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 |
|---|---|
SYKSTRYKER CORPORATION | $72K |
ITOTISHARES TR | $70K |
VOOVANGUARD INDEX FDS | $68K |
VBVANGUARD INDEX FDS | $62K |
NSCNORFOLK SOUTHN CORP | $61K |
PGPROCTER AND GAMBLE CO | $58K |
GOOGLALPHABET INC | $53K |
CMICUMMINS INC | $46K |
MAMASTERCARD INCORPORATED | $43K |
GDGENERAL DYNAMICS CORP | $40K |
UNPUNION PAC CORP | $39K |
MSFTMICROSOFT CORP | $39K |
IBMINTERNATIONAL BUSINESS MACHS | $37K |
VVISA INC | $35K |
MKLMARKEL GROUP INC | $34K |
XOMEXXON MOBIL CORP | $34K |
UNHUNITEDHEALTH GROUP INC | $33K |
DUKDUKE ENERGY CORP NEW | $30K |
VFHVANGUARD WORLD FD | $28K |
ABBVABBVIE INC | $23K |
COINCOINBASE GLOBAL INC | $20K |
IWMISHARES TR | $18K |
IWPISHARES TR | $16K |
ELVELEVANCE HEALTH INC FORMERLY | $13K |
ABTABBOTT LABS | $13K |
IJSISHARES TR | $12K |
IWOISHARES TR | $11K |
PEPPEPSICO INC | $10K |
MMM3M CO | $10K |
VUGVANGUARD INDEX FDS | $8K |
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