares Core MSCI Dev MKTS 0.43% 6,944 $528K Reduce -5.0%
VONG Vanguard Russell 1000 Growth 0.42% 4,734 $517K Add +10191.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.40% 1,754 $491K Reduce -11.0%
DFAS Dimensional US Small Cap ETF 0.40% 7,697 $490K Reduce -2.1%
IEMG iShares Core MSCI Emerging 0.33% 6,883 $413K Reduce -0.6%
SCHF Schwab Intl Equity ETF 0.31% 17,495 $387K Reduce -4.8%
IWX iShares Russell Top 200 Valu 0.31% 4,537 $382K No change
VMBS Vanguard Mortgage-Backed Sec 0.31% 8,210 $380K Reduce -0.8%
IJR iShares Core S&P Small-Cap E 0.29% 3,285 $359K Reduce -4.6%
SCHD Schwab US DVD Equity ETF 0.26% 12,110 $321K Add +0.1%
IXUS iShares Core Intl Stock ETF 0.26% 4,144 $320K Reduce -7.1%
IGIB iShares 5-10Y Inv Grade Corp. 0.25% 5,809 $310K Reduce -3.2%
QUAL iShares MSCI USA Quality Fac 0.24% 1,617 $296K No change
HEFA Isha Curr Hedged MSCI Eafe 0.23% 7,612 $289K Reduce -4.4%
SPEM State Street SP PTF Em ETF 0.22% 6,474 $277K Reduce -18.2%
MCD McDonald's Corp. 0.22% 925 $270K No change
MO Altria Group Inc. 0.21% 4,523 $265K Reduce -47.7%
AVGO Broadcom Inc. 0.20% 900 $248K Reduce -10.0%
USMV iShares MSCI USA Min Vol Fac 0.19% 2,442 $229K Reduce -1.2%
SPHQ Invesco S&P 500 Quality ETF 0.17% 3,002 $214K Reduce -4.8%
JNJ Johnson & Johnson 0.16% 1,300 $199K No change
AAPL Apple Inc. 0.16% 938 $192K No change
NSC Norfolk Southern Corp. 0.14% 680 $174K No change
SHY iShares 1-3 Year Treasury Bo 0.14% 2,086 $173K Add +26.0%
AMZN Amazon.com Inc. 0.14% 764 $168K No change
IWD iShares Russell 1000 Value E 0.13% 858 $167K Reduce -70.2%
VEA Vanguard Ftse Developed ETF 0.13% 2,912 $166K Reduce -42.6%
GOVT iShares US Treasury Bond ETF 0.13% 7,018 $161K Reduce -20.9%
IYW iShares Ustechnology ETF 0.13% 900 $156K No change
IWF iShares Russell 1000 Growth 0.12% 354 $150K No change
EFA iShares MSCI Eafe ETF 0.10% 1,444 $129K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 257 $125K No change
EMR Emerson Electric Co. 0.10% 899 $120K No change
EBAY eBay Inc. 0.09% 1,500 $112K No change
IJK iShares S&P Mid-Cap 400 Grow 0.09% 1,193 $109K No change
SPSM SS SPDR P S&P 600 Small Cap 0.08% 2,444 $104K Reduce -11.7%
SCHE Schwab Emrg Mrkts Eqty ETF 0.08% 3,325 $100K Add +0.0%
IJJ iShares S&P Mid-Cap 400 Valu 0.07% 745 $92K No change
PH Parker Hannifin Corp. 0.07% 127 $89K No change
GLD SPDR Gold Shares 0.07% 273 $83K No change
SYK Stryker Corp. 0.07% 205 $81K No change
PG The Procter & Gamble Co. 0.07% 506 $81K No change
CMI Cummins Inc. 0.06% 231 $76K Reduce -66.5%
IJT iShares S&P Small-Cap 600 GR 0.06% 559 $74K No change
SDY SS SPDR S&P Dividend ETF 0.06% 537 $73K No change
VOO Vanguard S&P 500 ETF 0.06% 127 $72K Reduce -9.9%
JVAL JPMorgan US Value Factor ETF 0.06% 1,620 $72K No change
ITOT iShares Core S&P Total U.S. 0.05% 473 $64K No change
VWO Vanguard Ftse Emerging Marke 0.05% 1,273 $63K No change
SCHB Schwab US Broad Market ETF 0.05% 2,479 $59K Add +45.4%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 241 $57K Reduce -43.0%
IWR iShares Russell Mid-Cap ETF 0.04% 584 $54K Reduce -21.8%
MA Mastercard Inc. Class A 0.03% 75 $42K No change
KO The Coca-Cola Co. 0.03% 585 $41K No change
MSFT Microsoft Corp. 0.03% 80 $40K No change
VGT Vanguard Info Tech ETF 0.03% 60 $40K No change
UNP Union Pacific Corp. 0.03% 170 $39K Reduce -26.1%
IJS iShares S&P Small-Cap 600 Va 0.03% 390 $39K Reduce -11.4%
SPTI SS SPDR P Int Term TSY ETF 0.03% 1,327 $38K Reduce -21.1%
FRDM Freedom 100 Emeging MRKT ETF 0.03% 939 $38K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 125 $37K No change
VCSH Vanguard S/T Corp. Bond ETF 0.03% 447 $36K Reduce -18.7%
V Visa Inc. Class A 0.03% 100 $36K No change
GD General Dynamics Corp. 0.03% 120 $35K No change
MKL Markel Group Inc. 0.03% 16 $32K No change
UNH Unitedhealth Group Inc. 0.03% 100 $31K No change
COIN Coinbase Global Inc. Class A 0.02% 87 $30K No change
DUK Duke Energy Corp. 0.02% 258 $30K No change
XOM Exxon Mobil Corp. 0.02% 280 $30K No change
GOOGL Alphabet Inc. Class A 0.02% 170 $30K Reduce -14.1%
VZ Verizon Communications Inc. 0.02% 682 $30K No change
SCHA Schwab US Small-Cap ETF 0.02% 1,126 $28K Add +2.1%
MDYG SS SPDR S&P 400 MC GR ETF 0.02% 321 $28K Reduce -11.3%
SCHX Schwab US Large-Cap ETF 0.02% 1,125 $27K Add +0.3%
VFH Vanguard Financials ETF 0.02% 212 $27K No change
T AT&T Inc. 0.02% 888 $26K Add +0.2%
TRP TC Energy Corp. 0.02% 425 $21K No change
MMM 3M Co. 0.02% 132 $20K No change
D Dominion Energy Inc. 0.02% 348 $20K Reduce -53.3%
KNSL Kinsale Capital Group Inc. 0.02% 40 $19K No change
ABBV Abbvie Inc. 0.01% 100 $19K No change
IWM iShares Russell 2000 ETF 0.01% 81 $17K Reduce -1.2%
IWP iShares Russell Mid-Cap Grow 0.01% 119 $17K Reduce -84.7%
DGRO iShares Core Dividend Growth 0.01% 252 $16K No change
VHT Vanguard Health Care ETF 0.01% 59 $15K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.01% 197 $14K New
ELV Elevance Health Inc. 0.01% 36 $14K No change
ABT Abbott Laboratories 0.01% 100 $14K No change
PROSHARES TR 0.01% 800 $13K No change
NWBI Northwest Bancshares Inc. 0.01% 987 $13K Reduce -21.0%
UPS United Parcel Service Class B 0.01% 112 $11K Reduce -53.7%
IPO Renaissance Ipo ETF 0.01% 250 $11K No change
NVDA Nvidia Corp. 0.01% 70 $11K No change
GM General Motors Co. 0.01% 213 $10K Add +0.5%
WHR Whirlpool Corp. 0.01% 100 $10K No change
BTI British American Tob-SP ADR 0.01% 210 $10K No change
F Ford Motor Co. filed as FORD MTR CO 0.01% 912 $10K Add +0.9%
SW Smurfit Westrock PLC 0.01% 225 $10K No change
PEP Pepsico Inc. 0.01% 72 $10K No change
IWO iShares Russell 2000 Growth 0.01% 33 $9K Reduce -13.2%
IP International Paper Co. 0.01% 200 $9K No change
HIW Highwoods Properties Inc. 0.01% 300 $9K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 17 $8K No change
EEM iShares MSCI Emerging Market 0.01% 150 $7K No change
DOC Healthpeak Properties Inc. 0.01% 400 $7K No change
CHCO City Holding Co. filed as CITY HLDG CO 0.01% 56 $7K Reduce -72.7%
IEF iShares 7-10 Year Treasury B 0.01% 66 $6K Reduce -62.1%
VCIT Vanguard Int-Term Corporate 0.01% 75 $6K No change
SPH Suburban Propane Partners LP 0.00% 325 $6K No change
DOW Dow Inc. 0.00% 200 $5K Reduce -41.9%
SWK Stanley Black & Decker Inc. 0.00% 75 $5K No change
AAP Advance Auto Parts Inc. 0.00% 100 $5K No change
HSY The Hershey Co. 0.00% 27 $4K No change
GT Goodyear Tire & Rubber Co. 0.00% 400 $4K No change
UDR Udr Inc. 0.00% 100 $4K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 40 $4K Reduce -64.0%
HBI Hanesbrands Inc. 0.00% 700 $3K No change
AMLP Alerian MLP ETF 0.00% 60 $3K No change
INTC Intel Corp. 0.00% 100 $2K No change
SOBO South Bow Corp. 0.00% 85 $2K No change
WBD Warner Bros Discovery Inc. 0.00% 189 $2K No change
IVZ Invesco Ltd. 0.00% 125 $2K No change
SOLV Solventum Corp. 0.00% 17 $1K No change
PLUR Pluri Inc. 0.00% 250 $1K No change
KD Kyndryl Holdings Inc. 0.00% 21 $882 No change
KHC The Kraft Heinz Co. 0.00% 30 $775 Reduce -94.0%
WAB Wabtec Corp. 0.00% 1 $210 No change
CLOV Clover Health Investments Co. 0.00% 50 $140 No change

Portfolio Sells Q1 2025 → Q2 2025
SCHR Schwab Intermediate-Term US Reduce -13.6% 5.70% −1.04
IGSB iShares 1-5Y Inv Grade Corp. Reduce -23.2% 1.63% −0.54
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -24.3% 1.37% −0.38
VTV Vanguard Mrngstr Val ETF-Aui Reduce -22.8% 1.24% −0.37
PM Philip Morris International Reduce -39.5% 0.69% −0.33
IWD iShares Russell 1000 Value E Reduce -70.2% 0.13% −0.32
SO The Southern Co. Sold out 0.00% −0.29
SCHM Schwab US Mid Cap ETF Reduce -32.8% 0.58% −0.25
MO Altria Group Inc. Reduce -47.7% 0.21% −0.22
MBB iShares MBS ETF Reduce -0.1% 6.04% −0.17
CEG Constellation Energy Sold out 0.00% −0.14
CMI Cummins Inc. Reduce -66.5% 0.06% −0.12
CPK Chesapeake Utilities Corp. Sold out 0.00% −0.10
EXC Exelon Corp. Sold out 0.00% −0.10
IEFA iShares Core MSCI Eafe ETF Reduce -13.8% 1.24% −0.10
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.08
VEA Vanguard Ftse Developed ETF Reduce -42.6% 0.13% −0.08
DHR Danaher Corp. Sold out 0.00% −0.06
IWP iShares Russell Mid-Cap Grow Reduce -84.7% 0.01% −0.06
OXY Occidental Petroleum Corp. Sold out 0.00% −0.06
IVE iShares S&P 500 Value ETF Reduce -1.4% 2.71% −0.05
DFAI Dimensional International Co. Reduce -7.7% 6.77% −0.05
GOVT iShares US Treasury Bond ETF Reduce -20.9% 0.13% −0.04
SPEM State Street SP PTF Em ETF Reduce -18.2% 0.22% −0.04
KMX Carmax Inc. Sold out 0.00% −0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -43.0% 0.05% −0.03
SCHV Schwab US Large-Cap Value Reduce -3.1% 1.45% −0.03
BCO The Brink's Co. Sold out 0.00% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -11.0% 0.40% −0.03
FAST Fastenal Co. Sold out 0.00% −0.02
AUB Atlantic Union Bankshares Co. Sold out 0.00% −0.02
D Dominion Energy Inc. Reduce -53.3% 0.02% −0.02
JCI Johnson Controls Internation Sold out 0.00% −0.02
HWM Howmet Aerospace Inc. Sold out 0.00% −0.02
CHCO City Holding Co. Reduce -72.7% 0.01% −0.01
UNP Union Pacific Corp. Reduce -26.1% 0.03% −0.01
VTWO Vanguard Russell 2000 ETF Sold out 0.00% −0.01
UPS United Parcel Service Class B Reduce -53.7% 0.01% −0.01
PFE Pfizer Inc. Sold out 0.00% −0.01
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.01
KHC The Kraft Heinz Co. Reduce -94.0% 0.00% −0.01
IGIB iShares 5-10Y Inv Grade Corp. Reduce -3.2% 0.25% −0.01
ACH Accendra Health Inc. Sold out 0.00% −0.01
VMBS Vanguard Mortgage-Backed Sec Reduce -0.8% 0.31% −0.01
VLTO Veralto Corp. Sold out 0.00% −0.01
SPSM SS SPDR P S&P 600 Small Cap Reduce -11.7% 0.08% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -21.8% 0.04% −0.01
XMCRX MFS Charter Income Trust Sold out 0.00% −0.01
IJR iShares Core S&P Small-Cap E Reduce -4.6% 0.29% −0.01
SPTI SS SPDR P Int Term TSY ETF Reduce -21.1% 0.03% −0.01

Portfolio Buys Q1 2025 → Q2 2025
USIG iShares Broad Usd Investment Add +12.0% 7.18% +0.63
SPYV SS SPDR P S&P 500 Value ETF Add +19.3% 3.97% +0.63
IWB iShares Russell 1000 ETF Add +286.3% 0.57% +0.43
VONG Vanguard Russell 1000 Growth Add +10191.3% 0.42% +0.41
DFAE Dimensional Emerging Core Eq Add +2.3% 3.83% +0.39
JAVA JPMorgan Active Value ETF Add +4.5% 5.29% +0.24
SCHO Schwab Short-Term US Treas Add +11.4% 2.94% +0.23
MUB iShares National Muni Bond E Add +11.1% 0.86% +0.06
SHY iShares 1-3 Year Treasury Bo Add +26.0% 0.14% +0.03
SCHB Schwab US Broad Market ETF Add +45.4% 0.05% +0.02
SPYM Ste STR SPDR PT S&P 500 ETF New 0.01% +0.01
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.0% 0.08% +0.00
SCHX Schwab US Large-Cap ETF Add +0.3% 0.02% +0.00
SCHA Schwab US Small-Cap ETF Add +2.1% 0.02% +0.00
F Ford Motor Co. Add +0.9% 0.01% +0.00
GM General Motors Co. Add +0.5% 0.01% +0.00
T AT&T Inc. Add +0.2% 0.02% −0.00
SCHD Schwab US DVD Equity ETF Add +0.1% 0.26% −0.02

Notes & Other Activity Q1 2025 → Q2 2025
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Sold out 181 $5Kbefore exit

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