Sima Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$131.3M
Q ending 2026-03-31
Prior quarter
$131.5M
Q ending 2025-12-31
Change
-0.2% QoQ · +9.0% YoY
Positions
131
reported holdings
Largest positions
Top 100 of 131 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $18.6M | 28K |
| Dimensional Etf Trust | DFAI | Shares | $10.3M | 265K |
| Ishares Tr | USIG | Shares | $9.9M | 194K |
| J P Morgan Exchange Traded F | JIRE | Shares | $9.9M | 130K |
| Spdr Series Trust | SPYG | Shares | $9.1M | 93K |
| Dimensional Etf Trust | DFAE | Shares | $8.0M | 236K |
| Ishares Tr | MBB | Shares | $8.0M | 84K |
| Schwab Strategic Tr | SCHR | Shares | $7.3M | 292K |
| J P Morgan Exchange Traded F | JAVA | Shares | $6.8M | 95K |
| Spdr Series Trust | SPYV | Shares | $5.8M | 103K |
| Ishares Tr | IVW | Shares | $4.1M | 36K |
| Ishares Tr | IVE | Shares | $3.4M | 16K |
| Schwab Strategic Tr | SCHO | Shares | $3.1M | 128K |
| Spdr Series Trust | SPMD | Shares | $2.3M | 38K |
| Schwab Strategic Tr | SCHV | Shares | $1.7M | 55K |
| Ishares Tr | IEFA | Shares | $1.7M | 18K |
| Vanguard Index Fds | VTV | Shares | $1.4M | 7K |
| Ishares Tr | IGSB | Shares | $1.2M | 23K |
| Ishares Tr | MUB | Shares | $1.1M | 10K |
| Schwab Strategic Tr | SCHG | Shares | $1.0M | 36K |
| Dimensional Etf Trust | DFAS | Shares | $1.0M | 15K |
| Schwab Strategic Tr | SCHM | Shares | $766K | 25K |
| Philip Morris Intl Inc | PM | Shares | $741K | 4K |
| Ishares Tr | IWB | Shares | $672K | 2K |
| Ishares Tr | IJH | Shares | $670K | 10K |
| Ishares Tr | IWY | Shares | $655K | 3K |
| Ishares Tr | IDEV | Shares | $534K | 6K |
| Vanguard Scottsdale Fds | VONG | Shares | $519K | 5K |
| Vanguard Index Fds | VO | Shares | $504K | 2K |
| Ishares Inc | IEMG | Shares | $502K | 7K |
| Apple Inc | AAPL | Shares | $501K | 2K |
| Schwab Strategic Tr | SCHF | Shares | $447K | 18K |
| Ishares Tr | IWX | Shares | $420K | 5K |
| Ishares Tr | IJR | Shares | $398K | 3K |
| Vanguard Scottsdale Fds | VMBS | Shares | $367K | 8K |
| Schwab Strategic Tr | SCHD | Shares | $350K | 11K |
| Mcdonalds Corp | MCD | Shares | $334K | 1K |
| Ishares Tr | IXUS | Shares | $322K | 4K |
| Ishares Tr | HEFA | Shares | $318K | 7K |
| Spdr Index Shs Fds | SPEM | Shares | $317K | 7K |
| Ishares Tr | QUAL | Shares | $310K | 2K |
| Johnson & Johnson | JNJ | Shares | $306K | 1K |
| Ishares Tr | IGIB | Shares | $291K | 5K |
| Atlantic Un Bankshares Corp | AUB | Shares | $274K | 8K |
| Altria Group Inc | MO | Shares | $274K | 4K |
| Broadcom Inc | AVGO | Shares | $251K | 810 |
| Ishares Tr | USMV | Shares | $204K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $187K | 3K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $185K | 2K |
| Ishares Tr | IWD | Shares | $183K | 855 |
| Ishares Tr | IYW | Shares | $154K | 850 |
| Ishares Tr | IWF | Shares | $151K | 354 |
| Ishares Tr | EFA | Shares | $140K | 1K |
| Ebay Inc. | EBAY | Shares | $137K | 2K |
| Amazon Com Inc | AMZN | Shares | $136K | 654 |
| Ishares Tr | SHY | Shares | $134K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $132K | 203 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $123K | 257 |
| Spdr Series Trust | SPSM | Shares | $118K | 2K |
| Spdr Gold Tr | GLD | Shares | $117K | 273 |
| Ishares Tr | IJK | Shares | $114K | 1K |
| Parker-Hannifin Corp | PH | Shares | $114K | 127 |
| Schwab Strategic Tr | SCHE | Shares | $111K | 3K |
| Emerson Elec Co | EMR | Shares | $108K | 827 |
| Ishares Tr | GOVT | Shares | $96K | 4K |
| Schwab Strategic Tr | SCHB | Shares | $89K | 4K |
| Ishares Tr | IJJ | Shares | $82K | 620 |
| J P Morgan Exchange Traded F | JVAL | Shares | $79K | 2K |
| Coca Cola Co | KO | Shares | $79K | 1K |
| Spdr Series Trust | SDY | Shares | $78K | 537 |
| Ishares Tr | IJT | Shares | $78K | 536 |
| Vanguard Intl Equity Index F | VWO | Shares | $69K | 1K |
| Ishares Tr | ITOT | Shares | $67K | 473 |
| Vanguard Index Fds | VB | Shares | $63K | 241 |
| Ea Series Trust | FRDM | Shares | $59K | 1K |
| Vanguard Index Fds | VOO | Shares | $59K | 98 |
| Procter & Gamble Co | PG | Shares | $58K | 403 |
| Stryker Corporation | SYK | Shares | $58K | 176 |
| Pepsico Inc | PEP | Shares | $50K | 320 |
| Alphabet Inc | GOOGL | Shares | $49K | 170 |
| Cummins Inc | CMI | Shares | $48K | 90 |
| Exxon Mobil Corp | XOM | Shares | $48K | 280 |
| Ishares Tr | IWR | Shares | $47K | 486 |
| Coinbase Global Inc | COIN | Shares | $45K | 257 |
| General Dynamics Corp | GD | Shares | $41K | 120 |
| Mastercard Incorporated | MA | Shares | $37K | 75 |
| Norfolk Southn Corp | NSC | Shares | $37K | 130 |
| Schwab Strategic Tr | SCHA | Shares | $33K | 1K |
| Spdr Series Trust | SPTI | Shares | $31K | 1K |
| Spdr Series Trust | MDYG | Shares | $31K | 321 |
| Markel Group Inc | MKL | Shares | $31K | 16 |
| International Business Machs | IBM | Shares | $30K | 125 |
| Visa Inc | V | Shares | $30K | 100 |
| Microsoft Corp | MSFT | Shares | $30K | 80 |
| Schwab Strategic Tr | SCHX | Shares | $29K | 1K |
| Unitedhealth Group Inc | UNH | Shares | $27K | 100 |
| Vanguard World Fd | VFH | Shares | $26K | 212 |
| Yum Brands Inc | YUM | Shares | $23K | 150 |
| Abbvie Inc | ABBV | Shares | $22K | 100 |
| Vanguard Scottsdale Fds | VCSH | Shares | $20K | 251 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.