SIMA Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), SIMA Wealth Partners, LLC reported 131 stock positions worth $131.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.2% of the portfolio, followed by Dimensional International (DFAI, 7.9%) and iShares Broad Usd Investment (USIG, 7.6%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 22 and reduced 37. The biggest buy was Dimensional Emerging Core Eq (DFAE, shares +8%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).

Most Recent 13F
Q2 2026
Location
NORTH CHESTERFIELD, VA
CIK
0002135539
Portfolio Value
$131.3M (Q1 2026)
SEC Filing
0002135539-26-000001 ↗ filed May 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 Q2 2025 Q3 2025: $130.8M Q3 2025 Q4 2025: $131.5M Q4 2025 Q1 2026: $131.3M $131.3M Q1 2026 Q2 2026: $141.1M Q2 2026

Holdings 131 stocks · $131.3M
IVV iShares Core S&P 500 ETF 14.17% 28,472 $18.6M Reduce -0.6%
DFAI Dimensional International Co. 7.86% 264,719 $10.3M Add +1.6%
USIG iShares Broad Usd Investment 7.56% 193,640 $9.9M Add +8.8%
JIRE JPMorgan Int Res Enh Eqty 7.50% 130,059 $9.9M Add +0.5%
SPYG SS SPDR P S&P 500 Growth ETF 6.95% 93,205 $9.1M Reduce -1.0%
DFAE Dimensional Emerging Core Eq 6.07% 235,507 $8.0M Add +8.3%
MBB iShares MBS ETF 6.06% 83,770 $8.0M Add +8.0%
SCHR Schwab Intermediate-Term US 5.55% 292,394 $7.3M Add +13.2%
JAVA JPMorgan Active Value ETF 5.18% 94,742 $6.8M Reduce -0.8%
SPYV SS SPDR P S&P 500 Value ETF 4.43% 102,691 $5.8M Add +1.5%
IVW iShares S&P 500 Growth ETF 3.14% 36,406 $4.1M Reduce -1.2%
IVE iShares S&P 500 Value ETF 2.61% 16,206 $3.4M Reduce -2.0%
SCHO Schwab Short-Term US Treas 2.36% 127,906 $3.1M Reduce -17.7%
SPMD SS SPDR P S&P 400 Midcap ETF 1.73% 38,356 $2.3M Add +2.2%
SCHV Schwab US Large-Cap Value 1.27% 54,838 $1.7M Reduce -5.4%
IEFA iShares Core MSCI Eafe ETF 1.27% 18,458 $1.7M No change
VTV Vanguard Mrngstr Val ETF-Aui 1.05% 7,016 $1.4M Reduce -18.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.94% 23,439 $1.2M Reduce -25.3%
MUB iShares National Muni Bond E 0.82% 10,200 $1.1M No change
SCHG Schwab US Large-Cap Growth 0.79% 35,755 $1.0M Reduce -5.5%
DFAS Dimensional US Small Cap ETF 0.79% 14,528 $1.0M Add +3.6%
SCHM Schwab US Mid Cap ETF 0.58% 24,748 $766K Reduce -2.9%
PM Philip Morris International 0.56% 4,482 $741K Add +0.7%
IWB iShares Russell 1000 ETF 0.51% 1,884 $672K Reduce -1.4%
IJH iShares Core S&P Midcap ETF 0.51% 9,922 $670K Reduce -0.6%
IWY iShares Russell Top 200 Grow 0.50% 2,634 $655K No change
IDEV iShares Core MSCI Dev MKTS 0.41% 6,388 $534K Reduce -0.0%
VONG Vanguard Russell 1000 Growth 0.40% 4,734 $519K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.38% 1,754 $504K No change
IEMG iShares Core MSCI Emerging 0.38% 7,195 $502K Add +8.5%
AAPL Apple Inc. 0.38% 1,973 $501K No change
SCHF Schwab Intl Equity ETF 0.34% 18,075 $447K Add +2.0%
IWX iShares Russell Top 200 Valu 0.32% 4,537 $420K No change
IJR iShares Core S&P Small-Cap E 0.30% 3,201 $398K Reduce -2.2%
VMBS Vanguard Mortgage-Backed Sec 0.28% 7,823 $367K Reduce -4.5%
SCHD Schwab US DVD Equity ETF 0.27% 11,413 $350K Add +0.0%
MCD McDonald's Corp. 0.25% 1,075 $334K Add +16.2%
IXUS iShares Core Intl Stock ETF 0.25% 3,722 $322K Add +8.3%
HEFA Isha Curr Hedged MSCI Eafe 0.24% 7,479 $318K No change
SPEM State Street SP PTF Em ETF 0.24% 6,752 $317K Reduce -0.0%
QUAL iShares MSCI USA Quality Fac 0.24% 1,617 $310K No change
JNJ Johnson & Johnson 0.23% 1,250 $306K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.22% 5,470 $291K Reduce -6.1%
AUB Atlantic Union Bankshares Co. 0.21% 7,679 $274K New
MO Altria Group Inc. 0.21% 4,147 $274K Add +2.3%
AVGO Broadcom Inc. 0.19% 810 $251K No change
USMV iShares MSCI USA Min Vol Fac 0.16% 2,197 $204K No change
VEA Vanguard Ftse Developed ETF 0.14% 2,912 $187K No change
SPHQ Invesco S&P 500 Quality ETF 0.14% 2,462 $185K Reduce -18.0%
IWD iShares Russell 1000 Value E 0.14% 855 $183K Reduce -0.3%
IYW iShares Ustechnology ETF 0.12% 850 $154K Reduce -5.6%
IWF iShares Russell 1000 Growth 0.12% 354 $151K No change
EFA iShares MSCI Eafe ETF 0.11% 1,444 $140K No change
EBAY eBay Inc. 0.10% 1,500 $137K No change
AMZN Amazon.com Inc. 0.10% 654 $136K No change
SHY iShares 1-3 Year Treasury Bo 0.10% 1,620 $134K Reduce -21.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 203 $132K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 257 $123K No change
SPSM SS SPDR P S&P 600 Small Cap 0.09% 2,444 $118K No change
GLD SPDR Gold Shares 0.09% 273 $117K No change
IJK iShares S&P Mid-Cap 400 Grow 0.09% 1,138 $114K No change
PH Parker Hannifin Corp. 0.09% 127 $114K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.08% 3,362 $111K No change
EMR Emerson Electric Co. 0.08% 827 $108K Reduce -8.0%
GOVT iShares US Treasury Bond ETF 0.07% 4,174 $96K Reduce -10.5%
SCHB Schwab US Broad Market ETF 0.07% 3,526 $89K Add +6.8%
IJJ iShares S&P Mid-Cap 400 Valu 0.06% 620 $82K Reduce -10.8%
JVAL JPMorgan US Value Factor ETF 0.06% 1,620 $79K No change
KO The Coca-Cola Co. 0.06% 1,035 $79K Add +76.9%
SDY SS SPDR S&P Dividend ETF 0.06% 537 $78K No change
IJT iShares S&P Small-Cap 600 GR 0.06% 536 $78K No change
VWO Vanguard Ftse Emerging Marke 0.05% 1,273 $69K No change
ITOT iShares Core S&P Total U.S. 0.05% 473 $67K No change
VB Vanguard Most SM-Cap ETF-Usd 0.05% 241 $63K No change
FRDM Freedom 100 Emeging MRKT ETF 0.05% 1,085 $59K Reduce -5.7%
VOO Vanguard S&P 500 ETF 0.04% 98 $59K Reduce -9.3%
PG The Procter & Gamble Co. 0.04% 403 $58K No change
SYK Stryker Corp. 0.04% 176 $58K Reduce -14.2%
PEP Pepsico Inc. 0.04% 320 $50K Add +357.1%
GOOGL Alphabet Inc. Class A 0.04% 170 $49K No change
CMI Cummins Inc. 0.04% 90 $48K No change
XOM Exxon Mobil Corp. 0.04% 280 $48K No change
IWR iShares Russell Mid-Cap ETF 0.04% 486 $47K No change
COIN Coinbase Global Inc. Class A 0.03% 257 $45K Add +195.4%
GD General Dynamics Corp. 0.03% 120 $41K No change
MA Mastercard Inc. Class A 0.03% 75 $37K No change
NSC Norfolk Southern Corp. 0.03% 130 $37K Reduce -38.1%
SCHA Schwab US Small-Cap ETF 0.02% 1,119 $33K Add +0.5%
SPTI SS SPDR P Int Term TSY ETF 0.02% 1,086 $31K Reduce -11.2%
MDYG SS SPDR S&P 400 MC GR ETF 0.02% 321 $31K No change
MKL Markel Group Inc. 0.02% 16 $31K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 125 $30K No change
V Visa Inc. Class A 0.02% 100 $30K No change
MSFT Microsoft Corp. 0.02% 80 $30K No change
SCHX Schwab US Large-Cap ETF 0.02% 1,135 $29K Add +0.3%
UNH Unitedhealth Group Inc. 0.02% 100 $27K No change
VFH Vanguard Financials ETF 0.02% 212 $26K No change
YUM Yum! Brands Inc. 0.02% 150 $23K New
ABBV Abbvie Inc. 0.02% 100 $22K No change
VCSH Vanguard S/T Corp. Bond ETF 0.02% 251 $20K Reduce -14.0%

Show all 131 holdings

Portfolio Sells Q4 2025 → Q1 2026
IVV iShares Core S&P 500 ETF Reduce -0.6% 14.17% −0.75
SPYG SS SPDR P S&P 500 Growth ETF Reduce -1.0% 6.95% −0.69
SCHO Schwab Short-Term US Treas Reduce -17.7% 2.36% −0.52
IGSB iShares 1-5Y Inv Grade Corp. Reduce -25.3% 0.94% −0.32
IVW iShares S&P 500 Growth ETF Reduce -1.2% 3.14% −0.32
VTV Vanguard Mrngstr Val ETF-Aui Reduce -18.6% 1.05% −0.20
SCHG Schwab US Large-Cap Growth Reduce -5.5% 0.79% −0.15
IVE iShares S&P 500 Value ETF Reduce -2.0% 2.61% −0.06
SCHV Schwab US Large-Cap Value Reduce -5.4% 1.27% −0.03
IWB iShares Russell 1000 ETF Reduce -1.4% 0.51% −0.03
SPHQ Invesco S&P 500 Quality ETF Reduce -18.0% 0.14% −0.03
UNP Union Pacific Corp. Sold out 0.00% −0.03
JAVA JPMorgan Active Value ETF Reduce -0.8% 5.18% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -21.0% 0.10% −0.03
IYW iShares Ustechnology ETF Reduce -5.6% 0.12% −0.02
NSC Norfolk Southern Corp. Reduce -38.1% 0.03% −0.02
IGIB iShares 5-10Y Inv Grade Corp. Reduce -6.1% 0.22% −0.02
VMBS Vanguard Mortgage-Backed Sec Reduce -4.5% 0.28% −0.01
SYK Stryker Corp. Reduce -14.2% 0.04% −0.01
DUK Duke Energy Corp. Reduce -50.0% 0.01% −0.01
GOVT iShares US Treasury Bond ETF Reduce -10.5% 0.07% −0.01
EMR Emerson Electric Co. Reduce -8.0% 0.08% −0.01
IJJ iShares S&P Mid-Cap 400 Valu Reduce -10.8% 0.06% −0.01
VOO Vanguard S&P 500 ETF Reduce -9.3% 0.04% −0.01
VZ Verizon Communications Inc. Reduce -50.0% 0.01% −0.01
T AT&T Inc. Reduce -37.7% 0.01% −0.00
SPTI SS SPDR P Int Term TSY ETF Reduce -11.2% 0.02% −0.00
VCSH Vanguard S/T Corp. Bond ETF Reduce -14.0% 0.02% −0.00
WBD Warner Bros Discovery Inc. Reduce -45.4% 0.00% −0.00
IJS iShares S&P Small-Cap 600 Va Reduce -18.4% 0.01% −0.00
KHC The Kraft Heinz Co. Sold out 0.00% −0.00
IWM iShares Russell 2000 ETF Reduce -1.4% 0.01% −0.00
FRDM Freedom 100 Emeging MRKT ETF Reduce -5.7% 0.05% +0.00
SPEM State Street SP PTF Em ETF Reduce -0.0% 0.24% +0.00
SCHM Schwab US Mid Cap ETF Reduce -2.9% 0.58% +0.00
IWD iShares Russell 1000 Value E Reduce -0.3% 0.14% +0.00
IJR iShares Core S&P Small-Cap E Reduce -2.2% 0.30% +0.00
IDEV iShares Core MSCI Dev MKTS Reduce -0.0% 0.41% +0.01
IJH iShares Core S&P Midcap ETF Reduce -0.6% 0.51% +0.01

Portfolio Buys Q4 2025 → Q1 2026
DFAE Dimensional Emerging Core Eq Add +8.3% 6.07% +0.69
SCHR Schwab Intermediate-Term US Add +13.2% 5.55% +0.62
USIG iShares Broad Usd Investment Add +8.8% 7.56% +0.55
MBB iShares MBS ETF Add +8.0% 6.06% +0.44
DFAI Dimensional International Co. Add +1.6% 7.86% +0.30
AUB Atlantic Union Bankshares Co. New 0.21% +0.21
JIRE JPMorgan Int Res Enh Eqty Add +0.5% 7.50% +0.13
SPMD SS SPDR P S&P 400 Midcap ETF Add +2.2% 1.73% +0.08
SPYV SS SPDR P S&P 500 Value ETF Add +1.5% 4.43% +0.06
DFAS Dimensional US Small Cap ETF Add +3.6% 0.79% +0.04
IEMG iShares Core MSCI Emerging Add +8.5% 0.38% +0.04
MCD McDonald's Corp. Add +16.2% 0.25% +0.04
MO Altria Group Inc. Add +2.3% 0.21% +0.03
PEP Pepsico Inc. Add +357.1% 0.04% +0.03
KO The Coca-Cola Co. Add +76.9% 0.06% +0.03
SCHD Schwab US DVD Equity ETF Add +0.0% 0.27% +0.03
IXUS iShares Core Intl Stock ETF Add +8.3% 0.25% +0.02
PM Philip Morris International Add +0.7% 0.56% +0.02
COIN Coinbase Global Inc. Class A Add +195.4% 0.03% +0.02
YUM Yum! Brands Inc. New 0.02% +0.02
SCHF Schwab Intl Equity ETF Add +2.0% 0.34% +0.02
SCHB Schwab US Broad Market ETF Add +6.8% 0.07% +0.00
IBIT iShares Bitcoin Trust ETF New 0.00% +0.00
SCHA Schwab US Small-Cap ETF Add +0.5% 0.02% +0.00
SCHX Schwab US Large-Cap ETF Add +0.3% 0.02% −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