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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 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHE SCHWAB STRATEGIC TR 3,375.0 $122K 0.09% $36.26 +2.5%
62 SCHB SCHWAB STRATEGIC TR 4,173.0 $121K 0.09% +872.0 +26.4% $28.96 +2.5%
63 EMR EMERSON ELEC CO Industrials 827.0 $118K 0.08% -72.0 -8.0% $143.15 +8.4%
64 SHY ISHARES TR 1,300.0 $107K 0.08% -751.0 -36.6% $82.12 -0.3%
65 GLD SPDR GOLD TR Financial Services 273.0 $101K 0.07% $368.38 +11.0%
66 JVAL J P MORGAN EXCHANGE TRADED F 1,620.0 $95K 0.07% $58.64 +1.7%
67 IJJ ISHARES TR 590.0 $87K 0.06% -105.0 -15.1% $147.75 -0.3%
68 IJT ISHARES TR 466.0 $83K 0.06% -70.0 -13.1% $178.66 -4.3%
69 SDY SPDR SERIES TRUST 537.0 $82K 0.06% $152.18 +3.5%
70 FRDM EA SERIES TRUST 1,085.0 $79K 0.06% -65.0 -5.7% $72.90 -5.9%
71 GOVT ISHARES TR 3,435.0 $78K 0.06% -1K -26.3% $22.78 -1.4%
72 ITOT ISHARES TR 473.0 $78K 0.06% $164.27 +2.6%
73 VWO VANGUARD INTL EQUITY INDEX F 1,273.0 $76K 0.05% $59.69 +1.8%
74 VB VANGUARD INDEX FDS 241.0 $73K 0.05% $303.69 -1.0%
75 KO COCA COLA CO Consumer Defensive 810.0 $66K 0.05% +225.0 +38.5% $81.27 +10.3%
76 CMI CUMMINS INC Industrials 90.0 $64K 0.04% $713.21 -20.8%
77 GOOGL ALPHABET INC Communication Services 170.0 $61K 0.04% $357.37 -3.0%
78 VOO VANGUARD INDEX FDS 88.0 $61K 0.04% -20.0 -18.5% $690.01 +2.5%
79 PG PROCTER & GAMBLE CO Consumer Defensive 403.0 $59K 0.04% $146.64 -2.0%
80 SYK STRYKER CORPORATION Healthcare 176.0 $55K 0.04% -29.0 -14.2% $314.84 +5.0%
Page 4 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%