What does SIMA Wealth Partners, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

SIMA Wealth Partners, LLC 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$19M28K14.2%

DIMENSIONAL ETF TRUST

$10M265K7.9%

ISHARES TR

$10M194K7.6%

J P MORGAN EXCHANGE TRADED F

$10M130K7.5%

SPDR SERIES TRUST

$9M93K7.0%

DIMENSIONAL ETF TRUST

$8M236K6.1%

ISHARES TR

$8M84K6.1%

SCHWAB STRATEGIC TR

$7M292K5.5%

J P MORGAN EXCHANGE TRADED F

$7M95K5.2%

SPDR SERIES TRUST

$6M103K4.4%

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