SIMA Wealth Partners
NORTH CHESTERFIELD, VAfiles as SIMA Wealth Partners, LLC
$141m in 130 US stocks at the end of 30 June 2026. The top 10 are 71.2% of the money. It changed about 2.9% of the portfolio this quarter.
Value
$141m
Stocks
130
Top 10 share
71.2%
Turnover
2.9%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Ishares TRUSIG7.2% of the fund+2%
- Spdr Series TrustSPYV4.6% of the fund+4%
- Spdr Series TrustSPMD1.9% of the fund+4%
- Dimensional ETF TrustDFAS0.9% of the fund+6%
- Schwab Strategic TRSCHF0.4% of the fund+3%
- Ishares TRIXUS0.3% of the fund+2%
- Schwab Strategic TRSCHB<0.1% of the fund+18%
- Schwab Strategic TRSCHX<0.1% of the fund+2%
Cut
Sold some of their stake.
- Ishares TRIVV14.3% of the fund-5%
- Spdr Series TrustSPYG7.5% of the fund-5%
- Ishares TRMBB5.5% of the fund-3%
- J P Morgan Exchange Traded FJAVA5.2% of the fund-2%
- Schwab Strategic TRSCHR4.9% of the fund-4%
- Ishares TRIVW3.4% of the fund-3%
- Ishares TRIVE2.4% of the fund-7%
- Schwab Strategic TRSCHO2.1% of the fund-6%
- Schwab Strategic TRSCHG0.8% of the fund-8%
- Ishares TRIGSB0.7% of the fund-15%
- Philip Morris InternationalPM0.6% of the fund-4%
- Ishares TRIJH0.5% of the fund-5%
- Ishares TRIWB0.5% of the fund-14%
- Ishares TRIJR0.3% of the fund-6%
- Vanguard Scottsdale FDSVMBS0.2% of the fund-5%
- Altria GroupMO0.2% of the fund-4%
- Ishares TRIGIB0.2% of the fund-7%
- McDonald'sMCD0.2% of the fund-9%
- Ishares TRIWD0.1% of the fund-3%
- Ishares TRIJK<0.1% of the fund-8%
- Ishares TRSHY<0.1% of the fund-20%
- Ishares TRIJJ<0.1% of the fund-5%
- Ishares TRIJT<0.1% of the fund-13%
- Ishares TRGOVT<0.1% of the fund-18%
- Coca-ColaKO<0.1% of the fund-22%
Sold out
Sold their entire stake.
Holdings
- Ishares TRIVV
- Share
- 14.3%
- Value
- $20m
- Shares
- 26,925
-5%
- Dimensional ETF TrustDFAI
- Share
- 7.7%
- Value
- $11m
- Shares
- 264,669
Held
- Spdr Series TrustSPYG
- Share
- 7.5%
- Value
- $11m
- Shares
- 88,798
-5%
- J P Morgan Exchange Traded FJIRE
- Share
- 7.5%
- Value
- $11m
- Shares
- 127,757
Held
- Ishares TRUSIG
- Share
- 7.2%
- Value
- $10m
- Shares
- 197,581
+2%
- Dimensional ETF TrustDFAE
- Share
- 6.8%
- Value
- $10m
- Shares
- 239,647
Held
- Ishares TRMBB
- Share
- 5.5%
- Value
- $8m
- Shares
- 81,410
-3%
- J P Morgan Exchange Traded FJAVA
- Share
- 5.2%
- Value
- $7m
- Shares
- 92,826
-2%
- Schwab Strategic TRSCHR
- Share
- 4.9%
- Value
- $7m
- Shares
- 280,499
-4%
- Spdr Series TrustSPYV
- Share
- 4.6%
- Value
- $7m
- Shares
- 106,953
+4%
- Ishares TRIVW
- Share
- 3.4%
- Value
- $5m
- Shares
- 35,338
-3%
- Ishares TRIVE
- Share
- 2.4%
- Value
- $3m
- Shares
- 15,138
-7%
- Schwab Strategic TRSCHO
- Share
- 2.1%
- Value
- $3m
- Shares
- 120,850
-6%
- Spdr Series TrustSPMD
- Share
- 1.9%
- Value
- $3m
- Shares
- 40,008
+4%
- Schwab Strategic TRSCHV
- Share
- 1.3%
- Value
- $2m
- Shares
- 54,238
Held
- Ishares TRIEFA
- Share
- 1.3%
- Value
- $2m
- Shares
- 18,320
Held
- Vanguard Index FDSVTV
- Share
- 1.1%
- Value
- $2m
- Shares
- 7,016
Held
- Dimensional ETF TrustDFAS
- Share
- 0.9%
- Value
- $1m
- Shares
- 15,390
+6%
- Schwab Strategic TRSCHG
- Share
- 0.8%
- Value
- $1m
- Shares
- 33,072
-8%
- Ishares TRMUB
- Share
- 0.8%
- Value
- $1m
- Shares
- 10,200
Held
- Ishares TRIGSB
- Share
- 0.7%
- Value
- $1m
- Shares
- 19,854
-15%
- Schwab Strategic TRSCHM
- Share
- 0.6%
- Value
- $900,307
- Shares
- 24,418
Held
- Ishares TRIWY
- Share
- 0.5%
- Value
- $765,494
- Shares
- 2,634
Held
- Ishares TRIJH
- Share
- 0.5%
- Value
- $725,995
- Shares
- 9,415
-5%
- Ishares TRIWB
- Share
- 0.5%
- Value
- $662,172
- Shares
- 1,617
-14%
- Vanguard Scottsdale FDSVONG
- Share
- 0.4%
- Value
- $605,053
- Shares
- 4,734
Held
- IsharesIEMG
- Share
- 0.4%
- Value
- $599,608
- Shares
- 7,238
Held
- Vanguard Index FDSVO
- Share
- 0.4%
- Value
- $563,912
- Shares
- 6,999
Held
- Ishares TRIDEV
- Share
- 0.4%
- Value
- $559,730
- Shares
- 6,288
Held
- Schwab Strategic TRSCHF
- Share
- 0.4%
- Value
- $515,156
- Shares
- 18,598
+3%
- Ishares TRIWX
- Share
- 0.3%
- Value
- $477,111
- Shares
- 4,537
Held
- Ishares TRIJR
- Share
- 0.3%
- Value
- $447,303
- Shares
- 3,016
-6%
- Ishares TRIXUS
- Share
- 0.3%
- Value
- $362,672
- Shares
- 3,800
+2%
- Schwab Strategic TRSCHD
- Share
- 0.3%
- Value
- $362,078
- Shares
- 11,418
Held
- Ishares TRQUAL
- Share
- 0.3%
- Value
- $354,819
- Shares
- 1,617
Held
- Ishares TRHEFA
- Share
- 0.2%
- Value
- $350,933
- Shares
- 7,479
Held
- Spdr Index SHS FDSSPEM
- Share
- 0.2%
- Value
- $349,612
- Shares
- 6,752
Held
- Vanguard Scottsdale FDSVMBS
- Share
- 0.2%
- Value
- $348,463
- Shares
- 7,444
-5%
- Ishares TRIGIB
- Share
- 0.2%
- Value
- $271,554
- Shares
- 5,107
-7%
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.2%
- Value
- $221,866
- Shares
- 2,462
Held
- Ishares TRIYW
- Share
- 0.2%
- Value
- $214,396
- Shares
- 850
Held
- Ishares TRUSMV
- Share
- 0.2%
- Value
- $211,904
- Shares
- 2,197
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.1%
- Value
- $207,459
- Shares
- 2,912
Held
- Ishares TRIWD
- Share
- 0.1%
- Value
- $200,332
- Shares
- 826
-3%
- Ishares TRIWF
- Share
- 0.1%
- Value
- $175,825
- Shares
- 1,416
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.1%
- Value
- $151,595
- Shares
- 203
Held
- Ishares TREFA
- Share
- 0.1%
- Value
- $150,038
- Shares
- 1,444
Held
- Spdr Series TrustSPSM
- Share
- <0.1%
- Value
- $140,968
- Shares
- 2,444
Held
- Ishares TRIJK
- Share
- <0.1%
- Value
- $122,526
- Shares
- 1,043
-8%
- Schwab Strategic TRSCHE
- Share
- <0.1%
- Value
- $122,370
- Shares
- 3,375
Held
- Schwab Strategic TRSCHB
- Share
- <0.1%
- Value
- $120,863
- Shares
- 4,173
+18%
- Ishares TRSHY
- Share
- <0.1%
- Value
- $106,753
- Shares
- 1,300
-20%
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $100,568
- Shares
- 273
Held
- J P Morgan Exchange Traded FJVAL
- Share
- <0.1%
- Value
- $94,997
- Shares
- 1,620
Held
- Ishares TRIJJ
- Share
- <0.1%
- Value
- $87,173
- Shares
- 590
-5%
- Ishares TRIJT
- Share
- <0.1%
- Value
- $83,257
- Shares
- 466
-13%
- Spdr Series TrustSDY
- Share
- <0.1%
- Value
- $81,721
- Shares
- 537
Held
- EA Series TrustFRDM
- Share
- <0.1%
- Value
- $79,097
- Shares
- 1,085
Held
- Ishares TRGOVT
- Share
- <0.1%
- Value
- $78,242
- Shares
- 3,435
-18%
- Ishares TRITOT
- Share
- <0.1%
- Value
- $77,700
- Shares
- 473
Held
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $75,986
- Shares
- 1,273
Held
- Vanguard Index FDSVB
- Share
- <0.1%
- Value
- $73,189
- Shares
- 241
Held
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $60,721
- Shares
- 88
-10%
- Ishares TRIWR
- Share
- <0.1%
- Value
- $53,616
- Shares
- 486
Held
- Schwab Strategic TRSCHA
- Share
- <0.1%
- Value
- $40,792
- Shares
- 1,129
Held
- Spdr Series TrustMDYG
- Share
- <0.1%
- Value
- $35,982
- Shares
- 321
Held
- Schwab Strategic TRSCHX
- Share
- <0.1%
- Value
- $34,102
- Shares
- 1,159
+2%
- Spdr Series TrustSPTI
- Share
- <0.1%
- Value
- $30,832
- Shares
- 1,086
Held
- Vanguard World FDVFH
- Share
- <0.1%
- Value
- $27,900
- Shares
- 212
Held
- Ishares TRIWM
- Share
- <0.1%
- Value
- $21,933
- Shares
- 73
Held
- Vanguard Scottsdale FDSVCSH
- Share
- <0.1%
- Value
- $19,530
- Shares
- 247
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 14.3% | $20m | 26,925 | -5% |
| Dimensional ETF TrustDFAI | 7.7% | $11m | 264,669 | Held |
| Spdr Series TrustSPYG | 7.5% | $11m | 88,798 | -5% |
| J P Morgan Exchange Traded FJIRE | 7.5% | $11m | 127,757 | Held |
| Ishares TRUSIG | 7.2% | $10m | 197,581 | +2% |
| Dimensional ETF TrustDFAE | 6.8% | $10m | 239,647 | Held |
| Ishares TRMBB | 5.5% | $8m | 81,410 | -3% |
| J P Morgan Exchange Traded FJAVA | 5.2% | $7m | 92,826 | -2% |
| Schwab Strategic TRSCHR | 4.9% | $7m | 280,499 | -4% |
| Spdr Series TrustSPYV | 4.6% | $7m | 106,953 | +4% |
| Ishares TRIVW | 3.4% | $5m | 35,338 | -3% |
| Ishares TRIVE | 2.4% | $3m | 15,138 | -7% |
| Schwab Strategic TRSCHO | 2.1% | $3m | 120,850 | -6% |
| Spdr Series TrustSPMD | 1.9% | $3m | 40,008 | +4% |
| Schwab Strategic TRSCHV | 1.3% | $2m | 54,238 | Held |
| Ishares TRIEFA | 1.3% | $2m | 18,320 | Held |
| Vanguard Index FDSVTV | 1.1% | $2m | 7,016 | Held |
| Dimensional ETF TrustDFAS | 0.9% | $1m | 15,390 | +6% |
| Schwab Strategic TRSCHG | 0.8% | $1m | 33,072 | -8% |
| Ishares TRMUB | 0.8% | $1m | 10,200 | Held |
| Ishares TRIGSB | 0.7% | $1m | 19,854 | -15% |
| Schwab Strategic TRSCHM | 0.6% | $900,307 | 24,418 | Held |
| Philip Morris InternationalPM | 0.6% | $781,894 | 4,322 | -4% |
| Ishares TRIWY | 0.5% | $765,494 | 2,634 | Held |
| Ishares TRIJH | 0.5% | $725,995 | 9,415 | -5% |
| Ishares TRIWB | 0.5% | $662,172 | 1,617 | -14% |
| Vanguard Scottsdale FDSVONG | 0.4% | $605,053 | 4,734 | Held |
| IsharesIEMG | 0.4% | $599,608 | 7,238 | Held |
| AppleAAPL | 0.4% | $570,908 | 1,973 | Held |
| Vanguard Index FDSVO | 0.4% | $563,912 | 6,999 | Held |
| Ishares TRIDEV | 0.4% | $559,730 | 6,288 | Held |
| Schwab Strategic TRSCHF | 0.4% | $515,156 | 18,598 | +3% |
| Ishares TRIWX | 0.3% | $477,111 | 4,537 | Held |
| Ishares TRIJR | 0.3% | $447,303 | 3,016 | -6% |
| Ishares TRIXUS | 0.3% | $362,672 | 3,800 | +2% |
| Schwab Strategic TRSCHD | 0.3% | $362,078 | 11,418 | Held |
| Ishares TRQUAL | 0.3% | $354,819 | 1,617 | Held |
| Ishares TRHEFA | 0.2% | $350,933 | 7,479 | Held |
| Spdr Index SHS FDSSPEM | 0.2% | $349,612 | 6,752 | Held |
| Vanguard Scottsdale FDSVMBS | 0.2% | $348,463 | 7,444 | -5% |
| Atlantic Union BanksharesAUB | 0.2% | $324,899 | 7,679 | Held |
| Johnson & JohnsonJNJ | 0.2% | $317,463 | 1,250 | Held |
| BroadcomAVGO | 0.2% | $305,978 | 810 | Held |
| Altria GroupMO | 0.2% | $287,585 | 3,997 | -4% |
| Ishares TRIGIB | 0.2% | $271,554 | 5,107 | -7% |
| McDonald'sMCD | 0.2% | $263,553 | 975 | -9% |
| Invesco Exchange Traded FD TSPHQ | 0.2% | $221,866 | 2,462 | Held |
| Ishares TRIYW | 0.2% | $214,396 | 850 | Held |
| Ishares TRUSMV | 0.2% | $211,904 | 2,197 | Held |
| Vanguard Tax-Managed FDSVEA | 0.1% | $207,459 | 2,912 | Held |
| Ishares TRIWD | 0.1% | $200,332 | 826 | -3% |
| Ishares TRIWF | 0.1% | $175,825 | 1,416 | Held |
| eBayEBAY | 0.1% | $167,625 | 1,500 | Held |
| Amazon.comAMZN | 0.1% | $155,875 | 654 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.1% | $151,595 | 203 | Held |
| Ishares TREFA | 0.1% | $150,038 | 1,444 | Held |
| Spdr Series TrustSPSM | <0.1% | $140,968 | 2,444 | Held |
| Berkshire HathawayBRK-B | <0.1% | $128,601 | 257 | Held |
| Parker-HannifinPH | <0.1% | $124,222 | 127 | Held |
| Ishares TRIJK | <0.1% | $122,526 | 1,043 | -8% |
| Schwab Strategic TRSCHE | <0.1% | $122,370 | 3,375 | Held |
| Schwab Strategic TRSCHB | <0.1% | $120,863 | 4,173 | +18% |
| Emerson ElectricEMR | <0.1% | $118,386 | 827 | Held |
| Ishares TRSHY | <0.1% | $106,753 | 1,300 | -20% |
| Spdr Gold TRGLD | <0.1% | $100,568 | 273 | Held |
| J P Morgan Exchange Traded FJVAL | <0.1% | $94,997 | 1,620 | Held |
| Ishares TRIJJ | <0.1% | $87,173 | 590 | -5% |
| Ishares TRIJT | <0.1% | $83,257 | 466 | -13% |
| Spdr Series TrustSDY | <0.1% | $81,721 | 537 | Held |
| EA Series TrustFRDM | <0.1% | $79,097 | 1,085 | Held |
| Ishares TRGOVT | <0.1% | $78,242 | 3,435 | -18% |
| Ishares TRITOT | <0.1% | $77,700 | 473 | Held |
| Vanguard Intl Equity Index FVWO | <0.1% | $75,986 | 1,273 | Held |
| Vanguard Index FDSVB | <0.1% | $73,189 | 241 | Held |
| Coca-ColaKO | <0.1% | $65,829 | 810 | -22% |
| CumminsCMI | <0.1% | $64,189 | 90 | Held |
| AlphabetGOOGL | <0.1% | $60,753 | 170 | Held |
| Vanguard Index FDSVOO | <0.1% | $60,721 | 88 | -10% |
| Procter & GamblePG | <0.1% | $59,096 | 403 | Held |
| StrykerSYK | <0.1% | $55,412 | 176 | Held |
| Ishares TRIWR | <0.1% | $53,616 | 486 | Held |
| General DynamicsGD | <0.1% | $42,509 | 120 | Held |
| Norfolk SouthernNSC | <0.1% | $40,897 | 130 | Held |
| Schwab Strategic TRSCHA | <0.1% | $40,792 | 1,129 | Held |
| MastercardMA | <0.1% | $38,520 | 75 | Held |
| ExxonMobil HoldingsXOM | <0.1% | $38,282 | 280 | Held |
| Coinbase GlobalCOIN | <0.1% | $37,571 | 257 | Held |
| Spdr Series TrustMDYG | <0.1% | $35,982 | 321 | Held |
| International Business MachinesIBM | <0.1% | $35,152 | 125 | Held |
| VisaV | <0.1% | $34,309 | 100 | Held |
| Schwab Strategic TRSCHX | <0.1% | $34,102 | 1,159 | +2% |
| Markel GroupMKL | <0.1% | $31,249 | 16 | Held |
| Spdr Series TrustSPTI | <0.1% | $30,832 | 1,086 | Held |
| MicrosoftMSFT | <0.1% | $29,932 | 80 | Held |
| Vanguard World FDVFH | <0.1% | $27,900 | 212 | Held |
| PepsiCoPEP | <0.1% | $26,403 | 195 | -39% |
| AbbVieABBV | <0.1% | $25,164 | 100 | Held |
| UnitedHealth GroupUNH | <0.1% | $24,938 | 60 | -40% |
| Ishares TRIWM | <0.1% | $21,933 | 73 | Held |
| Vanguard Scottsdale FDSVCSH | <0.1% | $19,530 | 247 | Held |
Showing the largest 100 of 130.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 7.9% since 30 September 2025.
Where the money is
Everyday goods0.9%
Technology0.7%
Retail & consumer0.4%
Financial services0.4%
Health care0.3%
Industrials0.3%
Media & telecom0.1%
Energy0.0%
Utilities0.0%
Other96.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.