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Portfolio (Quarterly) Guide ↗

SIMA Wealth Partners, LLC

· CIK 0002135539
13F Portfolio $131M AUM 180 positions Filed May 28, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 165 New
Page 3 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HEFA ISHARES TR 7,479.0 $296K 0.23% NEW $39.61 +17.1%
42 MCD MCDONALDS CORP Consumer Cyclical 925.0 $281K 0.21% NEW $303.89 -5.3%
43 MO ALTRIA GROUP INC Consumer Defensive 4,053.0 $268K 0.20% NEW $66.06 +6.3%
44 AVGO BROADCOM INC Technology 810.0 $267K 0.20% NEW $329.91 +14.2%
45 JNJ JOHNSON & JOHNSON Healthcare 1,265.0 $235K 0.18% NEW $185.42 +26.8%
46 SPHQ INVESCO EXCHANGE TRADED FD T 3,002.0 $220K 0.17% NEW $73.29 +21.0%
47 USMV ISHARES TR 2,197.0 $209K 0.16% NEW $95.13 +0.8%
48 AMZN AMAZON COM INC Consumer Cyclical 812.0 $178K 0.14% NEW $219.57 +12.0%
49 IYW ISHARES TR 900.0 $176K 0.14% NEW $195.86 +26.7%
50 IWD ISHARES TR 858.0 $175K 0.13% NEW $203.67 +19.3%
51 VEA VANGUARD TAX-MANAGED FDS 2,912.0 $174K 0.13% NEW $59.91 +20.7%
52 SHY ISHARES TR 2,051.0 $170K 0.13% NEW $82.96 -1.0%
53 IWF ISHARES TR 354.0 $166K 0.13% NEW $468.41 -73.7%
54 NSC NORFOLK SOUTHN CORP Industrials 540.0 $162K 0.12% NEW $300.41 +3.5%
55 GOVT ISHARES TR 6,683.0 $155K 0.12% NEW $23.12 -1.5%
56 EBAY EBAY INC. Consumer Cyclical 1,500.0 $136K 0.10% NEW $90.95 +20.2%
57 SPY SPDR S&P 500 ETF TR Financial Services 203.0 $135K 0.10% NEW $666.18 +12.6%
58 EFA ISHARES TR 1,444.0 $135K 0.10% NEW $93.39 +11.7%
59 BERKSHIRE HATHAWAY INC DEL 257.0 $129K 0.10% NEW $502.74
60 EMR EMERSON ELEC CO Industrials 924.0 $121K 0.09% NEW $131.18 +13.4%
Page 3 of 9  ·  165 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 27.1%
Technology 21.3%
Consumer Cyclical 14.8%
Industrials 12.7%
Financial Services 10.1%
Healthcare 9.7%
Communication Services 2.2%
Utilities 1.3%
Energy 1.0%