§ 13F · FUND PROFILE
SIMA Wealth Partners, LLC.
AUM · $262M (13F)Positions · 360Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 26K | $20M | 13.9% | −5% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 255K | $11M | 7.4% | ±0% |
| 3 | SPYG | SPDR SERIES TRUST | 86K | $10M | 7.2% | −5% |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | 123K | $10M | 7.2% | −2% |
| 5 | USIG | ISHARES TR | 194K | $10M | 7.0% | +2% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 230K | $9M | 6.5% | +2% |
| 7 | MBB | ISHARES TR | 80K | $8M | 5.4% | −3% |
| 8 | JAVA | J P MORGAN EXCHANGE TRADED F | 90K | $7M | 5.0% | −2% |
| 9 | SCHR | SCHWAB STRATEGIC TR | 276K | $7M | 4.8% | −4% |
| 10 | SPYV | SPDR SERIES TRUST | 102K | $6M | 4.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIMA SIGNAL
AC read
SIMA Wealth Partners, LLC is a institutional fund managing $262 million in assets. The fund runs a broad portfolio of 360 positions.
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