13F Insight
DOSSIER · 13F-HR · Q2 2026

SIMA Wealth Partners, LLC

$141M in tracked AUM across 145 positions as of Q2 2026.

SW
CIK 0002135539 · last filed Jun 30, 2026
Total AUM
$141M
as of Q2 2026
Holdings
145
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SIMA Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$20M27K14.3%02
DFAI
DIMENSIONAL ETF TRUST
$11M265K7.7%03
SPYG
SPDR SERIES TRUST
$11M89K7.5%04
JIRE
J P MORGAN EXCHANGE TRADED F
$11M128K7.5%05
USIG
ISHARES TR
$10M198K7.2%06
DFAE
DIMENSIONAL ETF TRUST
$10M240K6.8%07
MBB
ISHARES TR
$8M81K5.5%08
JAVA
J P MORGAN EXCHANGE TRADED F
$7M93K5.2%09
SCHR
SCHWAB STRATEGIC TR
$7M280K4.9%10
SPYV
SPDR SERIES TRUST
$7M107K4.6%

Filing history

2026Q2Jun 30
$141M▲ 7.5%
145 positionsView →2026Q1Mar 31
$131M▼ 0.2%
146 positionsView →2025Q4Dec 31
$132M▲ 0.6%
145 positionsView →2025Q3Sep 30
$131M▲ 5.6%
180 positionsView →2025Q2Jun 30
$124M▲ 2.8%
168 positionsLocked2025Q1Mar 31
$120M▲ 2.4%
199 positionsLocked2024Q4Dec 31
$118M▲ 2.2%
185 positionsLocked2024Q3Sep 30
$115M▲ 9.8%
156 positionsLocked2024Q2Jun 30
$105M—
185 positionsLocked