StockDriftsStockDriftsTop 50 SIMA Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.29% | 26.9K | $20.2M | -5.43%(-1.55K) | $543.00(+43.16%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.74% | 264.7K | $10.9M | -0.02%(-50) | $30.54(+41.85%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 7.49% | 88.8K | $10.6M | -4.73%(-4.41K) | $79.98(+53.51%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 7.47% | 127.8K | $10.5M | -1.77%(-2.30K) | $63.09(+35.98%) | 2026-06-30 | |
| USIG | ISHARES TR | 7.18% | 197.6K | $10.1M | +2.04%(+3.94K) | $50.94(-1.30%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.83% | 239.6K | $9.6M | +1.76%(+4.14K) | $27.59(+41.17%) | 2026-06-30 | |
| MBB | ISHARES TR | 5.45% | 81.4K | $7.7M | -2.82%(-2.36K) | $92.66(+0.51%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.22% | 92.8K | $7.4M | -2.02%(-1.92K) | $59.90(+39.89%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 4.9% | 280.5K | $6.9M | -4.07%(-11.89K) | $24.59(-0.77%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 4.61% | 107.0K | $6.5M | +4.15%(+4.26K) | $50.70(+25.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.74% |
SIMA Wealth Partners, LLC reports $141.13M in US-listed equity holdings across 130 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.3%), DFAI (7.7%) and SPYG (7.5%). The top 20 holdings account for 87.19% of reported assets. Its disclosed equity book has returned +27.63% cumulatively over 8 quarters. Figures reflect the Q2 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