account_balance

Investment manager · 13F filer · SEC CIK 2135539

SIMA Wealth Partners, LLC

Reported value$143Mas of Sep 30, 2026
Positions138 8 new, 0 sold out
Top 10 weight71.8%IVV alone is 14%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IVV iShares Tr 14.4% Held
SPYG SPDR Series Trust 7.8% Held
DFAI Dimensional ETF Trust 7.6% Held
JIRE J P Morgan Exchange Traded F 7.2% Held
USIG iShares Tr 7.1% Added +6%
DFAE Dimensional ETF Trust 6.9% Added +6%
JAVA J P Morgan Exchange Traded F 5.5% Added +7%
MBB iShares Tr 5.4% Added +6%
SCHR Schwab Strategic Tr 4.9% Added +6%
SPYV SPDR Series Trust 4.9% Added +7%
IVW iShares Tr 3.5% Held
IVE iShares Tr 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • LSAF $26.4K
  • DYLD $11.4K
  • LSAT $9.14K
  • SPTL $8.32K
arrow_upwardAdded
  • DFAS +22%
  • SPYV +7%
  • JAVA +7%
  • SCHR +6%
arrow_downwardTrimmed
  • SCHM −33%
  • IXUS −9%
  • IDEV −4%
  • HEFA −3%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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