# SIMA Wealth Partners, LLC: Form 13F holdings

An institutional investment manager in NORTH CHESTERFIELD, VA. SEC CIK 2135539.

- Quarter ended: 2026-06-30
- Filed: 2026-07-28
- Reported value: $141.1m
- Positions: 130 (145 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2135539/000213553926000011/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ISHARES TR | CORE S&P500 ETF | $20.2m | 14.3% | 26,925 |  | Reduced −1,547 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $10.9m | 7.7% | 264,669 |  | Reduced −50 |
| SPDR SERIES TRUST | ST STR P500GRW | $10.6m | 7.5% | 88,798 |  | Reduced −4,407 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $10.5m | 7.5% | 127,757 |  | Reduced −2,302 |
| ISHARES TR | USD INV GRDE ETF | $10.1m | 7.2% | 197,581 |  | Added +3,941 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $9.6m | 6.8% | 239,647 |  | Added +4,140 |
| ISHARES TR | MBS ETF | $7.7m | 5.5% | 81,410 |  | Reduced −2,360 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $7.4m | 5.2% | 92,826 |  | Reduced −1,916 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $6.9m | 4.9% | 280,499 |  | Reduced −11,895 |
| SPDR SERIES TRUST | ST STR P500VAL | $6.5m | 4.6% | 106,953 |  | Added +4,262 |
| ISHARES TR | S&P 500 GRWT ETF | $4.9m | 3.4% | 35,338 |  | Reduced −1,068 |
| ISHARES TR | S&P 500 VAL ETF | $3.4m | 2.4% | 15,138 |  | Reduced −1,068 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.9m | 2.1% | 120,850 |  | Reduced −7,056 |
| SPDR SERIES TRUST | ST STR P400MID | $2.7m | 1.9% | 40,008 |  | Added +1,652 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.9m | 1.3% | 54,238 |  | Reduced −600 |
| ISHARES TR | CORE MSCI EAFE | $1.8m | 1.3% | 18,320 |  | Reduced −138 |
| VANGUARD INDEX FDS | VALUE ETF | $1.5m | 1.1% | 7,016 |  | Unchanged |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.3m | 0.9% | 15,390 |  | Added +862 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.1m | 0.8% | 33,072 |  | Reduced −2,683 |
| ISHARES TR | NATIONAL MUN ETF | $1.1m | 0.8% | 10,200 |  | Unchanged |
| ISHARES TR | ISHS 1-5YR INVS | $1.0m | 0.7% | 19,854 |  | Reduced −3,585 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $900.3k | 0.6% | 24,418 |  | Reduced −330 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $781.9k | 0.6% | 4,322 |  | Reduced −160 |
| ISHARES TR | RUS TP200 GR ETF | $765.5k | 0.5% | 2,634 |  | Unchanged |
| ISHARES TR | CORE S&P MCP ETF | $726.0k | 0.5% | 9,415 |  | Reduced −507 |
| ISHARES TR | RUS 1000 ETF | $662.2k | 0.5% | 1,617 |  | Reduced −267 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $605.1k | 0.4% | 4,734 |  | Unchanged |
| ISHARES INC | CORE MSCI EMKT | $599.6k | 0.4% | 7,238 |  | Added +43 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $570.9k | 0.4% | 1,973 |  | Unchanged |
| VANGUARD INDEX FDS | MID CAP ETF | $563.9k | 0.4% | 6,999 |  | Added +5,245 |
| ISHARES TR | CORE MSCI INTL | $559.7k | 0.4% | 6,288 |  | Reduced −100 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $515.2k | 0.4% | 18,598 |  | Added +523 |
| ISHARES TR | RUS TP200 VL ETF | $477.1k | 0.3% | 4,537 |  | Unchanged |
| ISHARES TR | CORE S&P SCP ETF | $447.3k | 0.3% | 3,016 |  | Reduced −185 |
| ISHARES TR | CORE MSCI TOTAL | $362.7k | 0.3% | 3,800 |  | Added +78 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $362.1k | 0.3% | 11,418 |  | Added +5 |
| ISHARES TR | MSCI USA QLT FCT | $354.8k | 0.3% | 1,617 |  | Unchanged |
| ISHARES TR | HDG MSCI EAFE | $350.9k | 0.2% | 7,479 |  | Unchanged |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $349.6k | 0.2% | 6,752 |  | Unchanged |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $348.5k | 0.2% | 7,444 |  | Reduced −379 |
| [ATLANTIC UN BANKSHARES CORP (AUB)](/companies/aub.md) | COM | $324.9k | 0.2% | 7,679 |  | Unchanged |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $317.5k | 0.2% | 1,250 |  | Unchanged |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $306.0k | 0.2% | 810 |  | Unchanged |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $287.6k | 0.2% | 3,997 |  | Reduced −150 |
| ISHARES TR | ISHS 5-10YR INVT | $271.6k | 0.2% | 5,107 |  | Reduced −363 |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $263.6k | 0.2% | 975 |  | Reduced −100 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $221.9k | 0.2% | 2,462 |  | Unchanged |
| ISHARES TR | U.S. TECH ETF | $214.4k | 0.2% | 850 |  | Unchanged |
| ISHARES TR | MSCI USA MIN ETF | $211.9k | 0.2% | 2,197 |  | Unchanged |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $207.5k | 0.1% | 2,912 |  | Unchanged |
| ISHARES TR | RUS 1000 VAL ETF | $200.3k | 0.1% | 826 |  | Reduced −29 |
| ISHARES TR | RUS 1000 GRW ETF | $175.8k | 0.1% | 1,416 |  | Added +1,062 |
| [EBAY INC. (EBAY)](/companies/ebay.md) | COM | $167.6k | 0.1% | 1,500 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $155.9k | 0.1% | 654 |  | Unchanged |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $151.6k | 0.1% | 203 |  | Unchanged |
| ISHARES TR | MSCI EAFE ETF | $150.0k | 0.1% | 1,444 |  | Unchanged |
| SPDR SERIES TRUST | ST STR SP600 SML | $141.0k | <0.1% | 2,444 |  | Unchanged |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $128.6k | <0.1% | 257 |  | Unchanged |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $124.2k | <0.1% | 127 |  | Unchanged |
| ISHARES TR | S&P MC 400GR ETF | $122.5k | <0.1% | 1,043 |  | Reduced −95 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $122.4k | <0.1% | 3,375 |  | Added +13 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $120.9k | <0.1% | 4,173 |  | Added +647 |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $118.4k | <0.1% | 827 |  | Unchanged |
| ISHARES TR | 1 3 YR TREAS BD | $106.8k | <0.1% | 1,300 |  | Reduced −320 |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $100.6k | <0.1% | 273 |  | Unchanged |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $95.0k | <0.1% | 1,620 |  | Unchanged |
| ISHARES TR | S&P MC 400VL ETF | $87.2k | <0.1% | 590 |  | Reduced −30 |
| ISHARES TR | S&P SML 600 GWT | $83.3k | <0.1% | 466 |  | Reduced −70 |
| SPDR SERIES TRUST | ST STR SP DIV | $81.7k | <0.1% | 537 |  | Unchanged |
| EA SERIES TRUST | FREEDOM 100 EM | $79.1k | <0.1% | 1,085 |  | Unchanged |
| ISHARES TR | US TREAS BD ETF | $78.2k | <0.1% | 3,435 |  | Reduced −739 |
| ISHARES TR | CORE S&P TTL STK | $77.7k | <0.1% | 473 |  | Unchanged |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $76.0k | <0.1% | 1,273 |  | Unchanged |
| VANGUARD INDEX FDS | SMALL CP ETF | $73.2k | <0.1% | 241 |  | Unchanged |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $65.8k | <0.1% | 810 |  | Reduced −225 |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $64.2k | <0.1% | 90 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $60.8k | <0.1% | 170 |  | Unchanged |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $60.7k | <0.1% | 88 |  | Reduced −10 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $59.1k | <0.1% | 403 |  | Unchanged |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $55.4k | <0.1% | 176 |  | Unchanged |
| ISHARES TR | RUS MID CAP ETF | $53.6k | <0.1% | 486 |  | Unchanged |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $42.5k | <0.1% | 120 |  | Unchanged |
| [NORFOLK SOUTHN CORP (NSC)](/companies/nsc.md) | COM | $40.9k | <0.1% | 130 |  | Unchanged |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $40.8k | <0.1% | 1,129 |  | Added +10 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $38.5k | <0.1% | 75 |  | Unchanged |
| EXXON MOBIL CORP | COM | $38.3k | <0.1% | 280 |  | Unchanged |
| [COINBASE GLOBAL INC (COIN)](/companies/coin.md) | COM CL A | $37.6k | <0.1% | 257 |  | Unchanged |
| SPDR SERIES TRUST | ST STR SP400GRW | $36.0k | <0.1% | 321 |  | Unchanged |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $35.2k | <0.1% | 125 |  | Unchanged |
| [VISA INC (V)](/companies/v.md) | COM CL A | $34.3k | <0.1% | 100 |  | Unchanged |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $34.1k | <0.1% | 1,159 |  | Added +24 |
| [MARKEL GROUP INC (MKL)](/companies/mkl.md) | COM | $31.2k | <0.1% | 16 |  | Unchanged |
| SPDR SERIES TRUST | ST INTER ETF | $30.8k | <0.1% | 1,086 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $29.9k | <0.1% | 80 |  | Unchanged |
| VANGUARD WORLD FD | FINANCIALS ETF | $27.9k | <0.1% | 212 |  | Unchanged |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $26.4k | <0.1% | 195 |  | Reduced −125 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $25.2k | <0.1% | 100 |  | Unchanged |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $24.9k | <0.1% | 60 |  | Reduced −40 |
| ISHARES TR | RUSSELL 2000 ETF | $21.9k | <0.1% | 73 |  | Unchanged |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $19.5k | <0.1% | 247 |  | Reduced −4 |
| ISHARES TR | CORE DIV GRWTH | $18.0k | <0.1% | 237 |  | Unchanged |
| SPDR SERIES TRUST | ST STR P500ETF | $17.9k | <0.1% | 204 |  | Unchanged |
| ISHARES TR | RUS MD CP GR ETF | $17.4k | <0.1% | 119 |  | Unchanged |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $16.3k | <0.1% | 129 |  | Unchanged |
| [NORTHWEST BANCSHARES INC (NWBI)](/companies/nwbi.md) | COM | $15.0k | <0.1% | 987 |  | Unchanged |
| RENAISSANCE CAP GREENWICH FD | IPO ETF | $14.9k | <0.1% | 250 |  | Unchanged |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $13.9k | <0.1% | 36 |  | Unchanged |
| [DOMINION ENERGY INC (D)](/companies/d.md) | COM | $13.7k | <0.1% | 200 |  | Unchanged |
| ISHARES TR | RUS 2000 GRW ETF | $13.0k | <0.1% | 33 |  | Unchanged |
| [BRITISH AMERN TOB PLC (BTI)](/companies/bti.md) | SPONSORED ADR | $13.0k | <0.1% | 210 |  | Unchanged |
| ISHARES TR | SP SMCP600VL ETF | $12.2k | <0.1% | 89 |  | Unchanged |
| [YUM BRANDS INC (YUM)](/companies/yum.md) | COM | $12.0k | <0.1% | 75 |  | Reduced −75 |
| ISHARES TR | MSCI EMG MKT ETF | $10.3k | <0.1% | 150 |  | Unchanged |
| [3M CO (MMM)](/companies/mmm.md) | COM | $10.0k | <0.1% | 62 |  | Unchanged |
| [FORD MTR CO (F)](/companies/f.md) | COM | $9.2k | <0.1% | 659 |  | Unchanged |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $9.1k | <0.1% | 216 |  | Unchanged |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $9.1k | <0.1% | 100 |  | Unchanged |
| VANGUARD INDEX FDS | GROWTH ETF | $8.9k | <0.1% | 103 |  | Added +86 |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $8.2k | <0.1% | 107 |  | Unchanged |
| [AT&T INC (T)](/companies/t.md) | COM | $8.0k | <0.1% | 387 |  | Unchanged |
| ISHARES TR | 7-10 YR TRSY BD | $6.2k | <0.1% | 66 |  | Unchanged |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $6.2k | <0.1% | 75 |  | Unchanged |
| INVESCO LTD | SHS | $3.3k | <0.1% | 125 |  | Unchanged |
| ALPS ETF TR | ALERIAN MLP | $3.1k | <0.1% | 60 |  | Unchanged |
| WARNER BROS DISCOVERY INC | COM SER A | $2.5k | <0.1% | 95 |  | Unchanged |
| [GRAYSCALE BITCOIN MINI TR ET (BTC)](/companies/btc.md) | SHS NEW | $1.5k | <0.1% | 57 |  | Unchanged |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $1.4k | <0.1% | 41 |  | Unchanged |
| [PLURI INC (PLUR)](/companies/plur.md) | COM NEW | $732 | <0.1% | 350 |  | Unchanged |
| [CLOVER HEALTH INVESTMENTS CO (CLOV)](/companies/clov.md) | COM CL A | $262 | <0.1% | 50 |  | Unchanged |
| [KYNDRYL HLDGS INC (KD)](/companies/kd.md) | COMMON STOCK | $238 | <0.1% | 21 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $0 | 0.0% | 0 |  | Sold out −112 |

Source: SEC EDGAR, Form 13F-HR, accession 0002135539-26-000011. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.