SIMA Wealth Partners, LLC
SIMA Wealth Partners, LLC reported 130 positions worth $141.1M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IVV (14.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $20.2M | 14.29% | 26,925 | — | — | |
| ▸ 2 | DFAI | SH | $10.9M | 7.74% | 264,669 | — | — | |
| ▸ 3 | SPYG | SH | $10.6M | 7.49% | 88,798 | — | — | |
| ▸ 4 | JIRE | SH | $10.5M | 7.47% | 127,757 | — | — | |
| ▸ 5 | USIG | SH | $10.1M | 7.18% | 197,581 | — | — | |
| ▸ 6 | DFAE | SH | $9.6M | 6.83% | 239,647 | — | — | |
| ▸ 7 | MBB | SH | $7.7M | 5.45% | 81,410 | — | — | |
| ▸ 8 | JAVA | SH | $7.4M | 5.22% | 92,826 | — | — | |
| ▸ 9 | SCHR | SH | $6.9M | 4.90% | 280,499 | — | — | |
| ▸ 10 | SPYV | SH | $6.5M | 4.61% | 106,953 | — | — |
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Frequently Asked Questions
What stocks does SIMA Wealth Partners, LLC hold as of Q2 2026?
SIMA Wealth Partners, LLC reported 130 positions worth $141.1M in its Q2 2026 13F filing. Largest positions: IVV (14.3%), DFAI (7.7%), SPYG (7.5%), JIRE (7.5%) and USIG (7.2%).
What did SIMA Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SIMA Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.