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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
VOO icon
76
Vanguard S&P 500 ETF
VOO
$971B
$58.8K 0.04%
98
-10
-9% -$6.25K
PG icon
77
Procter & Gamble
PG
$348B
$58.2K 0.04%
403
– –
SYK icon
78
Stryker
SYK
$132B
$57.8K 0.04%
176
-29
-14% -$10.4K
PEP icon
79
PepsiCo
PEP
$195B
$49.7K 0.04%
320
+250
+357% +$39K
GOOGL icon
80
Alphabet (Google) Class A
GOOGL
$4.08T
$48.9K 0.04%
170
– –
CMI icon
81
Cummins
CMI
$88.7B
$48.4K 0.04%
90
– –
XOM icon
82
ExxonMobil
XOM
$637B
$47.5K 0.04%
280
– –
IWR icon
83
iShares Russell Mid-Cap ETF
IWR
$56.5B
$47.3K 0.04%
486
– –
COIN icon
84
Coinbase
COIN
$43.8B
$44.9K 0.03%
257
+170
+195% +$33.5K
GD icon
85
General Dynamics
GD
$106B
$41.2K 0.03%
120
– –
MA icon
86
Mastercard
MA
$497B
$37.5K 0.03%
75
– –
NSC icon
87
Norfolk Southern
NSC
$76.4B
$37.3K 0.03%
130
-80
-38% -$23.8K
SCHA icon
88
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$32.5K 0.02%
1,119
+6
+0.5% +$180
SPTI icon
89
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
$31.1K 0.02%
1,086
-137
-11% -$3.95K
MDYG icon
90
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$30.8K 0.02%
321
– –
MKL icon
91
Markel Group
MKL
$25.6B
$30.6K 0.02%
16
– –
IBM icon
92
IBM
IBM
$213B
$30.3K 0.02%
125
– –
V icon
93
Visa
V
$700B
$30.2K 0.02%
100
– –
MSFT icon
94
Microsoft
MSFT
$2.92T
$29.7K 0.02%
80
– –
SCHX icon
95
Schwab US Large- Cap ETF
SCHX
$71.3B
$29.1K 0.02%
1,135
+4
+0.4% +$107
UNH icon
96
UnitedHealth
UNH
$389B
$27.1K 0.02%
100
– –
VFH icon
97
Vanguard Financials ETF
VFH
$13.6B
$25.6K 0.02%
212
– –
YUM icon
98
Yum! Brands
YUM
$41.5B
$23.3K 0.02%
+150
New +$23.8K
ABBV icon
99
AbbVie
ABBV
$469B
$21.7K 0.02%
100
– –
VCSH icon
100
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$19.9K 0.02%
251
-41
-14% -$3.27K
2 3
4
5 6

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.