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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 3 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AUB ATLANTIC UN BANKSHARES CORP Financial Services 7,679.0 $325K 0.23% NEW $42.31 -3.9%
42 JNJ JOHNSON & JOHNSON Healthcare 1,250.0 $317K 0.23% $253.97 +5.5%
43 AVGO BROADCOM INC Technology 810.0 $306K 0.22% $377.75 -2.4%
44 MO ALTRIA GROUP INC Consumer Defensive 3,997.0 $288K 0.20% -56.0 -1.4% $71.95 -4.6%
45 IGIB ISHARES TR 5,107.0 $272K 0.19% -718.0 -12.3% $53.17 -1.8%
46 MCD MCDONALDS CORP Consumer Cyclical 975.0 $264K 0.19% +50.0 +5.4% $270.31 -2.0%
47 SPHQ INVESCO EXCHANGE TRADED FD T 2,462.0 $222K 0.16% -540.0 -18.0% $90.12 -4.9%
48 IYW ISHARES TR 850.0 $214K 0.15% -50.0 -5.6% $252.23 -0.4%
49 USMV ISHARES TR 2,197.0 $212K 0.15% $96.45 +5.5%
50 VEA VANGUARD TAX-MANAGED FDS 2,912.0 $207K 0.15% $71.24 +2.6%
51 IWD ISHARES TR 826.0 $200K 0.14% -32.0 -3.7% $242.53 +6.5%
52 IWF ISHARES TR 1,416.0 $176K 0.12% +1K +300.0% $124.17 -1.1%
53 EBAY EBAY INC. Consumer Cyclical 1,500.0 $168K 0.12% $111.75 -5.5%
54 AMZN AMAZON COM INC Consumer Cyclical 654.0 $156K 0.11% $238.34 +11.8%
55 SPY STATE STR SPDR S&P 500 ETF T Financial Services 203.0 $152K 0.11% $746.77 +3.0%
56 EFA ISHARES TR 1,444.0 $150K 0.11% $103.90 +3.7%
57 SPSM SPDR SERIES TRUST 2,444.0 $141K 0.10% $57.68 -1.9%
58 BERKSHIRE HATHAWAY INC DEL 257.0 $129K 0.09% $500.39
59 PH PARKER-HANNIFIN CORP Industrials 127.0 $124K 0.09% $978.13 +1.7%
60 IJK ISHARES TR 1,043.0 $123K 0.09% -95.0 -8.3% $117.47 -3.2%
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 27.3%
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%