1y return+16.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $129 against $137 in the S&P 500.2
SIMA Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $20.2M | 14.3% | −5.4% |
| DFAIDimensional Etf Trust | $10.9M | 7.7% | |
| SPYGSpdr Series Trust | $10.6M | 7.5% | −4.7% |
| JIREJ P Morgan Exchange Traded F | $10.5M | 7.5% | −1.8% |
| USIGIshares Tr | $10.1M | 7.2% | +2.0% |
| DFAEDimensional Etf Trust | $9.6M | 6.8% | +1.8% |
| MBBIshares Tr | $7.7M | 5.5% | −2.8% |
| JAVAJ P Morgan Exchange Traded F | $7.4M | 5.2% | −2.0% |
| SCHRSchwab Strategic Tr | $6.9M | 4.9% | −4.1% |
| SPYVSpdr Series Trust | $6.5M | 4.6% | +4.2% |
| IVWIshares Tr | $4.9M | 3.4% | −2.9% |
| IVEIshares Tr | $3.4M | 2.4% | −6.6% |
| SCHOSchwab Strategic Tr | $2.9M | 2.1% | −5.5% |
| SPMDSpdr Series Trust | $2.7M | 1.9% | +4.3% |
| SCHVSchwab Strategic Tr | $1.9M | 1.3% | −1.1% |
| IEFAIshares Tr | $1.8M | 1.3% | |
| VTVVanguard Index Fds | $1.5M | 1.1% | |
| Dimensional Etf TrustCUSIP 25434V500 | $1.3M | 0.9% | +5.9% |
| SCHGSchwab Strategic Tr | $1.1M | 0.8% | −7.5% |
| MUBIshares Tr | $1.1M | 0.8% | |
| IGSBIshares Tr | $1.0M | 0.7% | −15.3% |
| SCHMSchwab Strategic Tr | $900K | 0.6% | −1.3% |
| PMPhilip Morris Intl Inc | $782K | 0.6% | −3.6% |
| IWYIshares Tr | $765K | 0.5% | |
| IJHIshares Tr | $726K | 0.5% | −5.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PMPhilip Morris Intl Inc | June 30, 2024 | +78.5% | $782K |
| DFAEDimensional Etf Trust | June 30, 2024 | +55.4% | $9.6M |
| IEMGIshares Inc | June 30, 2024 | +54.8% | $600K |
| IVWIshares Tr | June 30, 2024 | +48.6% | $4.9M |
| SPYGSpdr Series Trust | June 30, 2024 | +48.5% | $10.6M |
| SCHFSchwab Strategic Tr | June 30, 2024 | +44.2% | $515K |
| SCHMSchwab Strategic Tr | June 30, 2024 | +42.1% | $900K |
| IXUSIshares Tr | June 30, 2024 | +41.3% | $363K |
| SCHVSchwab Strategic Tr | June 30, 2024 | +41.0% | $1.9M |
| IWXIshares Tr | June 30, 2024 | +40.6% | $477K |
Sold off last quarter
- UPSUnited Parcel Svcs Inc was $11K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −0.1% | −4.6% |
| December 31, 2024 | −2.4% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SIMA Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2135539&type=13F-HR&dateb=&owner=include&count=40CIK 2135539
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2135539/000213553926000011/Filed July 28, 2026 · accession 0002135539-26-000011