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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
TSLA icon
151
Tesla
TSLA
$1.29T
$8.29K 0.01%
32
– –
DOC icon
152
Healthpeak Properties
DOC
$14.7B
$8.09K 0.01%
+400
New +$8.09K
NVDA icon
153
NVIDIA
NVDA
$5.37T
$7.59K 0.01%
70
-3
-4% -$380
CTVA icon
154
Corteva
CTVA
$51.4B
$7.2K 0.01%
114
– –
SPH icon
155
Suburban Propane Partners
SPH
$1.18B
$6.83K 0.01%
+325
New +$6.62K
EEM icon
156
iShares MSCI Emerging Markets ETF
EEM
$29.4B
$6.55K 0.01%
150
– –
VUG icon
157
Vanguard Morningstar Growth ETF
VUG
$230B
$6.39K 0.01%
102
– –
VCIT icon
158
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$6.13K 0.01%
75
-247
-77% -$20K
SWK icon
159
Stanley Black & Decker
SWK
$15.7B
$5.77K ﹤0.01%
+75
New +$6.32K
MRVL icon
160
Marvell Technology
MRVL
$194B
$5.26K ﹤0.01%
85
– –
OXY.WS icon
161
Occidental Petroleum Corp Warrants
OXY.WS
$32.4B
$5.01K ﹤0.01%
181
– –
HSY icon
162
Hershey
HSY
$36.7B
$4.62K ﹤0.01%
+27
New +$4.42K
UDR icon
163
UDR
UDR
$12.3B
$4.52K ﹤0.01%
+100
New +$4.28K
VONG icon
164
Vanguard Russell 1000 Growth ETF
VONG
$44.9B
$4.27K ﹤0.01%
46
– –
HBI
165
DELISTED
Hanesbrands
HBI
$4.04K ﹤0.01%
+700
New +$4.9K
AAP icon
166
Advance Auto Parts
AAP
$3.48B
$3.92K ﹤0.01%
+100
New +$4.29K
GT icon
167
Goodyear
GT
$1.88B
$3.7K ﹤0.01%
+400
New +$3.66K
AMLP icon
168
Alerian MLP ETF
AMLP
$12.8B
$3.12K ﹤0.01%
+60
New +$3.08K
META icon
169
Meta Platforms (Facebook)
META
$1.51T
$2.88K ﹤0.01%
5
– –
INTC icon
170
Intel
INTC
$509B
$2.27K ﹤0.01%
+100
New +$2.19K
SOBO
171
South Bow Corp
SOBO
$7.48B
$2.17K ﹤0.01%
+85
New +$2.13K
WBD icon
172
Warner Bros
WBD
$66.8B
$2.03K ﹤0.01%
189
– –
IVZ icon
173
Invesco
IVZ
$14B
$1.9K ﹤0.01%
+125
New +$2.13K
VNT icon
174
Vontier
VNT
$4.96B
$1.61K ﹤0.01%
49
-54
-52% -$1.97K
AA icon
175
Alcoa
AA
$13.1B
$1.45K ﹤0.01%
48
– –
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.