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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 5 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWR ISHARES TR 486.0 $54K 0.04% $110.32 +1.8%
82 GD GENERAL DYNAMICS CORP Industrials 120.0 $43K 0.03% $354.24 +7.1%
83 NSC NORFOLK SOUTHN CORP Industrials 130.0 $41K 0.03% -80.0 -38.1% $314.59 +10.8%
84 SCHA SCHWAB STRATEGIC TR 1,129.0 $41K 0.03% +16.0 +1.4% $36.13 -5.2%
85 MA MASTERCARD INCORPORATED Financial Services 75.0 $39K 0.03% $513.60 +15.9%
86 XOM EXXON MOBIL CORP Energy 280.0 $38K 0.03% $136.72 +14.6%
87 COIN COINBASE GLOBAL INC Financial Services 257.0 $38K 0.03% +170.0 +195.4% $146.19 +22.2%
88 MDYG SPDR SERIES TRUST 321.0 $36K 0.03% $112.09 -3.2%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 125.0 $35K 0.03% $281.22 -16.2%
90 V VISA INC Financial Services 100.0 $34K 0.02% $343.09 +11.2%
91 SCHX SCHWAB STRATEGIC TR 1,159.0 $34K 0.02% +28.0 +2.5% $29.42 +3.1%
92 MKL MARKEL GROUP INC Financial Services 16.0 $31K 0.02% $1953.06 -6.9%
93 SPTI SPDR SERIES TRUST 1,086.0 $31K 0.02% -137.0 -11.2% $28.39 -1.2%
94 MSFT MICROSOFT CORP Technology 80.0 $30K 0.02% $374.15 +37.3%
95 VFH VANGUARD WORLD FD 212.0 $28K 0.02% $131.60 +7.9%
96 PEP PEPSICO INC Consumer Defensive 195.0 $26K 0.02% +125.0 +178.6% $135.40 +4.2%
97 ABBV ABBVIE INC Healthcare 100.0 $25K 0.02% $251.64 +1.5%
98 UNH UNITEDHEALTH GROUP INC Healthcare 60.0 $25K 0.02% -40.0 -40.0% $415.63 -5.5%
99 IWM ISHARES TR 73.0 $22K 0.02% -1.0 -1.4% $300.45 -1.6%
100 VCSH VANGUARD SCOTTSDALE FDS 247.0 $20K 0.01% -45.0 -15.4% $79.07 -0.7%
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 27.3%
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%