SIMA Wealth Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 28, 2026), SIMA Wealth Partners, LLC reported 130 stock positions worth $131.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.9% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 7.6%) and Dimensional International (DFAI, 7.6%). Compared with Q3 2025, it sold out of 35, added to 17 and reduced 44. The biggest buy was Dimensional Emerging Core Eq (DFAE, shares +22%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −11%).

Most Recent 13F
Q2 2026
Location
NORTH CHESTERFIELD, VA
CIK
0002135539
Portfolio Value
$131.5M (Q4 2025)
SEC Filing
0002135539-26-000003 ↗ 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 Q3 2025 Q4 2025: $131.5M $131.5M Q4 2025 Q1 2026: $131.3M Q1 2026 Q2 2026: $141.1M Q2 2026

Holdings 130 stocks · $131.5M
IVV iShares Core S&P 500 ETF 14.92% 28,640 $19.6M Reduce -10.7%
SPYG SS SPDR P S&P 500 Growth ETF 7.64% 94,137 $10.0M Reduce -5.4%
DFAI Dimensional International Co. 7.55% 260,672 $9.9M Add +3.9%
JIRE JPMorgan Int Res Enh Eqty 7.37% 129,463 $9.7M Add +1.5%
USIG iShares Broad Usd Investment 7.00% 177,936 $9.2M Add +2.6%
MBB iShares MBS ETF 5.62% 77,591 $7.4M Reduce -0.1%
DFAE Dimensional Emerging Core Eq 5.38% 217,398 $7.1M Add +22.4%
JAVA JPMorgan Active Value ETF 5.21% 95,454 $6.8M Reduce -4.5%
SCHR Schwab Intermediate-Term US 4.93% 258,346 $6.5M Reduce -3.8%
SPYV SS SPDR P S&P 500 Value ETF 4.37% 101,154 $5.7M Add +5.1%
IVW iShares S&P 500 Growth ETF 3.45% 36,842 $4.5M Reduce -2.2%
SCHO Schwab Short-Term US Treas 2.88% 155,412 $3.8M Add +4.7%
IVE iShares S&P 500 Value ETF 2.67% 16,537 $3.5M Reduce -2.1%
SPMD SS SPDR P S&P 400 Midcap ETF 1.65% 37,546 $2.2M Add +17.2%
SCHV Schwab US Large-Cap Value 1.31% 57,981 $1.7M Reduce -9.3%
IGSB iShares 1-5Y Inv Grade Corp. 1.26% 31,369 $1.7M Reduce -10.9%
IEFA iShares Core MSCI Eafe ETF 1.26% 18,458 $1.7M No change
VTV Vanguard Mrngstr Val ETF-Aui 1.25% 8,616 $1.6M Add +0.1%
SCHG Schwab US Large-Cap Growth 0.94% 37,843 $1.2M Reduce -6.6%
MUB iShares National Muni Bond E 0.83% 10,200 $1.1M No change
DFAS Dimensional US Small Cap ETF 0.74% 14,017 $977K Add +65.0%
SCHM Schwab US Mid Cap ETF 0.58% 25,479 $766K Reduce -0.4%
IWY iShares Russell Top 200 Grow 0.55% 2,634 $729K Reduce -1.9%
PM Philip Morris International 0.54% 4,452 $714K Reduce -1.8%
IWB iShares Russell 1000 ETF 0.54% 1,911 $714K Reduce -8.2%
IJH iShares Core S&P Midcap ETF 0.50% 9,986 $659K Reduce -0.6%
VONG Vanguard Russell 1000 Growth 0.44% 4,734 $576K No change
AAPL Apple Inc. 0.41% 1,973 $536K No change
IDEV iShares Core MSCI Dev MKTS 0.40% 6,390 $527K Reduce -9.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.39% 1,754 $509K No change
IEMG iShares Core MSCI Emerging 0.34% 6,631 $446K Reduce -2.0%
SCHF Schwab Intl Equity ETF 0.32% 17,715 $426K Add +2.5%
IWX iShares Russell Top 200 Valu 0.32% 4,537 $417K No change
IJR iShares Core S&P Small-Cap E 0.30% 3,272 $393K No change
VMBS Vanguard Mortgage-Backed Sec 0.29% 8,187 $385K Reduce -0.1%
QUAL iShares MSCI USA Quality Fac 0.24% 1,617 $321K No change
SPEM State Street SP PTF Em ETF 0.24% 6,753 $316K Add +4.3%
IGIB iShares 5-10Y Inv Grade Corp. 0.24% 5,825 $314K Add +1.0%
SCHD Schwab US DVD Equity ETF 0.24% 11,408 $313K Reduce -5.8%
HEFA Isha Curr Hedged MSCI Eafe 0.24% 7,479 $309K No change
IXUS iShares Core Intl Stock ETF 0.22% 3,438 $291K Reduce -9.2%
MCD McDonald's Corp. 0.21% 925 $283K No change
AVGO Broadcom Inc. 0.21% 810 $280K No change
JNJ Johnson & Johnson 0.20% 1,250 $259K Reduce -1.2%
MO Altria Group Inc. 0.18% 4,053 $234K No change
SPHQ Invesco S&P 500 Quality ETF 0.17% 3,002 $225K No change
USMV iShares MSCI USA Min Vol Fac 0.16% 2,197 $207K No change
VEA Vanguard Ftse Developed ETF 0.14% 2,912 $182K No change
IWD iShares Russell 1000 Value E 0.14% 858 $181K No change
IYW iShares Ustechnology ETF 0.14% 900 $180K No change
SHY iShares 1-3 Year Treasury Bo 0.13% 2,051 $170K No change
IWF iShares Russell 1000 Growth 0.13% 354 $168K No change
AMZN Amazon.com Inc. 0.11% 654 $151K Reduce -19.5%
EFA iShares MSCI Eafe ETF 0.11% 1,444 $139K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 203 $138K No change
EBAY eBay Inc. 0.10% 1,500 $131K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 257 $129K No change
EMR Emerson Electric Co. 0.09% 899 $119K Reduce -2.7%
SPSM SS SPDR P S&P 600 Small Cap 0.09% 2,444 $115K No change
PH Parker Hannifin Corp. 0.08% 127 $112K No change
IJK iShares S&P Mid-Cap 400 Grow 0.08% 1,138 $110K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.08% 3,362 $110K Add +1.1%
GLD SPDR Gold Shares 0.08% 273 $108K No change
GOVT iShares US Treasury Bond ETF 0.08% 4,663 $107K Reduce -30.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.07% 695 $91K No change
SCHB Schwab US Broad Market ETF 0.07% 3,301 $87K Add +5.0%
JVAL JPMorgan US Value Factor ETF 0.06% 1,620 $80K No change
IJT iShares S&P Small-Cap 600 GR 0.06% 536 $76K Reduce -4.1%
SDY SS SPDR S&P Dividend ETF 0.06% 537 $75K No change
SYK Stryker Corp. 0.05% 205 $72K No change
ITOT iShares Core S&P Total U.S. 0.05% 473 $70K No change
VWO Vanguard Ftse Emerging Marke 0.05% 1,273 $68K No change
VOO Vanguard S&P 500 ETF 0.05% 108 $68K Reduce -14.3%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 241 $62K No change
NSC Norfolk Southern Corp. 0.05% 210 $61K Reduce -61.1%
FRDM Freedom 100 Emeging MRKT ETF 0.04% 1,150 $59K Add +22.5%
PG The Procter & Gamble Co. 0.04% 403 $58K Reduce -15.9%
GOOGL Alphabet Inc. Class A 0.04% 170 $53K No change
IWR iShares Russell Mid-Cap ETF 0.04% 486 $47K Reduce -10.3%
CMI Cummins Inc. 0.03% 90 $46K Reduce -13.5%
MA Mastercard Inc. Class A 0.03% 75 $43K No change
KO The Coca-Cola Co. 0.03% 585 $41K No change
GD General Dynamics Corp. 0.03% 120 $40K No change
UNP Union Pacific Corp. 0.03% 170 $39K No change
MSFT Microsoft Corp. 0.03% 80 $39K Reduce -41.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 125 $37K No change
SPTI SS SPDR P Int Term TSY ETF 0.03% 1,223 $35K No change
V Visa Inc. Class A 0.03% 100 $35K No change
MKL Markel Group Inc. 0.03% 16 $34K No change
XOM Exxon Mobil Corp. 0.03% 280 $34K Reduce -5.7%
UNH Unitedhealth Group Inc. 0.03% 100 $33K No change
SCHA Schwab US Small-Cap ETF 0.02% 1,113 $32K Add +0.3%
SCHX Schwab US Large-Cap ETF 0.02% 1,131 $30K Add +0.3%
DUK Duke Energy Corp. 0.02% 258 $30K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.02% 321 $30K No change
VFH Vanguard Financials ETF 0.02% 212 $28K No change
VCSH Vanguard S/T Corp. Bond ETF 0.02% 292 $23K No change
ABBV Abbvie Inc. 0.02% 100 $23K No change
COIN Coinbase Global Inc. Class A 0.01% 87 $20K No change
IWM iShares Russell 2000 ETF 0.01% 74 $18K No change

Show all 130 holdings

Portfolio Sells Q3 2025 → Q4 2025
IVV iShares Core S&P 500 ETF Reduce -10.7% 14.92% −1.51
SPYG SS SPDR P S&P 500 Growth ETF Reduce -5.4% 7.64% −0.32
SCHR Schwab Intermediate-Term US Reduce -3.8% 4.93% −0.23
IGSB iShares 1-5Y Inv Grade Corp. Reduce -10.9% 1.26% −0.17
SCHV Schwab US Large-Cap Value Reduce -9.3% 1.31% −0.12
NSC Norfolk Southern Corp. Reduce -61.1% 0.05% −0.08
JAVA JPMorgan Active Value ETF Reduce -4.5% 5.21% −0.06
SCHG Schwab US Large-Cap Growth Reduce -6.6% 0.94% −0.05
IWB iShares Russell 1000 ETF Reduce -8.2% 0.54% −0.04
GOVT iShares US Treasury Bond ETF Reduce -30.2% 0.08% −0.04
MBB iShares MBS ETF Reduce -0.1% 5.62% −0.04
VGT Vanguard Info Tech ETF Sold out 0.00% −0.03
IDEV iShares Core MSCI Dev MKTS Reduce -9.7% 0.40% −0.03
IVW iShares S&P 500 Growth ETF Reduce -2.2% 3.45% −0.03
MSFT Microsoft Corp. Reduce -41.6% 0.03% −0.02
AMZN Amazon.com Inc. Reduce -19.5% 0.11% −0.02
PM Philip Morris International Reduce -1.8% 0.54% −0.02
IXUS iShares Core Intl Stock ETF Reduce -9.2% 0.22% −0.02
SCHD Schwab US DVD Equity ETF Reduce -5.8% 0.24% −0.01
IJS iShares S&P Small-Cap 600 Va Reduce -59.9% 0.01% −0.01
KNSL Kinsale Capital Group Inc. Sold out 0.00% −0.01
PG The Procter & Gamble Co. Reduce -15.9% 0.04% −0.01
VHT Vanguard Health Care ETF Sold out 0.00% −0.01
NWBI Northwest Bancshares Inc. Reduce -54.1% 0.01% −0.01
GE General Electric Sold out 0.00% −0.01
PROSHARES TR Sold out 0.00% −0.01
T AT&T Inc. Reduce -30.2% 0.01% −0.01
ORCL Oracle Corp. Sold out 0.00% −0.01
VOO Vanguard S&P 500 ETF Reduce -14.3% 0.05% −0.01
PEP Pepsico Inc. Reduce -50.0% 0.01% −0.01
IWY iShares Russell Top 200 Grow Reduce -1.9% 0.55% −0.01
INTC Intel Corp. Sold out 0.00% −0.01
BSET Bassett Furniture Inds Sold out 0.00% −0.01
GEV GE Vernova Inc. Sold out 0.00% −0.01
DWX State Street SPDR S&P Intern Sold out 0.00% −0.01
AMGN Amgen Inc. Sold out 0.00% −0.01
CSCO Cisco Systems Inc. Sold out 0.00% −0.01
HYS PIMCO 0-5 Year H/Y Corp. Bond Sold out 0.00% −0.00
IWR iShares Russell Mid-Cap ETF Reduce -10.3% 0.04% −0.00
TRV The Travelers Cos Inc. Sold out 0.00% −0.00
IHY Vaneck Int High Yield Bond Sold out 0.00% −0.00
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.00
PGX Invesco Preferred ETF Sold out 0.00% −0.00
K Kellanova Sold out 0.00% −0.00
GM General Motors Co. Reduce -49.8% 0.01% −0.00
SJM The JM Smucker Co. Sold out 0.00% −0.00
WFC Wells Fargo & Co. Sold out 0.00% −0.00
VZ Verizon Communications Inc. Reduce -11.7% 0.01% −0.00
IJT iShares S&P Small-Cap 600 GR Reduce -4.1% 0.06% −0.00
IYR iShares US Real Estate ETF Sold out 0.00% −0.00

Portfolio Buys Q3 2025 → Q4 2025
DFAE Dimensional Emerging Core Eq Add +22.4% 5.38% +1.10
DFAI Dimensional International Co. Add +3.9% 7.55% +0.58
DFAS Dimensional US Small Cap ETF Add +65.0% 0.74% +0.30
SPYV SS SPDR P S&P 500 Value ETF Add +5.1% 4.37% +0.30
SPMD SS SPDR P S&P 400 Midcap ETF Add +17.2% 1.65% +0.25
JIRE JPMorgan Int Res Enh Eqty Add +1.5% 7.37% +0.19
SCHO Schwab Short-Term US Treas Add +4.7% 2.88% +0.11
USIG iShares Broad Usd Investment Add +2.6% 7.00% +0.08
VTV Vanguard Mrngstr Val ETF-Aui Add +0.1% 1.25% +0.02
SCHF Schwab Intl Equity ETF Add +2.5% 0.32% +0.02
FRDM Freedom 100 Emeging MRKT ETF Add +22.5% 0.04% +0.01
SPEM State Street SP PTF Em ETF Add +4.3% 0.24% +0.01
SCHB Schwab US Broad Market ETF Add +5.0% 0.07% +0.00
SCHX Schwab US Large-Cap ETF Add +0.3% 0.02% +0.00
SCHA Schwab US Small-Cap ETF Add +0.3% 0.02% +0.00
IGIB iShares 5-10Y Inv Grade Corp. Add +1.0% 0.24% 0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +1.1% 0.08% −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