StockDriftsStockDriftsTop 50 Sima Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.44% | 27.0K | $20.7M | +0.37%(+100) | $543.79(+41.60%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 7.76% | 90.4K | $11.1M | +1.77%(+1.57K) | $80.69(+50.37%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.63% | 263.9K | $10.9M | -0.29%(-778) | $30.54(+35.25%) | 2026-09-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 7.2% | 125.6K | $10.3M | -1.66%(-2.12K) | $63.09(+29.02%) | 2026-09-30 | |
| USIG | ISHARES TR | 7.11% | 209.4K | $10.2M | +5.97%(+11.79K) | $50.89(-3.75%) | 2026-09-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.94% | 253.1K | $10.0M | +5.62%(+13.47K) | $28.23(+32.71%) | 2026-09-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.5% | 98.9K | $7.9M | +6.57%(+6.10K) | $61.11(+34.13%) | 2026-09-30 | |
| MBB | ISHARES TR | 5.39% | 86.2K | $7.7M | +5.84%(+4.75K) | $92.63(-2.60%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 4.92% | 297.9K | $7.1M | +6.19%(+17.37K) | $24.56(-2.95%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 4.9% | 114.8K | $7.0M | +7.37%(+7.88K) | $51.40(+22.55%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.91% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.21% |
Sima Wealth Partners LLC reports $143.34M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.4%), SPYG (7.8%) and DFAI (7.6%). The top 20 holdings account for 87.74% of reported assets. Its disclosed equity book has returned +26.91% cumulatively over 9 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sima Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2135539). View Sima Wealth Partners LLC’s 13F filings on SEC