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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
IWM icon
101
iShares Russell 2000 ETF
IWM
$80.4B
$18.1K 0.01%
73
-1
-1% -$258
DUK icon
102
Duke Energy
DUK
$101B
$16.9K 0.01%
129
-129
-50% -$16.1K
DGRO icon
103
iShares Core Dividend Growth ETF
DGRO
$43.3B
$16.6K 0.01%
237
– –
SPYM
104
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$15.6K 0.01%
204
– –
IWP icon
105
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$15.2K 0.01%
119
– –
NWBI icon
106
Northwest Bancshares
NWBI
$2.35B
$12.5K 0.01%
987
– –
D icon
107
Dominion Energy
D
$62.4B
$12.4K 0.01%
200
– –
BTI icon
108
British American Tobacco
BTI
$134B
$12.3K 0.01%
210
– –
T icon
109
AT&T
T
$169B
$11.2K 0.01%
387
-234
-38% -$6.25K
UPS icon
110
United Parcel Service
UPS
$89.8B
$11K 0.01%
112
– –
VZ icon
111
Verizon
VZ
$200B
$10.8K 0.01%
216
-216
-50% -$10K
ELV icon
112
Elevance Health
ELV
$83.4B
$10.5K 0.01%
36
– –
IJS icon
113
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$10.5K 0.01%
89
-20
-18% -$2.42K
IPO icon
114
Renaissance IPO ETF
IPO
$154M
$10.5K 0.01%
250
– –
IWO icon
115
iShares Russell 2000 Growth ETF
IWO
$14.3B
$10.4K 0.01%
33
– –
ABT icon
116
Abbott
ABT
$187B
$10.3K 0.01%
100
– –
MMM icon
117
3M
MMM
$93.8B
$9.01K 0.01%
62
– –
EEM icon
118
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$8.52K 0.01%
150
– –
GM icon
119
General Motors
GM
$81.6B
$7.94K 0.01%
107
– –
F icon
120
Ford
F
$59.5B
$7.61K 0.01%
659
– –
VUG icon
121
Vanguard Growth ETF
VUG
$216B
$7.53K 0.01%
102
– –
IEF icon
122
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$6.3K ﹤0.01%
66
– –
VCIT icon
123
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$6.21K ﹤0.01%
75
– –
AMLP icon
124
Alerian MLP ETF
AMLP
$12.9B
$3.16K ﹤0.01%
60
– –
IVZ icon
125
Invesco
IVZ
$13B
$3.04K ﹤0.01%
125
– –
2 3 4
5
6

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SFS
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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 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.