# SIMA Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2135539. Source: https://holderbook.com/funds/2135539-sima-wealth-partners-llc/

- Reported value: $141.1M
- Positions: 130
- Weight of the ten largest: 71.2%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $20.2M | 26,925 | 14.3% | 4 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $10.9M | 264,669 | 7.7% | 4 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $10.6M | 88,798 | 7.5% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JIRE](https://holderbook.com/stocks/JIRE/) | $10.5M | 127,757 | 7.5% | 4 |
| ISHARES TR | [USIG](https://holderbook.com/stocks/USIG/) | $10.1M | 197,581 | 7.2% | 4 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $9.6M | 239,647 | 6.8% | 4 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $7.7M | 81,410 | 5.5% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JAVA](https://holderbook.com/stocks/JAVA/) | $7.4M | 92,826 | 5.2% | 4 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $6.9M | 280,499 | 4.9% | 4 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $6.5M | 106,953 | 4.6% | 4 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $4.9M | 35,338 | 3.4% | 4 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $3.4M | 15,138 | 2.4% | 4 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $2.9M | 120,850 | 2.1% | 4 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $2.7M | 40,008 | 1.9% | 4 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $1.9M | 54,238 | 1.3% | 4 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $1.8M | 18,320 | 1.3% | 4 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.5M | 7,016 | 1.1% | 4 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $1.3M | 15,390 | 0.9% | 4 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $1.1M | 33,072 | 0.8% | 4 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $1.1M | 10,200 | 0.8% | 4 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $1.0M | 19,854 | 0.7% | 4 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $900.3K | 24,418 | 0.6% | 4 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $781.9K | 4,322 | 0.6% | 4 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $765.5K | 2,634 | 0.5% | 4 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $726.0K | 9,415 | 0.5% | 4 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $662.2K | 1,617 | 0.5% | 4 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $605.1K | 4,734 | 0.4% | 4 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $599.6K | 7,238 | 0.4% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $570.9K | 1,973 | 0.4% | 4 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $563.9K | 6,999 | 0.4% | 4 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $559.7K | 6,288 | 0.4% | 4 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $515.2K | 18,598 | 0.4% | 4 |
| ISHARES TR | [IWX](https://holderbook.com/stocks/IWX/) | $477.1K | 4,537 | 0.3% | 4 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $447.3K | 3,016 | 0.3% | 4 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $362.7K | 3,800 | 0.3% | 4 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $362.1K | 11,418 | 0.3% | 4 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $354.8K | 1,617 | 0.3% | 4 |
| ISHARES TR | [HEFA](https://holderbook.com/stocks/HEFA/) | $350.9K | 7,479 | 0.2% | 4 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $349.6K | 6,752 | 0.2% | 4 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $348.5K | 7,444 | 0.2% | 4 |
| ATLANTIC UN BANKSHARES CORP | [AUB](https://holderbook.com/stocks/AUB/) | $324.9K | 7,679 | 0.2% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $317.5K | 1,250 | 0.2% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $306.0K | 810 | 0.2% | 4 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $287.6K | 3,997 | 0.2% | 4 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $271.6K | 5,107 | 0.2% | 4 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $263.6K | 975 | 0.2% | 4 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $221.9K | 2,462 | 0.2% | 4 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $214.4K | 850 | 0.2% | 4 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $211.9K | 2,197 | 0.2% | 4 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $207.5K | 2,912 | 0.1% | 4 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $200.3K | 826 | 0.1% | 4 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $175.8K | 1,416 | 0.1% | 4 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $167.6K | 1,500 | 0.1% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $155.9K | 654 | 0.1% | 4 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $151.6K | 203 | 0.1% | 4 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $150.0K | 1,444 | 0.1% | 4 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $141.0K | 2,444 | 0.1% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $128.6K | 257 | 0.1% | 4 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $124.2K | 127 | 0.1% | 4 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $122.5K | 1,043 | 0.1% | 4 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $122.4K | 3,375 | 0.1% | 4 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $120.9K | 4,173 | 0.1% | 4 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $118.4K | 827 | 0.1% | 4 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $106.8K | 1,300 | 0.1% | 4 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $100.6K | 273 | 0.1% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JVAL](https://holderbook.com/stocks/JVAL/) | $95.0K | 1,620 | 0.1% | 4 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $87.2K | 590 | 0.1% | 4 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $83.3K | 466 | 0.1% | 4 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $81.7K | 537 | 0.1% | 4 |
| EA SERIES TRUST | [FRDM](https://holderbook.com/stocks/FRDM/) | $79.1K | 1,085 | 0.1% | 4 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $78.2K | 3,435 | 0.1% | 4 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $77.7K | 473 | 0.1% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $76.0K | 1,273 | 0.1% | 4 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $73.2K | 241 | 0.1% | 4 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $65.8K | 810 | 0.0% | 4 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $64.2K | 90 | 0.0% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $60.8K | 170 | 0.0% | 4 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $60.7K | 88 | 0.0% | 4 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $59.1K | 403 | 0.0% | 4 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $55.4K | 176 | 0.0% | 4 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $53.6K | 486 | 0.0% | 4 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $42.5K | 120 | 0.0% | 4 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $40.9K | 130 | 0.0% | 4 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $40.8K | 1,129 | 0.0% | 4 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $38.5K | 75 | 0.0% | 4 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $38.3K | 280 | 0.0% | 4 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $37.6K | 257 | 0.0% | 4 |
| SPDR SERIES TRUST | [MDYG](https://holderbook.com/stocks/MDYG/) | $36.0K | 321 | 0.0% | 4 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $35.2K | 125 | 0.0% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $34.3K | 100 | 0.0% | 4 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $34.1K | 1,159 | 0.0% | 4 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $31.2K | 16 | 0.0% | 4 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $30.8K | 1,086 | 0.0% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $29.9K | 80 | 0.0% | 4 |
| VANGUARD WORLD FD | [VFH](https://holderbook.com/stocks/VFH/) | $27.9K | 212 | 0.0% | 4 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $26.4K | 195 | 0.0% | 4 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $25.2K | 100 | 0.0% | 4 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $24.9K | 60 | 0.0% | 4 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $21.9K | 73 | 0.0% | 4 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $19.5K | 247 | 0.0% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.8% | +14.8% | -5.0% | 100% |
| Q1 2026 | -1.3% | -4.6% | +3.3% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $141.1M | 130 |
| Q1 2026 | $131.3M | 131 |
| Q4 2025 | $131.5M | 130 |
| Q3 2025 | $130.8M | 165 |