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SWP

SIMA Wealth Partners Portfolio holdings

AUM $141M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
+0.3%
1 Year Est. Return
+17.33%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
+$2.79M
Cap. Flow
+$2.97M
Cap. Flow %
2.46%
Top 10 Hldgs %
67.26%
Holding
192
New
21
Increased
38
Reduced
42
Closed
8

Top Buys

Rank Stock Value
1
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$895K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$893K
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$628K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$593K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$432K

Top Sells

Rank Stock Value
1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$363K
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$235K
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$194K
4
DHR icon
Danaher
DHR
+$104K
5
UNP icon
Union Pacific
UNP
+$76.5K

Sector Composition

Rank Sector Weight
1 Consumer Staples 1.68%
2 Utilities 0.7%
3 Industrials 0.67%
4 Consumer Discretionary 0.53%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$2.03T
$167K 0.14%
1,000
– –
IWB icon
52
iShares Russell 1000 ETF
IWB
$50B
$165K 0.14%
539
– –
NSC icon
53
Norfolk Southern
NSC
$76.1B
$161K 0.13%
680
– –
AMZN icon
54
Amazon
AMZN
$2.98T
$145K 0.12%
764
-17
-2% -$3.69K
SHY icon
55
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$137K 0.11%
1,656
-8
-0.5% -$658
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.12T
$137K 0.11%
257
– –
IWF icon
57
iShares Russell 1000 Growth ETF
IWF
$128B
$128K 0.11%
1,416
– –
CPK icon
58
Chesapeake Utilities
CPK
$3.17B
$126K 0.11%
985
+6
+0.6% +$744
IYW icon
59
iShares US Technology ETF
IYW
$25.1B
$126K 0.1%
900
– –
EXC icon
60
Exelon
EXC
$46.8B
$126K 0.1%
2,732
+25
+0.9% +$1.04K
EFA icon
61
iShares MSCI EAFE ETF
EFA
$80.2B
$118K 0.1%
1,444
– –
SPSM icon
62
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$113K 0.09%
2,767
– –
EBAY icon
63
eBay
EBAY
$50.7B
$102K 0.08%
1,500
– –
IJK icon
64
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$99.3K 0.08%
1,193
– –
EMR icon
65
Emerson Electric
EMR
$88.5B
$98.6K 0.08%
899
– –
MDLZ icon
66
Mondelez International
MDLZ
$80.2B
$96.7K 0.08%
1,426
+12
+0.8% +$740
VB icon
67
Vanguard Morningstar Small-Cap ETF
VB
$82.2B
$93.9K 0.08%
423
– –
SCHE icon
68
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$91.6K 0.08%
3,324
+291
+10% +$7.96K
IWP icon
69
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$91.1K 0.08%
775
– –
IJJ icon
70
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.97B
$89.2K 0.07%
745
– –
PG icon
71
Procter & Gamble
PG
$338B
$86.2K 0.07%
506
+50
+11% +$8.38K
GLD icon
72
SPDR Gold Trust
GLD
$141B
$78.7K 0.07%
273
+73
+37% +$19.3K
DHR icon
73
Danaher
DHR
$142B
$77.9K 0.06%
380
-477
-56% -$104K
PH icon
74
Parker-Hannifin
PH
$136B
$77.2K 0.06%
127
– –
SYK icon
75
Stryker
SYK
$130B
$76.3K 0.06%
205
– –
1 2
3
4 5

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MCAV
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OFA
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CL
CRCM LP San Francisco, California $141M AUM 153.09% 1-Year Est. Return
WA
Watchtower Advisors Old Greenwich, Connecticut $141M AUM 47.85% 1-Year Est. Return
CFGW
Chancellor Financial Group WB Wilkes-Barre, Pennsylvania $141M AUM 23.22% 1-Year Est. Return
RB
Renasant Bank Tupelo, Mississippi $141M AUM 16.9% 1-Year Est. Return
KCM
Kalehua Capital Management Dallas, Texas $141M AUM

SIMA Wealth Partners's Q1 2025 Portfolio in Review

As of Q1 2025, SIMA Wealth Partners held 192 positions worth $120M, up 2.4% from $118M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

SIMA Wealth Partners's Q1 2025 filing shows 21 new, 38 increased, 42 reduced and 8 closed positions. Its largest new stake was IBM: 125 shares worth $31.1K. The largest sale was Schwab Intermediately-Term US Treasury ETF, an estimated $363K.

By sector, the portfolio is most concentrated in Consumer Staples at 1.7% of assets, up from 1.4% a quarter earlier, followed by Utilities and Industrials.

  • SIMA Wealth Partners's largest Q1 2025 buy was IBM: 125 shares worth $31.1K.
  • SIMA Wealth Partners added most to iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025, an estimated $895K increase.
  • SIMA Wealth Partners's biggest Q1 2025 reduction was Schwab Intermediately-Term US Treasury ETF, cutting an estimated $363K.
  • SIMA Wealth Partners fully exited iShares Micro-Cap ETF in Q1 2025, selling an estimated $20K.
  • SIMA Wealth Partners's ten largest holdings make up 67% of its $120M portfolio in Q1 2025.
  • SIMA Wealth Partners opened 21 new positions and closed 8 in Q1 2025.
  • SIMA Wealth Partners's portfolio value rose 2.4% quarter-over-quarter to $120M.

Based on SIMA Wealth Partners's 13F filing for Q1 2025, filed 15 Jun 2026.