Loading…
CIK 0002053807 • 7 13F filings • Apr 24, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("sims-investment-management-llc-0002053807-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC | COM | $408K | 0.1% | 6,638 SH | New |
| ALPHABET INC | CAP STK CL A | $478K | 0.2%Prev: 0.0% | 1,965 SH | Increased+1,545 SH |
| AMAZON COM INC | COM | $435K | 0.2%Prev: 0.1% | 1,983 SH | Increased+1,114 SH |
| AMERICAN FINL GROUP INC OHIO | COM | $532K | 0.2% | 3,654 SH | New |
| APPLE INC | COM | $771K | 0.3%Prev: 0.1% | 3,027 SH | Increased+1,403 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $558K | 0.2%Prev: 0.2% | 1,109 SH | Decreased-70 SH |
| BROADCOM INC | COM | $303K | 0.1%Prev: 0.0% | 919 SH | Increased+879 SH |
| CARNIVAL CORP | UNIT 99/99/9999 | $1.7M | 0.6% | 57,462 SH | New |
| DISNEY WALT CO | COM | $345K | 0.1%Prev: 0.0% | 3,011 SH | Increased+2,100 SH |
| EATON VANCE TAX MNGED BUY WR | COM | $1.5M | 0.5%Prev: 0.5% | 101,100 SH | Decreased+625 SH |
| EATON VANCE TAX-MANAGED BUY- | COM | $5.6M | 2.0%Prev: 1.8% | 394,221 SH | Decreased+8,136 SH |
| EXXON MOBIL CORP | COM | $289K | 0.1%Prev: 0.0% | 2,559 SH | Increased+1,383 SH |
| GLOBAL X FDS | NASDAQ 100 COVER | $18.6M | 6.7%Prev: 6.2% | 1,090,655 SH | Decreased-2,334 SH |
| GLOBAL X FDS | S&P 500 COVERED | $16.0M | 5.8%Prev: 5.5% | 406,616 SH | Decreased-31,922 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $11.6M | 4.2%Prev: 4.7% | 47,139 SH | Decreased-2,703 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.7M | 2.8%Prev: 2.4% | 12,840 SH | Decreased+2,224 SH |
| ISHARES TR | 20 YR TR BD ETF | $3.0M | 1.1%Prev: 1.2% | 33,301 SH | Decreased-13,257 SH |
| ISHARES TR | SP SMCP600VL ETF | $281K | 0.1%Prev: 0.1% | 2,537 SH | Increased+614 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTR SML | $12.9M | 4.7%Prev: 5.6% | 309,343 SH | Decreased-65,914 SH |
| JPMORGAN CHASE & CO. | COM | $308K | 0.1% | 975 SH | New |
| META PLATFORMS INC | CL A | $1.9M | 0.7%Prev: 0.3% | 2,645 SH | Increased+1,009 SH |
| MICROSOFT CORP | COM | $798K | 0.3%Prev: 0.1% | 1,540 SH | Increased+877 SH |
| NUVEEN S&P 500 BUY-WRITE INC | COM | $868K | 0.3% | 60,100 SH | New |
| NVIDIA CORPORATION | COM | $1.1M | 0.4%Prev: 0.0% | 5,886 SH | Increased+5,561 SH |
| PROCTER AND GAMBLE CO | COM | $225K | 0.1% | 1,465 SH | New |
| PURSUIT ATTRACTIONS AND HOSP | COM | $1.4M | 0.5%Prev: 0.6% | 37,610 SH | Decreased+502 SH |
| ROYAL CARIBBEAN GROUP | COM | $333K | 0.1%Prev: 0.1% | 1,030 SH | Increased+30 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $9.9M | 3.6%Prev: 3.4% | 405,938 SH | Decreased-49,600 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $17.1M | 6.2%Prev: 5.6% | 624,793 SH | Decreased+55,830 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $88.6M | 32.1%Prev: 30.5% | 3,363,369 SH | Decreased+13,465 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $718K | 0.3%Prev: 0.3% | 24,225 SH | Decreased+45 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $51.8M | 18.8%Prev: 19.4% | 1,857,955 SH | Decreased+123,502 SH |
| TESLA INC | COM | $2.6M | 1.0%Prev: 0.7% | 5,944 SH | Increased+276 SH |
| UBER TECHNOLOGIES INC | COM | $4.3M | 1.6%Prev: 1.1% | 44,389 SH | Increased-5,416 SH |
| UNITEDHEALTH GROUP INC | COM | $593K | 0.2%Prev: 0.3% | 1,718 SH | Decreased-730 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $3.9M | 1.4%Prev: 2.2% | 12,081 SH | Decreased+1,139 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $754K | 0.3%Prev: 0.2% | 10,136 SH | Increased+1,095 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 0.8%Prev: 0.8% | 3,810 SH | Decreased+232 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $276K | 0.1%Prev: 0.1% | 1,086 SH | Decreased+96 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $326K | 0.1%Prev: 0.1% | 992 SH | Decreased+66 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.6M | 0.9%Prev: 1.0% | 32,149 SH | Decreased-7,628 SH |
| VANGUARD WORLD FD | INF TECH ETF | $546K | 0.2%Prev: 0.2% | 731 SH | Decreased-4,869 SH |
| Q3 2025 |
| 13F-HR/A |
| 0002053807-26-000002 |
| $276.4M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002053807-26-000005 | $323.4M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0002053807-25-000004 | $248.7M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002053807-26-000004 | $272.1M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002053807-25-000002 | $223.7M | View |