SIMA Wealth Partners, LLC 13F Holdings · Q2 2026
SIMA Wealth Partners, LLC reported 130 securities worth $141.13M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (14.29%), DFAI (7.74%), SPYG (7.49%). Among its top 25 positions this quarter: 5 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $20.2M | 14.29% | 26,925 | Trimmed |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $10.9M | 7.74% | 264,669 | Trimmed |
| 3 | SPYG | SPDR SERIES TRUST | $10.6M | 7.49% | 88,798 | Trimmed |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | $10.5M | 7.47% | 127,757 | Trimmed |
| 5 | USIG | ISHARES TR | $10.1M | 7.18% | 197,581 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $9.6M | 6.83% | 239,647 | Added |
| 7 | MBB | ISHARES TR | $7.7M | 5.45% | 81,410 | Trimmed |
| 8 | JAVA | J P MORGAN EXCHANGE TRADED F | $7.4M | 5.22% | 92,826 | Trimmed |
| 9 | SCHR | SCHWAB STRATEGIC TR | $6.9M | 4.90% | 280,499 | Trimmed |
| 10 | SPYV | SPDR SERIES TRUST | $6.5M | 4.61% | 106,953 | Added |
| 11 | IVW | ISHARES TR | $4.9M | 3.44% | 35,338 | Trimmed |
| 12 | IVE | ISHARES TR | $3.4M | 2.44% | 15,138 | Trimmed |
| 13 | SCHO | SCHWAB STRATEGIC TR | $2.9M | 2.07% | 120,850 | Trimmed |
| 14 | SPMD | SPDR SERIES TRUST | $2.7M | 1.92% | 40,008 | Added |
| 15 | SCHV | SCHWAB STRATEGIC TR | $1.9M | 1.34% | 54,238 | Trimmed |
| 16 | IEFA | ISHARES TR | $1.8M | 1.25% | 18,320 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $1.5M | 1.08% | 7,016 | Hold |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $1.3M | 0.90% | 15,390 | Added |
| 19 | SCHG | SCHWAB STRATEGIC TR | $1.1M | 0.79% | 33,072 | Trimmed |
| 20 | MUB | ISHARES TR | $1.1M | 0.78% | 10,200 | Hold |
| 21 | IGSB | ISHARES TR | $1.0M | 0.74% | 19,854 | Trimmed |
| 22 | SCHM | SCHWAB STRATEGIC TR | $900,307 | 0.64% | 24,418 | Trimmed |
| 23 | PM | PHILIP MORRIS INTL INC | $781,894 | 0.55% | 4,322 | Trimmed |
| 24 | IWY | ISHARES TR | $765,494 | 0.54% | 2,634 | Hold |
| 25 | IJH | ISHARES TR | $725,995 | 0.51% | 9,415 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR