SIMA Wealth Partners, LLC: 13F holdings
CIK 21355392026Q2
| Positions | 130 |
|---|
| Reported value | $141.1m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 130 (-1 vs prior quarter) |
|---|
| Reported value | $141.1m (+7.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 26,925 | $20.2m | 14.3% |
| DFAI DIMENSIONAL ETF TRUST | 264,669 | $10.9m | 7.7% |
| SPYG SPDR SERIES TRUST | 88,798 | $10.6m | 7.5% |
| JIRE J P MORGAN EXCHANGE TRADED F | 127,757 | $10.5m | 7.5% |
| USIG ISHARES TR | 197,581 | $10.1m | 7.2% |
| DFAE DIMENSIONAL ETF TRUST | 239,647 | $9.6m | 6.8% |
| MBB ISHARES TR | 81,410 | $7.7m | 5.5% |
| JAVA J P MORGAN EXCHANGE TRADED F | 92,826 | $7.4m | 5.2% |
| SCHR SCHWAB STRATEGIC TR | 280,499 | $6.9m | 4.9% |
| SPYV SPDR SERIES TRUST | 106,953 | $6.5m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2135539")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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