Q3 2026 13F · SEC CIK 2135539

SIMA Wealth Partners, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $143.3M
Reported positions: 138
Holdings vs S&P 500, 3 yrs: —
Assets under management: $156.7M

SIMA Wealth Partners, LLC is a wealth manager that reported 138 positions worth $143.3M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Ishares Tr (IVV, 14.4%), State Street Spdr Portfolio S&p 500 Grow (SPYG, 7.8%), Dimensional ETF Trust (DFAI, 7.6%).

SIMA Wealth Partners, LLC holdings largest 50 of 138 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SIMA Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	14.4%	14.3%	27,025	+0.4%	$20.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	7.8%	7.5%	90,367	+1.8%	$11.1M
DFAIDimensional ETF Trust	7.6%	7.7%	263,891	-0.3%	$10.9M
JIREJpmorgan International Research Enhanced	7.2%	7.5%	125,640	-1.7%	$10.3M
USIGIshares Tr	7.1%	7.2%	209,374	+6.0%	$10.2M
DFAEDimensional ETF Trust	6.9%	6.8%	253,120	+5.6%	$10.0M
JAVAJ P Morgan Exchange Traded F	5.5%	5.2%	98,922	+6.6%	$7.9M
MBBIshares Tr	5.4%	5.5%	86,165	+5.8%	$7.7M
SCHRSchwab Strategic Tr	4.9%	4.9%	297,869	+6.2%	$7.1M
SPYVState Street Spdr Portfolio S&p 500 Valu	4.9%	4.6%	114,836	+7.4%	$7.0M
IVWIshares Tr	3.5%	3.4%	35,092	-0.7%	$5.0M
IVEIshares Tr	2.4%	2.4%	15,103	-0.2%	$3.4M
SCHOSchwab Strategic Tr	2.1%	2.1%	125,827	+4.1%	$3.0M
SPMDSpdr Series Trust	1.8%	1.9%	41,481	+3.7%	$2.6M
SCHVSchwab Strategic Tr	1.3%	1.3%	54,177	-0.1%	$1.8M
IEFAIshares Tr	1.2%	1.3%	18,320	+0.0%	$1.8M
VTVVanguard Index Fds	1.1%	1.1%	7,016	+0.0%	$1.5M
DFASDimensional ETF Trust	1.0%	0.9%	18,838	+22.4%	$1.5M
SCHGSchwab Strategic Tr	0.8%	0.8%	33,129	+0.2%	$1.2M
IGSBIshares Tr	0.7%	0.7%	20,617	+3.8%	$1.1M
MUBIshares Tr	0.7%	0.8%	10,200	+0.0%	$1.0M
PMPhilip Morris Intl Inc	0.6%	0.6%	4,322	+0.0%	$825K
IWYIshares Tr	0.5%	0.5%	2,634	+0.0%	$777K
IJHIshares Tr	0.5%	0.5%	9,415	+0.0%	$677K
IWBIshares Tr	0.5%	0.5%	1,617	+0.0%	$673K
AAPLApple Inc	0.5%	0.4%	1,973	+0.0%	$657K
VONGVanguard Scottsdale Fds	0.4%	0.4%	4,734	+0.0%	$610K
IEMGIshares Inc	0.4%	0.4%	7,157	-1.1%	$581K
SCHMSchwab Strategic Tr	0.4%	0.6%	16,430	-32.7%	$559K
VOVanguard Index Fds	0.4%	0.4%	6,999	+0.0%	$549K
IDEVIshares Tr	0.4%	0.4%	6,048	-3.8%	$541K
SCHFSchwab Strategic Tr	0.4%	0.4%	18,578	-0.1%	$510K
IWXIshares Tr	0.3%	0.3%	4,537	+0.0%	$497K
IJRIshares Tr	0.3%	0.3%	3,016	+0.0%	$410K
SCHDSchwab Strategic Tr	0.3%	0.3%	11,424	+0.1%	$372K
QUALIshares Tr	0.3%	0.3%	1,617	+0.0%	$359K
SPEMSpdr Index Shs Fds	0.2%	0.2%	6,752	+0.0%	$349K
HEFAIshares Tr	0.2%	0.2%	7,279	-2.7%	$338K
JNJJohnson & Johnson	0.2%	0.2%	1,250	+0.0%	$331K
VMBSVanguard Scottsdale Fds	0.2%	0.2%	7,422	-0.3%	$330K
IXUSIshares Tr	0.2%	0.3%	3,459	-9.0%	$329K
AUBAtlantic Un Bankshares Corp	0.2%	0.2%	7,679	+0.0%	$291K
AVGOBroadcom Inc	0.2%	0.2%	810	+0.0%	$284K
MOAltria Group Inc	0.2%	0.2%	3,997	+0.0%	$269K
IGIBIshares Tr	0.2%	0.2%	5,084	-0.5%	$256K
MCDMcdonalds Corp	0.2%	0.2%	975	+0.0%	$225K
IYWIshares Tr	0.2%	0.2%	816	-4.0%	$216K
USMVIshares Tr	0.1%	0.1%	2,197	+0.0%	$214K
SPHQInvesco Exchange Traded Fd T	0.1%	0.2%	2,462	+0.0%	$207K
VEAVanguard Ftse Developed Markets Index Fu	0.1%	0.1%	2,912	+0.0%	$206K

What SIMA Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

DFAS Dimensional ETF Trust+22.4% shares
SPYV State Street Spdr Portfolio S&p 500 Valu+7.4% shares
JAVA J P Morgan Exchange Traded F+6.6% shares
SCHR Schwab Strategic Tr+6.2% shares
USIG Ishares Tr+6.0% shares
MBB Ishares Tr+5.8% shares
DFAE Dimensional ETF Trust+5.6% shares

Reduced

SCHM Schwab Strategic Tr-32.7% shares
IXUS Ishares Tr-9.0% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$143.3M	138
Q2 2026	$141.1M	130
Q1 2026	$131.3M	131
Q4 2025	$131.5M	130

Questions about SIMA Wealth Partners, LLC's portfolio

What stocks does SIMA Wealth Partners, LLC own?

SIMA Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 138 positions worth $143.3M. The largest are Ishares Tr (IVV) at 14.4%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 7.8%, Dimensional ETF Trust (DFAI) at 7.6%, Jpmorgan International Research Enhanced (JIRE) at 7.2% and Ishares Tr (USIG) at 7.1%.

What did SIMA Wealth Partners, LLC buy last quarter?

In Q3 2026, SIMA Wealth Partners, LLC added Dimensional ETF Trust (DFAS) (+22.4% shares), State Street Spdr Portfolio S&p 500 Valu (SPYV) (+7.4% shares) and J P Morgan Exchange Traded F (JAVA) (+6.6% shares), compared with its Q2 2026 filing.

What did SIMA Wealth Partners, LLC sell last quarter?

In Q3 2026, SIMA Wealth Partners, LLC Schwab Strategic Tr (SCHM) (-32.7% shares) and Ishares Tr (IXUS) (-9.0% shares), compared with its Q2 2026 filing.

When is SIMA Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. SIMA Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does SIMA Wealth Partners, LLC manage?

SIMA Wealth Partners, LLC reported $156.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $143.3M.