SIMA Wealth Partners, LLC
CIK: 2135539
Exit Positions
0
Holdings (138)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 19, 2026
- IVV
ISHARES TR
$20.7M
27,025 sh14.44%+0.4% - SPYG
SPDR SERIES TRUST
$11.12M
90,367 sh7.76%+1.8% - DFAI
DIMENSIONAL ETF TRUST
$10.93M
263,891 sh7.63%-0.3% - JIRE
J P MORGAN EXCHANGE TRADED F
$10.32M
125,640 sh7.20%-1.7% - USIG
ISHARES TR
$10.2M
209,374 sh7.11%+6.0% - DFAE
DIMENSIONAL ETF TRUST
$9.95M
253,120 sh6.94%+5.6% - JAVA
J P MORGAN EXCHANGE TRADED F
$7.89M
98,922 sh5.50%+6.6% - MBB
ISHARES TR
$7.72M
86,165 sh5.39%+5.8% - SCHR
SCHWAB STRATEGIC TR
$7.06M
297,869 sh4.92%+6.2% - SPYV
SPDR SERIES TRUST
$7.02M
114,836 sh4.90%+7.4% - IVW
ISHARES TR
$4.99M
35,092 sh3.48%-0.7% - IVE
ISHARES TR
$3.45M
15,103 sh2.41%-0.2% - SCHO
SCHWAB STRATEGIC TR
$3M
125,827 sh2.09%+4.1% - SPMD
SPDR SERIES TRUST
$2.61M
41,481 sh1.82%+3.7% - SCHV
SCHWAB STRATEGIC TR
$1.8M
54,177 sh1.26%-0.1% - IEFA
ISHARES TR
$1.77M
18,320 sh1.24%+0.0% - VTV
VANGUARD INDEX FDS
$1.52M
7,016 sh1.06%+0.0% - DFAS
DIMENSIONAL ETF TRUST
$1.46M
18,838 sh1.02%+22.4% - SCHG
SCHWAB STRATEGIC TR
$1.19M
33,129 sh0.83%+0.2% - IGSB
ISHARES TR
$1.06M
20,617 sh0.74%+3.8% - MUB
ISHARES TR
$1.03M
10,200 sh0.72%+0.0% - PM
PHILIP MORRIS INTL INC
$825K
4,322 sh0.58%+0.0% - IWY
ISHARES TR
$777K
2,634 sh0.54%+0.0% - IJH
ISHARES TR
$677K
9,415 sh0.47%+0.0% - IWB
ISHARES TR
$673K
1,617 sh0.47%+0.0% - AAPL
APPLE INC
$657K
1,973 sh0.46%+0.0% - VONG
VANGUARD SCOTTSDALE FDS
$610K
4,734 sh0.43%+0.0% - IEMG
ISHARES INC
$581K
7,157 sh0.41%-1.1% - SCHM
SCHWAB STRATEGIC TR
$559K
16,430 sh0.39%-32.7% - VO
VANGUARD INDEX FDS
$549K
6,999 sh0.38%+0.0% - IDEV
ISHARES TR
$541K
6,048 sh0.38%-3.8% - SCHF
SCHWAB STRATEGIC TR
$510K
18,578 sh0.36%-0.1% - IWX
ISHARES TR
$497K
4,537 sh0.35%+0.0% - IJR
ISHARES TR
$410K
3,016 sh0.29%+0.0% - SCHD
SCHWAB STRATEGIC TR
$372K
11,424 sh0.26%+0.1% - QUAL
ISHARES TR
$359K
1,617 sh0.25%+0.0% - SPEM
SPDR INDEX SHS FDS
$349K
6,752 sh0.24%+0.0% - HEFA
ISHARES TR
$338K
7,279 sh0.24%-2.7% - JNJ
JOHNSON & JOHNSON
$331K
1,250 sh0.23%+0.0% - VMBS
VANGUARD SCOTTSDALE FDS
$330K
7,422 sh0.23%-0.3% - IXUS
ISHARES TR
$329K
3,459 sh0.23%-9.0% - AUB
ATLANTIC UN BANKSHARES CORP
$291K
7,679 sh0.20%+0.0% - AVGO
BROADCOM INC
$284K
810 sh0.20%+0.0% - MO
ALTRIA GROUP INC
$269K
3,997 sh0.19%+0.0% - IGIB
ISHARES TR
$256K
5,084 sh0.18%-0.5% - MCD
MCDONALDS CORP
$225K
975 sh0.16%+0.0% - IYW
ISHARES TR
$216K
816 sh0.15%-4.0% - USMV
ISHARES TR
$214K
2,197 sh0.15%+0.0% - SPHQ
INVESCO EXCHANGE TRADED FD T
$207K
2,462 sh0.14%+0.0% - VEA
VANGUARD TAX-MANAGED FDS
$206K
2,912 sh0.14%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 IVV ISHARES TR | 27,025 | $20.7M | +0.4% | 14.44% | Q3 2026 |
 SPYG SPDR SERIES TRUST | 90,367 | $11.12M | +1.8% | 7.76% | Q3 2026 |
 DFAI DIMENSIONAL ETF TRUST | 263,891 | $10.93M | -0.3% | 7.63% | Q3 2026 |
 JIRE J P MORGAN EXCHANGE TRADED F | 125,640 | $10.32M | -1.7% | 7.20% | Q3 2026 |
 USIG ISHARES TR | 209,374 | $10.2M | +6.0% | 7.11% | Q3 2026 |
 DFAE DIMENSIONAL ETF TRUST | 253,120 | $9.95M | +5.6% | 6.94% | Q3 2026 |
 JAVA J P MORGAN EXCHANGE TRADED F | 98,922 | $7.89M | +6.6% | 5.50% | Q3 2026 |
 MBB ISHARES TR | 86,165 | $7.72M | +5.8% | 5.39% | Q3 2026 |
 SCHR SCHWAB STRATEGIC TR | 297,869 | $7.06M | +6.2% | 4.92% | Q3 2026 |
 SPYV SPDR SERIES TRUST | 114,836 | $7.02M | +7.4% | 4.90% | Q3 2026 |
 IVW ISHARES TR | 35,092 | $4.99M | -0.7% | 3.48% | Q3 2026 |
 IVE ISHARES TR | 15,103 | $3.45M | -0.2% | 2.41% | Q3 2026 |
 SCHO SCHWAB STRATEGIC TR | 125,827 | $3M | +4.1% | 2.09% | Q3 2026 |
 SPMD SPDR SERIES TRUST | 41,481 | $2.61M | +3.7% | 1.82% | Q3 2026 |
 SCHV SCHWAB STRATEGIC TR | 54,177 | $1.8M | -0.1% | 1.26% | Q3 2026 |
 IEFA ISHARES TR | 18,320 | $1.77M | +0.0% | 1.24% | Q3 2026 |
 VTV VANGUARD INDEX FDS | 7,016 | $1.52M | +0.0% | 1.06% | Q3 2026 |
 DFAS DIMENSIONAL ETF TRUST | 18,838 | $1.46M | +22.4% | 1.02% | Q3 2026 |
 SCHG SCHWAB STRATEGIC TR | 33,129 | $1.19M | +0.2% | 0.83% | Q3 2026 |
 IGSB ISHARES TR | 20,617 | $1.06M | +3.8% | 0.74% | Q3 2026 |
 MUB ISHARES TR | 10,200 | $1.03M | +0.0% | 0.72% | Q3 2026 |
 PM PHILIP MORRIS INTL INC | 4,322 | $825K | +0.0% | 0.58% | Q3 2026 |
 IWY ISHARES TR | 2,634 | $777K | +0.0% | 0.54% | Q3 2026 |
 IJH ISHARES TR | 9,415 | $677K | +0.0% | 0.47% | Q3 2026 |
 IWB ISHARES TR | 1,617 | $673K | +0.0% | 0.47% | Q3 2026 |
 AAPL APPLE INC | 1,973 | $657K | +0.0% | 0.46% | Q3 2026 |
 VONG VANGUARD SCOTTSDALE FDS | 4,734 | $610K | +0.0% | 0.43% | Q3 2026 |
 IEMG ISHARES INC | 7,157 | $581K | -1.1% | 0.41% | Q3 2026 |
 SCHM SCHWAB STRATEGIC TR | 16,430 | $559K | -32.7% | 0.39% | Q3 2026 |
 VO VANGUARD INDEX FDS | 6,999 | $549K | +0.0% | 0.38% | Q3 2026 |
 IDEV ISHARES TR | 6,048 | $541K | -3.8% | 0.38% | Q3 2026 |
 SCHF SCHWAB STRATEGIC TR | 18,578 | $510K | -0.1% | 0.36% | Q3 2026 |
 IWX ISHARES TR | 4,537 | $497K | +0.0% | 0.35% | Q3 2026 |
 IJR ISHARES TR | 3,016 | $410K | +0.0% | 0.29% | Q3 2026 |
 SCHD SCHWAB STRATEGIC TR | 11,424 | $372K | +0.1% | 0.26% | Q3 2026 |
 QUAL ISHARES TR | 1,617 | $359K | +0.0% | 0.25% | Q3 2026 |
 SPEM SPDR INDEX SHS FDS | 6,752 | $349K | +0.0% | 0.24% | Q3 2026 |
 HEFA ISHARES TR | 7,279 | $338K | -2.7% | 0.24% | Q3 2026 |
 JNJ JOHNSON & JOHNSON | 1,250 | $331K | +0.0% | 0.23% | Q3 2026 |
 VMBS VANGUARD SCOTTSDALE FDS | 7,422 | $330K | -0.3% | 0.23% | Q3 2026 |
 IXUS ISHARES TR | 3,459 | $329K | -9.0% | 0.23% | Q3 2026 |
 AUB ATLANTIC UN BANKSHARES CORP | 7,679 | $291K | +0.0% | 0.20% | Q3 2026 |
 AVGO BROADCOM INC | 810 | $284K | +0.0% | 0.20% | Q3 2026 |
 MO ALTRIA GROUP INC | 3,997 | $269K | +0.0% | 0.19% | Q3 2026 |
 IGIB ISHARES TR | 5,084 | $256K | -0.5% | 0.18% | Q3 2026 |
 MCD MCDONALDS CORP | 975 | $225K | +0.0% | 0.16% | Q3 2026 |
 IYW ISHARES TR | 816 | $216K | -4.0% | 0.15% | Q3 2026 |
 USMV ISHARES TR | 2,197 | $214K | +0.0% | 0.15% | Q3 2026 |
 SPHQ INVESCO EXCHANGE TRADED FD T | 2,462 | $207K | +0.0% | 0.14% | Q3 2026 |
 VEA VANGUARD TAX-MANAGED FDS | 2,912 | $206K | +0.0% | 0.14% | Q3 2026 |
1-50 of 138 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About SIMA Wealth Partners, LLC
SIMA Wealth Partners, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2135539). Signal8 holds 10 13F filings from it. Its SEC filings list Virginia as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 19, 2026. That report lists 138 securities, not counting options, up from 130 in Q2 2026.
Its five largest reported positions, in order, are ISHARES TR (IVV), SPDR SERIES TRUST (SPYG), DIMENSIONAL ETF TRUST (DFAI), J P MORGAN EXCHANGE TRADED F (JIRE) and ISHARES TR (USIG). The next five are DIMENSIONAL ETF TRUST (DFAE), J P MORGAN EXCHANGE TRADED F (JAVA), ISHARES TR (MBB), SCHWAB STRATEGIC TR (SCHR) and SPDR SERIES TRUST (SPYV).
Recent 13F filings by SIMA Wealth Partners, LLC
- Q3 2026: 13F-HR filed Oct 19, 2026, listing 138 securities.
- Q2 2026: 13F-HR filed Jul 28, 2026, listing 130 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 131 securities.
- Q4 2025: 13F-HR filed May 28, 2026, listing 130 securities.
- Q3 2025: 13F-HR filed May 28, 2026, listing 165 securities.
- Q2 2025: 13F-HR filed Jun 15, 2026, listing 153 securities.