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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
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 26,925.0 $20.2M 14.29% -2K -6.0% $748.89 +3.2%
2 SPYG SPDR SERIES TRUST 88,798.0 $10.6M 7.49% -5K -5.7% $118.99 +1.9%
3 JIRE J P MORGAN EXCHANGE TRADED F 127,757.0 $10.5M 7.47% -2K -1.3% $82.49 +3.0%
4 JAVA J P MORGAN EXCHANGE TRADED F 92,826.0 $7.4M 5.22% -3K -2.8% $79.41 +4.8%
5 IVW ISHARES TR 35,338.0 $4.9M 3.44% -2K -4.1% $137.53 +1.8%
6 IVE ISHARES TR 15,138.0 $3.4M 2.44% -1K -8.5% $227.06 +4.5%
7 SCHO SCHWAB STRATEGIC TR 120,850.0 $2.9M 2.07% -35K -22.2% $24.14 -0.3%
8 SCHV SCHWAB STRATEGIC TR 54,238.0 $1.9M 1.34% -4K -6.5% $34.81 -0.6%
9 IEFA ISHARES TR 18,320.0 $1.8M 1.25% -138.0 -0.8% $96.58 +4.1%
10 VTV VANGUARD INDEX FDS 7,016.0 $1.5M 1.08% -2K -18.6% $217.93 +3.4%
11 SCHG SCHWAB STRATEGIC TR 33,072.0 $1.1M 0.79% -5K -12.6% $33.84 +5.7%
12 IGSB ISHARES TR 19,854.0 $1.0M 0.74% -12K -36.7% $52.41 -0.7%
13 SCHM SCHWAB STRATEGIC TR 24,418.0 $900K 0.64% -1K -4.2% $36.87 -3.5%
14 PM PHILIP MORRIS INTL INC Consumer Defensive 4,322.0 $782K 0.55% -130.0 -2.9% $180.91 +6.1%
15 IJH ISHARES TR 9,415.0 $726K 0.51% -571.0 -5.7% $77.11 -1.8%
16 IWB ISHARES TR 1,617.0 $662K 0.47% -294.0 -15.4% $409.51 +2.8%
17 IDEV ISHARES TR 6,288.0 $560K 0.40% -102.0 -1.6% $89.02 +4.4%
18 IJR ISHARES TR 3,016.0 $447K 0.32% -256.0 -7.8% $148.31 -1.8%
19 VMBS VANGUARD SCOTTSDALE FDS 7,444.0 $348K 0.25% -743.0 -9.1% $46.81 -1.3%
20 MO ALTRIA GROUP INC Consumer Defensive 3,997.0 $288K 0.20% -56.0 -1.4% $71.95 -4.6%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%