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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 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MA MASTERCARD INCORPORATED Financial Services 75.0 $43K 0.03% NEW $568.81 -12.0%
82 FRDM EA SERIES TRUST 939.0 $42K 0.03% NEW $44.31 +67.4%
83 GOOGL ALPHABET INC Communication Services 170.0 $41K 0.03% NEW $243.10 +49.6%
84 GD GENERAL DYNAMICS CORP Industrials 120.0 $41K 0.03% NEW $341.00 +6.7%
85 UNP UNION PAC CORP Industrials 170.0 $40K 0.03% NEW $236.37 +10.6%
86 KO COCA COLA CO Consumer Defensive 585.0 $39K 0.03% NEW $66.32 +20.6%
87 SPTI SPDR SERIES TRUST 1,223.0 $35K 0.03% NEW $28.90 -1.8%
88 IBM INTERNATIONAL BUSINESS MACHS Technology 125.0 $35K 0.03% NEW $282.16 -6.2%
89 UNH UNITEDHEALTH GROUP INC Healthcare 100.0 $35K 0.03% NEW $345.30 +17.9%
90 V VISA INC Financial Services 100.0 $34K 0.03% NEW $341.38 -2.1%
91 XOM EXXON MOBIL CORP Energy 297.0 $33K 0.03% NEW $112.75 +25.6%
92 DUK DUKE ENERGY CORP NEW Utilities 258.0 $32K 0.02% NEW $123.61 +1.0%
93 SCHA SCHWAB STRATEGIC TR 1,110.0 $31K 0.02% NEW $27.90 +25.3%
94 MKL MARKEL GROUP INC Financial Services 16.0 $31K 0.02% NEW $1911.38 -1.5%
95 IJS ISHARES TR 272.0 $30K 0.02% NEW $110.68 +20.8%
96 SCHX SCHWAB STRATEGIC TR 1,128.0 $30K 0.02% NEW $26.34 +12.1%
97 MDYG SPDR SERIES TRUST 321.0 $29K 0.02% NEW $91.56 +20.9%
98 COIN COINBASE GLOBAL INC Financial Services 87.0 $29K 0.02% NEW $337.49 -49.7%
99 VFH VANGUARD WORLD FD 212.0 $28K 0.02% NEW $131.24 +2.1%
100 NWBI NORTHWEST BANCSHARES INC MD Financial Services 2,149.0 $27K 0.02% NEW $12.39 +17.3%
Page 5 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%