SIMA Wealth Partners, LLC Q1 2026 Filing
Filed May 28, 2026
Portfolio Value
$83.2B
Holdings
130
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (130 positions)
| Stock | Value |
|---|---|
DFAIDIMENSIONAL ETF TRUST | $9.9B |
JIREJ P MORGAN EXCHANGE TRADED F | $9.7B |
USIGISHARES TR | $9.2B |
MBBISHARES TR | $7.4B |
DFAEDIMENSIONAL ETF TRUST | $7.1B |
JAVAJ P MORGAN EXCHANGE TRADED F | $6.8B |
SCHRSCHWAB STRATEGIC TR | $6.5B |
SPYVSPDR SERIES TRUST | $5.7B |
SCHOSCHWAB STRATEGIC TR | $3.8B |
SPMDSPDR SERIES TRUST | $2.2B |
SCHVSCHWAB STRATEGIC TR | $1.7B |
IGSBISHARES TR | $1.7B |
AQLTISHARES TR | $1.7B |
SCHGSCHWAB STRATEGIC TR | $1.2B |
DFASDIMENSIONAL ETF TRUST | $976.5M |
SCHMSCHWAB STRATEGIC TR | $766.1M |
IJHISHARES TR | $659.1M |
IDEVISHARES TR | $527.1M |
IEMGISHARES INC | $445.7M |
SCHFSCHWAB STRATEGIC TR | $425.9M |
IWXISHARES TR | $416.8M |
VMBSVANGUARD SCOTTSDALE FDS | $385.5M |
SPEMSPDR INDEX SHS FDS | $316.1M |
IGIBISHARES TR | $313.9M |
SCHDSCHWAB STRATEGIC TR | $312.9M |
HEFAISHARES TR | $309.3M |
IXUSISHARES TR | $291.0M |
MOALTRIA GROUP INC | $233.7M |
SPHQINVESCO EXCHANGE TRADED FD T | $225.3M |
USMVISHARES TR | $206.9M |
VEAVANGUARD TAX-MANAGED FDS | $181.9M |
SHYISHARES TR | $169.9M |
EFAISHARES TR | $138.7M |
EBAEBAY INC. | $130.7M |
SPSMSPDR SERIES TRUST | $114.5M |
IJKISHARES TR | $110.2M |
SCHESCHWAB STRATEGIC TR | $110.1M |
AQLTISHARES TR | $107.4M |
SCHBSCHWAB STRATEGIC TR | $86.6M |
JVALJ P MORGAN EXCHANGE TRADED F | $79.5M |
VWOVANGUARD INTL EQUITY INDEX F | $68.4M |
FRDMEA SERIES TRUST | $59.0M |
IWRISHARES TR | $46.8M |
KOCOCA COLA CO | $40.9M |
SPTISPDR SERIES TRUST | $35.3M |
SCHASCHWAB STRATEGIC TR | $31.7M |
SCHXSCHWAB STRATEGIC TR | $30.4M |
MDYGSPDR SERIES TRUST | $29.7M |
VCSHVANGUARD SCOTTSDALE FDS | $23.3M |
IVVISHARES TR | $19.6M |
BACVERIZON COMMUNICATIONS INC | $17.6M |
DGROISHARES TR | $16.5M |
SPYMSPDR SERIES TRUST | $16.4M |
TAT&T INC | $15.4M |
BMTABRITISH AMERN TOB PLC | $11.9M |
NWBINORTHWEST BANCSHARES INC MD | $11.8M |
DDOMINION ENERGY INC | $11.7M |
IPORENAISSANCE CAP GREENWICH FD | $11.4M |
UPSUNITED PARCEL SERVICE INC | $11.1M |
SPYGSPDR SERIES TRUST | $10.0M |
GMGENERAL MTRS CO | $8.7M |
FFORD MTR CO | $8.6M |
EEMISHARES TR | $8.2M |
IEFISHARES TR | $6.3M |
VCITVANGUARD SCOTTSDALE FDS | $6.3M |
WBDWARNER BROS DISCOVERY INC | $5.0M |
IVWISHARES TR | $4.5M |
IVEISHARES TR | $3.5M |
IVZINVESCO LTD | $3.3M |
AMLPALPS ETF TR | $2.8M |
BTCGRAYSCALE BITCOIN MINI TR ET | $2.2M |
VTVVANGUARD INDEX FDS | $1.6M |
MUBISHARES TR | $1.1M |
4DXPLURI INC | $1.0M |
IWYISHARES TR | $729K |
KHCKRAFT HEINZ CO | $728K |
4I1PHILIP MORRIS INTL INC | $714K |
IWBISHARES TR | $714K |
VONGVANGUARD SCOTTSDALE FDS | $576K |
KDKYNDRYL HLDGS INC | $558K |
AAPLAPPLE INC | $536K |
VOVANGUARD INDEX FDS | $509K |
IJRISHARES TR | $393K |
QUALISHARES TR | $321K |
MCDMCDONALDS CORP | $283K |
AVGOBROADCOM INC | $280K |
JNJJOHNSON & JOHNSON | $259K |
IWDISHARES TR | $181K |
IYWISHARES TR | $180K |
IWFISHARES TR | $168K |
AMZNAMAZON COM INC | $151K |
SPYSPDR S&P 500 ETF TR | $138K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $129K |
EMREMERSON ELEC CO | $119K |
CLOVCLOVER HEALTH INVESTMENTS CO | $118K |
PHPARKER-HANNIFIN CORP | $112K |
GQ9SPDR GOLD TR | $108K |
IJJISHARES TR | $91K |
IJTISHARES TR | $76K |
SDYSPDR SERIES TRUST | $75K |
Page 1 of 2Next