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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
+10.31%
1 Year Est. Return
+17.33%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
+$9.83M
Cap. Flow
-$2.96M
Cap. Flow %
-2.1%
Top 10 Hldgs %
71.17%
Holding
131
New
–
Increased
14
Reduced
37
Closed
1

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$255K
2
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$202K
3
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$160K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$106K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$66.8K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$504K
3
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$294K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$239K
5
MBB icon
iShares MBS ETF
MBB
+$223K

Sector Composition

Rank Sector Weight
1 Consumer Staples 0.87%
2 Technology 0.67%
3 Consumer Discretionary 0.44%
4 Financials 0.43%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
76
Cummins
CMI
$83.8B
$64.2K 0.05%
90
– –
GOOGL icon
77
Alphabet (Google) Class A
GOOGL
$4.22T
$60.8K 0.04%
170
– –
VOO icon
78
Vanguard S&P 500 ETF
VOO
$1.03T
$60.7K 0.04%
88
-10
-10% -$6.67K
PG icon
79
Procter & Gamble
PG
$336B
$59.1K 0.04%
403
– –
SYK icon
80
Stryker
SYK
$130B
$55.4K 0.04%
176
– –
IWR icon
81
iShares Russell Mid-Cap ETF
IWR
$57.8B
$53.6K 0.04%
486
– –
GD icon
82
General Dynamics
GD
$106B
$42.5K 0.03%
120
– –
NSC icon
83
Norfolk Southern
NSC
$77.6B
$40.9K 0.03%
130
– –
SCHA icon
84
Schwab U.S Small- Cap ETF
SCHA
$23.2B
$40.8K 0.03%
1,129
+10
+0.9% +$330
MA icon
85
Mastercard
MA
$503B
$38.5K 0.03%
75
– –
XOM icon
86
ExxonMobil
XOM
$678B
$38.3K 0.03%
280
– –
COIN icon
87
Coinbase
COIN
$42.3B
$37.6K 0.03%
257
– –
MDYG icon
88
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.91B
$36K 0.03%
321
– –
IBM icon
89
IBM
IBM
$223B
$35.2K 0.02%
125
– –
V icon
90
Visa
V
$682B
$34.3K 0.02%
100
– –
SCHX icon
91
Schwab US Large- Cap ETF
SCHX
$74.2B
$34.1K 0.02%
1,159
+24
+2% +$685
MKL icon
92
Markel Group
MKL
$22.2B
$31.2K 0.02%
16
– –
SPTI icon
93
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
$30.8K 0.02%
1,086
– –
MSFT icon
94
Microsoft
MSFT
$3.6T
$29.9K 0.02%
80
– –
VFH icon
95
Vanguard Financials ETF
VFH
$13.8B
$27.9K 0.02%
212
– –
PEP icon
96
PepsiCo
PEP
$195B
$26.4K 0.02%
195
-125
-39% -$18.7K
ABBV icon
97
AbbVie
ABBV
$470B
$25.2K 0.02%
100
– –
UNH icon
98
UnitedHealth
UNH
$349B
$24.9K 0.02%
60
-40
-40% -$14.8K
IWM icon
99
iShares Russell 2000 ETF
IWM
$82.4B
$21.9K 0.02%
73
– –
VCSH icon
100
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$19.5K 0.01%
247
-4
-2% -$316
2 3
4
5 6

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NA
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SIMA Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, SIMA Wealth Partners held 131 positions worth $141M, up 7.5% from $131M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0.76%. SIMA Wealth Partners opened no new positions and exited 1, leaving the 131-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Staples at 0.87% of assets, down from 0.92% a quarter earlier, followed by Technology and Consumer Discretionary.

  • SIMA Wealth Partners added most to State Street SPDR Portfolio S&P 500 Value ETF in Q2 2026, an estimated $255K increase.
  • SIMA Wealth Partners's biggest Q2 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.13M.
  • SIMA Wealth Partners fully exited United Parcel Service in Q2 2026, selling an estimated $11K.
  • SIMA Wealth Partners's ten largest holdings make up 71% of its $141M portfolio in Q2 2026.
  • SIMA Wealth Partners opened 0 new positions and closed 1 in Q2 2026.
  • SIMA Wealth Partners's portfolio value rose 7.5% quarter-over-quarter to $141M.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.