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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 5 of 7  ·  130 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% $570.88 -13.1%
82 KO COCA COLA CO Consumer Defensive 585.0 $41K 0.03% $69.91 +14.0%
83 GD GENERAL DYNAMICS CORP Industrials 120.0 $40K 0.03% $336.67 +8.4%
84 UNP UNION PAC CORP Industrials 170.0 $39K 0.03% $231.32 +11.2%
85 MSFT MICROSOFT CORP Technology 80.0 $39K 0.03% -57.0 -41.6% $485.09 -21.3%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 125.0 $37K 0.03% $296.22 -10.4%
87 SPTI SPDR SERIES TRUST 1,223.0 $35K 0.03% $28.84 -1.8%
88 V VISA INC Financial Services 100.0 $35K 0.03% $350.71 -5.4%
89 MKL MARKEL GROUP INC Financial Services 16.0 $34K 0.03% $2149.69 -13.1%
90 XOM EXXON MOBIL CORP Energy 280.0 $34K 0.03% -17.0 -5.7% $120.34 +17.2%
91 UNH UNITEDHEALTH GROUP INC Healthcare 100.0 $33K 0.03% $330.11 +22.3%
92 SCHA SCHWAB STRATEGIC TR 1,113.0 $32K 0.02% $28.48 +22.4%
93 SCHX SCHWAB STRATEGIC TR 1,131.0 $30K 0.02% $26.92 +9.2%
94 DUK DUKE ENERGY CORP NEW Utilities 258.0 $30K 0.02% $117.08 +5.6%
95 MDYG SPDR SERIES TRUST 321.0 $30K 0.02% $92.43 +19.3%
96 VFH VANGUARD WORLD FD 212.0 $28K 0.02% $133.49 -0.2%
97 VCSH VANGUARD SCOTTSDALE FDS 292.0 $23K 0.02% $79.76 -1.2%
98 ABBV ABBVIE INC Healthcare 100.0 $23K 0.02% $228.49 -3.2%
99 COIN COINBASE GLOBAL INC Financial Services 87.0 $20K 0.01% $226.15 -23.8%
100 IWM ISHARES TR 74.0 $18K 0.01% $246.16 +19.0%
Page 5 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%