Sima Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Sima Wealth Partners, Llc disclosed 130 stock positions valued at approximately $141.13M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, DIMENSIONAL ETF TRUST, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 130
- Portfolio Value
- $141.13M
Holdings by Sector
Sima Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 14.29% | 26,925 | -1,547 | -5.43% | $20,163,744 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 7.74% | 264,669 | -50 | -0.02% | $10,917,606 |
| SPDR SERIES TRUST | SPYG | Other | 7.49% | 88,798 | -4,407 | -4.73% | $10,566,045 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 7.47% | 127,757 | -2,302 | -1.77% | $10,538,681 |
| ISHARES TR | USIG | Other | 7.18% | 197,581 | +3,941 | +2.04% | $10,133,930 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 6.83% | 239,647 | +4,140 | +1.76% | $9,636,209 |
| ISHARES TR | MBB | Other | 5.45% | 81,410 | -2,360 | -2.82% | $7,694,897 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 5.22% | 92,826 | -1,916 | -2.02% | $7,371,310 |
| SCHWAB STRATEGIC TR | SCHR | Other | 4.90% | 280,499 | -11,895 | -4.07% | $6,917,098 |
| SPDR SERIES TRUST | SPYV | Other | 4.61% | 106,953 | +4,262 | +4.15% | $6,501,696 |
| ISHARES TR | IVW | Other | 3.44% | 35,338 | -1,068 | -2.93% | $4,860,086 |
| ISHARES TR | IVE | Other | 2.44% | 15,138 | -1,068 | -6.59% | $3,437,183 |
| SCHWAB STRATEGIC TR | SCHO | Other | 2.07% | 120,850 | -7,056 | -5.52% | $2,917,331 |
| SPDR SERIES TRUST | SPMD | Other | 1.92% | 40,008 | +1,652 | +4.31% | $2,702,922 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.34% | 54,238 | -600 | -1.09% | $1,888,029 |
| ISHARES TR | IEFA | Other | 1.25% | 18,320 | -138 | -0.75% | $1,769,307 |
| VANGUARD INDEX FDS | VTV | Other | 1.08% | 7,016 | - | - | $1,529,027 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.90% | 15,390 | +862 | +5.93% | $1,267,197 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.79% | 33,072 | -2,683 | -7.50% | $1,119,172 |
| ISHARES TR | MUB | Other | 0.78% | 10,200 | - | - | $1,097,724 |
| ISHARES TR | IGSB | Other | 0.74% | 19,854 | -3,585 | -15.30% | $1,040,562 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.64% | 24,418 | -330 | -1.33% | $900,307 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.55% | 4,322 | -160 | -3.57% | $781,894 |
| ISHARES TR | IWY | Other | 0.54% | 2,634 | - | - | $765,494 |
| ISHARES TR | IJH | Other | 0.51% | 9,415 | -507 | -5.11% | $725,995 |
| ISHARES TR | IWB | Other | 0.47% | 1,617 | -267 | -14.17% | $662,172 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.43% | 4,734 | - | - | $605,053 |
| ISHARES INC | IEMG | Other | 0.42% | 7,238 | +43 | +0.60% | $599,608 |
| APPLE INC | AAPL | Technology | 0.40% | 1,973 | - | - | $570,908 |
| VANGUARD INDEX FDS | VO | Other | 0.40% | 6,999 | +5,245 | +299.03% | $563,912 |
Showing 30 of 130 holdings in the latest reporting period.