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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
+5.51%
1 Year Est. Return
+17.33%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$6.89M
Cap. Flow
+$267K
Cap. Flow %
0.2%
Top 10 Hldgs %
69.9%
Holding
183
New
30
Increased
26
Reduced
43
Closed
18

Top Buys

Rank Stock Value
1
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$412K
2
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$299K
3
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$245K
4
AAPL icon
Apple
AAPL
+$234K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$130K

Top Sells

Rank Stock Value
1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$337K
2
MBB icon
iShares MBS ETF
MBB
+$188K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$172K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$167K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$79.2K

Sector Composition

Rank Sector Weight
1 Miscellaneous 96.82%
2 Consumer Staples 0.89%
3 Technology 0.69%
4 Consumer Discretionary 0.48%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$236B
$174K 0.13%
2,912
– –
SHY icon
52
iShares 1-3 Year Treasury Bond ETF
SHY
$26B
$170K 0.13%
2,051
-35
-2% -$2.9K
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$125B
$166K 0.13%
1,416
– –
NSC icon
54
Norfolk Southern
NSC
$71.4B
$162K 0.12%
540
-140
-21% -$38.9K
GOVT icon
55
iShares US Treasury Bond ETF
GOVT
$41.5B
$155K 0.12%
6,683
-335
-5% -$7.68K
EBAY icon
56
eBay
EBAY
$49.8B
$136K 0.1%
1,500
– –
SPY icon
57
State Street SPDR S&P 500 ETF Trust
SPY
$804B
$135K 0.1%
+203
New +$130K
EFA icon
58
iShares MSCI EAFE ETF
EFA
$78.4B
$135K 0.1%
1,444
– –
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.09T
$129K 0.1%
257
– –
EMR icon
60
Emerson Electric
EMR
$82.5B
$121K 0.09%
924
+25
+3% +$3.41K
SPSM icon
61
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.1B
$113K 0.09%
2,444
– –
SCHE icon
62
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$111K 0.08%
3,325
– –
IJK icon
63
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.4B
$109K 0.08%
1,138
-55
-5% -$5.18K
GLD icon
64
SPDR Gold Trust
GLD
$147B
$97K 0.07%
273
– –
PH icon
65
Parker-Hannifin
PH
$117B
$96.3K 0.07%
127
– –
IJJ icon
66
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.57B
$90.2K 0.07%
695
-50
-7% -$6.4K
SCHB icon
67
Schwab US Broad Market ETF
SCHB
$44.3B
$80.9K 0.06%
3,145
+666
+27% +$16.5K
IJT icon
68
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.94B
$79.1K 0.06%
559
– –
VOO icon
69
Vanguard S&P 500 ETF
VOO
$1.04T
$77.4K 0.06%
126
-1
-0.8% -$589
JVAL icon
70
JPMorgan US Value Factor ETF
JVAL
$991M
$77K 0.06%
1,620
– –
SYK icon
71
Stryker
SYK
$108B
$75.8K 0.06%
205
– –
SDY icon
72
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$75.2K 0.06%
537
– –
PG icon
73
Procter & Gamble
PG
$342B
$73.6K 0.06%
479
-27
-5% -$4.22K
MSFT icon
74
Microsoft
MSFT
$3.68T
$71.1K 0.05%
137
+57
+71% +$29.1K
VWO icon
75
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$69K 0.05%
1,273
– –
1 2
3
4 5

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SIMA Wealth Partners's Q3 2025 Portfolio in Review

As of Q3 2025, SIMA Wealth Partners held 183 positions worth $131M, up 5.6% from $124M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

SIMA Wealth Partners's Q3 2025 filing shows 30 new, 26 increased, 43 reduced and 18 closed positions. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 203 shares worth $135K. The largest sale was Schwab Intermediately-Term US Treasury ETF, an estimated $337K.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, down from 97% a quarter earlier, followed by Consumer Staples and Technology.

  • SIMA Wealth Partners's largest Q3 2025 buy was State Street SPDR S&P 500 ETF Trust: 203 shares worth $135K.
  • SIMA Wealth Partners added most to Dimensional Emerging Core Equity Market ETF in Q3 2025, an estimated $412K increase.
  • SIMA Wealth Partners's biggest Q3 2025 reduction was Schwab Intermediately-Term US Treasury ETF, cutting an estimated $337K.
  • SIMA Wealth Partners fully exited TC Energy in Q3 2025, selling an estimated $20.7K.
  • SIMA Wealth Partners's ten largest holdings make up 70% of its $131M portfolio in Q3 2025.
  • SIMA Wealth Partners opened 30 new positions and closed 18 in Q3 2025.
  • SIMA Wealth Partners's portfolio value rose 5.6% quarter-over-quarter to $131M.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.