Sima Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Sima Wealth Partners, Llc disclosed 138 stock positions valued at approximately $143.34M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 138
- Portfolio Value
- $143.34M
Holdings by Sector
Sima Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 14.44% | 27,025 | +100 | +0.37% | $20,696,974 |
| SPDR SERIES TRUST | SPYG | Other | 7.76% | 90,367 | +1,569 | +1.77% | $11,122,340 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 7.63% | 263,891 | -778 | -0.29% | $10,933,014 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 7.20% | 125,640 | -2,117 | -1.66% | $10,322,588 |
| ISHARES TR | USIG | Other | 7.11% | 209,374 | +11,793 | +5.97% | $10,198,608 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 6.94% | 253,120 | +13,473 | +5.62% | $9,950,150 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 5.50% | 98,922 | +6,096 | +6.57% | $7,886,059 |
| ISHARES TR | MBB | Other | 5.39% | 86,165 | +4,755 | +5.84% | $7,722,130 |
| SCHWAB STRATEGIC TR | SCHR | Other | 4.92% | 297,869 | +17,370 | +6.19% | $7,059,488 |
| SPDR SERIES TRUST | SPYV | Other | 4.90% | 114,836 | +7,883 | +7.37% | $7,019,947 |
| ISHARES TR | IVW | Other | 3.48% | 35,092 | -246 | -0.70% | $4,992,163 |
| ISHARES TR | IVE | Other | 2.41% | 15,103 | -35 | -0.23% | $3,447,661 |
| SCHWAB STRATEGIC TR | SCHO | Other | 2.09% | 125,827 | +4,977 | +4.12% | $3,002,244 |
| SPDR SERIES TRUST | SPMD | Other | 1.82% | 41,481 | +1,473 | +3.68% | $2,614,945 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.26% | 54,177 | -61 | -0.11% | $1,804,624 |
| ISHARES TR | IEFA | Other | 1.24% | 18,320 | - | - | $1,774,803 |
| VANGUARD INDEX FDS | VTV | Other | 1.06% | 7,016 | - | - | $1,516,047 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.02% | 18,838 | +3,448 | +22.40% | $1,458,423 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.83% | 33,129 | +57 | +0.17% | $1,190,331 |
| ISHARES TR | IGSB | Other | 0.74% | 20,617 | +763 | +3.84% | $1,056,222 |
| ISHARES TR | MUB | Other | 0.72% | 10,200 | - | - | $1,031,220 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.58% | 4,322 | - | - | $824,725 |
| ISHARES TR | IWY | Other | 0.54% | 2,634 | - | - | $776,793 |
| ISHARES TR | IJH | Other | 0.47% | 9,415 | - | - | $677,413 |
| ISHARES TR | IWB | Other | 0.47% | 1,617 | - | - | $672,893 |
| APPLE INC | AAPL | Technology | 0.46% | 1,973 | - | - | $657,049 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.43% | 4,734 | - | - | $610,355 |
| ISHARES INC | IEMG | Other | 0.41% | 7,157 | -81 | -1.12% | $580,874 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.39% | 16,430 | -7,988 | -32.71% | $558,965 |
| VANGUARD INDEX FDS | VO | Other | 0.38% | 6,999 | - | - | $548,864 |
Showing 30 of 138 holdings in the latest reporting period.