SIMA Wealth Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), SIMA Wealth Partners, LLC reported 130 stock positions worth $141.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.3% of the portfolio, followed by Dimensional International (DFAI, 7.7%) and SS SPDR P S&P 500 Growth ETF (SPYG, 7.5%). Compared with Q1 2026, it sold out of 1, added to 14 and reduced 37. The biggest buy was Dimensional Emerging Core Eq (DFAE, shares +2%) and the biggest sale Schwab Intermediate-Term US (SCHR, shares −4%).

Most Recent 13F
Q2 2026
Location
NORTH CHESTERFIELD, VA
CIK
0002135539
Portfolio Value
$141.1M (Q2 2026)
SEC Filing
0002135539-26-000011 ↗ filed Jul 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 Q4 2025 Q1 2026: $131.3M Q1 2026 Q2 2026: $141.1M $141.1M Q2 2026

Holdings 130 stocks · $141.1M
IVV iShares Core S&P 500 ETF 14.29% 26,925 $20.2M Reduce -5.4%
DFAI Dimensional International Co. 7.74% 264,669 $10.9M Reduce -0.0%
SPYG SS SPDR P S&P 500 Growth ETF 7.49% 88,798 $10.6M Reduce -4.7%
JIRE JPMorgan Int Res Enh Eqty 7.47% 127,757 $10.5M Reduce -1.8%
USIG iShares Broad Usd Investment 7.18% 197,581 $10.1M Add +2.0%
DFAE Dimensional Emerging Core Eq 6.83% 239,647 $9.6M Add +1.8%
MBB iShares MBS ETF 5.45% 81,410 $7.7M Reduce -2.8%
JAVA JPMorgan Active Value ETF 5.22% 92,826 $7.4M Reduce -2.0%
SCHR Schwab Intermediate-Term US 4.90% 280,499 $6.9M Reduce -4.1%
SPYV SS SPDR P S&P 500 Value ETF 4.61% 106,953 $6.5M Add +4.2%
IVW iShares S&P 500 Growth ETF 3.44% 35,338 $4.9M Reduce -2.9%
IVE iShares S&P 500 Value ETF 2.44% 15,138 $3.4M Reduce -6.6%
SCHO Schwab Short-Term US Treas 2.07% 120,850 $2.9M Reduce -5.5%
SPMD SS SPDR P S&P 400 Midcap ETF 1.92% 40,008 $2.7M Add +4.3%
SCHV Schwab US Large-Cap Value 1.34% 54,238 $1.9M Reduce -1.1%
IEFA iShares Core MSCI Eafe ETF 1.25% 18,320 $1.8M Reduce -0.8%
VTV Vanguard Mrngstr Val ETF-Aui 1.08% 7,016 $1.5M No change
DFAS Dimensional US Small Cap ETF 0.90% 15,390 $1.3M Add +5.9%
SCHG Schwab US Large-Cap Growth 0.79% 33,072 $1.1M Reduce -7.5%
MUB iShares National Muni Bond E 0.78% 10,200 $1.1M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.74% 19,854 $1.0M Reduce -15.3%
SCHM Schwab US Mid Cap ETF 0.64% 24,418 $900K Reduce -1.3%
PM Philip Morris International 0.55% 4,322 $782K Reduce -3.6%
IWY iShares Russell Top 200 Grow 0.54% 2,634 $765K No change
IJH iShares Core S&P Midcap ETF 0.51% 9,415 $726K Reduce -5.1%
IWB iShares Russell 1000 ETF 0.47% 1,617 $662K Reduce -14.2%
VONG Vanguard Russell 1000 Growth 0.43% 4,734 $605K No change
IEMG iShares Core MSCI Emerging 0.42% 7,238 $600K Add +0.6%
AAPL Apple Inc. 0.40% 1,973 $571K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.40% 6,999 $564K Reduce -0.2%
IDEV iShares Core MSCI Dev MKTS 0.40% 6,288 $560K Reduce -1.6%
SCHF Schwab Intl Equity ETF 0.36% 18,598 $515K Add +2.9%
IWX iShares Russell Top 200 Valu 0.34% 4,537 $477K No change
IJR iShares Core S&P Small-Cap E 0.32% 3,016 $447K Reduce -5.8%
IXUS iShares Core Intl Stock ETF 0.26% 3,800 $363K Add +2.1%
SCHD Schwab US DVD Equity ETF 0.26% 11,418 $362K Add +0.0%
QUAL iShares MSCI USA Quality Fac 0.25% 1,617 $355K No change
HEFA Isha Curr Hedged MSCI Eafe 0.25% 7,479 $351K No change
SPEM State Street SP PTF Em ETF 0.25% 6,752 $350K No change
VMBS Vanguard Mortgage-Backed Sec 0.25% 7,444 $348K Reduce -4.8%
AUB Atlantic Union Bankshares Co. 0.23% 7,679 $325K No change
JNJ Johnson & Johnson 0.22% 1,250 $317K No change
AVGO Broadcom Inc. 0.22% 810 $306K No change
MO Altria Group Inc. 0.20% 3,997 $288K Reduce -3.6%
IGIB iShares 5-10Y Inv Grade Corp. 0.19% 5,107 $272K Reduce -6.6%
MCD McDonald's Corp. 0.19% 975 $264K Reduce -9.3%
SPHQ Invesco S&P 500 Quality ETF 0.16% 2,462 $222K No change
IYW iShares Ustechnology ETF 0.15% 850 $214K No change
USMV iShares MSCI USA Min Vol Fac 0.15% 2,197 $212K No change
VEA Vanguard Ftse Developed ETF 0.15% 2,912 $207K No change
IWD iShares Russell 1000 Value E 0.14% 826 $200K Reduce -3.4%
IWF iShares Russell 1000 Growth 0.12% 1,416 $176K No change
EBAY eBay Inc. 0.12% 1,500 $168K No change
AMZN Amazon.com Inc. 0.11% 654 $156K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 203 $152K No change
EFA iShares MSCI Eafe ETF 0.11% 1,444 $150K No change
SPSM SS SPDR P S&P 600 Small Cap 0.10% 2,444 $141K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 257 $129K No change
PH Parker Hannifin Corp. 0.09% 127 $124K No change
IJK iShares S&P Mid-Cap 400 Grow 0.09% 1,043 $123K Reduce -8.3%
SCHE Schwab Emrg Mrkts Eqty ETF 0.09% 3,375 $122K Add +0.4%
SCHB Schwab US Broad Market ETF 0.09% 4,173 $121K Add +18.4%
EMR Emerson Electric Co. 0.08% 827 $118K No change
SHY iShares 1-3 Year Treasury Bo 0.08% 1,300 $107K Reduce -19.8%
GLD SPDR Gold Shares 0.07% 273 $101K No change
JVAL JPMorgan US Value Factor ETF 0.07% 1,620 $95K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.06% 590 $87K Reduce -4.8%
IJT iShares S&P Small-Cap 600 GR 0.06% 466 $83K Reduce -13.1%
SDY SS SPDR S&P Dividend ETF 0.06% 537 $82K No change
FRDM Freedom 100 Emeging MRKT ETF 0.06% 1,085 $79K No change
GOVT iShares US Treasury Bond ETF 0.06% 3,435 $78K Reduce -17.7%
ITOT iShares Core S&P Total U.S. 0.06% 473 $78K No change
VWO Vanguard Ftse Emerging Marke 0.05% 1,273 $76K No change
VB Vanguard Most SM-Cap ETF-Usd 0.05% 241 $73K No change
KO The Coca-Cola Co. 0.05% 810 $66K Reduce -21.7%
CMI Cummins Inc. 0.05% 90 $64K No change
GOOGL Alphabet Inc. Class A 0.04% 170 $61K No change
VOO Vanguard S&P 500 ETF 0.04% 88 $61K Reduce -10.2%
PG The Procter & Gamble Co. 0.04% 403 $59K No change
SYK Stryker Corp. 0.04% 176 $55K No change
IWR iShares Russell Mid-Cap ETF 0.04% 486 $54K No change
GD General Dynamics Corp. 0.03% 120 $43K No change
NSC Norfolk Southern Corp. 0.03% 130 $41K No change
SCHA Schwab US Small-Cap ETF 0.03% 1,129 $41K Add +0.9%
MA Mastercard Inc. Class A 0.03% 75 $39K No change
XOM Exxon Mobil Corp. 0.03% 280 $38K No change
COIN Coinbase Global Inc. Class A 0.03% 257 $38K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.03% 321 $36K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 125 $35K No change
V Visa Inc. Class A 0.02% 100 $34K No change
SCHX Schwab US Large-Cap ETF 0.02% 1,159 $34K Add +2.1%
MKL Markel Group Inc. 0.02% 16 $31K No change
SPTI SS SPDR P Int Term TSY ETF 0.02% 1,086 $31K No change
MSFT Microsoft Corp. 0.02% 80 $30K No change
VFH Vanguard Financials ETF 0.02% 212 $28K No change
PEP Pepsico Inc. 0.02% 195 $26K Reduce -39.1%
ABBV Abbvie Inc. 0.02% 100 $25K No change
UNH Unitedhealth Group Inc. 0.02% 60 $25K Reduce -40.0%
IWM iShares Russell 2000 ETF 0.02% 73 $22K No change
VCSH Vanguard S/T Corp. Bond ETF 0.01% 247 $20K Reduce -1.6%
DGRO iShares Core Dividend Growth 0.01% 237 $18K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.01% 204 $18K No change
IWP iShares Russell Mid-Cap Grow 0.01% 119 $17K No change
DUK Duke Energy Corp. 0.01% 129 $16K No change
NWBI Northwest Bancshares Inc. 0.01% 987 $15K No change
IPO Renaissance Ipo ETF 0.01% 250 $15K No change
ELV Elevance Health Inc. 0.01% 36 $14K No change
D Dominion Energy Inc. 0.01% 200 $14K No change
IWO iShares Russell 2000 Growth 0.01% 33 $13K No change
BTI British American Tob-SP ADR 0.01% 210 $13K No change
IJS iShares S&P Small-Cap 600 Va 0.01% 89 $12K No change
YUM Yum! Brands Inc. 0.01% 75 $12K Reduce -50.0%
EEM iShares MSCI Emerging Market 0.01% 150 $10K No change
MMM 3M Co. 0.01% 62 $10K No change
F Ford Motor Co. filed as FORD MTR CO 0.01% 659 $9K No change
VZ Verizon Communications Inc. 0.01% 216 $9K No change
ABT Abbott Laboratories 0.01% 100 $9K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 103 $9K Add +1.0%
GM General Motors Co. 0.01% 107 $8K No change
T AT&T Inc. 0.01% 387 $8K No change
IEF iShares 7-10 Year Treasury B 0.00% 66 $6K No change
VCIT Vanguard Int-Term Corporate 0.00% 75 $6K No change
IVZ Invesco Ltd. 0.00% 125 $3K No change
AMLP Alerian MLP ETF 0.00% 60 $3K No change
WBD Warner Bros Discovery Inc. 0.00% 95 $3K No change
BTC Grayscale Bitcoin Mini ETF 0.00% 57 $1K No change
IBIT iShares Bitcoin Trust ETF 0.00% 41 $1K No change
PLUR Pluri Inc. 0.00% 350 $732 No change
CLOV Clover Health Investments Co. 0.00% 50 $262 No change
KD Kyndryl Holdings Inc. 0.00% 21 $238 No change

Portfolio Sells Q1 2026 → Q2 2026
SCHR Schwab Intermediate-Term US Reduce -4.1% 4.90% −0.65
MBB iShares MBS ETF Reduce -2.8% 5.45% −0.61
SCHO Schwab Short-Term US Treas Reduce -5.5% 2.07% −0.30
IGSB iShares 1-5Y Inv Grade Corp. Reduce -15.3% 0.74% −0.20
IVE iShares S&P 500 Value ETF Reduce -6.6% 2.44% −0.17
DFAI Dimensional International Co. Reduce -0.0% 7.74% −0.12
MCD McDonald's Corp. Reduce -9.3% 0.19% −0.07
IWB iShares Russell 1000 ETF Reduce -14.2% 0.47% −0.04
JIRE JPMorgan Int Res Enh Eqty Reduce -1.8% 7.47% −0.04
VMBS Vanguard Mortgage-Backed Sec Reduce -4.8% 0.25% −0.03
IGIB iShares 5-10Y Inv Grade Corp. Reduce -6.6% 0.19% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -19.8% 0.08% −0.03
PEP Pepsico Inc. Reduce -39.1% 0.02% −0.02
IEFA iShares Core MSCI Eafe ETF Reduce -0.8% 1.25% −0.02
GOVT iShares US Treasury Bond ETF Reduce -17.7% 0.06% −0.02
KO The Coca-Cola Co. Reduce -21.7% 0.05% −0.01
PM Philip Morris International Reduce -3.6% 0.55% −0.01
IDEV iShares Core MSCI Dev MKTS Reduce -1.6% 0.40% −0.01
YUM Yum! Brands Inc. Reduce -50.0% 0.01% −0.01
UPS United Parcel Service Class B Sold out 0.00% −0.01
MO Altria Group Inc. Reduce -3.6% 0.20% −0.00
UNH Unitedhealth Group Inc. Reduce -40.0% 0.02% −0.00
VOO Vanguard S&P 500 ETF Reduce -10.2% 0.04% −0.00
VCSH Vanguard S/T Corp. Bond ETF Reduce -1.6% 0.01% −0.00
IJJ iShares S&P Mid-Cap 400 Valu Reduce -4.8% 0.06% −0.00
IJK iShares S&P Mid-Cap 400 Grow Reduce -8.3% 0.09% −0.00
SCHG Schwab US Large-Cap Growth Reduce -7.5% 0.79% −0.00
IJT iShares S&P Small-Cap 600 GR Reduce -13.1% 0.06% −0.00
IWD iShares Russell 1000 Value E Reduce -3.4% 0.14% +0.00
IJH iShares Core S&P Midcap ETF Reduce -5.1% 0.51% +0.00
IJR iShares Core S&P Small-Cap E Reduce -5.8% 0.32% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.2% 0.40% +0.02
JAVA JPMorgan Active Value ETF Reduce -2.0% 5.22% +0.05
SCHM Schwab US Mid Cap ETF Reduce -1.3% 0.64% +0.05
SCHV Schwab US Large-Cap Value Reduce -1.1% 1.34% +0.06
IVV iShares Core S&P 500 ETF Reduce -5.4% 14.29% +0.12
IVW iShares S&P 500 Growth ETF Reduce -2.9% 3.44% +0.31
SPYG SS SPDR P S&P 500 Growth ETF Reduce -4.7% 7.49% +0.54

Portfolio Buys Q1 2026 → Q2 2026
DFAE Dimensional Emerging Core Eq Add +1.8% 6.83% +0.75
SPMD SS SPDR P S&P 400 Midcap ETF Add +4.3% 1.92% +0.19
SPYV SS SPDR P S&P 500 Value ETF Add +4.2% 4.61% +0.18
DFAS Dimensional US Small Cap ETF Add +5.9% 0.90% +0.11
IEMG iShares Core MSCI Emerging Add +0.6% 0.42% +0.04
SCHF Schwab Intl Equity ETF Add +2.9% 0.36% +0.02
SCHB Schwab US Broad Market ETF Add +18.4% 0.09% +0.02
IXUS iShares Core Intl Stock ETF Add +2.1% 0.26% +0.01
SCHA Schwab US Small-Cap ETF Add +0.9% 0.03% +0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.4% 0.09% +0.00
SCHX Schwab US Large-Cap ETF Add +2.1% 0.02% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +1.0% 0.01% +0.00
SCHD Schwab US DVD Equity ETF Add +0.0% 0.26% −0.01
USIG iShares Broad Usd Investment Add +2.0% 7.18% −0.38

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