SIMA Wealth Partners, LLC
CIK
2135539
Location
NORTH CHESTERFIELD, VA
Portfolio Value
Micro
$4,656,646
Diversification
Diversified
Filing Date
Global Rank
#3,305
/ 3,406
▲ 5089
Top Industry
Tobacco
24.6%
3Y Alpha vs SPY
+1.4%
Period ended 31 days ago
Filed Jul 28, 2026 · 3d
9 quarters · since Jun 2024
Clone Performance
Aug 2024–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+39.4%
SPY
+39.3%
Annualised alpha
+0.0%
Max drawdown
−10.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 8 quarters. Past performance does not predict future results.
Portfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
16.8%
+0.1 pts
Top 5
49.4%
+0.8 pts
Top 10
71.5%
+1.9 pts
HHI
717
Diversified+24
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
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UPS | United Parcel Service Inc | 112 | $11,018 | |
| 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.