SIMA Wealth Partners, LLC holds a focused book of 130 reported positions worth $141.1M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 14% of the reported non-option book. Cloning the disclosed picks since 2026 would be +2% (+4.6%/yr). That is a simulation of the disclosed long book, not audited returns.
SIMA Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +32.0%, a 30.5-point gap that is the cost of the ~28-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning SIMA Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
+7 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as SIMA Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 18 / 80 | $1.0B |
| Vestwell Advisors, LLC | 9 / 80 | $381.2M |
| New England Professional Planning Group Inc. | 13 / 80 | $243.2M |
| Hirtle & Co., LLC | 34 / 80 | $2.5B |
| Valley Forge Investment Consultants Inc Adv | 28 / 80 | $309.7M |
| Evergreen Advisors, LLC | 14 / 80 | $371.6M |
| Roth Financial Partners LLC | 12 / 80 | $265.4M |
| Schaeffer Financial LLC | 12 / 80 | $102.0M |
Ranked by the share of each fund's own book sitting in the names it shares with SIMA Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | $20.2M | 26.9K | 14.3% | ▼−5.4% Reduced · −2K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $10.9M | 264.7K | 7.7% | ▼~0% Reduced · −50 sh | |
| 3 | SPDR Series Trust ST STR P500GRW | $10.6M | 88.8K | 7.5% | ▼−4.7% Reduced · −4K sh | |
| 4 | J P Morgan Exchange Traded F INTRNL RES EQT | $10.5M | 127.8K | 7.5% | ▼−1.8% Reduced · −2K sh | |
| 5 | Ishares TR USD INV GRDE ETF | $10.1M | 197.6K | 7.2% | ▲+2.0% Added · +4K sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $9.6M | 239.6K | 6.8% | ▲+1.8% Added · +4K sh | |
| 7 | Ishares TR MBS ETF | $7.7M | 81.4K | 5.5% | ▼−2.8% Reduced · −2K sh | |
| 8 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $7.4M | 92.8K | 5.2% | ▼−2.0% Reduced · −2K sh | |
| 9 | Schwab Strategic TR INT-TRM U.S TRES | $6.9M | 280.5K | 4.9% | ▼−4.1% Reduced · −12K sh | |
| 10 | SPDR Series Trust ST STR P500VAL | $6.5M | 107.0K | 4.6% | ▲+4.2% Added · +4K sh | |
| 11 | Ishares TR S&P 500 GRWT ETF | $4.9M | 35.3K | 3.4% | ▼−2.9% Reduced · −1K sh | |
| 12 | Ishares TR S&P 500 VAL ETF | $3.4M | 15.1K | 2.4% | ▼−6.6% Reduced · −1K sh | |
| 13 | Schwab Strategic TR SHT TM US TRES | $2.9M | 120.8K | 2.1% | ▼−5.5% Reduced · −7K sh | |
| 14 | SPDR Series Trust ST STR P400MID | $2.7M | 40.0K | 1.9% | ▲+4.3% Added · +2K sh | |
| 15 | Schwab Strategic TR US LCAP VA ETF | $1.9M | 54.2K | 1.3% | ▼−1.1% Reduced · −600 sh | |
| 16 | Ishares TR CORE MSCI EAFE | $1.8M | 18.3K | 1.3% | ▼−0.7% Reduced · −138 sh | |
| 17 | Vanguard Index FDS VALUE ETF | $1.5M | 7.0K | 1.1% | —Held | |
| 18 | Dimensional ETF Trust US SMALL CAP ETF | $1.3M | 15.4K | 0.9% | ▲+5.9% Added · +862 sh | |
| 19 | Schwab Strategic TR US LCAP GR ETF | $1.1M | 33.1K | 0.8% | ▼−7.5% Reduced · −3K sh | |
| 20 | Ishares TR NATIONAL MUN ETF | $1.1M | 10.2K | 0.8% | —Held | |
| 21 | Ishares TR ISHS 1-5YR INVS | $1.0M | 19.9K | 0.7% | ▼−15% Reduced · −4K sh | |
| 22 | Schwab Strategic TR US MID-CAP ETF | $900K | 24.4K | 0.6% | ▼−1.3% Reduced · −330 sh | |
| 23 | Philip Morris Intl Inc COM | $782K | 4.3K | 0.6% | ▼−3.6% Reduced · −160 sh | |
| 24 | Ishares TR RUS TP200 GR ETF | $765K | 2.6K | 0.5% | —Held | |
| 25 | Ishares TR CORE S&P MCP ETF | $726K | 9.4K | 0.5% | ▼−5.1% Reduced · −507 sh | |
| 26 | Ishares TR RUS 1000 ETF | $662K | 1.6K | 0.5% | ▼−14% Reduced · −267 sh | |
| 27 | Vanguard Scottsdale FDS VNG RUS1000GRW | $605K | 4.7K | 0.4% | —Held | |
| 28 | Ishares Inc CORE MSCI EMKT | $600K | 7.2K | 0.4% | ▲+0.6% Added · +43 sh | |
| 29 | Apple Inc COM | $571K | 2.0K | 0.4% | —Held | |
| 30 | Vanguard Index FDS MID CAP ETF | $564K | 7.0K | 0.4% | ▲+299% Added · +5K sh | |
| 31 | Ishares TR CORE MSCI INTL | $560K | 6.3K | 0.4% | ▼−1.6% Reduced · −100 sh | |
| 32 | Schwab Strategic TR INTL EQTY ETF | $515K | 18.6K | 0.4% | ▲+2.9% Added · +523 sh | |
| 33 | Ishares TR RUS TP200 VL ETF | $477K | 4.5K | 0.3% | —Held | |
| 34 | Ishares TR CORE S&P SCP ETF | $447K | 3.0K | 0.3% | ▼−5.8% Reduced · −185 sh | |
| 35 | Ishares TR CORE MSCI TOTAL | $363K | 3.8K | 0.3% | ▲+2.1% Added · +78 sh | |
| 36 | Schwab Strategic TR US DIVIDEND EQ | $362K | 11.4K | 0.3% | ▲~0% Added · +5 sh | |
| 37 | Ishares TR MSCI USA QLT FCT | $355K | 1.6K | 0.3% | —Held | |
| 38 | Ishares TR HDG MSCI EAFE | $351K | 7.5K | 0.2% | —Held | |
| 39 | SPDR Index SHS FDS ST PORT MARK ETF | $350K | 6.8K | 0.2% | —Held | |
| 40 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $348K | 7.4K | 0.2% | ▼−4.8% Reduced · −379 sh | |
| 41 | Atlantic Un Bankshares Corp COM | $325K | 7.7K | 0.2% | —Held | |
| 42 | Johnson & Johnson COM | $317K | 1.3K | 0.2% | —Held | |
| 43 | Broadcom Inc COM | $306K | 810 | 0.2% | —Held | |
| 44 | Altria Group Inc COM | $288K | 4.0K | 0.2% | ▼−3.6% Reduced · −150 sh | |
| 45 | Ishares TR ISHS 5-10YR INVT | $272K | 5.1K | 0.2% | ▼−6.6% Reduced · −363 sh | |
| 46 | McDonalds Corp COM | $264K | 975 | 0.2% | ▼−9.3% Reduced · −100 sh | |
| 47 | Invesco Exchange Traded FD T S&P500 QUALITY | $222K | 2.5K | 0.2% | —Held | |
| 48 | Ishares TR U.S. TECH ETF | $214K | 850 | 0.2% | —Held | |
| 49 | Ishares TR MSCI USA MIN ETF | $212K | 2.2K | 0.2% | —Held | |
| 50 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $207K | 2.9K | 0.1% | —Held |
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Use Arkolith to show SIMA Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 145 | $141.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 146 | $131.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 28, 2026 | 148d | 145 | $131.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | May 28, 2026 | 240d | 180 | $130.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jun 15, 2026 | 350d | 168 | $123.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jun 15, 2026 | 441d | 199 | $120.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jun 15, 2026 | 531d | 185 | $117.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Jun 15, 2026 | 623d | 156 | $115.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jun 15, 2026 | 715d | 185 | $104.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.