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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 8 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KELLANOVA 55.0 $5K 0.00% NEW $82.04
142 SJM SMUCKER J M CO Consumer Defensive 40.0 $4K 0.00% NEW $108.60 +5.2%
143 WFC WELLS FARGO CO NEW Financial Services 51.0 $4K 0.00% NEW $83.82 +1.5%
144 IYR ISHARES TR 39.0 $4K 0.00% NEW $97.10 +5.1%
145 WBD WARNER BROS DISCOVERY INC Communication Services 189.0 $4K 0.00% NEW $19.53 +35.3%
146 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 57.0 $3K 0.00% NEW $50.63 -42.5%
147 IVZ INVESCO LTD Financial Services 125.0 $3K 0.00% NEW $22.94 +28.8%
148 NFG NATIONAL FUEL GAS CO Energy 30.0 $3K 0.00% NEW $92.40 -18.1%
149 ED CONSOLIDATED EDISON INC Utilities 25.0 $3K 0.00% NEW $100.52 +6.5%
150 MRK MERCK & CO INC Healthcare 29.0 $2K 0.00% NEW $83.93 +37.5%
151 PFE PFIZER INC Healthcare 85.0 $2K 0.00% NEW $25.48 +2.6%
152 CHRD CHORD ENERGY CORPORATION Energy 20.0 $2K 0.00% NEW $99.40 +28.1%
153 MPC MARATHON PETE CORP Energy 10.0 $2K 0.00% NEW $192.80 +28.3%
154 HPE HEWLETT PACKARD ENTERPRISE C Technology 65.0 $2K 0.00% NEW $24.57 +102.7%
155 PLURI INC 350.0 $2K 0.00% NEW $4.48
156 TGT TARGET CORP Consumer Defensive 17.0 $2K 0.00% NEW $89.71 +45.1%
157 CVX CHEVRON CORP NEW Energy 7.0 $1K 0.00% NEW $155.43 +14.4%
158 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 13.0 $977.0 0.00% NEW $75.15 -17.4%
159 HPQ HP INC Technology 32.0 $872.0 0.00% NEW $27.25 -13.9%
160 HAL HALLIBURTON CO Energy 35.0 $861.0 0.00% NEW $24.60 +48.3%
Page 8 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%