SIMA Wealth Partners, LLC
CIK
2135539
Location
NORTH CHESTERFIELD, VA
Portfolio Value
Micro
$4,433,658
Diversification
Diversified
Filing Date
Global Rank
#8,376
/ 8,605
▲ 87
· as of Mar 2026
Top Industry
Tobacco
24.6%
3Y Alpha vs SPY
-1.1%
Period ended 3 months ago
Filed May 15, 2026 · 55d
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+38.5%
SPY
+40.4%
Annualised alpha
-0.9%
Max drawdown
−10.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.7%
−0.8 pts
Top 5
48.6%
−2.1 pts
Top 10
69.6%
−0.3 pts
HHI
693
Diversified−42
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 27.4% | $1,213,603 |
| Technology | 18.3% | $811,616 |
| Consumer Cyclical | 14.6% | $645,734 |
| Financial Services | 12.5% | $556,359 |
| Healthcare | 9.8% | $434,273 |
| Industrials | 8.3% | $368,987 |
| Unclassified | 5.7% | $252,772 |
| Communication Services | 1.7% | $73,555 |
| Energy | 1.1% | $47,504 |
| Utilities | 0.7% | $29,255 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KO | Coca Cola Co | +450 | 1,035 | $78,711 | |
| PEP | Pepsico Inc | +250 | 320 | $49,692 | |
| COIN | Coinbase Global, Inc. | +170 | 257 | $44,874 | |
| MCD | Mcdonalds Corp | +150 | 1,075 | $334,099 | |
| MO | Altria Group, Inc. | +94 | 4,147 | $273,660 | |
| PM | Philip Morris International Inc. | +30 | 4,482 | $741,053 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −234 | 387 | $11,219 | |
| VZ | Verizon Communications Inc | −216 | 216 | $10,843 | |
| DUK | Duke Energy CORP | −129 | 129 | $16,891 | |
| NSC | Norfolk Southern Corp | −80 | 130 | $37,310 | |
| WBD | Warner Bros. Discovery, Inc. | −79 | 95 | $2,608 | |
| EMR | Emerson Electric Co | −72 | 827 | $108,353 | |
| SYK | Stryker Corp | −29 | 176 | $57,831 | |
| No positions match the current search. | |||||
51 positions ·
$4,433,658 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 4,482 | $741,053 | 16.71% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,973 | $500,727 | 11.29% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,075 | $334,099 | 7.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,250 | $305,550 | 6.89% | |
| AUB |
Atlantic Union Bankshares Corp
Financial Services
|
NEW | 7,679 | $274,447 | 6.19% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 4,147 | $273,660 | 6.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 810 | $250,703 | 5.65% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Held | 1,500 | $136,530 | 3.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 654 | $136,208 | 3.07% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 203 | $132,019 | 2.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 257 | $123,154 | 2.78% | |
| GLD |
Spdr Gold Trust
|
Held | 273 | $117,469 | 2.65% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 127 | $113,695 | 2.56% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 827 | $108,353 | 2.44% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 1,035 | $78,711 | 1.78% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 403 | $58,209 | 1.31% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 176 | $57,831 | 1.30% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 320 | $49,692 | 1.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 170 | $48,885 | 1.10% | |
| CMI |
Cummins Inc
Industrials
|
Held | 90 | $48,421 | 1.09% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 280 | $47,504 | 1.07% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 257 | $44,874 | 1.01% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 120 | $41,186 | 0.93% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 75 | $37,474 | 0.85% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 130 | $37,310 | 0.84% | |
| MKL |
Markel Group Inc.
Financial Services
|
Held | 16 | $30,625 | 0.69% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 125 | $30,298 | 0.68% | |
| V |
Visa Inc.
Financial Services
|
Held | 100 | $30,224 | 0.68% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 80 | $29,613 | 0.67% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 100 | $27,059 | 0.61% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
NEW | 150 | $23,322 | 0.53% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 100 | $21,749 | 0.49% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 129 | $16,891 | 0.38% | |
| NWBI |
Northwest Bancshares, Inc.
Financial Services
|
Held | 987 | $12,525 | 0.28% | |
| D |
Dominion Energy, Inc
Utilities
|
Held | 200 | $12,364 | 0.28% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 210 | $12,278 | 0.28% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 387 | $11,219 | 0.25% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 112 | $11,018 | 0.25% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 216 | $10,843 | 0.24% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Held | 36 | $10,539 | 0.24% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 100 | $10,267 | 0.23% | |
| MMM |
3M Co
Industrials
|
Held | 62 | $9,004 | 0.20% | |
| GM |
General Motors Co
Consumer Cyclical
|
Held | 107 | $7,971 | 0.18% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 659 | $7,604 | 0.17% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Held | 125 | $3,036 | 0.07% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Reduced | 95 | $2,608 | 0.06% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Held | 57 | $1,709 | 0.04% | |
| IBIT |
iShares Bitcoin Trust ETF
|
NEW | 41 | $1,575 | 0.04% | |
| PLUR |
Pluri Inc.
Healthcare
|
Held | 350 | $1,190 | 0.03% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Held | 21 | $275 | 0.01% |