SIMA Wealth Partners, LLC
- SEC CIK
- 0002135539
- Latest filing
- Jul 28, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jun 15, 2026. Long positions only.
- Positions
- 171
- No filing for Q1 2024
- Portfolio value
- $104.9M
- No filing for Q1 2024
SIMA Wealth Partners, LLC did not file a 13F for Q1 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 27,053 | $14.8M | 14.1% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 273,576 | $8.12M | 7.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 110,237 | $6.90M | 6.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 114,573 | $6.79M | 6.5% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 132,834 | $6.48M | 6.2% | – | – | – |
| iShares Tr464288588 | MBS ETF | 60,153 | $5.52M | 5.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 57,101 | $4.58M | 4.4% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 86,343 | $4.34M | 4.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 41,219 | $3.81M | 3.6% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 143,336 | $3.71M | 3.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 76,007 | $3.70M | 3.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 17,871 | $3.25M | 3.1% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 57,627 | $2.77M | 2.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 52,594 | $2.69M | 2.6% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,882 | $2.25M | 2.1% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 38,390 | $1.97M | 1.9% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,958 | $1.92M | 1.8% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 25,706 | $1.90M | 1.8% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,151 | $1.83M | 1.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 11,485 | $1.16M | 1.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 14,368 | $1.12M | 1.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,498 | $1.01M | 1.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,018 | $960.9K | 0.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,140 | $651.9K | 0.6% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 10,404 | $625.1K | 0.6% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 8,959 | $588.1K | 0.6% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,684 | $575.8K | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,008 | $486.1K | 0.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,721 | $413.3K | 0.4% | – | – | – |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 3,721 | $400.6K | 0.4% | – | – | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 8,524 | $387.0K | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,824 | $375.2K | 0.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 9,587 | $368.3K | 0.4% | – | – | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 4,537 | $339.5K | 0.3% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,902 | $331.2K | 0.3% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 5,984 | $306.7K | 0.3% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 7,913 | $298.1K | 0.3% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 8,231 | $292.6K | 0.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,617 | $276.1K | 0.3% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,299 | $255.0K | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,089 | $251.5K | 0.2% | – | – | – |
| DHRDanaher Corp | Stock | 1,000 | $249.8K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 925 | $235.7K | 0.2% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,474 | $207.7K | 0.2% | – | – | – |
| AAPLApple Inc. | Stock | 960 | $202.2K | 0.2% | – | – | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 3,152 | $200.3K | 0.2% | – | – | – |
| CMICummins Inc | Stock | 690 | $191.1K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,264 | $184.7K | 0.2% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 800 | $171.8K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 100 | $160.6K | 0.2% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 539 | $160.4K | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 804 | $155.4K | 0.1% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,708 | $139.5K | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 1,340 | $135.8K | 0.1% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 900 | $135.4K | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 2,914 | $132.7K | 0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 354 | $129.0K | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 570 | $129.0K | 0.1% | – | – | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 2,767 | $114.9K | 0.1% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,026 | $113.2K | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,444 | $113.1K | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 274 | $111.5K | 0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 967 | $106.5K | 0.1% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,193 | $105.1K | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 429 | $93.6K | 0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 745 | $84.5K | 0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 3,043 | $80.8K | 0.1% | – | – | – |
| EBAYeBay Inc | COM | 1,500 | $80.6K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 472 | $77.8K | 0.1% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 952 | $77.2K | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 941 | $72.7K | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,514 | $71.9K | 0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 559 | $71.8K | 0.1% | – | – | – |
| SYKStryker Corp | Stock | 205 | $69.8K | 0.1% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 537 | $68.3K | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 1,620 | $66.2K | 0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 127 | $64.2K | 0.1% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,337 | $58.5K | 0.1% | – | – | – |
| FASTFastenal Co | Stock | 914 | $57.4K | 0.1% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 96 | $55.4K | 0.1% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 540 | $52.5K | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 100 | $50.9K | <0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 989 | $48.4K | <0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 200 | $43.0K | <0.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 92 | $41.2K | <0.1% | – | – | History |
| CHCOCity Holding Co | COM | 373 | $39.6K | <0.1% | – | – | History |
| KOCoca Cola Co | Stock | 622 | $39.6K | <0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 194 | $39.4K | <0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 120 | $34.8K | <0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 190 | $34.6K | <0.1% | – | – | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,210 | $33.9K | <0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 242 | $33.1K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 75 | $33.1K | <0.1% | – | – | History |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 921 | $32.5K | <0.1% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 322 | $32.2K | <0.1% | – | – | – |
| VLTOVeralto Corp | Stock | 332 | $31.7K | <0.1% | – | – | History |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 362 | $30.4K | <0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 260 | $29.9K | <0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 54 | $27.1K | <0.1% | – | – | – |
| VVisa Inc. | Stock | 100 | $26.2K | <0.1% | – | – | History |