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: $120.4M184 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$19K	0.0%	132 SH
ABBOTT LABS	COM	$13K	0.0%	100 SH
ABBVIE INC	COM	$21K	0.0%	100 SH
ADIENT PLC	ORD SHS	$348	0.0%	27 SH
ADVANCE AUTO PARTS INC	COM	$4K	0.0%	100 SH
ALCOA CORP	COM	$1K	0.0%	48 SH
ALPHABET INC	CAP STK CL A	$31K	0.0%	198 SH
ALPS ETF TR	ALERIAN MLP	$3K	0.0%	60 SH
ALTRIA GROUP INC	COM	$519K	0.4%	8,654 SH
AMAZON COM INC	COM	$145K	0.1%	764 SH
APPLE INC	COM	$208K	0.2%	938 SH
AT&T INC	COM	$25K	0.0%	886 SH
ATLANTIC UN BANKSHARES CORP	COM	$28K	0.0%	887 SH
BAKER HUGHES COMPANY	CL A	$779	0.0%	18 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$137K	0.1%	257 SH
BRINKS CO	COM	$34K	0.0%	396 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$9K	0.0%	210 SH
BROADCOM INC	COM	$167K	0.1%	1,000 SH
CARMAX INC	COM	$39K	0.0%	502 SH
CHESAPEAKE UTILS CORP	COM	$126K	0.1%	985 SH
CITY HLDG CO	COM	$24K	0.0%	205 SH
CLOVER HEALTH INVESTMENTS CO	COM CL A	$180	0.0%	50 SH
COCA COLA CO	COM	$42K	0.0%	585 SH
COINBASE GLOBAL INC	COM CL A	$15K	0.0%	87 SH
CONSTELLATION ENERGY CORP	COM	$168K	0.1%	834 SH
CORTEVA INC	COM	$7K	0.0%	114 SH
CUMMINS INC	COM	$216K	0.2%	690 SH
DANAHER CORPORATION	COM	$78K	0.1%	380 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$4.2M	3.4%	160,319 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$8.2M	6.8%	262,870 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$470K	0.4%	7,861 SH
DOMINION ENERGY INC	COM	$42K	0.0%	745 SH
DOW INC	COM	$12K	0.0%	344 SH
DUKE ENERGY CORP NEW	COM NEW	$31K	0.0%	258 SH
DUPONT DE NEMOURS INC	COM	$9K	0.0%	119 SH
EA SERIES TRUST	FREEDOM 100 EM	$33K	0.0%	939 SH
EBAY INC.	COM	$102K	0.1%	1,500 SH
ELEVANCE HEALTH INC	COM	$16K	0.0%	36 SH
EMERSON ELEC CO	COM	$99K	0.1%	899 SH
EXELON CORP	COM	$126K	0.1%	2,732 SH
EXXON MOBIL CORP	COM	$33K	0.0%	280 SH
FASTENAL CO	COM	$28K	0.0%	364 SH
FORD MTR CO	COM	$9K	0.0%	904 SH
FORTIVE CORP	COM	$9K	0.0%	123 SH
GENERAL DYNAMICS CORP	COM	$33K	0.0%	120 SH
GENERAL MTRS CO	COM	$10K	0.0%	212 SH
GOODYEAR TIRE & RUBR CO	COM	$4K	0.0%	400 SH
HANESBRANDS INC	COM	$4K	0.0%	700 SH
HEALTHPEAK PROPERTIES INC	COM	$8K	0.0%	400 SH
HERSHEY CO	COM	$5K	0.0%	27 SH
HIGHWOODS PPTYS INC	COM	$9K	0.0%	300 SH
HOWMET AEROSPACE INC	COM	$18K	0.0%	142 SH
INTEL CORP	COM	$2K	0.0%	100 SH
INTERNATIONAL BUSINESS MACHS	COM	$31K	0.0%	125 SH
INTERNATIONAL PAPER CO	COM	$11K	0.0%	200 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$209K	0.2%	3,152 SH
INVESCO LTD	SHS	$2K	0.0%	125 SH
ISHARES INC	CORE MSCI EMKT	$374K	0.3%	6,922 SH
ISHARES TR	1 3 YR TREAS BD	$137K	0.1%	1,656 SH
ISHARES TR	7-10 YR TRSY BD	$17K	0.0%	174 SH
ISHARES TR	CORE DIV GRWTH	$16K	0.0%	252 SH
ISHARES TR	CORE MSCI EAFE	$1.6M	1.3%	21,432 SH
ISHARES TR	CORE MSCI INTL	$504K	0.4%	7,309 SH
ISHARES TR	CORE MSCI TOTAL	$311K	0.3%	4,462 SH
ISHARES TR	CORE S&P MCP ETF	$615K	0.5%	10,539 SH
ISHARES TR	CORE S&P SCP ETF	$360K	0.3%	3,443 SH
ISHARES TR	CORE S&P TTL STK	$58K	0.0%	473 SH
ISHARES TR	CORE S&P500 ETF	$18.6M	15.4%	33,032 SH
ISHARES TR	HDG MSCI EAFE	$289K	0.2%	7,966 SH
ISHARES TR	ISHS 1-5YR INVS	$2.6M	2.2%	49,967 SH
ISHARES TR	ISHS 5-10YR INVT	$315K	0.3%	5,999 SH
ISHARES TR	MBS ETF	$7.5M	6.2%	79,748 SH
ISHARES TR	MSCI EAFE ETF	$118K	0.1%	1,444 SH
ISHARES TR	MSCI EMG MKT ETF	$7K	0.0%	150 SH
ISHARES TR	MSCI USA MIN VOL	$232K	0.2%	2,472 SH
ISHARES TR	MSCI USA QLT FCT	$276K	0.2%	1,617 SH
ISHARES TR	NATIONAL MUN ETF	$968K	0.8%	9,184 SH
ISHARES TR	RUS 1000 ETF	$165K	0.1%	539 SH
ISHARES TR	RUS 1000 GRW ETF	$128K	0.1%	354 SH
ISHARES TR	RUS 1000 VAL ETF	$542K	0.4%	2,880 SH
ISHARES TR	RUS 2000 GRW ETF	$10K	0.0%	38 SH
ISHARES TR	RUS MD CP GR ETF	$91K	0.1%	775 SH
ISHARES TR	RUS MID CAP ETF	$64K	0.1%	747 SH
ISHARES TR	RUS TP200 GR ETF	$566K	0.5%	2,684 SH
ISHARES TR	RUS TP200 VL ETF	$373K	0.3%	4,537 SH
ISHARES TR	RUSSELL 2000 ETF	$16K	0.0%	82 SH
ISHARES TR	S&P 500 GRWT ETF	$3.8M	3.1%	40,506 SH
ISHARES TR	S&P 500 VAL ETF	$3.3M	2.8%	17,430 SH
ISHARES TR	S&P MC 400GR ETF	$99K	0.1%	1,193 SH
ISHARES TR	S&P MC 400VL ETF	$89K	0.1%	745 SH
ISHARES TR	S&P SML 600 GWT	$70K	0.1%	559 SH
ISHARES TR	SP SMCP600VL ETF	$43K	0.0%	440 SH
ISHARES TR	U.S. TECH ETF	$126K	0.1%	900 SH
ISHARES TR	US TREAS BD ETF	$204K	0.2%	8,868 SH
ISHARES TR	USD INV GRDE ETF	$7.9M	6.5%	154,395 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$6.1M	5.0%	95,686 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$8.0M	6.6%	124,905 SH
J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$67K	0.1%	1,620 SH
JOHNSON & JOHNSON	COM	$216K	0.2%	1,300 SH
JOHNSON CTLS INTL PLC	SHS	$22K	0.0%	275 SH
KINSALE CAP GROUP INC	COM	$19K	0.0%	40 SH
KRAFT HEINZ CO	COM	$15K	0.0%	497 SH
KYNDRYL HLDGS INC	COMMON STOCK	$660	0.0%	21 SH
MARKEL GROUP INC	COM	$30K	0.0%	16 SH
MARVELL TECHNOLOGY INC	COM	$5K	0.0%	85 SH
MASTERCARD INCORPORATED	CL A	$41K	0.0%	75 SH
MCDONALDS CORP	COM	$289K	0.2%	925 SH
META PLATFORMS INC	CL A	$3K	0.0%	5 SH
MFS CHARTER INCOME TR	SH BEN INT	$11K	0.0%	1,813 SH
MICROSOFT CORP	COM	$30K	0.0%	80 SH
MONDELEZ INTL INC	CL A	$97K	0.1%	1,426 SH
NORFOLK SOUTHN CORP	COM	$161K	0.1%	680 SH
NORTHWEST BANCSHARES INC MD	COM	$15K	0.0%	1,250 SH
NRG ENERGY INC	COM NEW	$452	0.0%	5 SH
NVIDIA CORPORATION	COM	$8K	0.0%	70 SH
OCCIDENTAL PETE CORP	*W EXP 08/03/202	$5K	0.0%	181 SH
OCCIDENTAL PETE CORP	COM	$74K	0.1%	1,508 SH
OWENS & MINOR INC NEW	COM	$14K	0.0%	1,501 SH
PARKER-HANNIFIN CORP	COM	$77K	0.1%	127 SH
PEPSICO INC	COM	$11K	0.0%	72 SH
PFIZER INC	COM	$15K	0.0%	604 SH
PHILIP MORRIS INTL INC	COM	$1.2M	1.0%	7,721 SH
PLURI INC	COM NEW	$1K	0.0%	250 SH
PROCTER AND GAMBLE CO	COM	$86K	0.1%	506 SH
PROSHARES TR	ULTRASHRT S&P500	$17K	0.0%	800 SH
RENAISSANCE CAP GREENWICH FD	IPO ETF	$9K	0.0%	250 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$92K	0.1%	3,324 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$8.1M	6.7%	326,266 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$363K	0.3%	18,370 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$3.3M	2.7%	134,137 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$37K	0.0%	1,705 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$338K	0.3%	12,104 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.0M	0.8%	40,668 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.8M	1.5%	67,240 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$25K	0.0%	1,122 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.0M	0.8%	38,290 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$26K	0.0%	1,103 SH
SMUCKER J M CO	COM NEW	$13K	0.0%	111 SH
SMURFIT WESTROCK PLC	SHS	$10K	0.0%	225 SH
SOLVENTUM CORP	COM SHS	$1K	0.0%	17 SH
SOUTH BOW CORP	COM	$2K	0.0%	85 SH
SOUTHERN CO	COM	$348K	0.3%	3,780 SH
SPDR GOLD TR	GOLD SHS	$79K	0.1%	273 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$311K	0.3%	7,912 SH
SPDR SER TR	PORTFLI INTRMDIT	$48K	0.0%	1,683 SH
SPDR SER TR	PORTFOLIO S&P400	$2.1M	1.8%	41,195 SH
SPDR SER TR	PORTFOLIO S&P600	$113K	0.1%	2,767 SH
SPDR SER TR	PRTFLO S&P500 GW	$8.6M	7.1%	106,441 SH
SPDR SER TR	PRTFLO S&P500 VL	$4.0M	3.3%	78,839 SH
SPDR SER TR	S&P 400 MDCP GRW	$29K	0.0%	362 SH
SPDR SER TR	S&P DIVID ETF	$73K	0.1%	537 SH
STANLEY BLACK & DECKER INC	COM	$6K	0.0%	75 SH
STRYKER CORPORATION	COM	$76K	0.1%	205 SH
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$7K	0.0%	325 SH
TC ENERGY CORP	COM	$20K	0.0%	425 SH
TESLA INC	COM	$8K	0.0%	32 SH
UDR INC	COM	$5K	0.0%	100 SH
UNION PAC CORP	COM	$54K	0.0%	230 SH
UNITED PARCEL SERVICE INC	CL B	$27K	0.0%	242 SH
UNITEDHEALTH GROUP INC	COM	$52K	0.0%	100 SH
VANGUARD INDEX FDS	GROWTH ETF	$6K	0.0%	17 SH
VANGUARD INDEX FDS	MID CAP ETF	$510K	0.4%	1,971 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$73K	0.1%	141 SH
VANGUARD INDEX FDS	SMALL CP ETF	$94K	0.1%	423 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$15K	0.0%	54 SH
VANGUARD INDEX FDS	VALUE ETF	$1.9M	1.6%	11,238 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$58K	0.0%	1,273 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6K	0.0%	75 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$383K	0.3%	8,280 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$43K	0.0%	550 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$4K	0.0%	46 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$16K	0.0%	196 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$258K	0.2%	5,073 SH
VANGUARD WORLD FD	FINANCIALS ETF	$25K	0.0%	212 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$16K	0.0%	59 SH
VANGUARD WORLD FD	INF TECH ETF	$33K	0.0%	60 SH
VERALTO CORP	COM SHS	$12K	0.0%	126 SH
VERIZON COMMUNICATIONS INC	COM	$31K	0.0%	682 SH
VIATRIS INC	COM	$632	0.0%	72 SH
VISA INC	COM CL A	$35K	0.0%	100 SH
VONTIER CORPORATION	COM	$2K	0.0%	49 SH
WABTEC	COM	$182	0.0%	1 SH
WARNER BROS DISCOVERY INC	COM SER A	$2K	0.0%	189 SH
WHIRLPOOL CORP	COM	$9K	0.0%	100 SH

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