Sima Wealth Partners, Llc Portfolio Stock Holdings
Sima Wealth Partners, Llc disclosed 131 stock positions valued at approximately $131.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, DIMENSIONAL ETF TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 131
- Portfolio Value
- $131.3M
Holdings by Sector
Sima Wealth Partners, Llc Portfolio Holdings in Q1 2026
131 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 14.17% | 28,472 | -168 | -0.59% | $18,598,091 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 7.86% | 264,719 | +4,047 | +1.55% | $10,313,461 |
| ISHARES TR | USIG | Other | 7.56% | 193,640 | +15,704 | +8.83% | $9,920,172 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 7.50% | 130,059 | +596 | +0.46% | $9,850,674 |
| SPDR SERIES TRUST | SPYG | Other | 6.95% | 93,205 | -932 | -0.99% | $9,125,677 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 6.07% | 235,507 | +18,109 | +8.33% | $7,974,284 |
| ISHARES TR | MBB | Other | 6.06% | 83,770 | +6,179 | +7.96% | $7,954,000 |
| SCHWAB STRATEGIC TR | SCHR | Other | 5.55% | 292,394 | +34,048 | +13.18% | $7,283,538 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 5.18% | 94,742 | -712 | -0.75% | $6,797,736 |
| SPDR SERIES TRUST | SPYV | Other | 4.43% | 102,691 | +1,537 | +1.52% | $5,810,278 |
| ISHARES TR | IVW | Other | 3.14% | 36,406 | -436 | -1.18% | $4,117,869 |
| ISHARES TR | IVE | Other | 2.61% | 16,206 | -331 | -2.00% | $3,421,985 |
| SCHWAB STRATEGIC TR | SCHO | Other | 2.36% | 127,906 | -27,506 | -17.70% | $3,104,290 |
| SPDR SERIES TRUST | SPMD | Other | 1.73% | 38,356 | +810 | +2.16% | $2,271,426 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.27% | 54,838 | -3,143 | -5.42% | $1,672,565 |
| ISHARES TR | IEFA | Other | 1.27% | 18,458 | - | - | $1,670,967 |
| VANGUARD INDEX FDS | VTV | Other | 1.05% | 7,016 | -1,600 | -18.57% | $1,376,566 |
| ISHARES TR | IGSB | Other | 0.94% | 23,439 | -7,930 | -25.28% | $1,231,931 |
| ISHARES TR | MUB | Other | 0.82% | 10,200 | - | - | $1,082,730 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.79% | 35,755 | -2,088 | -5.52% | $1,041,538 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.79% | 14,528 | +511 | +3.65% | $1,033,363 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.58% | 24,748 | -731 | -2.87% | $766,193 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.56% | 4,482 | +30 | +0.67% | $741,054 |
| ISHARES TR | IWB | Other | 0.51% | 1,884 | -27 | -1.41% | $671,768 |
| ISHARES TR | IJH | Other | 0.51% | 9,922 | -64 | -0.64% | $670,038 |
| ISHARES TR | IWY | Other | 0.50% | 2,634 | - | - | $655,445 |
| ISHARES TR | IDEV | Other | 0.41% | 6,388 | -2 | -0.03% | $533,879 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.40% | 4,734 | - | - | $519,273 |
| VANGUARD INDEX FDS | VO | Other | 0.38% | 1,754 | - | - | $503,722 |
| ISHARES INC | IEMG | Other | 0.38% | 7,195 | +564 | +8.51% | $501,862 |
| APPLE INC | AAPL | Technology | 0.38% | 1,973 | - | - | $500,728 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.34% | 18,075 | +360 | +2.03% | $447,369 |
| ISHARES TR | IWX | Other | 0.32% | 4,537 | - | - | $420,444 |
| ISHARES TR | IJR | Other | 0.30% | 3,201 | -71 | -2.17% | $397,887 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.28% | 7,823 | -364 | -4.45% | $367,300 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.27% | 11,413 | +5 | +0.04% | $350,164 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.25% | 1,075 | +150 | +16.22% | $334,100 |
| ISHARES TR | IXUS | Other | 0.25% | 3,722 | +284 | +8.26% | $322,475 |
| ISHARES TR | HEFA | Other | 0.24% | 7,479 | - | - | $317,803 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.24% | 6,752 | -1 | -0.01% | $316,731 |
| ISHARES TR | QUAL | Other | 0.24% | 1,617 | - | - | $310,157 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.23% | 1,250 | - | - | $305,550 |
| ISHARES TR | IGIB | Other | 0.22% | 5,470 | -355 | -6.09% | $291,128 |
| ATLANTIC UN BANKSHARES CORP | AUB | Financial Services | 0.21% | 7,679 | +6,792 | +765.73% | $274,448 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.21% | 4,147 | +94 | +2.32% | $273,661 |
| BROADCOM INC | AVGO | Technology | 0.19% | 810 | - | - | $250,704 |
| ISHARES TR | USMV | Other | 0.16% | 2,197 | - | - | $203,732 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.14% | 2,912 | - | - | $186,582 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.14% | 2,462 | -540 | -17.99% | $185,151 |
| ISHARES TR | IWD | Other | 0.14% | 855 | -3 | -0.35% | $182,763 |
| ISHARES TR | IYW | Other | 0.12% | 850 | -50 | -5.56% | $154,207 |
| ISHARES TR | IWF | Other | 0.11% | 354 | - | - | $150,946 |
| ISHARES TR | EFA | Other | 0.11% | 1,444 | - | - | $140,288 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.10% | 1,500 | - | - | $136,530 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.10% | 654 | - | - | $136,209 |
| ISHARES TR | SHY | Other | 0.10% | 1,620 | -431 | -21.01% | $133,773 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.10% | 203 | - | - | $132,020 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.09% | 257 | - | - | $123,155 |
| SPDR SERIES TRUST | SPSM | Other | 0.09% | 2,444 | - | - | $118,113 |
| SPDR GOLD TR | GLD | Other | 0.09% | 273 | - | - | $117,470 |
| ISHARES TR | IJK | Other | 0.09% | 1,138 | - | - | $114,483 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.09% | 127 | - | - | $113,696 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.08% | 3,362 | - | - | $110,773 |
| EMERSON ELEC CO | EMR | Industrials | 0.08% | 827 | -72 | -8.01% | $108,354 |
| ISHARES TR | GOVT | Other | 0.07% | 4,174 | -489 | -10.49% | $95,619 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.07% | 3,526 | +225 | +6.82% | $88,502 |
| ISHARES TR | IJJ | Other | 0.06% | 620 | -75 | -10.79% | $82,161 |
| J P MORGAN EXCHANGE TRADED F | JVAL | Other | 0.06% | 1,620 | - | - | $79,154 |
| COCA COLA CO | KO | Consumer Defensive | 0.06% | 1,035 | +450 | +76.92% | $78,712 |
| SPDR SERIES TRUST | SDY | Other | 0.06% | 537 | - | - | $78,370 |
| ISHARES TR | IJT | Other | 0.06% | 536 | - | - | $77,589 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.05% | 1,273 | - | - | $68,806 |
| ISHARES TR | ITOT | Other | 0.05% | 473 | - | - | $67,370 |
| VANGUARD INDEX FDS | VB | Other | 0.05% | 241 | - | - | $63,241 |
| EA SERIES TRUST | FRDM | Other | 0.05% | 1,085 | -65 | -5.65% | $59,296 |
| VANGUARD INDEX FDS | VOO | Other | 0.04% | 98 | -10 | -9.26% | $58,791 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.04% | 403 | - | - | $58,210 |
| STRYKER CORPORATION | SYK | Healthcare | 0.04% | 176 | -29 | -14.15% | $57,832 |
| PEPSICO INC | PEP | Consumer Defensive | 0.04% | 320 | +250 | +357.14% | $49,693 |
| ALPHABET INC | GOOGL | Communication Services | 0.04% | 170 | - | - | $48,886 |
| CUMMINS INC | CMI | Industrials | 0.04% | 90 | - | - | $48,422 |
| EXXON MOBIL CORP | XOM | Energy | 0.04% | 280 | - | - | $47,505 |
| ISHARES TR | IWR | Other | 0.04% | 486 | - | - | $47,254 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.03% | 257 | +170 | +195.40% | $44,875 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.03% | 120 | - | - | $41,187 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.03% | 75 | - | - | $37,475 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.03% | 130 | -80 | -38.10% | $37,310 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.02% | 1,119 | +6 | +0.54% | $32,539 |
| SPDR SERIES TRUST | SPTI | Other | 0.02% | 1,086 | -137 | -11.20% | $31,125 |
| SPDR SERIES TRUST | MDYG | Other | 0.02% | 321 | - | - | $30,804 |
| MARKEL GROUP INC | MKL | Financial Services | 0.02% | 16 | - | - | $30,626 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.02% | 125 | - | - | $30,299 |
| VISA INC | V | Financial Services | 0.02% | 100 | - | - | $30,224 |
| MICROSOFT CORP | MSFT | Technology | 0.02% | 80 | - | - | $29,704 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.02% | 1,135 | +4 | +0.35% | $29,094 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.02% | 100 | - | - | $27,059 |
| VANGUARD WORLD FD | VFH | Other | 0.02% | 212 | - | - | $25,612 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.02% | 150 | +150 | +100.00% | $23,322 |
| ABBVIE INC | ABBV | Healthcare | 0.02% | 100 | - | - | $21,749 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.02% | 251 | -41 | -14.04% | $19,906 |