SIMA Wealth Partners, LLC
CIK 2135539 · Holdings on Dec 31, 2024 · First reported Jun 15, 2026
Top ten holdings
Q4 2024- IVV15.77%
- SPYG7.41%
- SCHR7.04%
- DFAI6.55%
- MBB5.90%
- USIG5.84%
- JIRE5.74%
- JAVA4.97%
- IVW3.50%
- DFAE3.31%
Share classes counted separately66.03%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYGWeight increased · +1.97 pp5.44% → 7.41%Shares +23.70K (+31.37%)
- USIGWeight increased · +1.34 pp4.50% → 5.84%Shares +38.22K (+38.79%)
- DFAIWeight decreased · -1.26 pp7.81% → 6.55%Shares -19.18K (-6.78%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $18.55M | 15.77% | 31.52K shares | 14.76% → 15.77%+1.01 pp +2.05K (+6.96%) | Added | ↗▾ |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $8.72M | 7.41% | 99.25K shares | 5.44% → 7.41%+1.97 pp +23.70K (+31.37%) | Added | ↗▾ |
| 03 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $8.29M | 7.04% | 341.10K shares | 6.54% → 7.04%+0.50 pp +192.21K (+129.09%) | Added | ↗▾ |
| 04 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $7.70M | 6.55% | 263.77K shares | 7.81% → 6.55%-1.26 pp -19.18K (-6.78%) | Reduced | ↗▾ |
| 05 | MBBISHARES MBS ETFMBS ETF View history and evidence | $6.95M | 5.90% | 75.78K shares | 5.67% → 5.90%+0.23 pp +7.69K (+11.29%) | Added | ↗▾ |
| 06 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $6.88M | 5.84% | 136.74K shares | 4.50% → 5.84%+1.34 pp +38.22K (+38.79%) | Added | ↗▾ |
| 07 | JIREJPMORGAN INT RES ENH EQTYINTRNL RES EQT View history and evidence | $6.75M | 5.74% | 115.44K shares | 6.84% → 5.74%-1.10 pp -3.81K (-3.20%) | Reduced | ↗▾ |
| 08 | JAVAJPMORGAN ACTIVE VALUE ETFACTIVE VALUE ETF View history and evidence | $5.85M | 4.97% | 92.42K shares | 6.05% → 4.97%-1.08 pp -16.33K (-15.01%) | Reduced | ↗▾ |
| 09 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $4.12M | 3.50% | 40.57K shares | 3.38% → 3.50%+0.12 pp -130 (-0.32%) | Reduced | ↗▾ |
| 10 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $3.90M | 3.31% | 153.73K shares | 3.61% → 3.31%-0.30 pp +1.96K (+1.29%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FMX FOMENTO ECONOMICO MEX-SP ADR | Non-derivative | -3,721 | -$367.30K | SEC filing ↗ | SEC filing ↗ |
| XLE SS ENERGY SELECT SECTOR | Non-derivative | -257 | -$22.57K | SEC filing ↗ | SEC filing ↗ |
| IWN ISHARES RUSSELL 2000 VALUE E | Non-derivative | -13 | -$2.17K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2135539 · Period Dec 31, 2024
Data loaded Oct 15, 2026 · First reported Jun 15, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117660601
}Research all 171 reported holdings.
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