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: $104.9M171 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$6K	0.0%Prev: 0.0%	62 SH	Decreased
ABBOTT LABS	COM	$13K	0.0%	122 SH	New
ABBVIE INC	COM	$17K	0.0%Prev: 0.0%	100 SH	Decreased
AIR PRODS & CHEMS INC	COM	$2K	0.0%	7 SH	New
ALPHABET INC	CAP STK CL A	$35K	0.0%Prev: 0.0%	190 SH	Decreased+20 SH
ALTRIA GROUP INC	COM	$133K	0.1%Prev: 0.2%	2,914 SH	Decreased-1,233 SH
AMAZON COM INC	COM	$155K	0.1%Prev: 0.1%	804 SH	Increased+150 SH
APPLE INC	COM	$202K	0.2%Prev: 0.4%	960 SH	Decreased-1,013 SH
AT&T INC	COM	$15K	0.0%Prev: 0.0%	806 SH	Increased+419 SH
AUTOMATIC DATA PROCESSING IN	COM	$4K	0.0%	15 SH	New
BANK AMERICA CORP	COM	$358	0.0%	9 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$111K	0.1%Prev: 0.1%	274 SH	Decreased+17 SH
BLACKROCK INC	COM	$2K	0.0%	3 SH	New
BROADCOM INC	COM	$161K	0.2%Prev: 0.2%	100 SH	Decreased-710 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$438	0.0%	17 SH	New
CHEVRON CORP NEW	COM	$1K	0.0%	7 SH	New
CHUBB LIMITED	COM	$2K	0.0%	9 SH	New
CINCINNATI FINL CORP	COM	$25K	0.0%	210 SH	New
CISCO SYS INC	COM	$3K	0.0%	72 SH	New
CITY HLDG CO	COM	$40K	0.0%	373 SH	New
CLOVER HEALTH INVESTMENTS CO	COM CL A	$62	0.0%	50 SH	New
CMS ENERGY CORP	COM	$141	0.0%	2 SH	New
COCA COLA CO	COM	$40K	0.0%Prev: 0.1%	622 SH	Decreased-413 SH
COINBASE GLOBAL INC	COM CL A	$19K	0.0%	86 SH	New
CONSTELLATION BRANDS INC	CL A	$1K	0.0%	5 SH	New
CUMMINS INC	COM	$191K	0.2%Prev: 0.0%	690 SH	Increased+600 SH
DANAHER CORPORATION	COM	$250K	0.2%	1,000 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.7M	3.5%Prev: 6.1%	143,336 SH	Decreased-92,171 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$8.1M	7.7%Prev: 7.9%	273,576 SH	Decreased+8,857 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$625K	0.6%Prev: 0.8%	10,404 SH	Decreased-4,124 SH
DOMINION ENERGY INC	COM	$48K	0.0%Prev: 0.0%	989 SH	Increased+789 SH
DOW INC	COM	$9K	0.0%	169 SH	New
DUKE ENERGY CORP NEW	COM NEW	$26K	0.0%Prev: 0.0%	258 SH	Increased+129 SH
DUPONT DE NEMOURS INC	COM	$14K	0.0%	169 SH	New
EA SERIES TRUST	FREEDOM 100 EM	$33K	0.0%Prev: 0.0%	921 SH	Decreased-164 SH
EBAY INC.	COM	$81K	0.1%Prev: 0.1%	1,500 SH	Decreased
ECOLAB INC	COM	$2K	0.0%	7 SH	New
ELEVANCE HEALTH INC	COM	$20K	0.0%	36 SH	New
EMERSON ELEC CO	COM	$107K	0.1%Prev: 0.1%	967 SH	Decreased+140 SH
EXXON MOBIL CORP	COM	$30K	0.0%Prev: 0.0%	260 SH	Decreased-20 SH
FASTENAL CO	COM	$57K	0.1%	914 SH	New
FIRST AMERN FINL CORP	COM	$162	0.0%	3 SH	New
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$861	0.0%	36 SH	New
FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	$401K	0.4%	3,721 SH	New
FORD MTR CO DEL	COM	$6K	0.0%	483 SH	New
FORTIVE CORP	COM	$23K	0.0%	309 SH	New
GENERAL DYNAMICS CORP	COM	$35K	0.0%Prev: 0.0%	120 SH	Decreased
GENERAL MTRS CO	COM	$10K	0.0%Prev: 0.0%	210 SH	Increased+103 SH
HOME DEPOT INC	COM	$2K	0.0%	5 SH	New
ILLINOIS TOOL WKS INC	COM	$2K	0.0%	8 SH	New
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$759	0.0%	54 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$200K	0.2%	3,152 SH	New
ISHARES INC	CORE MSCI EMKT	$413K	0.4%Prev: 0.4%	7,721 SH	Decreased+526 SH
ISHARES TR	1 3 YR TREAS BD	$139K	0.1%Prev: 0.1%	1,708 SH	Increased+88 SH
ISHARES TR	7-10 YR TRSY BD	$16K	0.0%Prev: 0.0%	174 SH	Increased+108 SH
ISHARES TR	CORE MSCI EAFE	$1.8M	1.7%Prev: 1.3%	25,151 SH	Increased+6,693 SH
ISHARES TR	CORE MSCI INTL	$588K	0.6%Prev: 0.4%	8,959 SH	Increased+2,571 SH
ISHARES TR	CORE MSCI TOTAL	$331K	0.3%Prev: 0.2%	4,902 SH	Increased+1,180 SH
ISHARES TR	CORE S&P MCP ETF	$652K	0.6%Prev: 0.5%	11,140 SH	Decreased+1,218 SH
ISHARES TR	CORE S&P SCP ETF	$1.0M	1.0%Prev: 0.3%	9,498 SH	Increased+6,297 SH
ISHARES TR	CORE S&P TTL STK	$3K	0.0%Prev: 0.1%	22 SH	Decreased-451 SH
ISHARES TR	CORE S&P500 ETF	$14.8M	14.1%Prev: 14.2%	27,053 SH	Decreased-1,419 SH
ISHARES TR	HDG MSCI EAFE	$293K	0.3%Prev: 0.2%	8,231 SH	Decreased+752 SH
ISHARES TR	ISHS 1-5YR INVS	$2.7M	2.6%Prev: 0.9%	52,594 SH	Increased+29,155 SH
ISHARES TR	ISHS 5-10YR INVT	$307K	0.3%Prev: 0.2%	5,984 SH	Increased+514 SH
ISHARES TR	MBS ETF	$5.5M	5.3%Prev: 6.1%	60,153 SH	Decreased-23,617 SH
ISHARES TR	MICRO-CAP ETF	$17K	0.0%	153 SH	New
ISHARES TR	MSCI EAFE ETF	$113K	0.1%Prev: 0.1%	1,444 SH	Decreased
ISHARES TR	MSCI EMG MKT ETF	$6K	0.0%Prev: 0.0%	150 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$208K	0.2%Prev: 0.2%	2,474 SH	Increased+277 SH
ISHARES TR	MSCI USA QLT FCT	$276K	0.3%Prev: 0.2%	1,617 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$961K	0.9%Prev: 0.8%	9,018 SH	Decreased-1,182 SH
ISHARES TR	RUS 1000 ETF	$160K	0.2%Prev: 0.5%	539 SH	Decreased-1,345 SH
ISHARES TR	RUS 1000 GRW ETF	$129K	0.1%Prev: 0.1%	354 SH	Decreased
ISHARES TR	RUS 1000 VAL ETF	$2.2M	2.1%Prev: 0.1%	12,882 SH	Increased+12,027 SH
ISHARES TR	RUS 2000 GRW ETF	$10K	0.0%Prev: 0.0%	38 SH	Decreased+5 SH
ISHARES TR	RUS 2000 VAL ETF	$2K	0.0%	13 SH	New
ISHARES TR	RUS MD CP GR ETF	$113K	0.1%Prev: 0.0%	1,026 SH	Increased+907 SH
ISHARES TR	RUS MID CAP ETF	$77K	0.1%Prev: 0.0%	952 SH	Increased+466 SH
ISHARES TR	RUS TP200 GR ETF	$576K	0.5%Prev: 0.5%	2,684 SH	Decreased+50 SH
ISHARES TR	RUS TP200 VL ETF	$339K	0.3%Prev: 0.3%	4,537 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$39K	0.0%Prev: 0.0%	194 SH	Increased+121 SH
ISHARES TR	S&P 500 GRWT ETF	$3.8M	3.6%Prev: 3.1%	41,219 SH	Decreased+4,813 SH
ISHARES TR	S&P 500 VAL ETF	$3.3M	3.1%Prev: 2.6%	17,871 SH	Decreased+1,665 SH
ISHARES TR	S&P MC 400GR ETF	$105K	0.1%Prev: 0.1%	1,193 SH	Decreased+55 SH
ISHARES TR	S&P MC 400VL ETF	$85K	0.1%Prev: 0.1%	745 SH	Increased+125 SH
ISHARES TR	S&P SML 600 GWT	$72K	0.1%Prev: 0.1%	559 SH	Decreased+23 SH
ISHARES TR	SP SMCP600VL ETF	$53K	0.1%Prev: 0.0%	540 SH	Increased+451 SH
ISHARES TR	U.S. TECH ETF	$135K	0.1%Prev: 0.1%	900 SH	Decreased+50 SH
ISHARES TR	US TREAS BD ETF	$255K	0.2%Prev: 0.1%	11,299 SH	Increased+7,125 SH
ISHARES TR	USD INV GRDE ETF	$4.3M	4.1%Prev: 7.6%	86,343 SH	Decreased-107,297 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$6.8M	6.5%Prev: 5.2%	114,573 SH	Decreased+19,831 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$6.9M	6.6%Prev: 7.5%	110,237 SH	Decreased-19,822 SH
J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$66K	0.1%Prev: 0.1%	1,620 SH	Decreased
JOHNSON & JOHNSON	COM	$185K	0.2%Prev: 0.2%	1,264 SH	Decreased+14 SH
KINSALE CAP GROUP INC	COM	$15K	0.0%	40 SH	New
KRAFT HEINZ CO	COM	$4K	0.0%	134 SH	New
MARKEL GROUP INC	COM	$25K	0.0%Prev: 0.0%	16 SH	Decreased
MASTERCARD INCORPORATED	CL A	$33K	0.0%Prev: 0.0%	75 SH	Decreased
MCDONALDS CORP	COM	$236K	0.2%Prev: 0.3%	925 SH	Decreased-150 SH
MEDTRONIC PLC	SHS	$2K	0.0%	27 SH	New
MERCK & CO INC	COM	$3K	0.0%	26 SH	New
METLIFE INC	COM	$9K	0.0%	122 SH	New
MICROSOFT CORP	COM	$41K	0.0%Prev: 0.0%	92 SH	Increased+12 SH
MONDELEZ INTL INC	CL A	$24K	0.0%	368 SH	New
NEXTERA ENERGY INC	COM	$2K	0.0%	24 SH	New
NORFOLK SOUTHN CORP	COM	$172K	0.2%Prev: 0.0%	800 SH	Increased+670 SH
PARKER-HANNIFIN CORP	COM	$64K	0.1%Prev: 0.1%	127 SH	Decreased
PEPSICO INC	COM	$12K	0.0%Prev: 0.0%	70 SH	Decreased-250 SH
PHILIP MORRIS INTL INC	COM	$136K	0.1%Prev: 0.6%	1,340 SH	Decreased-3,142 SH
PHILLIPS 66	COM	$4K	0.0%	31 SH	New
PLURI INC	COM NEW	$1K	0.0%Prev: 0.0%	250 SH	Increased-100 SH
PROCTER AND GAMBLE CO	COM	$78K	0.1%	472 SH	New
PROLOGIS INC.	COM	$1K	0.0%	10 SH	New
PROSHARES TR	DJ BRKFLD GLB	$8K	0.0%	171 SH	New
PROSHARES TR	ULTRASHRT S&P500	$18K	0.0%	800 SH	New
RTX CORPORATION	COM	$2K	0.0%	17 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$81K	0.1%Prev: 0.1%	3,043 SH	Decreased-319 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$6.5M	6.2%Prev: 5.5%	132,834 SH	Decreased-159,560 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$368K	0.4%Prev: 0.3%	9,587 SH	Decreased-8,488 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$2.8M	2.6%Prev: 2.4%	57,627 SH	Decreased-70,279 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$25K	0.0%Prev: 0.1%	402 SH	Decreased-3,124 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$375K	0.4%Prev: 0.3%	4,824 SH	Increased-6,589 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	1.1%Prev: 0.8%	11,485 SH	Increased-24,270 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.9M	1.8%Prev: 1.3%	25,706 SH	Increased-29,132 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$8K	0.0%Prev: 0.0%	120 SH	Decreased-1,015 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	1.1%Prev: 0.6%	14,368 SH	Increased-10,380 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$72K	0.1%Prev: 0.0%	1,514 SH	Increased+395 SH
SELECT SECTOR SPDR TR	ENERGY	$23K	0.0%	257 SH	New
SMUCKER J M CO	COM NEW	$23K	0.0%	215 SH	New
SOLVENTUM CORP	COM SHS	$794	0.0%	15 SH	New
SPDR GOLD TR	GOLD SHS	$43K	0.0%Prev: 0.1%	200 SH	Decreased-73 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$298K	0.3%	7,913 SH	New
SPDR SER TR	PORTFLI INTRMDIT	$34K	0.0%	1,210 SH	New
SPDR SER TR	PORTFOLIO S&P400	$2.0M	1.9%	38,390 SH	New
SPDR SER TR	PORTFOLIO S&P600	$115K	0.1%	2,767 SH	New
SPDR SER TR	PRTFLO S&P500 GW	$4.6M	4.4%	57,101 SH	New
SPDR SER TR	PRTFLO S&P500 VL	$3.7M	3.5%	76,007 SH	New
SPDR SER TR	S&P 400 MDCP GRW	$30K	0.0%	362 SH	New
SPDR SER TR	S&P DIVID ETF	$68K	0.1%	537 SH	New
STARBUCKS CORP	COM	$1K	0.0%	19 SH	New
STRYKER CORPORATION	COM	$70K	0.1%Prev: 0.0%	205 SH	Increased+29 SH
TEXAS INSTRS INC	COM	$4K	0.0%	19 SH	New
TRACTOR SUPPLY CO	COM	$2K	0.0%	8 SH	New
UNION PAC CORP	COM	$129K	0.1%	570 SH	New
UNITED PARCEL SERVICE INC	CL B	$33K	0.0%	242 SH	New
UNITEDHEALTH GROUP INC	COM	$51K	0.0%Prev: 0.0%	100 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$6K	0.0%Prev: 0.0%	17 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$486K	0.5%Prev: 0.4%	2,008 SH	Decreased+254 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$18K	0.0%	219 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$27K	0.0%Prev: 0.0%	54 SH	Decreased-44 SH
VANGUARD INDEX FDS	SMALL CP ETF	$94K	0.1%Prev: 0.0%	429 SH	Increased+188 SH
VANGUARD INDEX FDS	VALUE ETF	$1.9M	1.8%Prev: 1.0%	11,958 SH	Increased+4,942 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$59K	0.1%Prev: 0.1%	1,337 SH	Decreased+64 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$13K	0.0%	313 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6K	0.0%Prev: 0.0%	75 SH	Decreased
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$387K	0.4%Prev: 0.3%	8,524 SH	Increased+701 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$73K	0.1%Prev: 0.0%	941 SH	Increased+690 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$4K	0.0%Prev: 0.4%	46 SH	Decreased-4,688 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$16K	0.0%	196 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$251K	0.2%Prev: 0.1%	5,089 SH	Increased+2,177 SH
VANGUARD WORLD FD	FINANCIALS ETF	$32K	0.0%Prev: 0.0%	322 SH	Increased+110 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$16K	0.0%	59 SH	New
VANGUARD WORLD FD	INF TECH ETF	$55K	0.1%	96 SH	New
VERALTO CORP	COM SHS	$32K	0.0%	332 SH	New
VERIZON COMMUNICATIONS INC	COM	$20K	0.0%Prev: 0.0%	479 SH	Increased+263 SH
VISA INC	COM CL A	$26K	0.0%Prev: 0.0%	100 SH	Decreased
VONTIER CORPORATION	COM	$5K	0.0%	123 SH	New
WABTEC	COM	$159	0.0%	1 SH	New
WARNER BROS DISCOVERY INC	COM SER A	$1K	0.0%Prev: 0.0%	189 SH	Decreased+94 SH
WISDOMTREE TR	US MIDCAP DIVID	$2K	0.0%	34 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $10K
ALPS ETF TR — $3K
ATLANTIC UN BANKSHARES CORP — $274K
BRITISH AMERN TOB PLC — $12K
CLOVER HEALTH INVESTMENTS CO — $88
COINBASE GLOBAL INC — $45K
ELEVANCE HEALTH INC FORMERLY — $11K
FORD MTR CO — $8K
GRAYSCALE BITCOIN MINI TR ET — $2K
INTERNATIONAL BUSINESS MACHS — $30K
INVESCO EXCHANGE TRADED FD T — $185K
INVESCO LTD — $3K
ISHARES BITCOIN TRUST ETF — $2K
ISHARES TR — $17K
KYNDRYL HLDGS INC — $276
NORTHWEST BANCSHARES INC — $13K
PROCTER & GAMBLE CO — $58K
RENAISSANCE CAP GREENWICH FD — $10K
SPDR INDEX SHS FDS — $317K
SPDR SERIES TRUST — $17.5M
… and 3 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