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

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 Q2 2025 Q3 2025: $130.8M $130.8M Q3 2025 Q4 2025: $131.5M Q4 2025 Q1 2026: $131.3M Q1 2026 Q2 2026: $141.1M Q2 2026

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%
T AT&T Inc. 0.02% 890 $25K Add +0.2%
VCSH Vanguard S/T Corp. Bond ETF 0.02% 292 $23K Reduce -34.7%
ABBV Abbvie Inc. 0.02% 100 $23K No change
VZ Verizon Communications Inc. 0.02% 489 $21K Reduce -28.3%
PEP Pepsico Inc. 0.01% 140 $20K Add +94.4%
IWM iShares Russell 2000 ETF 0.01% 74 $18K Reduce -8.6%
DGRO iShares Core Dividend Growth 0.01% 252 $17K No change
KNSL Kinsale Capital Group Inc. 0.01% 40 $17K No change
IWP iShares Russell Mid-Cap Grow 0.01% 119 $17K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.01% 204 $16K Add +3.5%
VHT Vanguard Health Care ETF 0.01% 59 $15K No change
ABT Abbott Laboratories 0.01% 100 $13K No change
GM General Motors Co. 0.01% 213 $13K No change
MMM 3M Co. 0.01% 80 $12K Reduce -39.4%
IPO Renaissance Ipo ETF 0.01% 250 $12K No change
D Dominion Energy Inc. 0.01% 200 $12K Reduce -42.5%
GE General Electric filed as GE AEROSPACE 0.01% 40 $12K New
ELV Elevance Health Inc. 0.01% 36 $12K No change
PROSHARES TR 0.01% 800 $12K No change
UPS United Parcel Service Class B 0.01% 134 $11K Add +19.6%
BTI British American Tob-SP ADR 0.01% 210 $11K No change
F Ford Motor Co. filed as FORD MTR CO 0.01% 918 $11K Add +0.7%
IWO iShares Russell 2000 Growth 0.01% 33 $11K No change
ORCL Oracle Corp. 0.01% 35 $10K New
INTC Intel Corp. 0.01% 274 $9K Add +174.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 17 $8K No change
EEM iShares MSCI Emerging Market 0.01% 150 $8K No change
BSET Bassett Furniture Inds 0.01% 501 $8K New
GEV GE Vernova Inc. 0.01% 11 $7K New
DWX State Street SPDR S&P Intern 0.01% 155 $7K New
CSCO Cisco Systems Inc. 0.01% 95 $7K New
AMGN Amgen Inc. 0.01% 23 $6K New
IEF iShares 7-10 Year Treasury B 0.00% 66 $6K No change
VCIT Vanguard Int-Term Corporate 0.00% 75 $6K No change
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.00% 63 $6K New
IHY Vaneck Int High Yield Bond 0.00% 255 $6K New
TRV The Travelers Cos Inc. 0.00% 20 $6K New
BMY Bristol-Myers Squibb Co. 0.00% 120 $5K New
PGX Invesco Preferred ETF 0.00% 440 $5K New
AMLP Alerian MLP ETF 0.00% 108 $5K Add +80.0%
K Kellanova 0.00% 55 $5K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 40 $4K No change
WFC Wells Fargo & Co. 0.00% 51 $4K New
IYR iShares US Real Estate ETF 0.00% 39 $4K New
WBD Warner Bros Discovery Inc. 0.00% 189 $4K No change
BTC Grayscale Bitcoin Mini ETF 0.00% 57 $3K New
IVZ Invesco Ltd. 0.00% 125 $3K No change
NFG National Fuel Gas Co. 0.00% 30 $3K New
ED Consolidated Edison Inc. 0.00% 25 $3K New
MRK Merck & Co. Inc. 0.00% 29 $2K New
PFE Pfizer Inc. 0.00% 85 $2K New
CHRD Chord Energy Corp. 0.00% 20 $2K New
MPC Marathon Petroleum Corp. 0.00% 10 $2K New
HPE Hewlett Packard Enterprise 0.00% 65 $2K New
PLUR Pluri Inc. 0.00% 350 $2K Add +40.0%
TGT Target Corp. 0.00% 17 $2K New
CVX Chevron Corp. 0.00% 7 $1K New
GEHC GE Healthcare Technology 0.00% 13 $977 New
HPQ HP Inc. 0.00% 32 $872 New
HAL Halliburton Co. 0.00% 35 $861 New
KHC The Kraft Heinz Co. 0.00% 30 $782 No change
KD Kyndryl Holdings Inc. 0.00% 21 $631 No change
PPL PPL Corp. 0.00% 10 $372 New
WAB Wabtec Corp. 0.00% 1 $201 No change
CLOV Clover Health Investments Co. 0.00% 50 $153 No change

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

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