Institutional Fund
Sima Wealth Partners, LLC
North Chesterfield, VACIK 21355393 filings on record
Portfolio Value
$131.30M
Q1 2026
Holdings
131
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-0.2%
from $131.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.2%
- Dimensional ETF Trust7.9%
- Ishares Tr7.6%
- J P Morgan Exchange Traded F7.5%
- Spdr Series Trust7.0%
- Dimensional ETF Trust6.1%
- Other49.9%
Portfolio Holdings
131 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 28.5K | $18.60M | 14.2% | −168 | Reduced |
| 2 | Dimensional ETF Trust | 264.7K | $10.31M | 7.9% | +4.0K | Added |
| 3 | Ishares Tr | 193.6K | $9.92M | 7.6% | +15.7K | Added |
| 4 | J P Morgan Exchange Traded F | 130.1K | $9.85M | 7.5% | +596 | Added |
| 5 | Spdr Series Trust | 93.2K | $9.13M | 7.0% | −932 | Reduced |
| 6 | Dimensional ETF Trust | 235.5K | $7.97M | 6.1% | +18.1K | Added |
| 7 | Ishares Tr | 83.8K | $7.95M | 6.1% | +6.2K | Added |
| 8 | Schwab Strategic Tr | 292.4K | $7.28M | 5.5% | +34.0K | Added |
| 9 | J P Morgan Exchange Traded F | 94.7K | $6.80M | 5.2% | −712 | Reduced |
| 10 | Spdr Series Trust | 102.7K | $5.81M | 4.4% | +1.5K | Added |
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