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: $12.9M153 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$20K	0.2%Prev: 0.0%	132 SH	Increased+70 SH
ABBOTT LABS	COM	$14K	0.1%Prev: 0.0%	100 SH	Increased-22 SH
ABBVIE INC	COM	$19K	0.1%Prev: 0.0%	100 SH	Increased
ADVANCE AUTO PARTS INC	COM	$5K	0.0%	100 SH	New
ALPHABET INC	CAP STK CL A	$30K	0.2%Prev: 0.0%	170 SH	Decreased-20 SH
ALPS ETF TR	ALERIAN MLP	$3K	0.0%	60 SH	New
ALTRIA GROUP INC	COM	$265K	2.1%Prev: 0.1%	4,523 SH	Increased+1,609 SH
AMAZON COM INC	COM	$168K	1.3%Prev: 0.1%	764 SH	Increased-40 SH
APPLE INC	COM	$192K	1.5%Prev: 0.2%	938 SH	Decreased-22 SH
AT&T INC	COM	$26K	0.2%Prev: 0.0%	888 SH	Increased+82 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$125K	1.0%Prev: 0.1%	257 SH	Increased-17 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$10K	0.1%	210 SH	New
BROADCOM INC	COM	$248K	1.9%Prev: 0.2%	900 SH	Increased+800 SH
CITY HLDG CO	COM	$7K	0.1%Prev: 0.0%	56 SH	Decreased-317 SH
CLOVER HEALTH INVESTMENTS CO	COM CL A	$140	0.0%Prev: 0.0%	50 SH	Increased
COCA COLA CO	COM	$41K	0.3%Prev: 0.0%	585 SH	Increased-37 SH
COINBASE GLOBAL INC	COM CL A	$30K	0.2%Prev: 0.0%	87 SH	Increased+1 SH
CUMMINS INC	COM	$76K	0.6%Prev: 0.2%	231 SH	Decreased-459 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$4.7M	36.9%Prev: 3.5%	164,004 SH	Increased+20,668 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$8.4M	65.2%Prev: 7.7%	242,531 SH	Increased-31,045 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$490K	3.8%Prev: 0.6%	7,697 SH	Decreased-2,707 SH
DOMINION ENERGY INC	COM	$20K	0.2%Prev: 0.0%	348 SH	Decreased-641 SH
DOW INC	COM	$5K	0.0%Prev: 0.0%	200 SH	Decreased+31 SH
DUKE ENERGY CORP NEW	COM NEW	$30K	0.2%Prev: 0.0%	258 SH	Increased
EA SERIES TRUST	FREEDOM 100 EM	$38K	0.3%Prev: 0.0%	939 SH	Increased+18 SH
EBAY INC.	COM	$112K	0.9%Prev: 0.1%	1,500 SH	Increased
ELEVANCE HEALTH INC	COM	$14K	0.1%Prev: 0.0%	36 SH	Decreased
EMERSON ELEC CO	COM	$120K	0.9%Prev: 0.1%	899 SH	Increased-68 SH
EXXON MOBIL CORP	COM	$30K	0.2%Prev: 0.0%	280 SH	Increased+20 SH
FORD MTR CO	COM	$10K	0.1%	912 SH	New
GENERAL DYNAMICS CORP	COM	$35K	0.3%Prev: 0.0%	120 SH	Increased
GENERAL MTRS CO	COM	$10K	0.1%Prev: 0.0%	213 SH	Increased+3 SH
GOODYEAR TIRE & RUBR CO	COM	$4K	0.0%	400 SH	New
HANESBRANDS INC	COM	$3K	0.0%	700 SH	New
HEALTHPEAK PROPERTIES INC	COM	$7K	0.1%	400 SH	New
HERSHEY CO	COM	$4K	0.0%	27 SH	New
HIGHWOODS PPTYS INC	COM	$9K	0.1%	300 SH	New
INTEL CORP	COM	$2K	0.0%	100 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$37K	0.3%	125 SH	New
INTERNATIONAL PAPER CO	COM	$9K	0.1%	200 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$214K	1.7%Prev: 0.2%	3,002 SH	Increased-150 SH
INVESCO LTD	SHS	$2K	0.0%	125 SH	New
ISHARES INC	CORE MSCI EMKT	$413K	3.2%Prev: 0.4%	6,883 SH	Decreased-838 SH
ISHARES TR	1 3 YR TREAS BD	$173K	1.3%Prev: 0.1%	2,086 SH	Increased+378 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	0.1%	252 SH	New
ISHARES TR	CORE MSCI EAFE	$1.5M	12.0%Prev: 1.7%	18,465 SH	Decreased-6,686 SH
ISHARES TR	CORE MSCI INTL	$528K	4.1%Prev: 0.6%	6,944 SH	Decreased-2,015 SH
ISHARES TR	CORE MSCI TOTAL	$320K	2.5%Prev: 0.3%	4,144 SH	Decreased-758 SH
ISHARES TR	CORE S&P MCP ETF	$625K	4.9%Prev: 0.6%	10,077 SH	Decreased-1,063 SH
ISHARES TR	CORE S&P SCP ETF	$359K	2.8%Prev: 1.0%	3,285 SH	Decreased-6,213 SH
ISHARES TR	CORE S&P TTL STK	$64K	0.5%Prev: 0.0%	473 SH	Increased+451 SH
ISHARES TR	CORE S&P500 ETF	$20.1M	156.1%Prev: 14.1%	32,353 SH	Increased+5,300 SH
ISHARES TR	HDG MSCI EAFE	$289K	2.2%Prev: 0.3%	7,612 SH	Decreased-619 SH
ISHARES TR	ISHS 1-5YR INVS	$2.0M	15.7%Prev: 2.6%	38,381 SH	Decreased-14,213 SH
ISHARES TR	ISHS 5-10YR INVT	$310K	2.4%Prev: 0.3%	5,809 SH	Increased-175 SH
ISHARES TR	MBS ETF	$7.5M	58.1%Prev: 5.3%	79,697 SH	Increased+19,544 SH
ISHARES TR	MSCI EAFE ETF	$129K	1.0%Prev: 0.1%	1,444 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$7K	0.1%Prev: 0.0%	150 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$229K	1.8%Prev: 0.2%	2,442 SH	Increased-32 SH
ISHARES TR	MSCI USA QLT FCT	$296K	2.3%Prev: 0.3%	1,617 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$1.1M	8.3%Prev: 0.9%	10,200 SH	Increased+1,182 SH
ISHARES TR	RUS 1000 ETF	$707K	5.5%Prev: 0.2%	2,082 SH	Increased+1,543 SH
ISHARES TR	RUS 1000 GRW ETF	$150K	1.2%Prev: 0.1%	354 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$167K	1.3%Prev: 2.1%	858 SH	Decreased-12,024 SH
ISHARES TR	RUS 2000 GRW ETF	$9K	0.1%Prev: 0.0%	33 SH	Decreased-5 SH
ISHARES TR	RUS MD CP GR ETF	$17K	0.1%Prev: 0.1%	119 SH	Decreased-907 SH
ISHARES TR	RUS MID CAP ETF	$54K	0.4%Prev: 0.1%	584 SH	Decreased-368 SH
ISHARES TR	RUS TP200 GR ETF	$662K	5.1%Prev: 0.5%	2,684 SH	Increased
ISHARES TR	RUS TP200 VL ETF	$382K	3.0%Prev: 0.3%	4,537 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$17K	0.1%Prev: 0.0%	81 SH	Decreased-113 SH
ISHARES TR	S&P 500 GRWT ETF	$4.2M	32.8%Prev: 3.6%	38,369 SH	Increased-2,850 SH
ISHARES TR	S&P 500 VAL ETF	$3.4M	26.1%Prev: 3.1%	17,180 SH	Increased-691 SH
ISHARES TR	S&P MC 400GR ETF	$109K	0.8%Prev: 0.1%	1,193 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$92K	0.7%Prev: 0.1%	745 SH	Increased
ISHARES TR	S&P SML 600 GWT	$74K	0.6%Prev: 0.1%	559 SH	Increased
ISHARES TR	SP SMCP600VL ETF	$39K	0.3%Prev: 0.1%	390 SH	Decreased-150 SH
ISHARES TR	U.S. TECH ETF	$156K	1.2%Prev: 0.1%	900 SH	Increased
ISHARES TR	US TREAS BD ETF	$161K	1.3%Prev: 0.2%	7,018 SH	Decreased-4,281 SH
ISHARES TR	USD INV GRDE ETF	$8.9M	69.1%Prev: 4.1%	172,860 SH	Increased+86,517 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$6.5M	50.9%Prev: 6.5%	99,983 SH	Decreased-14,590 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$8.8M	68.3%Prev: 6.6%	124,184 SH	Increased+13,947 SH
J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$72K	0.6%Prev: 0.1%	1,620 SH	Increased
JOHNSON & JOHNSON	COM	$199K	1.5%Prev: 0.2%	1,300 SH	Increased+36 SH
KINSALE CAP GROUP INC	COM	$19K	0.2%Prev: 0.0%	40 SH	Increased
KRAFT HEINZ CO	COM	$775	0.0%Prev: 0.0%	30 SH	Decreased-104 SH
KYNDRYL HLDGS INC	COMMON STOCK	$882	0.0%	21 SH	New
MARKEL GROUP INC	COM	$32K	0.2%Prev: 0.0%	16 SH	Increased
MASTERCARD INCORPORATED	CL A	$42K	0.3%Prev: 0.0%	75 SH	Increased
MCDONALDS CORP	COM	$270K	2.1%Prev: 0.2%	925 SH	Increased
MICROSOFT CORP	COM	$40K	0.3%Prev: 0.0%	80 SH	Decreased-12 SH
NORFOLK SOUTHN CORP	COM	$174K	1.4%Prev: 0.2%	680 SH	Increased-120 SH
NORTHWEST BANCSHARES INC MD	COM	$13K	0.1%	987 SH	New
NVIDIA CORPORATION	COM	$11K	0.1%	70 SH	New
PARKER-HANNIFIN CORP	COM	$89K	0.7%Prev: 0.1%	127 SH	Increased
PEPSICO INC	COM	$10K	0.1%Prev: 0.0%	72 SH	Decreased+2 SH
PHILIP MORRIS INTL INC	COM	$851K	6.6%Prev: 0.1%	4,672 SH	Increased+3,332 SH
PLURI INC	COM NEW	$1K	0.0%Prev: 0.0%	250 SH	Decreased
PROCTER AND GAMBLE CO	COM	$81K	0.6%Prev: 0.1%	506 SH	Increased+34 SH
PROSHARES TR	ULTRASHRT S&P500	$13K	0.1%Prev: 0.0%	800 SH	Decreased
RENAISSANCE CAP GREENWICH FD	IPO ETF	$11K	0.1%	250 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$100K	0.8%Prev: 0.1%	3,325 SH	Increased+282 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$7.1M	54.9%Prev: 6.2%	282,040 SH	Increased+149,206 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$387K	3.0%Prev: 0.4%	17,495 SH	Increased+7,908 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$3.6M	28.3%Prev: 2.6%	149,374 SH	Increased+91,747 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$59K	0.5%Prev: 0.0%	2,479 SH	Increased+2,077 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$321K	2.5%Prev: 0.4%	12,110 SH	Decreased+7,286 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	9.2%Prev: 1.1%	40,666 SH	Increased+29,181 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.8M	14.0%Prev: 1.8%	65,129 SH	Decreased+39,423 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$27K	0.2%Prev: 0.0%	1,125 SH	Increased+1,005 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$721K	5.6%Prev: 1.1%	25,715 SH	Decreased+11,347 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$28K	0.2%Prev: 0.1%	1,126 SH	Decreased-388 SH
SMUCKER J M CO	COM NEW	$4K	0.0%Prev: 0.0%	40 SH	Decreased-175 SH
SMURFIT WESTROCK PLC	SHS	$10K	0.1%	225 SH	New
SOLVENTUM CORP	COM SHS	$1K	0.0%Prev: 0.0%	17 SH	Increased+2 SH
SOUTH BOW CORP	COM	$2K	0.0%	85 SH	New
SPDR GOLD TR	GOLD SHS	$83K	0.6%Prev: 0.0%	273 SH	Increased+73 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$277K	2.2%Prev: 0.3%	6,474 SH	Decreased-1,439 SH
SPDR SERIES TRUST	PORTFLI INTRMDIT	$38K	0.3%	1,327 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$1.7M	13.2%	31,174 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$14K	0.1%	197 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$104K	0.8%	2,444 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$9.5M	73.6%	99,393 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$4.9M	38.2%	94,027 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$28K	0.2%	321 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$73K	0.6%	537 SH	New
STANLEY BLACK & DECKER INC	COM	$5K	0.0%	75 SH	New
STRYKER CORPORATION	COM	$81K	0.6%Prev: 0.1%	205 SH	Increased
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$6K	0.0%	325 SH	New
TC ENERGY CORP	COM	$21K	0.2%	425 SH	New
UDR INC	COM	$4K	0.0%	100 SH	New
UNION PAC CORP	COM	$39K	0.3%Prev: 0.1%	170 SH	Decreased-400 SH
UNITED PARCEL SERVICE INC	CL B	$11K	0.1%Prev: 0.0%	112 SH	Decreased-130 SH
UNITEDHEALTH GROUP INC	COM	$31K	0.2%Prev: 0.0%	100 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$8K	0.1%Prev: 0.0%	17 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$491K	3.8%Prev: 0.5%	1,754 SH	Increased-254 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$72K	0.6%Prev: 0.0%	127 SH	Increased+73 SH
VANGUARD INDEX FDS	SMALL CP ETF	$57K	0.4%Prev: 0.1%	241 SH	Decreased-188 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	11.9%Prev: 1.8%	8,679 SH	Decreased-3,279 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$63K	0.5%Prev: 0.1%	1,273 SH	Increased-64 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6K	0.0%Prev: 0.0%	75 SH	Increased
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$380K	3.0%Prev: 0.4%	8,210 SH	Decreased-314 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$36K	0.3%Prev: 0.1%	447 SH	Decreased-494 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$517K	4.0%Prev: 0.0%	4,734 SH	Increased+4,688 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$166K	1.3%Prev: 0.2%	2,912 SH	Decreased-2,177 SH
VANGUARD WORLD FD	FINANCIALS ETF	$27K	0.2%Prev: 0.0%	212 SH	Decreased-110 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$15K	0.1%Prev: 0.0%	59 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$40K	0.3%Prev: 0.1%	60 SH	Decreased-36 SH
VERIZON COMMUNICATIONS INC	COM	$30K	0.2%Prev: 0.0%	682 SH	Increased+203 SH
VISA INC	COM CL A	$36K	0.3%Prev: 0.0%	100 SH	Increased
WABTEC	COM	$210	0.0%Prev: 0.0%	1 SH	Increased
WARNER BROS DISCOVERY INC	COM SER A	$2K	0.0%Prev: 0.0%	189 SH	Increased
WHIRLPOOL CORP	COM	$10K	0.1%	100 SH	New

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $2K
AUTOMATIC DATA PROCESSING IN — $4K
BANK AMERICA CORP — $358
BLACKROCK INC — $2K
CAPITAL GROUP INTL FOCUS EQT — $438
CHEVRON CORP NEW — $1K
CHUBB LIMITED — $2K
CINCINNATI FINL CORP — $25K
CISCO SYS INC — $3K
CMS ENERGY CORP — $141
CONSTELLATION BRANDS INC — $1K
DANAHER CORPORATION — $250K
DUPONT DE NEMOURS INC — $14K
ECOLAB INC — $2K
FASTENAL CO — $57K
FIRST AMERN FINL CORP — $162
FIRST TR EXCHANGE TRAD FD VI — $861
FOMENTO ECONOMICO MEXICANO S — $401K
FORD MTR CO DEL — $6K
FORTIVE CORP — $23K
… and 31 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