account_balance
Investment manager · 13F filer · SEC CIK 2053807
Sims Investment Management, LLC
Reported value$320Mas of Sep 30, 2026
Positions39 0 new, 145 sold out
Top 10 weight86.8%SCHX alone is 32%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
31.6%
SCHASchwab Strategic Tr
17.7%
QYLDGlobal X FDS
6.9%Added +9%
XYLDGlobal X FDS
6.0%Added +5%
SCHDSchwab Strategic Tr
5.9%Added +2%
JHSCJohn Hancock Exchange Traded
5.5%Added +4%
QQQMInvesco Exch Traded Fd Tr II
4.8%
SCHOSchwab Strategic Tr
3.5%Added +4%
QQQInvesco QQQ Tr
2.4%
VTVVanguard Index FDS
2.4%
SMHVaneck ETF Trust
2.1%
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund
1.8%
SCHXSchwab Strategic Tr
31.6%
SCHASchwab Strategic Tr
17.7%
QYLDGlobal X FDS
6.9%
XYLDGlobal X FDS
6.0%
SCHDSchwab Strategic Tr
5.9%
JHSCJohn Hancock Exchange Traded
5.5%
QQQM4.8%
SCHO
QQQ2.4%
VTV2.4%
SMH2.1%
ETV1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 31.6% Held
SCHA Schwab Strategic Tr 17.7% Held
QYLD Global X FDS 6.9% Added +9%
XYLD Global X FDS 6.0% Added +5%
SCHD Schwab Strategic Tr 5.9% Added +2%
JHSC John Hancock Exchange Traded 5.5% Added +4%
QQQM Invesco Exch Traded Fd Tr II 4.8% Held
SCHO Schwab Strategic Tr 3.5% Added +4%
QQQ Invesco QQQ Tr 2.4% Held
VTV Vanguard Index FDS 2.4% Added +12%
SMH Vaneck ETF Trust 2.1% Held
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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