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Filers›Family Office›J.E. Simmons & Co., P.C.
DOSSIER · 13F-HR · Q1 2026

J.E. Simmons & Co., P.C.

J.E. Simmons & , P.C.'s family office based in London, UK — $150M in tracked AUM across 66 positions as of Q1 2026.

JS
J.E. Simmons & , P.C.·London, UK·Family Office
CIK 0002111381 · last filed Mar 31, 2026
Total AUM
$150M
▲ 4.6%
vs prior
Holdings
66
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

J.E. Simmons & Co., P.C. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$32M49K21.5%
02
SPTL
SPDR SERIES TRUST
$13M493K8.7%
03
FNDX
SCHWAB STRATEGIC TR
$12M417K7.8%
04
FNDF
SCHWAB STRATEGIC TR
$12M236K7.7%
05
ELMD
ELECTROMED INC
$12M493K7.7%
06
DYNF
BLACKROCK ETF TRUST
$9M159K6.2%
07
IUSB
ISHARES TR
$7M150K4.6%
08
VWO
VANGUARD INTL EQUITY INDEX F
$5M99K3.6%
09
QQQ
INVESCO QQQ TR
$5M9K3.4%
10
BAI
BLACKROCK ETF TRUST
$5M137K3.0%

Filing history

Filing history loading…
AI Agent · grounded in J.E.
haiku-4-5 · 66 positions indexed
Sector mix
  • Financials43%
  • Health Care9%
  • Cons. Disc.6%
  • Communications7%
  • Industrials17%
  • Energy29%
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