Portfolio (Quarterly) Guide ↗

SIMA Wealth Partners, LLC

· CIK 0002135539

13F Portfolio $141M AUM 145 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 3 New 21 Added 43 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UNP	UNION PAC CORP	Industrials	170	$39K	0.03%	SOLD
2	UPS	UNITED PARCEL SERVICE INC	Industrials	112	$11K	0.01%	SOLD
3	KHC	KRAFT HEINZ CO	Consumer Defensive	30	$728.0	0.00%	SOLD

Sector Allocation

Consumer Defensive 27.3%

Technology 20.8%

Financial Services 16.3%

Consumer Cyclical 13.6%

Healthcare 9.9%

Industrials 8.8%

Communication Services 1.8%

Energy 0.8%

Utilities 0.7%