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: $141.1M130 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$10K	0.0%Prev: 0.2%	62 SH	Decreased-70 SH
ABBOTT LABORATORIES	COM	$9K	0.0%	100 SH	New
ABBVIE INC	COM	$25K	0.0%Prev: 0.1%	100 SH	Increased
ALPHABET INC	CAP STK CL A	$61K	0.0%Prev: 0.2%	170 SH	Increased
ALPS ETF TR	ALERIAN MLP	$3K	0.0%Prev: 0.0%	60 SH	Increased
ALTRIA GROUP INC	COM	$288K	0.2%Prev: 2.1%	3,997 SH	Increased-526 SH
AMAZON COM INC	COM	$156K	0.1%Prev: 1.3%	654 SH	Decreased-110 SH
APPLE INC	COM	$571K	0.4%Prev: 1.5%	1,973 SH	Increased+1,035 SH
AT&T INC	COM	$8K	0.0%Prev: 0.2%	387 SH	Decreased-501 SH
ATLANTIC UN BANKSHARES CORP	COM	$325K	0.2%	7,679 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$129K	0.1%Prev: 1.0%	257 SH	Increased
BRITISH AMERN TOB PLC	SPONSORED ADR	$13K	0.0%Prev: 0.1%	210 SH	Increased
BROADCOM INC	COM	$306K	0.2%Prev: 1.9%	810 SH	Increased-90 SH
CLOVER HEALTH INVESTMENTS CO	COM CL A	$262	0.0%Prev: 0.0%	50 SH	Increased
COCA COLA CO	COM	$66K	0.0%Prev: 0.3%	810 SH	Increased+225 SH
COINBASE GLOBAL INC	COM CL A	$38K	0.0%Prev: 0.2%	257 SH	Increased+170 SH
CUMMINS INC	COM	$64K	0.0%Prev: 0.6%	90 SH	Decreased-141 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$9.6M	6.8%Prev: 36.9%	239,647 SH	Increased+75,643 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$10.9M	7.7%Prev: 65.2%	264,669 SH	Increased+22,138 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.3M	0.9%Prev: 3.8%	15,390 SH	Increased+7,693 SH
DOMINION ENERGY INC	COM	$14K	0.0%Prev: 0.2%	200 SH	Decreased-148 SH
DUKE ENERGY CORP NEW	COM NEW	$16K	0.0%Prev: 0.2%	129 SH	Decreased-129 SH
EA SERIES TRUST	FREEDOM 100 EM	$79K	0.1%Prev: 0.3%	1,085 SH	Increased+146 SH
EBAY INC.	COM	$168K	0.1%Prev: 0.9%	1,500 SH	Increased
ELEVANCE HEALTH INC FORMERLY	COM	$14K	0.0%	36 SH	New
EMERSON ELEC CO	COM	$118K	0.1%Prev: 0.9%	827 SH	Decreased-72 SH
EXXON MOBIL CORP	COM	$38K	0.0%Prev: 0.2%	280 SH	Increased
FORD MTR CO	COM	$9K	0.0%Prev: 0.1%	659 SH	Decreased-253 SH
GENERAL DYNAMICS CORP	COM	$43K	0.0%Prev: 0.3%	120 SH	Increased
GENERAL MTRS CO	COM	$8K	0.0%Prev: 0.1%	107 SH	Decreased-106 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$1K	0.0%	57 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$35K	0.0%Prev: 0.3%	125 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$222K	0.2%Prev: 1.7%	2,462 SH	Increased-540 SH
INVESCO LTD	SHS	$3K	0.0%Prev: 0.0%	125 SH	Increased
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1K	0.0%	41 SH	New
ISHARES INC	CORE MSCI EMKT	$600K	0.4%Prev: 3.2%	7,238 SH	Increased+355 SH
ISHARES TR	1 3 YR TREAS BD	$107K	0.1%Prev: 1.3%	1,300 SH	Decreased-786 SH
ISHARES TR	7-10 YR TRSY BD	$6K	0.0%Prev: 0.0%	66 SH	Decreased
ISHARES TR	CORE DIV GRWTH	$18K	0.0%Prev: 0.1%	237 SH	Increased-15 SH
ISHARES TR	CORE MSCI EAFE	$1.8M	1.3%Prev: 12.0%	18,320 SH	Increased-145 SH
ISHARES TR	CORE MSCI INTL	$560K	0.4%Prev: 4.1%	6,288 SH	Increased-656 SH
ISHARES TR	CORE MSCI TOTAL	$363K	0.3%Prev: 2.5%	3,800 SH	Increased-344 SH
ISHARES TR	CORE S&P MCP ETF	$726K	0.5%Prev: 4.9%	9,415 SH	Increased-662 SH
ISHARES TR	CORE S&P SCP ETF	$447K	0.3%Prev: 2.8%	3,016 SH	Increased-269 SH
ISHARES TR	CORE S&P TTL STK	$78K	0.1%Prev: 0.5%	473 SH	Increased
ISHARES TR	CORE S&P500 ETF	$20.2M	14.3%Prev: 156.1%	26,925 SH	Increased-5,428 SH
ISHARES TR	HDG MSCI EAFE	$351K	0.2%Prev: 2.2%	7,479 SH	Increased-133 SH
ISHARES TR	ISHS 1-5YR INVS	$1.0M	0.7%Prev: 15.7%	19,854 SH	Decreased-18,527 SH
ISHARES TR	ISHS 5-10YR INVT	$272K	0.2%Prev: 2.4%	5,107 SH	Decreased-702 SH
ISHARES TR	MBS ETF	$7.7M	5.5%Prev: 58.1%	81,410 SH	Increased+1,713 SH
ISHARES TR	MSCI EAFE ETF	$150K	0.1%Prev: 1.0%	1,444 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$10K	0.0%Prev: 0.1%	150 SH	Increased
ISHARES TR	MSCI USA MIN ETF	$212K	0.2%	2,197 SH	New
ISHARES TR	MSCI USA QLT FCT	$355K	0.3%Prev: 2.3%	1,617 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$1.1M	0.8%Prev: 8.3%	10,200 SH	Increased
ISHARES TR	RUS 1000 ETF	$662K	0.5%Prev: 5.5%	1,617 SH	Decreased-465 SH
ISHARES TR	RUS 1000 GRW ETF	$176K	0.1%Prev: 1.2%	1,416 SH	Increased+1,062 SH
ISHARES TR	RUS 1000 VAL ETF	$200K	0.1%Prev: 1.3%	826 SH	Increased-32 SH
ISHARES TR	RUS 2000 GRW ETF	$13K	0.0%Prev: 0.1%	33 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$17K	0.0%Prev: 0.1%	119 SH	Increased
ISHARES TR	RUS MID CAP ETF	$54K	0.0%Prev: 0.4%	486 SH	Decreased-98 SH
ISHARES TR	RUS TP200 GR ETF	$765K	0.5%Prev: 5.1%	2,634 SH	Increased-50 SH
ISHARES TR	RUS TP200 VL ETF	$477K	0.3%Prev: 3.0%	4,537 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$22K	0.0%Prev: 0.1%	73 SH	Increased-8 SH
ISHARES TR	S&P 500 GRWT ETF	$4.9M	3.4%Prev: 32.8%	35,338 SH	Increased-3,031 SH
ISHARES TR	S&P 500 VAL ETF	$3.4M	2.4%Prev: 26.1%	15,138 SH	Increased-2,042 SH
ISHARES TR	S&P MC 400GR ETF	$123K	0.1%Prev: 0.8%	1,043 SH	Increased-150 SH
ISHARES TR	S&P MC 400VL ETF	$87K	0.1%Prev: 0.7%	590 SH	Decreased-155 SH
ISHARES TR	S&P SML 600 GWT	$83K	0.1%Prev: 0.6%	466 SH	Increased-93 SH
ISHARES TR	SP SMCP600VL ETF	$12K	0.0%Prev: 0.3%	89 SH	Decreased-301 SH
ISHARES TR	U.S. TECH ETF	$214K	0.2%Prev: 1.2%	850 SH	Increased-50 SH
ISHARES TR	US TREAS BD ETF	$78K	0.1%Prev: 1.3%	3,435 SH	Decreased-3,583 SH
ISHARES TR	USD INV GRDE ETF	$10.1M	7.2%Prev: 69.1%	197,581 SH	Increased+24,721 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$7.4M	5.2%Prev: 50.9%	92,826 SH	Increased-7,157 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$10.5M	7.5%Prev: 68.3%	127,757 SH	Increased+3,573 SH
J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$95K	0.1%Prev: 0.6%	1,620 SH	Increased
JOHNSON & JOHNSON	COM	$317K	0.2%Prev: 1.5%	1,250 SH	Increased-50 SH
KYNDRYL HLDGS INC	COMMON STOCK	$238	0.0%Prev: 0.0%	21 SH	Decreased
MARKEL GROUP INC	COM	$31K	0.0%Prev: 0.2%	16 SH	Decreased
MASTERCARD INCORPORATED	CL A	$39K	0.0%Prev: 0.3%	75 SH	Decreased
MCDONALDS CORP	COM	$264K	0.2%Prev: 2.1%	975 SH	Decreased+50 SH
MICROSOFT CORP	COM	$30K	0.0%Prev: 0.3%	80 SH	Decreased
NORFOLK SOUTHN CORP	COM	$41K	0.0%Prev: 1.4%	130 SH	Decreased-550 SH
NORTHWEST BANCSHARES INC	COM	$15K	0.0%	987 SH	New
PARKER-HANNIFIN CORP	COM	$124K	0.1%Prev: 0.7%	127 SH	Increased
PEPSICO INC	COM	$26K	0.0%Prev: 0.1%	195 SH	Increased+123 SH
PHILIP MORRIS INTL INC	COM	$782K	0.6%Prev: 6.6%	4,322 SH	Decreased-350 SH
PLURI INC	COM NEW	$732	0.0%Prev: 0.0%	350 SH	Decreased+100 SH
PROCTER & GAMBLE CO	COM	$59K	0.0%	403 SH	New
RENAISSANCE CAP GREENWICH FD	IPO ETF	$15K	0.0%Prev: 0.1%	250 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$122K	0.1%Prev: 0.8%	3,375 SH	Increased+50 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$6.9M	4.9%Prev: 54.9%	280,499 SH	Decreased-1,541 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$515K	0.4%Prev: 3.0%	18,598 SH	Increased+1,103 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$2.9M	2.1%Prev: 28.3%	120,850 SH	Decreased-28,524 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$121K	0.1%Prev: 0.5%	4,173 SH	Increased+1,694 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$362K	0.3%Prev: 2.5%	11,418 SH	Increased-692 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.1M	0.8%Prev: 9.2%	33,072 SH	Decreased-7,594 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.9M	1.3%Prev: 14.0%	54,238 SH	Increased-10,891 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$34K	0.0%Prev: 0.2%	1,159 SH	Increased+34 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$900K	0.6%Prev: 5.6%	24,418 SH	Increased-1,297 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$41K	0.0%Prev: 0.2%	1,129 SH	Increased+3 SH
SPDR GOLD TR	GOLD SHS	$101K	0.1%Prev: 0.6%	273 SH	Increased
SPDR INDEX SHS FDS	ST PORT MARK ETF	$350K	0.2%	6,752 SH	New
SPDR SERIES TRUST	ST INTER ETF	$31K	0.0%	1,086 SH	New
SPDR SERIES TRUST	ST STR P400MID	$2.7M	1.9%	40,008 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$18K	0.0%	204 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$10.6M	7.5%	88,798 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$6.5M	4.6%	106,953 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$82K	0.1%	537 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$36K	0.0%	321 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$141K	0.1%	2,444 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$152K	0.1%	203 SH	New
STRYKER CORPORATION	COM	$55K	0.0%Prev: 0.6%	176 SH	Decreased-29 SH
UNITEDHEALTH GROUP INC	COM	$25K	0.0%Prev: 0.2%	60 SH	Decreased-40 SH
VANGUARD INDEX FDS	GROWTH ETF	$9K	0.0%Prev: 0.1%	103 SH	Increased+86 SH
VANGUARD INDEX FDS	MID CAP ETF	$564K	0.4%Prev: 3.8%	6,999 SH	Increased+5,245 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$61K	0.0%Prev: 0.6%	88 SH	Decreased-39 SH
VANGUARD INDEX FDS	SMALL CP ETF	$73K	0.1%Prev: 0.4%	241 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$1.5M	1.1%Prev: 11.9%	7,016 SH	Decreased-1,663 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$76K	0.1%Prev: 0.5%	1,273 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6K	0.0%Prev: 0.0%	75 SH	Decreased
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$348K	0.2%Prev: 3.0%	7,444 SH	Decreased-766 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$20K	0.0%Prev: 0.3%	247 SH	Decreased-200 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$605K	0.4%Prev: 4.0%	4,734 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$207K	0.1%Prev: 1.3%	2,912 SH	Increased
VANGUARD WORLD FD	FINANCIALS ETF	$28K	0.0%Prev: 0.2%	212 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$9K	0.0%Prev: 0.2%	216 SH	Decreased-466 SH
VISA INC	COM CL A	$34K	0.0%Prev: 0.3%	100 SH	Decreased
WARNER BROS DISCOVERY INC	COM SER A	$3K	0.0%Prev: 0.0%	95 SH	Increased-94 SH
YUM BRANDS INC	COM	$12K	0.0%	75 SH	New

Sold (vs prior filing)

ABBOTT LABS — $14K
ADVANCE AUTO PARTS INC — $5K
CITY HLDG CO — $7K
DOW INC — $5K
ELEVANCE HEALTH INC — $14K
GOODYEAR TIRE & RUBR CO — $4K
HANESBRANDS INC — $3K
HEALTHPEAK PROPERTIES INC — $7K
HERSHEY CO — $4K
HIGHWOODS PPTYS INC — $9K
INTEL CORP — $2K
INTERNATIONAL PAPER CO — $9K
ISHARES TR — $229K
KINSALE CAP GROUP INC — $19K
KRAFT HEINZ CO — $775
NORTHWEST BANCSHARES INC MD — $13K
NVIDIA CORPORATION — $11K
PROCTER AND GAMBLE CO — $81K
PROSHARES TR — $13K
SMUCKER J M CO — $4K
… and 22 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