SIMA Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed May 28, 2026), SIMA Wealth Partners, LLC reported 165 stock positions worth $130.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.4% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 8.0%) and JPMorgan Int Res Enh Eqty (JIRE, 7.2%). Compared with Q2 2025, it opened 30 new positions, sold out of 18, added to 26 and reduced 43. The biggest buy was Dimensional Emerging Core Eq (DFAE, shares +8%) and the biggest sale Schwab Intermediate-Term US (SCHR, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH CHESTERFIELD, VA
- CIK
- 0002135539
- Portfolio Value
- $130.8M (Q3 2025)
- SEC Filing
- 0002135539-26-000004 ↗ filed May 28, 2026
Holdings Value
Holdings 165 stocks · $130.8M
| IVV iShares Core S&P 500 ETF | 16.42% | 32,086 | $21.5M | Reduce -0.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 7.96% | 99,544 | $10.4M | Add +0.1% |
| JIRE JPMorgan Int Res Enh Eqty | 7.18% | 127,599 | $9.4M | Add +2.8% |
| DFAI Dimensional International Co. | 6.98% | 250,982 | $9.1M | Add +3.5% |
| USIG iShares Broad Usd Investment | 6.93% | 173,431 | $9.1M | Add +0.3% |
| MBB iShares MBS ETF | 5.65% | 77,697 | $7.4M | Reduce -2.5% |
| JAVA JPMorgan Active Value ETF | 5.27% | 99,895 | $6.9M | Reduce -0.1% |
| SCHR Schwab Intermediate-Term US | 5.16% | 268,560 | $6.7M | Reduce -4.8% |
| DFAE Dimensional Emerging Core Eq | 4.28% | 177,674 | $5.6M | Add +8.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.07% | 96,266 | $5.3M | Add +2.4% |
| IVW iShares S&P 500 Growth ETF | 3.48% | 37,680 | $4.5M | Reduce -1.8% |
| SCHO Schwab Short-Term US Treas | 2.77% | 148,380 | $3.6M | Reduce -0.7% |
| IVE iShares S&P 500 Value ETF | 2.67% | 16,900 | $3.5M | Reduce -1.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.43% | 35,225 | $1.9M | Reduce -8.2% |
| SCHV Schwab US Large-Cap Value | 1.42% | 63,934 | $1.9M | Reduce -1.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.40% | 32,038 | $1.8M | Add +2.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.23% | 18,458 | $1.6M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.23% | 8,611 | $1.6M | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 0.99% | 40,536 | $1.3M | Reduce -0.3% |
| MUB iShares National Muni Bond E | 0.83% | 10,200 | $1.1M | No change |
| IWB iShares Russell 1000 ETF | 0.58% | 2,082 | $761K | No change |
| SCHM Schwab US Mid Cap ETF | 0.58% | 25,578 | $758K | Reduce -0.5% |
| PM Philip Morris International | 0.56% | 4,532 | $735K | Reduce -3.0% |
| IWY iShares Russell Top 200 Grow | 0.56% | 2,684 | $734K | No change |
| IJH iShares Core S&P Midcap ETF | 0.50% | 10,047 | $656K | Reduce -0.3% |
| DFAS Dimensional US Small Cap ETF | 0.44% | 8,493 | $581K | Add +10.3% |
| VONG Vanguard Russell 1000 Growth | 0.44% | 4,734 | $570K | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.43% | 7,079 | $568K | Add +1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 1,754 | $515K | No change |
| AAPL Apple Inc. | 0.38% | 1,973 | $502K | Add +110.3% |
| IEMG iShares Core MSCI Emerging | 0.34% | 6,767 | $446K | Reduce -1.7% |
| SCHF Schwab Intl Equity ETF | 0.31% | 17,277 | $402K | Reduce -1.3% |
| IWX iShares Russell Top 200 Valu | 0.30% | 4,537 | $399K | No change |
| IJR iShares Core S&P Small-Cap E | 0.30% | 3,272 | $389K | Reduce -0.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.29% | 8,195 | $385K | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 12,116 | $331K | Add +0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.24% | 1,617 | $315K | No change |
| IXUS iShares Core Intl Stock ETF | 0.24% | 3,787 | $313K | Reduce -8.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.24% | 5,769 | $312K | Reduce -0.7% |
| SPEM State Street SP PTF Em ETF | 0.23% | 6,474 | $303K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.23% | 7,479 | $296K | Reduce -1.8% |
| MCD McDonald's Corp. | 0.21% | 925 | $281K | No change |
| MO Altria Group Inc. | 0.20% | 4,053 | $268K | Reduce -10.4% |
| AVGO Broadcom Inc. | 0.20% | 810 | $267K | Reduce -10.0% |
| JNJ Johnson & Johnson | 0.18% | 1,265 | $235K | Reduce -2.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.17% | 3,002 | $220K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.16% | 2,197 | $209K | Reduce -10.0% |
| AMZN Amazon.com Inc. | 0.14% | 812 | $178K | Add +6.3% |
| IYW iShares Ustechnology ETF | 0.13% | 900 | $176K | No change |
| IWD iShares Russell 1000 Value E | 0.13% | 858 | $175K | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 2,912 | $174K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 2,051 | $170K | Reduce -1.7% |
| IWF iShares Russell 1000 Growth | 0.13% | 354 | $166K | No change |
| NSC Norfolk Southern Corp. | 0.12% | 540 | $162K | Reduce -20.6% |
| GOVT iShares US Treasury Bond ETF | 0.12% | 6,683 | $155K | Reduce -4.8% |
| EBAY eBay Inc. | 0.10% | 1,500 | $136K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 203 | $135K | New |
| EFA iShares MSCI Eafe ETF | 0.10% | 1,444 | $135K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 257 | $129K | No change |
| EMR Emerson Electric Co. | 0.09% | 924 | $121K | Add +2.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.09% | 2,444 | $113K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.08% | 3,325 | $111K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.08% | 1,138 | $109K | Reduce -4.6% |
| GLD SPDR Gold Shares | 0.07% | 273 | $97K | No change |
| PH Parker Hannifin Corp. | 0.07% | 127 | $96K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.07% | 695 | $90K | Reduce -6.7% |
| SCHB Schwab US Broad Market ETF | 0.06% | 3,145 | $81K | Add +26.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.06% | 559 | $79K | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 126 | $77K | Reduce -0.8% |
| JVAL JPMorgan US Value Factor ETF | 0.06% | 1,620 | $77K | No change |
| SYK Stryker Corp. | 0.06% | 205 | $76K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 537 | $75K | No change |
| PG The Procter & Gamble Co. | 0.06% | 479 | $74K | Reduce -5.3% |
| MSFT Microsoft Corp. | 0.05% | 137 | $71K | Add +71.3% |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 1,273 | $69K | No change |
| ITOT iShares Core S&P Total U.S. | 0.05% | 473 | $69K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 241 | $61K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 542 | $52K | Reduce -7.2% |
| VGT Vanguard Info Tech ETF | 0.03% | 60 | $45K | No change |
| CMI Cummins Inc. | 0.03% | 104 | $44K | Reduce -55.0% |
| MA Mastercard Inc. Class A | 0.03% | 75 | $43K | No change |
| FRDM Freedom 100 Emeging MRKT ETF | 0.03% | 939 | $42K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 170 | $41K | No change |
| GD General Dynamics Corp. | 0.03% | 120 | $41K | No change |
| UNP Union Pacific Corp. | 0.03% | 170 | $40K | No change |
| KO The Coca-Cola Co. | 0.03% | 585 | $39K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.03% | 1,223 | $35K | Reduce -7.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 125 | $35K | No change |
| UNH Unitedhealth Group Inc. | 0.03% | 100 | $35K | No change |
| V Visa Inc. Class A | 0.03% | 100 | $34K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 297 | $33K | Add +6.1% |
| DUK Duke Energy Corp. | 0.02% | 258 | $32K | No change |
| SCHA Schwab US Small-Cap ETF | 0.02% | 1,110 | $31K | Reduce -1.4% |
| MKL Markel Group Inc. | 0.02% | 16 | $31K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 272 | $30K | Reduce -30.3% |
| SCHX Schwab US Large-Cap ETF | 0.02% | 1,128 | $30K | Add +0.3% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.02% | 321 | $29K | No change |
| COIN Coinbase Global Inc. Class A | 0.02% | 87 | $29K | No change |
| VFH Vanguard Financials ETF | 0.02% | 212 | $28K | No change |
| NWBI Northwest Bancshares Inc. | 0.02% | 2,149 | $27K | Add +117.7% |
Portfolio Sells Q2 2025 → Q3 2025
| SCHR Schwab Intermediate-Term US | Reduce -4.8% | 5.16% | −0.54 |
| MBB iShares MBS ETF | Reduce -2.5% | 5.65% | −0.39 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -8.2% | 1.43% | −0.21 |
| SCHO Schwab Short-Term US Treas | Reduce -0.7% | 2.77% | −0.17 |
| PM Philip Morris International | Reduce -3.0% | 0.56% | −0.12 |
| IVE iShares S&P 500 Value ETF | Reduce -1.6% | 2.67% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -1.8% | 1.42% | −0.03 |
| CMI Cummins Inc. | Reduce -55.0% | 0.03% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -10.0% | 0.16% | −0.03 |
| IXUS iShares Core Intl Stock ETF | Reduce -8.6% | 0.24% | −0.02 |
| JAVA JPMorgan Active Value ETF | Reduce -0.1% | 5.27% | −0.02 |
| TRP TC Energy Corp. | Sold out | 0.00% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -20.6% | 0.12% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.2% | 0.29% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -4.8% | 0.12% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.0% | 1.23% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.7% | 0.24% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -34.7% | 0.02% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.8% | 1.23% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.7% | 0.13% | −0.01 |
| MO Altria Group Inc. | Reduce -10.4% | 0.20% | −0.01 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -5.3% | 0.06% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -30.3% | 0.02% | −0.01 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −0.01 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.01 |
| IP International Paper Co. | Sold out | 0.00% | −0.01 |
| HIW Highwoods Properties Inc. | Sold out | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -28.3% | 0.02% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -1.8% | 0.23% | −0.01 |
| MMM 3M Co. | Reduce -39.4% | 0.01% | −0.01 |
| D Dominion Energy Inc. | Reduce -42.5% | 0.01% | −0.01 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.01 |
| CHCO City Holding Co. | Sold out | 0.00% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -6.7% | 0.07% | −0.01 |
| SPH Suburban Propane Partners LP | Sold out | 0.00% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -1.3% | 0.31% | −0.00 |
| DOW Dow Inc. | Sold out | 0.00% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -4.6% | 0.08% | −0.00 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.00 |
| AAP Advance Auto Parts Inc. | Sold out | 0.00% | −0.00 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -7.8% | 0.03% | −0.00 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.00 |
| GT Goodyear Tire & Rubber Co. | Sold out | 0.00% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -7.2% | 0.04% | −0.00 |
| UDR Udr Inc. | Sold out | 0.00% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 0.50% | −0.00 |
| HBI Hanesbrands Inc. | Sold out | 0.00% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.5% | 0.58% | −0.00 |
| SOBO South Bow Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| DFAE Dimensional Emerging Core Eq | Add +8.3% | 4.28% | +0.45 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 7.96% | +0.31 |
| AAPL Apple Inc. | Add +110.3% | 0.38% | +0.23 |
| DFAI Dimensional International Co. | Add +3.5% | 6.98% | +0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.10% | +0.10 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.4% | 4.07% | +0.10 |
| JIRE JPMorgan Int Res Enh Eqty | Add +2.8% | 7.18% | +0.08 |
| DFAS Dimensional US Small Cap ETF | Add +10.3% | 0.44% | +0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +2.8% | 1.40% | +0.03 |
| MSFT Microsoft Corp. | Add +71.3% | 0.05% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +26.9% | 0.06% | +0.01 |
| NWBI Northwest Bancshares Inc. | Add +117.7% | 0.02% | +0.01 |
| GE General Electric | New | 0.01% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +1.9% | 0.43% | +0.01 |
| ORCL Oracle Corp. | New | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +94.4% | 0.01% | +0.01 |
| BSET Bassett Furniture Inds | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | New | 0.01% | +0.01 |
| INTC Intel Corp. | Add +174.0% | 0.01% | +0.01 |
| DWX State Street SPDR S&P Intern | New | 0.01% | +0.01 |
| AMGN Amgen Inc. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | New | 0.01% | +0.01 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | New | 0.00% | +0.00 |
| TRV The Travelers Cos Inc. | New | 0.00% | +0.00 |
| IHY Vaneck Int High Yield Bond | New | 0.00% | +0.00 |
| BMY Bristol-Myers Squibb Co. | New | 0.00% | +0.00 |
| PGX Invesco Preferred ETF | New | 0.00% | +0.00 |
| K Kellanova | New | 0.00% | +0.00 |
| WFC Wells Fargo & Co. | New | 0.00% | +0.00 |
| IYR iShares US Real Estate ETF | New | 0.00% | +0.00 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.00% | +0.00 |
| NFG National Fuel Gas Co. | New | 0.00% | +0.00 |
| ED Consolidated Edison Inc. | New | 0.00% | +0.00 |
| MRK Merck & Co. Inc. | New | 0.00% | +0.00 |
| PFE Pfizer Inc. | New | 0.00% | +0.00 |
| AMLP Alerian MLP ETF | Add +80.0% | 0.00% | +0.00 |
| MPC Marathon Petroleum Corp. | New | 0.00% | +0.00 |
| CHRD Chord Energy Corp. | New | 0.00% | +0.00 |
| XOM Exxon Mobil Corp. | Add +6.1% | 0.03% | +0.00 |
| HPE Hewlett Packard Enterprise | New | 0.00% | +0.00 |
| TGT Target Corp. | New | 0.00% | +0.00 |
| AMZN Amazon.com Inc. | Add +6.3% | 0.14% | +0.00 |
| CVX Chevron Corp. | New | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | New | 0.00% | +0.00 |
| HPQ HP Inc. | New | 0.00% | +0.00 |
| HAL Halliburton Co. | New | 0.00% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.5% | 0.01% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 0.02% | +0.00 |
| F Ford Motor Co. | Add +0.7% | 0.01% | +0.00 |
| PPL PPL Corp. | New | 0.00% | +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 |