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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 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IGIB ISHARES TR 5,107.0 $272K 0.19% -718.0 -12.3% $53.17 -1.8%
22 SPHQ INVESCO EXCHANGE TRADED FD T 2,462.0 $222K 0.16% -540.0 -18.0% $90.12 -4.9%
23 IYW ISHARES TR 850.0 $214K 0.15% -50.0 -5.6% $252.23 -0.4%
24 IWD ISHARES TR 826.0 $200K 0.14% -32.0 -3.7% $242.53 +6.5%
25 IJK ISHARES TR 1,043.0 $123K 0.09% -95.0 -8.3% $117.47 -3.2%
26 EMR EMERSON ELEC CO Industrials 827.0 $118K 0.08% -72.0 -8.0% $143.15 +8.4%
27 SHY ISHARES TR 1,300.0 $107K 0.08% -751.0 -36.6% $82.12 -0.3%
28 IJJ ISHARES TR 590.0 $87K 0.06% -105.0 -15.1% $147.75 -0.3%
29 IJT ISHARES TR 466.0 $83K 0.06% -70.0 -13.1% $178.66 -4.3%
30 FRDM EA SERIES TRUST 1,085.0 $79K 0.06% -65.0 -5.7% $72.90 -5.9%
31 GOVT ISHARES TR 3,435.0 $78K 0.06% -1K -26.3% $22.78 -1.4%
32 VOO VANGUARD INDEX FDS 88.0 $61K 0.04% -20.0 -18.5% $690.01 +2.5%
33 SYK STRYKER CORPORATION Healthcare 176.0 $55K 0.04% -29.0 -14.2% $314.84 +5.0%
34 NSC NORFOLK SOUTHN CORP Industrials 130.0 $41K 0.03% -80.0 -38.1% $314.59 +10.8%
35 SPTI SPDR SERIES TRUST 1,086.0 $31K 0.02% -137.0 -11.2% $28.39 -1.2%
36 UNH UNITEDHEALTH GROUP INC Healthcare 60.0 $25K 0.02% -40.0 -40.0% $415.63 -5.5%
37 IWM ISHARES TR 73.0 $22K 0.02% -1.0 -1.4% $300.45 -1.6%
38 VCSH VANGUARD SCOTTSDALE FDS 247.0 $20K 0.01% -45.0 -15.4% $79.07 -0.7%
39 DUK DUKE ENERGY CORP NEW Utilities 129.0 $16K 0.01% -129.0 -50.0% $126.43 -4.9%
40 IJS ISHARES TR 89.0 $12K 0.01% -20.0 -18.4% $136.55 +0.7%
Page 2 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%