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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 3 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IXUS ISHARES TR 3,438.0 $291K 0.22% -349.0 -9.2% $84.64 +13.6%
42 MCD MCDONALDS CORP Consumer Cyclical 925.0 $283K 0.21% $305.63 -5.8%
43 AVGO BROADCOM INC Technology 810.0 $280K 0.21% $346.10 +8.8%
44 JNJ JOHNSON & JOHNSON Healthcare 1,250.0 $259K 0.20% -15.0 -1.2% $206.95 +13.6%
45 MO ALTRIA GROUP INC Consumer Defensive 4,053.0 $234K 0.18% $57.66 +21.7%
46 SPHQ INVESCO EXCHANGE TRADED FD T 3,002.0 $225K 0.17% $75.05 +18.1%
47 USMV ISHARES TR 2,197.0 $207K 0.16% $94.15 +1.9%
48 VEA VANGUARD TAX-MANAGED FDS 2,912.0 $182K 0.14% $62.46 +15.8%
49 IWD ISHARES TR 858.0 $181K 0.14% $210.43 +15.5%
50 IYW ISHARES TR 900.0 $180K 0.14% $199.68 +24.2%
51 SHY ISHARES TR 2,051.0 $170K 0.13% $82.82 -0.8%
52 IWF ISHARES TR 354.0 $168K 0.13% $473.30 -73.9%
53 AMZN AMAZON COM INC Consumer Cyclical 654.0 $151K 0.12% -158.0 -19.5% $230.82 +6.6%
54 EFA ISHARES TR 1,444.0 $139K 0.10% $96.05 +8.6%
55 SPY SPDR S&P 500 ETF TR Financial Services 203.0 $138K 0.10% $681.92 +10.0%
56 EBAY EBAY INC. Consumer Cyclical 1,500.0 $131K 0.10% $87.10 +25.5%
57 BERKSHIRE HATHAWAY INC DEL 257.0 $129K 0.10% $502.65
58 EMR EMERSON ELEC CO Industrials 899.0 $119K 0.09% -25.0 -2.7% $132.72 +12.1%
59 SPSM SPDR SERIES TRUST 2,444.0 $115K 0.09% $46.87 +18.7%
60 PH PARKER-HANNIFIN CORP Industrials 127.0 $112K 0.09% $878.96 +6.8%
Page 3 of 7  ·  130 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%