SIMA Wealth Partners, LLC

CIK 0002135539 • 10 13F filings • May 15, 2026 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q3 2024

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $131.5M123 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$10K	0.0%Prev: 0.0%	62 SH	Increased
ABBOTT LABS	COM	$13K	0.0%Prev: 0.0%	100 SH	Increased
ABBVIE INC	COM	$23K	0.0%Prev: 0.0%	100 SH	Increased
ALPHABET INC	CAP STK CL A	$53K	0.0%Prev: 0.0%	170 SH	Increased-28 SH
ALPS ETF TR	ALERIAN MLP	$3K	0.0%	60 SH	New
ALTRIA GROUP INC	COM	$234K	0.2%Prev: 0.4%	4,053 SH	Decreased-4,779 SH
AMAZON COM INC	COM	$151K	0.1%Prev: 0.1%	654 SH	Decreased-127 SH
APPLE INC	COM	$536K	0.4%Prev: 0.2%	1,973 SH	Increased+1,035 SH
AT&T INC	COM	$15K	0.0%Prev: 0.0%	621 SH	Decreased-264 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$129K	0.1%Prev: 0.1%	257 SH	Increased
BRITISH AMERN TOB PLC	SPONSORED ADR	$12K	0.0%Prev: 0.0%	210 SH	Increased
BROADCOM INC	COM	$280K	0.2%Prev: 0.2%	810 SH	Increased-190 SH
CLOVER HEALTH INVESTMENTS CO	COM CL A	$118	0.0%Prev: 0.0%	50 SH	Decreased
COCA COLA CO	COM	$41K	0.0%Prev: 0.0%	585 SH	Increased
COINBASE GLOBAL INC	COM CL A	$20K	0.0%Prev: 0.0%	87 SH	Decreased+1 SH
CUMMINS INC	COM	$46K	0.0%Prev: 0.2%	90 SH	Decreased-600 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$7.1M	5.4%Prev: 3.3%	217,398 SH	Increased+63,665 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$9.9M	7.6%Prev: 6.5%	260,672 SH	Increased-3,097 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$977K	0.7%Prev: 0.4%	14,017 SH	Increased+6,425 SH
DOMINION ENERGY INC	COM	$12K	0.0%Prev: 0.1%	200 SH	Decreased-954 SH
DUKE ENERGY CORP NEW	COM NEW	$30K	0.0%Prev: 0.0%	258 SH	Increased
EA SERIES TRUST	FREEDOM 100 EM	$59K	0.0%Prev: 0.0%	1,150 SH	Increased+231 SH
EBAY INC.	COM	$131K	0.1%Prev: 0.1%	1,500 SH	Increased
ELEVANCE HEALTH INC FORMERLY	COM	$13K	0.0%	36 SH	New
EMERSON ELEC CO	COM	$119K	0.1%Prev: 0.1%	899 SH	Increased
EXXON MOBIL CORP	COM	$34K	0.0%Prev: 0.0%	280 SH	Increased+20 SH
FORD MTR CO	COM	$9K	0.0%Prev: 0.0%	659 SH	Increased+162 SH
GENERAL DYNAMICS CORP	COM	$40K	0.0%Prev: 0.0%	120 SH	Increased
GENERAL MTRS CO	COM	$9K	0.0%Prev: 0.0%	107 SH	Decreased-104 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$2K	0.0%	57 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$37K	0.0%	125 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$225K	0.2%Prev: 0.2%	3,002 SH	Increased-150 SH
INVESCO LTD	SHS	$3K	0.0%	125 SH	New
ISHARES INC	CORE MSCI EMKT	$446K	0.3%Prev: 0.3%	6,631 SH	Increased-449 SH
ISHARES TR	1 3 YR TREAS BD	$170K	0.1%Prev: 0.1%	2,051 SH	Increased+387 SH
ISHARES TR	7-10 YR TRSY BD	$6K	0.0%Prev: 0.0%	66 SH	Decreased-108 SH
ISHARES TR	CORE DIV GRWTH	$16K	0.0%Prev: 0.0%	237 SH	Increased-15 SH
ISHARES TR	CORE MSCI EAFE	$1.7M	1.3%Prev: 1.5%	18,458 SH	Decreased-6,119 SH
ISHARES TR	CORE MSCI INTL	$527K	0.4%Prev: 0.4%	6,390 SH	Increased-922 SH
ISHARES TR	CORE MSCI TOTAL	$291K	0.2%Prev: 0.3%	3,438 SH	Decreased-1,355 SH
ISHARES TR	CORE S&P MCP ETF	$659K	0.5%Prev: 0.6%	9,986 SH	Decreased-752 SH
ISHARES TR	CORE S&P SCP ETF	$393K	0.3%Prev: 0.4%	3,272 SH	Decreased-568 SH
ISHARES TR	CORE S&P TTL STK	$70K	0.1%Prev: 0.1%	473 SH	Increased
ISHARES TR	CORE S&P500 ETF	$19.6M	14.9%Prev: 15.8%	28,640 SH	Increased-2,879 SH
ISHARES TR	HDG MSCI EAFE	$309K	0.2%Prev: 0.2%	7,479 SH	Increased-619 SH
ISHARES TR	ISHS 1-5YR INVS	$1.7M	1.3%Prev: 2.4%	31,369 SH	Decreased-22,323 SH
ISHARES TR	ISHS 5-10YR INVT	$314K	0.2%Prev: 0.3%	5,825 SH	Increased-201 SH
ISHARES TR	MBS ETF	$7.4M	5.6%Prev: 5.9%	77,591 SH	Increased+1,809 SH
ISHARES TR	MSCI EAFE ETF	$139K	0.1%Prev: 0.1%	1,444 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$8K	0.0%Prev: 0.0%	150 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$207K	0.2%Prev: 0.2%	2,197 SH	Decreased-275 SH
ISHARES TR	MSCI USA QLT FCT	$321K	0.2%Prev: 0.2%	1,617 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$1.1M	0.8%Prev: 0.8%	10,200 SH	Increased+1,012 SH
ISHARES TR	RUS 1000 ETF	$714K	0.5%Prev: 0.1%	1,911 SH	Increased+1,372 SH
ISHARES TR	RUS 1000 GRW ETF	$168K	0.1%Prev: 0.1%	354 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$181K	0.1%Prev: 0.5%	858 SH	Decreased-2,022 SH
ISHARES TR	RUS 2000 GRW ETF	$11K	0.0%Prev: 0.0%	33 SH	Decreased-5 SH
ISHARES TR	RUS MD CP GR ETF	$16K	0.0%Prev: 0.1%	119 SH	Decreased-656 SH
ISHARES TR	RUS MID CAP ETF	$47K	0.0%Prev: 0.1%	486 SH	Decreased-261 SH
ISHARES TR	RUS TP200 GR ETF	$729K	0.6%Prev: 0.5%	2,634 SH	Increased-50 SH
ISHARES TR	RUS TP200 VL ETF	$417K	0.3%Prev: 0.3%	4,537 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$18K	0.0%Prev: 0.0%	74 SH	Increased-8 SH
ISHARES TR	S&P 500 GRWT ETF	$4.5M	3.5%Prev: 3.5%	36,842 SH	Increased-3,730 SH
ISHARES TR	S&P 500 VAL ETF	$3.5M	2.7%Prev: 2.9%	16,537 SH	Increased-1,111 SH
ISHARES TR	S&P MC 400GR ETF	$110K	0.1%Prev: 0.1%	1,138 SH	Increased-55 SH
ISHARES TR	S&P MC 400VL ETF	$91K	0.1%Prev: 0.1%	695 SH	Decreased-50 SH
ISHARES TR	S&P SML 600 GWT	$76K	0.1%Prev: 0.1%	536 SH	Decreased-23 SH
ISHARES TR	SP SMCP600VL ETF	$12K	0.0%Prev: 0.0%	109 SH	Decreased-331 SH
ISHARES TR	U.S. TECH ETF	$180K	0.1%Prev: 0.1%	900 SH	Increased
ISHARES TR	US TREAS BD ETF	$107K	0.1%Prev: 0.2%	4,663 SH	Decreased-6,637 SH
ISHARES TR	USD INV GRDE ETF	$9.2M	7.0%Prev: 5.8%	177,936 SH	Increased+41,201 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$6.8M	5.2%Prev: 5.0%	95,454 SH	Increased+3,036 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$9.7M	7.4%Prev: 5.7%	129,463 SH	Increased+14,020 SH
J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$80K	0.1%Prev: 0.1%	1,620 SH	Increased
JOHNSON & JOHNSON	COM	$259K	0.2%Prev: 0.2%	1,250 SH	Increased
KRAFT HEINZ CO	COM	$728	0.0%Prev: 0.0%	30 SH	Decreased-431 SH
KYNDRYL HLDGS INC	COMMON STOCK	$558	0.0%	21 SH	New
MARKEL GROUP INC	COM	$34K	0.0%Prev: 0.0%	16 SH	Increased
MASTERCARD INCORPORATED	CL A	$43K	0.0%Prev: 0.0%	75 SH	Increased
MCDONALDS CORP	COM	$283K	0.2%Prev: 0.2%	925 SH	Increased
MICROSOFT CORP	COM	$39K	0.0%Prev: 0.0%	80 SH	Increased
NORFOLK SOUTHN CORP	COM	$61K	0.0%Prev: 0.1%	210 SH	Decreased-470 SH
NORTHWEST BANCSHARES INC MD	COM	$12K	0.0%	987 SH	New
PARKER-HANNIFIN CORP	COM	$112K	0.1%Prev: 0.1%	127 SH	Increased
PEPSICO INC	COM	$10K	0.0%Prev: 0.0%	70 SH	Decreased
PHILIP MORRIS INTL INC	COM	$714K	0.5%Prev: 0.8%	4,452 SH	Decreased-3,234 SH
PLURI INC	COM NEW	$1K	0.0%Prev: 0.0%	350 SH	Decreased+100 SH
PROCTER AND GAMBLE CO	COM	$58K	0.0%Prev: 0.1%	403 SH	Decreased-53 SH
RENAISSANCE CAP GREENWICH FD	IPO ETF	$11K	0.0%Prev: 0.0%	250 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$110K	0.1%Prev: 0.1%	3,362 SH	Increased+329 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$6.5M	4.9%Prev: 7.0%	258,346 SH	Decreased-82,758 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$426K	0.3%Prev: 0.3%	17,715 SH	Increased-2,807 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$3.8M	2.9%Prev: 2.5%	155,412 SH	Increased+32,249 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$87K	0.1%Prev: 0.0%	3,301 SH	Increased+1,508 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$313K	0.2%Prev: 0.3%	11,408 SH	Decreased-2,473 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	0.9%Prev: 1.0%	37,843 SH	Increased-4,765 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.7M	1.3%Prev: 1.5%	57,981 SH	Decreased-11,697 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$30K	0.0%Prev: 0.0%	1,131 SH	Increased+683 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$766K	0.6%Prev: 1.0%	25,479 SH	Decreased-15,231 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$32K	0.0%Prev: 0.0%	1,113 SH	Decreased-326 SH
SPDR GOLD TR	GOLD SHS	$108K	0.1%Prev: 0.0%	273 SH	Increased+73 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$316K	0.2%Prev: 0.3%	6,753 SH	Increased-1,159 SH
SPDR S&P 500 ETF TR	TR UNIT	$138K	0.1%	203 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$18.2M	13.9%	237,566 SH	New
STRYKER CORPORATION	COM	$72K	0.1%Prev: 0.1%	205 SH	Decreased
UNION PAC CORP	COM	$39K	0.0%Prev: 0.1%	170 SH	Decreased-378 SH
UNITED PARCEL SERVICE INC	CL B	$11K	0.0%Prev: 0.0%	112 SH	Decreased-162 SH
UNITEDHEALTH GROUP INC	COM	$33K	0.0%Prev: 0.0%	100 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$8K	0.0%Prev: 0.0%	17 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$509K	0.4%Prev: 0.4%	1,754 SH	Decreased-217 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$68K	0.1%Prev: 0.1%	108 SH	Decreased-29 SH
VANGUARD INDEX FDS	SMALL CP ETF	$62K	0.0%Prev: 0.1%	241 SH	Decreased-182 SH
VANGUARD INDEX FDS	VALUE ETF	$1.6M	1.3%Prev: 1.6%	8,616 SH	Decreased-2,622 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$68K	0.1%Prev: 0.0%	1,273 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6K	0.0%Prev: 0.0%	75 SH	Decreased-247 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$385K	0.3%Prev: 0.3%	8,187 SH	Increased-95 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$23K	0.0%Prev: 0.1%	292 SH	Decreased-632 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$576K	0.4%Prev: 0.0%	4,734 SH	Increased+4,688 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$182K	0.1%Prev: 0.2%	2,912 SH	Decreased-2,161 SH
VANGUARD WORLD FD	FINANCIALS ETF	$28K	0.0%Prev: 0.0%	212 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$18K	0.0%Prev: 0.0%	432 SH	Increased
VISA INC	COM CL A	$35K	0.0%Prev: 0.0%	100 SH	Increased
WARNER BROS DISCOVERY INC	COM SER A	$5K	0.0%Prev: 0.0%	174 SH	Increased-15 SH

Sold (vs prior filing)

ADIENT PLC — $466
ALCOA CORP — $2K
ATLANTIC UN BANKSHARES CORP — $33K
BAKER HUGHES COMPANY — $723
BRINKS CO — $37K
CARMAX INC — $41K
CHESAPEAKE UTILS CORP — $119K
CINCINNATI FINL CORP — $8K
CITY HLDG CO — $38K
CONSTELLATION ENERGY CORP — $186K
CORTEVA INC — $6K
DANAHER CORPORATION — $197K
DOW INC — $12K
DUPONT DE NEMOURS INC — $22K
ELEVANCE HEALTH INC — $13K
EXELON CORP — $102K
FASTENAL CO — $56K
FORTIVE CORP — $20K
HOWMET AEROSPACE INC — $15K
ISHARES TR — $20K
… and 37 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002135539-26-000014	—	View
May 28, 2026	Q4 2025	13F-HR	0002135539-26-000003	$131.5M	View
Jun 15, 2026	Q4 2024