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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
-1.11%
1 Year Est. Return
+17.33%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
-$220K
Cap. Flow
+$1.54M
Cap. Flow %
1.18%
Top 10 Hldgs %
71.31%
Holding
133
New
3
Increased
22
Reduced
37
Closed
2

Top Buys

Rank Stock Value
1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$853K
2
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$813K
3
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$633K
4
MBB icon
iShares MBS ETF
MBB
+$590K
5
AUB icon
Atlantic Union Bankshares
AUB
+$289K

Top Sells

Rank Stock Value
1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$670K
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$419K
3
VTV icon
Vanguard Value ETF
VTV
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$115K
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$97.9K

Sector Composition

Rank Sector Weight
1 Consumer Staples 0.92%
2 Technology 0.62%
3 Consumer Discretionary 0.49%
4 Financials 0.42%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYW icon
51
iShares US Technology ETF
IYW
$23.1B
$154K 0.12%
850
-50
-6% -$9.66K
IWF icon
52
iShares Russell 1000 Growth ETF
IWF
$119B
$151K 0.12%
1,416
– –
EFA icon
53
iShares MSCI EAFE ETF
EFA
$76.8B
$140K 0.11%
1,444
– –
EBAY icon
54
eBay
EBAY
$52.1B
$137K 0.1%
1,500
– –
AMZN icon
55
Amazon
AMZN
$2.48T
$136K 0.1%
654
– –
SHY icon
56
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$134K 0.1%
1,620
-431
-21% -$35.7K
SPY icon
57
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$132K 0.1%
203
– –
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.1T
$123K 0.09%
257
– –
SPSM icon
59
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$118K 0.09%
2,444
– –
GLD icon
60
SPDR Gold Trust
GLD
$131B
$117K 0.09%
273
– –
IJK icon
61
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$114K 0.09%
1,138
– –
PH icon
62
Parker-Hannifin
PH
$125B
$114K 0.09%
127
– –
SCHE icon
63
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$111K 0.08%
3,362
– –
EMR icon
64
Emerson Electric
EMR
$84.7B
$108K 0.08%
827
-72
-8% -$10.4K
GOVT icon
65
iShares US Treasury Bond ETF
GOVT
$43.9B
$95.6K 0.07%
4,174
-489
-10% -$11.3K
SCHB icon
66
Schwab US Broad Market ETF
SCHB
$42.9B
$88.5K 0.07%
3,526
+225
+7% +$5.9K
IJJ icon
67
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.94B
$82.2K 0.06%
620
-75
-11% -$10.3K
JVAL icon
68
JPMorgan US Value Factor ETF
JVAL
$838M
$79.2K 0.06%
1,620
– –
KO icon
69
Coca-Cola
KO
$380B
$78.7K 0.06%
1,035
+450
+77% +$34K
SDY icon
70
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$78.4K 0.06%
537
– –
IJT icon
71
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.26B
$77.6K 0.06%
536
– –
VWO icon
72
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$68.8K 0.05%
1,273
– –
ITOT icon
73
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$67.4K 0.05%
473
– –
VB icon
74
Vanguard Small-Cap ETF
VB
$80.2B
$63.2K 0.05%
241
– –
FRDM icon
75
Freedom 100 Emerging Markets ETF
FRDM
$3.16B
$59.3K 0.05%
1,085
-65
-6% -$3.72K
1 2
3
4 5

Similar funds

SFS
Sunrise Financial Services Burien, Washington $141M AUM
MCAV
Meritech Capital Associates V Palo Alto, California $141M AUM 15.44% 1-Year Est. Return
OFA
Orographic Financial Advisors Avon, Colorado $141M AUM
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 2026 Portfolio in Review

As of Q1 2026, SIMA Wealth Partners held 133 positions worth $131M, down 0.17% from $132M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 3.8%. SIMA Wealth Partners opened 3 new positions and exited 2, leaving the 133-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Staples at 0.92% of assets, up from 0.81% a quarter earlier, followed by Technology and Consumer Discretionary.

  • SIMA Wealth Partners's largest Q1 2026 buy was Atlantic Union Bankshares: 7,679 shares worth $274K.
  • SIMA Wealth Partners added most to Schwab Intermediately-Term US Treasury ETF in Q1 2026, an estimated $853K increase.
  • SIMA Wealth Partners's biggest Q1 2026 reduction was Schwab Short-Term US Treasury ETF, cutting an estimated $670K.
  • SIMA Wealth Partners fully exited Union Pacific in Q1 2026, selling an estimated $39.3K.
  • SIMA Wealth Partners's ten largest holdings make up 71% of its $131M portfolio in Q1 2026.
  • SIMA Wealth Partners opened 3 new positions and closed 2 in Q1 2026.
  • SIMA Wealth Partners's portfolio value fell 0.17% quarter-over-quarter to $131M.

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