SIMA Wealth Partners, LLC holds a concentrated book of 74 stocks worth $131.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ATLANTIC UN BANKSHARES CORP and trimmed ISHARES USTECHNOLOGY ETF. Their largest long position is ISHARES USTECHNOLOGY ETF at 22% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2135539/holdings"
Use Arkolith to show SIMA Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $18.6M | 28.5K | 14.2% | ▼−0.6% Reduced · −168 sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $10.3M | 264.7K | 7.9% | ▲+1.6% Added · +4K sh | |
| 3 | Ishares TR USD INV GRDE ETF | $9.9M | 193.6K | 7.6% | ▲+8.8% Added · +16K sh | |
| 4 | J P Morgan Exchange Traded F INTRNL RES EQT | $9.9M | 130.1K | 7.5% | ▲+0.5% Added · +596 sh | |
| 5 | SPDR Series Trust STATE STREET SPD | $9.1M | 93.2K | 7.0% | ▼−1.0% Reduced · −932 sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $8.0M | 235.5K | 6.1% | ▲+8.3% Added · +18K sh | |
| 7 | Ishares TR MBS ETF | $8.0M | 83.8K | 6.1% | ▲+8.0% Added · +6K sh | |
| 8 | Schwab Strategic TR INT-TRM U.S TRES | $7.3M | 292.4K | 5.5% | ▲+13% Added · +34K sh | |
| 9 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $6.8M | 94.7K | 5.2% | ▼−0.7% Reduced · −712 sh | |
| 10 | SPDR Series Trust STATE STREET SPD | $5.8M | 102.7K | 4.4% | ▲+1.5% Added · +2K sh | |
| 11 | Ishares TR S&P 500 GRWT ETF | $4.1M | 36.4K | 3.1% | ▼−1.2% Reduced · −436 sh | |
| 12 | Ishares TR S&P 500 VAL ETF | $3.4M | 16.2K | 2.6% | ▼−2.0% Reduced · −331 sh | |
| 13 | Schwab Strategic TR SHT TM US TRES | $3.1M | 127.9K | 2.4% | ▼−18% Reduced · −28K sh | |
| 14 | SPDR Series Trust STATE STREET SPD | $2.3M | 38.4K | 1.7% | ▲+2.1% Added · +810 sh | |
| 15 | Schwab Strategic TR US LCAP VA ETF | $1.7M | 54.8K | 1.3% | ▼−5.4% Reduced · −3K sh | |
| 16 | Ishares TR CORE MSCI EAFE | $1.7M | 18.5K | 1.3% | —Held | |
| 17 | Vanguard Index FDS VALUE ETF | $1.4M | 7.0K | 1.0% | ▼−19% Reduced · −2K sh | |
| 18 | Ishares TR ISHS 1-5YR INVS | $1.2M | 23.4K | 0.9% | ▼−25% Reduced · −8K sh | |
| 19 | Ishares TR NATIONAL MUN ETF | $1.1M | 10.2K | 0.8% | —Held | |
| 20 | Schwab Strategic TR US LCAP GR ETF | $1.0M | 35.8K | 0.8% | ▼−5.5% Reduced · −2K sh | |
| 21 | Dimensional ETF Trust US SMALL CAP ETF | $1.0M | 14.5K | 0.8% | ▲+3.6% Added · +511 sh | |
| 22 | Schwab Strategic TR US MID-CAP ETF | $766K | 24.7K | 0.6% | ▼−2.9% Reduced · −731 sh | |
| 23 | Philip Morris Intl Inc COM | $741K | 4.5K | 0.6% | ▲+0.7% Added · +30 sh | |
| 24 | Ishares TR RUS 1000 ETF | $672K | 1.9K | 0.5% | ▼−1.4% Reduced · −27 sh | |
| 25 | Ishares TR CORE S&P MCP ETF | $670K | 9.9K | 0.5% | ▼−0.6% Reduced · −64 sh | |
| 26 | Ishares TR RUS TP200 GR ETF | $655K | 2.6K | 0.5% | —Held | |
| 27 | Ishares TR CORE MSCI INTL | $534K | 6.4K | 0.4% | ▼~0% Reduced · −2 sh | |
| 28 | Vanguard Scottsdale FDS VNG RUS1000GRW | $519K | 4.7K | 0.4% | —Held | |
| 29 | Vanguard Index FDS MID CAP ETF | $504K | 1.8K | 0.4% | —Held | |
| 30 | Ishares Inc CORE MSCI EMKT | $502K | 7.2K | 0.4% | ▲+8.5% Added · +564 sh | |
| 31 | Apple Inc COM | $501K | 2.0K | 0.4% | —Held | |
| 32 | Schwab Strategic TR INTL EQTY ETF | $447K | 18.1K | 0.3% | ▲+2.0% Added · +360 sh | |
| 33 | Ishares TR RUS TP200 VL ETF | $420K | 4.5K | 0.3% | —Held | |
| 34 | Ishares TR CORE S&P SCP ETF | $398K | 3.2K | 0.3% | ▼−2.2% Reduced · −71 sh | |
| 35 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $367K | 7.8K | 0.3% | ▼−4.4% Reduced · −364 sh | |
| 36 | Schwab Strategic TR US DIVIDEND EQ | $350K | 11.4K | 0.3% | ▲~0% Added · +5 sh | |
| 37 | McDonalds Corp COM | $334K | 1.1K | 0.3% | ▲+16% Added · +150 sh | |
| 38 | Ishares TR CORE MSCI TOTAL | $322K | 3.7K | 0.2% | ▲+8.3% Added · +284 sh | |
| 39 | Ishares TR HDG MSCI EAFE | $318K | 7.5K | 0.2% | —Held | |
| 40 | SPDR Index SHS FDS STATE STREET SPD | $317K | 6.8K | 0.2% | ▼~0% Reduced · −1 sh | |
| 41 | Ishares TR MSCI USA QLT FCT | $310K | 1.6K | 0.2% | —Held | |
| 42 | Johnson & Johnson COM | $306K | 1.3K | 0.2% | —Held | |
| 43 | Ishares TR ISHS 5-10YR INVT | $291K | 5.5K | 0.2% | ▼−6.1% Reduced · −355 sh | |
| 44 | Atlantic Un Bankshares Corp COM | $274K | 7.7K | 0.2% | ▲New New position | |
| 45 | Altria Group Inc COM | $274K | 4.1K | 0.2% | ▲+2.3% Added · +94 sh | |
| 46 | Broadcom Inc COM | $251K | 810 | 0.2% | —Held | |
| 47 | Ishares TR MSCI USA MIN VOL | $204K | 2.2K | 0.2% | —Held | |
| 48 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $187K | 2.9K | 0.1% | —Held | |
| 49 | Invesco Exchange Traded FD T ="SP500 QUALITY" | $185K | 2.5K | 0.1% | ▼−18% Reduced · −540 sh | |
| 50 | Ishares TR RUS 1000 VAL ETF | $183K | 855 | 0.1% | ▼−0.3% Reduced · −3 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 146 | $131.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 28, 2026 | 145 | $131.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | May 28, 2026 | 180 | $130.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jun 15, 2026 | 168 | $123.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jun 15, 2026 | 199 | $120.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jun 15, 2026 | 185 | $117.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Jun 15, 2026 | 156 | $115.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jun 15, 2026 | 185 | $104.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.