Sima Wealth Partners, Llc Portfolio Stock Holdings
Sima Wealth Partners, Llc disclosed 130 stock positions valued at approximately $141.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, DIMENSIONAL ETF TRUST, and SPDR SERIES TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 130
- Portfolio Value
- $141.1M
Holdings by Sector
Sima Wealth Partners, Llc Portfolio Holdings in Q2 2026
130 holdings in the latest reporting period.
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| 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 |
| ISHARES TR | IDEV | Other | 0.40% | 6,288 | -100 | -1.57% | $559,730 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.37% | 18,598 | +523 | +2.89% | $515,156 |
| ISHARES TR | IWX | Other | 0.34% | 4,537 | - | - | $477,111 |
| ISHARES TR | IJR | Other | 0.32% | 3,016 | -185 | -5.78% | $447,303 |
| ISHARES TR | IXUS | Other | 0.26% | 3,800 | +78 | +2.10% | $362,672 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.26% | 11,418 | +5 | +0.04% | $362,078 |
| ISHARES TR | QUAL | Other | 0.25% | 1,617 | - | - | $354,819 |
| ISHARES TR | HEFA | Other | 0.25% | 7,479 | - | - | $350,933 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.25% | 6,752 | - | - | $349,612 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.25% | 7,444 | -379 | -4.84% | $348,463 |
| ATLANTIC UN BANKSHARES CORP | AUB | Financial Services | 0.23% | 7,679 | - | - | $324,899 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.22% | 1,250 | - | - | $317,463 |
| BROADCOM INC | AVGO | Technology | 0.22% | 810 | - | - | $305,978 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.20% | 3,997 | -150 | -3.62% | $287,585 |
| ISHARES TR | IGIB | Other | 0.19% | 5,107 | -363 | -6.64% | $271,554 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.19% | 975 | -100 | -9.30% | $263,553 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.16% | 2,462 | - | - | $221,866 |
| ISHARES TR | IYW | Other | 0.15% | 850 | - | - | $214,396 |
| ISHARES TR | USMV | Other | 0.15% | 2,197 | - | - | $211,904 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.15% | 2,912 | - | - | $207,459 |
| ISHARES TR | IWD | Other | 0.14% | 826 | -29 | -3.39% | $200,332 |
| ISHARES TR | IWF | Other | 0.12% | 1,416 | +1,062 | +300.00% | $175,825 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.12% | 1,500 | - | - | $167,625 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.11% | 654 | - | - | $155,875 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.11% | 203 | - | - | $151,595 |
| ISHARES TR | EFA | Other | 0.11% | 1,444 | - | - | $150,038 |
| SPDR SERIES TRUST | SPSM | Other | 0.10% | 2,444 | - | - | $140,968 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.09% | 257 | - | - | $128,601 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.09% | 127 | - | - | $124,222 |
| ISHARES TR | IJK | Other | 0.09% | 1,043 | -95 | -8.35% | $122,526 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.09% | 3,375 | +13 | +0.39% | $122,370 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.09% | 4,173 | +647 | +18.35% | $120,863 |
| EMERSON ELEC CO | EMR | Industrials | 0.08% | 827 | - | - | $118,386 |
| ISHARES TR | SHY | Other | 0.08% | 1,300 | -320 | -19.75% | $106,753 |
| SPDR GOLD TR | GLD | Other | 0.07% | 273 | - | - | $100,568 |
| J P MORGAN EXCHANGE TRADED F | JVAL | Other | 0.07% | 1,620 | - | - | $94,997 |
| ISHARES TR | IJJ | Other | 0.06% | 590 | -30 | -4.84% | $87,173 |
| ISHARES TR | IJT | Other | 0.06% | 466 | -70 | -13.06% | $83,257 |
| SPDR SERIES TRUST | SDY | Other | 0.06% | 537 | - | - | $81,721 |
| EA SERIES TRUST | FRDM | Other | 0.06% | 1,085 | - | - | $79,097 |
| ISHARES TR | GOVT | Other | 0.06% | 3,435 | -739 | -17.70% | $78,242 |
| ISHARES TR | ITOT | Other | 0.06% | 473 | - | - | $77,700 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.05% | 1,273 | - | - | $75,986 |
| VANGUARD INDEX FDS | VB | Other | 0.05% | 241 | - | - | $73,189 |
| COCA COLA CO | KO | Consumer Defensive | 0.05% | 810 | -225 | -21.74% | $65,829 |
| CUMMINS INC | CMI | Industrials | 0.05% | 90 | - | - | $64,189 |
| ALPHABET INC | GOOGL | Communication Services | 0.04% | 170 | - | - | $60,753 |
| VANGUARD INDEX FDS | VOO | Other | 0.04% | 88 | -10 | -10.20% | $60,721 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.04% | 403 | - | - | $59,096 |
| STRYKER CORPORATION | SYK | Healthcare | 0.04% | 176 | - | - | $55,412 |
| ISHARES TR | IWR | Other | 0.04% | 486 | - | - | $53,616 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.03% | 120 | - | - | $42,509 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.03% | 130 | - | - | $40,897 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.03% | 1,129 | +10 | +0.89% | $40,792 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.03% | 75 | - | - | $38,520 |
| EXXON MOBIL CORP | XOM | Energy | 0.03% | 280 | - | - | $38,282 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.03% | 257 | - | - | $37,571 |
| SPDR SERIES TRUST | MDYG | Other | 0.03% | 321 | - | - | $35,982 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.02% | 125 | - | - | $35,152 |
| VISA INC | V | Financial Services | 0.02% | 100 | - | - | $34,309 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.02% | 1,159 | +24 | +2.11% | $34,102 |
| MARKEL GROUP INC | MKL | Financial Services | 0.02% | 16 | - | - | $31,249 |
| SPDR SERIES TRUST | SPTI | Other | 0.02% | 1,086 | - | - | $30,832 |
| MICROSOFT CORP | MSFT | Technology | 0.02% | 80 | - | - | $29,932 |
| VANGUARD WORLD FD | VFH | Other | 0.02% | 212 | - | - | $27,900 |
| PEPSICO INC | PEP | Consumer Defensive | 0.02% | 195 | -125 | -39.06% | $26,403 |
| ABBVIE INC | ABBV | Healthcare | 0.02% | 100 | - | - | $25,164 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.02% | 60 | -40 | -40.00% | $24,938 |
| ISHARES TR | IWM | Other | 0.02% | 73 | - | - | $21,933 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.01% | 247 | -4 | -1.59% | $19,530 |