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Portfolio (Quarterly) Guide ↗

SIMA Wealth Partners, LLC

· CIK 0002135539
13F Portfolio $132M AUM 145 positions Filed May 28, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 Added 41 Reduced 35 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOVT ISHARES TR 4,663.0 $107K 0.08% -2K -30.2% $23.02 -1.1%
22 IJT ISHARES TR 536.0 $76K 0.06% -23.0 -4.1% $141.20 +19.7%
23 VOO VANGUARD INDEX FDS 108.0 $68K 0.05% -18.0 -14.3% $629.22 +9.6%
24 NSC NORFOLK SOUTHN CORP Industrials 210.0 $61K 0.05% -330.0 -61.1% $288.72 +7.6%
25 PG PROCTER AND GAMBLE CO Consumer Defensive 403.0 $58K 0.04% -76.0 -15.9% $143.31 +6.4%
26 IWR ISHARES TR 486.0 $47K 0.04% -56.0 -10.3% $96.27 +13.2%
27 CMI CUMMINS INC Industrials 90.0 $46K 0.04% -14.0 -13.5% $510.46 +37.1%
28 MSFT MICROSOFT CORP Technology 80.0 $39K 0.03% -57.0 -41.6% $485.09 -18.8%
29 XOM EXXON MOBIL CORP Energy 280.0 $34K 0.03% -17.0 -5.7% $120.34 +17.2%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 432.0 $18K 0.01% -57.0 -11.7% $40.73 +15.6%
31 DGRO ISHARES TR 237.0 $16K 0.01% -15.0 -6.0% $69.42 +9.2%
32 T AT&T INC Communication Services 621.0 $15K 0.01% -269.0 -30.2% $24.83 -6.7%
33 IJS ISHARES TR 109.0 $12K 0.01% -163.0 -59.9% $113.73 +17.5%
34 NWBI NORTHWEST BANCSHARES INC MD Financial Services 987.0 $12K 0.01% -1K -54.1% $12.00 +21.8%
35 UPS UNITED PARCEL SERVICE INC Industrials 112.0 $11K 0.01% -22.0 -16.4% $99.07 +9.9%
36 PEP PEPSICO INC Consumer Defensive 70.0 $10K 0.01% -70.0 -50.0% $143.53 +1.8%
37 MMM 3M CO Industrials 62.0 $10K 0.01% -18.0 -22.5% $160.11 +0.9%
38 GM GENERAL MTRS CO Consumer Cyclical 107.0 $9K 0.01% -106.0 -49.8% $81.02 +1.8%
39 F FORD MTR CO Consumer Cyclical 659.0 $9K 0.01% -259.0 -28.2% $13.12 +9.8%
40 WBD WARNER BROS DISCOVERY INC Communication Services 174.0 $5K 0.00% -15.0 -7.9% $28.82 -6.9%
Page 2 of 3  ·  41 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 27.0%
Technology 22.6%
Consumer Cyclical 14.7%
Industrials 11.1%
Healthcare 10.4%
Financial Services 10.0%
Communication Services 2.3%
Utilities 1.1%
Energy 0.9%