§ 13F · FUND PROFILE
J.E. Simmons & Co., P.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 68Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$154.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 51K | $34.8T | 22.6% | NEW |
| 2 | ELMD | ELECTROMED INC | 493K | $14.4T | 9.3% | NEW |
| 3 | FNDF | SCHWAB STRATEGIC TR | 258K | $11.7T | 7.6% | NEW |
| 4 | FNDX | SCHWAB STRATEGIC TR | 426K | $11.6T | 7.5% | NEW |
| 5 | DYNF | BLACKROCK ETF TRUST | 155K | $9.4T | 6.1% | NEW |
| 6 | VCLT | VANGUARD SCOTTSDALE FDS | 118K | $9.0T | 5.8% | NEW |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 121K | $6.5T | 4.2% | NEW |
| 8 | QQQ | INVESCO QQQ TR | 9K | $5.4T | 3.5% | NEW |
| 9 | SPTL | SPDR SERIES TRUST | 194K | $5.1T | 3.3% | NEW |
| 10 | BAI | BLACKROCK ETF TRUST | 131K | $4.4T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE J.E. SIGNAL
AC read
J.E. Simmons & Co., P.C. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed