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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
+0.3%
1 Year Est. Return
+17.33%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
+$2.79M
Cap. Flow
+$2.97M
Cap. Flow %
2.46%
Top 10 Hldgs %
67.26%
Holding
192
New
21
Increased
38
Reduced
42
Closed
8

Top Buys

Rank Stock Value
1
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$895K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$893K
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$628K
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$593K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$432K

Top Sells

Rank Stock Value
1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$363K
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$235K
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$194K
4
DHR icon
Danaher
DHR
+$104K
5
UNP icon
Union Pacific
UNP
+$76.5K

Sector Composition

Rank Sector Weight
1 Consumer Staples 1.68%
2 Utilities 0.7%
3 Industrials 0.67%
4 Consumer Discretionary 0.53%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VHT icon
126
Vanguard Health Care ETF
VHT
$18.5B
$15.6K 0.01%
59
– –
DGRO icon
127
iShares Core Dividend Growth ETF
DGRO
$43.5B
$15.6K 0.01%
252
– –
PFE icon
128
Pfizer
PFE
$151B
$15.3K 0.01%
604
+10
+2% +$262
KHC icon
129
Kraft Heinz
KHC
$30B
$15.1K 0.01%
497
+36
+8% +$1.08K
NWBI icon
130
Northwest Bancshares
NWBI
$2.28B
$15K 0.01%
+1,250
New +$15.8K
COIN icon
131
Coinbase
COIN
$40.3B
$15K 0.01%
87
+1
+1% +$242
VTI icon
132
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
$14.8K 0.01%
54
– –
ACH
133
Accendra Health
ACH
$239M
$13.6K 0.01%
1,501
– –
ABT icon
134
Abbott
ABT
$186B
$13.3K 0.01%
100
– –
SJM icon
135
J.M. Smucker
SJM
$12.9B
$13.1K 0.01%
111
-78
-41% -$8.42K
VLTO icon
136
Veralto
VLTO
$24B
$12.3K 0.01%
126
-158
-56% -$15.8K
DOW icon
137
Dow Inc
DOW
$21.6B
$12K 0.01%
344
+34
+11% +$1.31K
MCR
138
DELISTED
MFS Charter Income Trust
MCR
$11.4K 0.01%
1,813
+38
+2% +$241
PEP icon
139
PepsiCo
PEP
$190B
$10.8K 0.01%
72
+2
+3% +$298
IP icon
140
International Paper
IP
$22.1B
$10.7K 0.01%
+200
New +$10.9K
SW
141
Smurfit Westrock
SW
$25.2B
$10.1K 0.01%
+225
New +$11.4K
GM icon
142
General Motors
GM
$76.8B
$9.97K 0.01%
212
+1
+0.5% +$49
IWO icon
143
iShares Russell 2000 Growth ETF
IWO
$15B
$9.71K 0.01%
38
– –
IPO icon
144
Renaissance IPO ETF
IPO
$161M
$9.4K 0.01%
250
– –
F icon
145
Ford
F
$55.9B
$9.07K 0.01%
904
+407
+82% +$3.98K
WHR icon
146
Whirlpool
WHR
$2.86B
$9.01K 0.01%
+100
New +$10.6K
FTV icon
147
Fortive
FTV
$18.7B
$9K 0.01%
163
-185
-53% -$10.9K
HIW icon
148
Highwoods Properties
HIW
$3.5B
$8.89K 0.01%
+300
New +$8.75K
DD icon
149
DuPont de Nemours
DD
$19.5B
$8.88K 0.01%
95
-134
-59% -$13.1K
BTI icon
150
British American Tobacco
BTI
$128B
$8.69K 0.01%
210
– –
4 5
6
7 8

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 2025 Portfolio in Review

As of Q1 2025, SIMA Wealth Partners held 192 positions worth $120M, up 2.4% from $118M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

SIMA Wealth Partners's Q1 2025 filing shows 21 new, 38 increased, 42 reduced and 8 closed positions. Its largest new stake was IBM: 125 shares worth $31.1K. The largest sale was Schwab Intermediately-Term US Treasury ETF, an estimated $363K.

By sector, the portfolio is most concentrated in Consumer Staples at 1.7% of assets, up from 1.4% a quarter earlier, followed by Utilities and Industrials.

  • SIMA Wealth Partners's largest Q1 2025 buy was IBM: 125 shares worth $31.1K.
  • SIMA Wealth Partners added most to iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2025, an estimated $895K increase.
  • SIMA Wealth Partners's biggest Q1 2025 reduction was Schwab Intermediately-Term US Treasury ETF, cutting an estimated $363K.
  • SIMA Wealth Partners fully exited iShares Micro-Cap ETF in Q1 2025, selling an estimated $20K.
  • SIMA Wealth Partners's ten largest holdings make up 67% of its $120M portfolio in Q1 2025.
  • SIMA Wealth Partners opened 21 new positions and closed 8 in Q1 2025.
  • SIMA Wealth Partners's portfolio value rose 2.4% quarter-over-quarter to $120M.

Based on SIMA Wealth Partners's 13F filing for Q1 2025, filed 15 Jun 2026.