SIMA Wealth Partners, LLC — 13F holdings

SIMA Wealth Partners, LLC reported 153 holdings worth $143M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. IVV ISHARES TR — $20.7M (14.4%)
  2. SPYG SPDR SERIES TRUST — $11.1M (7.8%)
  3. DFAI DIMENSIONAL ETF TRUST — $10.9M (7.6%)
  4. JIRE J P MORGAN EXCHANGE TRADED F — $10.3M (7.2%)
  5. USIG ISHARES TR — $10.2M (7.1%)
  6. DFAE DIMENSIONAL ETF TRUST — $9.95M (6.9%)
  7. JAVA J P MORGAN EXCHANGE TRADED F — $7.89M (5.5%)
  8. MBB ISHARES TR — $7.72M (5.4%)
  9. SCHR SCHWAB STRATEGIC TR — $7.06M (4.9%)
  10. SPYV SPDR SERIES TRUST — $7.02M (4.9%)