SIMA Wealth Partners, LLC
CIK
2135539
Location
NORTH CHESTERFIELD, VA
Portfolio Value
Micro
$4,656,646
Diversification
Diversified
Filing Date
Global Rank
#8,525
/ 8,707
▼ 384
Top Industry
Tobacco
24.6%
Period ended 3 months ago
Filed Jul 28, 2026 · 51d
9 quarters · since Jun 2024
Portfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
16.8%
−8.1 pts
Top 5
49.4%
−40.8 pts
Top 10
71.5%
−23.0 pts
HHI
717
Diversified−1,251
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 26.5% | $1,233,772 |
| Technology | 20.2% | $942,113 |
| Consumer Cyclical | 13.2% | $616,447 |
| Financial Services | 13.2% | $613,405 |
| Healthcare | 9.6% | $446,963 |
| Industrials | 8.6% | $400,236 |
| Unclassified | 5.5% | $255,004 |
| Communication Services | 1.7% | $80,439 |
| Energy | 0.8% | $38,281 |
| Utilities | 0.6% | $29,986 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KO | Coca Cola Co | −225 | 810 | $65,828 | |
| PM | Philip Morris International Inc. | −160 | 4,322 | $781,893 | |
| MO | Altria Group, Inc. | −150 | 3,997 | $287,584 | |
| PEP | Pepsico Inc | −125 | 195 | $26,403 | |
| MCD | Mcdonalds Corp | −100 | 975 | $263,552 | |
| YUM | Yum Brands Inc | −75 | 75 | $11,989 | |
| UNH | Unitedhealth Group Inc | −40 | 60 | $24,937 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | 514,754 | $19,321,093 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 236,400 | $17,363,307 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 226,421 | $16,727,557 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 574,271 | $14,926,538 | |
| VB | Vanguard Morningstar Small-Cap ETF | 9,126 | $1,625,385 | |
| BNDW | Vanguard Total World Bond ETF | 12,883 | $912,663 | |
| — | 2,753 | $670,690 | ||
| — | 4,537 | $420,443 | ||
| CWI | State Street SPDR MSCI ACWI ex-US ETF | 6,752 | $316,736 | |
| VEA | Vanguard FTSE Developed Markets ETF | 2,912 | $186,600 | |
| CVY | Invesco Zacks Multi-Asset Income ETF | 2,462 | $185,117 | |
| BKF | iShares MSCI BIC ETF | 1,000 | $162,725 | |
| — | 2,444 | $118,094 | ||
| VEU | Vanguard FTSE All-World Ex-US ETF | 1,273 | $68,805 | |
| AAAA | Amplius Aggressive Asset Allocation ETF | 1,085 | $59,295 | |
| EDV | Vanguard World Funds Extended Duration ETF | 212 | $25,611 | |
| UPS | United Parcel Service Inc | 112 | $11,018 | |
| IPO | Renaissance IPO ETF | 250 | $10,470 | |
| ACES | ALPS Clean Energy ETF | 60 | $3,158 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 471,864 | $0 | |
| No positions match the current search. | ||||
50 tracked positions ·
$4,656,646 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 4,322 | $781,893 | 16.79% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,973 | $570,907 | 12.26% | |
| AUB |
Atlantic Union Bankshares Corp
Financial Services
|
Held | 7,679 | $324,898 | 6.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,250 | $317,462 | 6.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 810 | $305,977 | 6.57% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 3,997 | $287,584 | 6.18% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 975 | $263,552 | 5.66% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Held | 1,500 | $167,625 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 654 | $155,874 | 3.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 203 | $151,594 | 3.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 257 | $128,600 | 2.76% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 127 | $124,221 | 2.67% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 827 | $118,385 | 2.54% | |
| GLD |
Spdr Gold Trust
|
Held | 273 | $100,567 | 2.16% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 810 | $65,828 | 1.41% | |
| CMI |
Cummins Inc
Industrials
|
Held | 90 | $64,188 | 1.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 170 | $60,752 | 1.30% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 403 | $59,095 | 1.27% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 176 | $55,411 | 1.19% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 120 | $42,508 | 0.91% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 130 | $40,896 | 0.88% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 75 | $38,520 | 0.83% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 280 | $38,281 | 0.82% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Held | 257 | $37,570 | 0.81% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 125 | $35,151 | 0.75% | |
| V |
Visa Inc.
Financial Services
|
Held | 100 | $34,309 | 0.74% | |
| MKL |
Markel Group Inc.
Financial Services
|
Held | 16 | $31,248 | 0.67% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 80 | $29,841 | 0.64% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 195 | $26,403 | 0.57% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 100 | $25,164 | 0.54% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 60 | $24,937 | 0.54% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 129 | $16,328 | 0.35% | |
| NWBI |
Northwest Bancshares, Inc.
Financial Services
|
Held | 987 | $14,962 | 0.32% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Held | 36 | $13,922 | 0.30% | |
| D |
Dominion Energy, Inc
Utilities
|
Held | 200 | $13,658 | 0.29% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 210 | $12,969 | 0.28% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Reduced | 75 | $11,989 | 0.26% | |
| MMM |
3M Co
Industrials
|
Held | 62 | $10,038 | 0.22% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 659 | $9,160 | 0.20% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 216 | $9,145 | 0.20% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 100 | $9,074 | 0.19% | |
| GM |
General Motors Co
Consumer Cyclical
|
Held | 107 | $8,247 | 0.18% | |
| T |
At&T Inc.
Communication Services
|
Held | 387 | $8,010 | 0.17% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Held | 125 | $3,298 | 0.07% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Held | 95 | $2,532 | 0.05% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Held | 57 | $1,479 | 0.03% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 41 | $1,364 | 0.03% | |
| PLUR |
Pluri Inc.
Healthcare
|
Held | 350 | $731 | 0.02% | |
| CLOV |
Clover Health Investments, Corp. /De
Healthcare
|
Held | 50 | $262 | 0.01% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Held | 21 | $237 | 0.01% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.