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☆SIMA Wealth Partners, LLC

CIK 0002135539 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.642
AUM ($M)
141
Positions
130
Turnover
0.03
Top-10 wt
71%
Herfindahl
0.061
History (qtrs)
9
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 131 positions · portfolio value $141M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR TRIM — 14.3% +0.1% 20.2 26,925 -1,547 7 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 7.7% -0.1% 10.9 264,669 -50 7 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 7.5% +0.5% 10.6 88,798 -4,407 7 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F TRIM — 7.5% -0.0% 10.5 127,757 -2,302 7 —
☆USIG funds › ISHARES TR ADD — 7.2% -0.4% 10.1 197,581 +3,941 7 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 6.8% +0.8% 9.6 239,647 +4,140 7 —
☆MBB funds › ISHARES TR TRIM — 5.5% -0.6% 7.7 81,410 -2,360 7 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F TRIM — 5.2% +0.0% 7.4 92,826 -1,916 7 —
☆SCHR funds › SCHWAB STRATEGIC TR TRIM — 4.9% -0.6% 6.9 280,499 -11,895 7 —
☆SPYV funds › SPDR SERIES TRUST ADD — 4.6% +0.2% 6.5 106,953 +4,262 7 —
☆IVW funds › ISHARES TR TRIM — 3.4% +0.3% 4.9 35,338 -1,068 7 —
☆IVE funds › ISHARES TR TRIM — 2.4% -0.2% 3.4 15,138 -1,068 7 —
☆SCHO funds › SCHWAB STRATEGIC TR TRIM — 2.1% -0.3% 2.9 120,850 -7,056 7 —
☆SPMD funds › SPDR SERIES TRUST ADD — 1.9% +0.2% 2.7 40,008 +1,652 7 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 1.3% +0.1% 1.9 54,238 -600 7 —
☆IEFA funds › ISHARES TR TRIM — 1.3% -0.0% 1.8 18,320 -138 7 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 1.1% +0.0% 1.5 7,016 +0 7 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.9% +0.1% 1.3 15,390 +862 7 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.8% -0.0% 1.1 33,072 -2,683 7 —
☆MUB funds › ISHARES TR HOLD — 0.8% -0.0% 1.1 10,200 +0 7 —
☆IGSB funds › ISHARES TR TRIM — 0.7% -0.2% 1.0 19,854 -3,585 7 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 0.6% +0.1% 0.9 24,418 -330 7 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.6% -0.0% 0.8 4,322 -160 7 —
☆IWY funds › ISHARES TR HOLD — 0.5% +0.0% 0.8 2,634 +0 7 —
☆IJH funds › ISHARES TR TRIM — 0.5% +0.0% 0.7 9,415 -507 7 —
☆IWB funds › ISHARES TR TRIM — 0.5% -0.0% 0.7 1,617 -267 7 —
☆VONG funds › VANGUARD SCOTTSDALE FDS HOLD — 0.4% +0.0% 0.6 4,734 +0 7 —
☆IEMG funds › ISHARES INC ADD — 0.4% +0.0% 0.6 7,238 +43 7 —
☆AAPL funds › APPLE INC HOLD — 0.4% +0.0% 0.6 1,973 +0 7 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 0.6 6,999 +5,245 7 —
☆IDEV funds › ISHARES TR TRIM — 0.4% -0.0% 0.6 6,288 -100 7 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.0% 0.5 18,598 +523 7 —
☆IWX funds › ISHARES TR HOLD — 0.3% +0.0% 0.5 4,537 +0 7 —
☆IJR funds › ISHARES TR TRIM — 0.3% +0.0% 0.4 3,016 -185 7 —
☆IXUS funds › ISHARES TR ADD — 0.3% +0.0% 0.4 3,800 +78 7 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 0.4 11,418 +5 7 —
☆QUAL funds › ISHARES TR HOLD — 0.3% +0.0% 0.4 1,617 +0 7 —
☆HEFA funds › ISHARES TR HOLD — 0.2% +0.0% 0.4 7,479 +0 7 —
☆SPEM funds › SPDR INDEX SHS FDS HOLD — 0.2% +0.0% 0.3 6,752 +0 7 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% -0.0% 0.3 7,444 -379 7 —
☆AUB funds › ATLANTIC UN BANKSHARES CORP HOLD — 0.2% +0.0% 0.3 7,679 +0 2 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.2% -0.0% 0.3 1,250 +0 7 —
☆AVGO funds › BROADCOM INC HOLD — 0.2% +0.0% 0.3 810 +0 7 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.2% -0.0% 0.3 3,997 -150 7 —
☆IGIB funds › ISHARES TR TRIM — 0.2% -0.0% 0.3 5,107 -363 7 —
☆MCD funds › MCDONALDS CORP TRIM — 0.2% -0.1% 0.3 975 -100 7 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.2% +0.0% 0.2 2,462 +0 7 —
☆IYW funds › ISHARES TR HOLD — 0.2% +0.0% 0.2 850 +0 7 —
☆USMV funds › ISHARES TR HOLD — 0.2% -0.0% 0.2 2,197 +0 7 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.1% +0.0% 0.2 2,912 +0 7 —
☆IWD funds › ISHARES TR TRIM — 0.1% +0.0% 0.2 826 -29 7 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 0.2 1,416 +1,062 7 —
☆EBAY funds › EBAY INC. HOLD — 0.1% +0.0% 0.2 1,500 +0 7 —
☆AMZN funds › AMAZON COM INC HOLD — 0.1% +0.0% 0.2 654 +0 7 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.1% +0.0% 0.2 203 +0 4 —
☆EFA funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 1,444 +0 7 —
☆SPSM funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 0.1 2,444 +0 7 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.1 257 +0 7 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.1% +0.0% 0.1 127 +0 7 —
☆IJK funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 1,043 -95 7 —
☆SCHE funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.1 3,375 +13 7 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.1 4,173 +647 7 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.1% +0.0% 0.1 827 +0 7 —
☆SHY funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 1,300 -320 7 —
☆GLD funds › SPDR GOLD TR HOLD — 0.1% -0.0% 0.1 273 +0 7 —
☆JVAL funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.1% +0.0% 0.1 1,620 +0 7 —
☆IJJ funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 590 -30 7 —
☆IJT funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 466 -70 7 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.1 537 +0 7 —
☆FRDM funds › EA SERIES TRUST HOLD — 0.1% +0.0% 0.1 1,085 +0 7 —
☆GOVT funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 3,435 -739 7 —
☆ITOT funds › ISHARES TR HOLD — 0.1% +0.0% 0.1 473 +0 7 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.1% +0.0% 0.1 1,273 +0 7 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.1 241 +0 7 —
☆KO funds › COCA COLA CO TRIM — 0.0% -0.0% 0.1 810 -225 7 —
☆CMI funds › CUMMINS INC HOLD — 0.0% +0.0% 0.1 90 +0 7 —
☆GOOGL funds › ALPHABET INC HOLD — 0.0% +0.0% 0.1 170 +0 7 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.1 88 -10 7 —
☆PG funds › PROCTER & GAMBLE CO HOLD — 0.0% -0.0% 0.1 403 +0 7 —
☆SYK funds › STRYKER CORPORATION HOLD — 0.0% -0.0% 0.1 176 +0 7 —
☆IWR funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 486 +0 7 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.0% -0.0% 0.0 120 +0 7 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.0% +0.0% 0.0 130 +0 7 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 1,129 +10 7 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 0.0% -0.0% 0.0 75 +0 7 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.0% -0.0% 0.0 280 +0 7 —
☆COIN funds › COINBASE GLOBAL INC HOLD — 0.0% -0.0% 0.0 257 +0 7 —
☆MDYG funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 321 +0 7 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.0% +0.0% 0.0 125 +0 6 —
☆V funds › VISA INC HOLD — 0.0% +0.0% 0.0 100 +0 7 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 1,159 +24 7 —
☆MKL funds › MARKEL GROUP INC HOLD — 0.0% -0.0% 0.0 16 +0 7 —
☆SPTI funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 1,086 +0 7 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.0% -0.0% 0.0 80 +0 7 —
☆VFH funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.0 212 +0 7 —
☆PEP funds › PEPSICO INC TRIM — 0.0% -0.0% 0.0 195 -125 7 —
☆ABBV funds › ABBVIE INC HOLD — 0.0% +0.0% 0.0 100 +0 7 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.0% -0.0% 0.0 60 -40 7 —
☆IWM funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 73 +0 7 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.0 247 -4 7 —
☆DGRO funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 237 +0 7 —
☆SPYM funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 204 +0 5 —
☆IWP funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 119 +0 7 —
☆DUK funds › DUKE ENERGY CORP NEW HOLD — 0.0% -0.0% 0.0 129 +0 7 —
☆NWBI funds › NORTHWEST BANCSHARES INC HOLD — 0.0% +0.0% 0.0 987 +0 6 —
☆IPO funds › RENAISSANCE CAP GREENWICH FD HOLD — 0.0% +0.0% 0.0 250 +0 7 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD — 0.0% +0.0% 0.0 36 +0 7 —
☆D funds › DOMINION ENERGY INC HOLD — 0.0% +0.0% 0.0 200 +0 7 —
☆IWO funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 33 +0 7 —
☆BTI funds › BRITISH AMERN TOB PLC HOLD — 0.0% -0.0% 0.0 210 +0 7 —
☆IJS funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 89 +0 7 —
☆YUM funds › YUM BRANDS INC TRIM — 0.0% -0.0% 0.0 75 -75 2 —
☆EEM funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 150 +0 7 —
☆MMM funds › 3M CO HOLD — 0.0% +0.0% 0.0 62 +0 7 —
☆F funds › FORD MTR CO HOLD — 0.0% +0.0% 0.0 659 +0 7 —
☆VZ funds › VERIZON COMMUNICATIONS INC HOLD — 0.0% -0.0% 0.0 216 +0 7 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.0% -0.0% 0.0 100 +0 7 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.0 103 +86 7 —
☆GM funds › GENERAL MTRS CO HOLD — 0.0% -0.0% 0.0 107 +0 7 —
☆T funds › AT&T INC HOLD — 0.0% -0.0% 0.0 387 +0 7 —
☆IEF funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 66 +0 7 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.0 75 +0 7 —
☆IVZ funds › INVESCO LTD HOLD — 0.0% +0.0% 0.0 125 +0 6 —
☆AMLP funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.0 60 +0 6 —
☆WBD funds › WARNER BROS DISCOVERY INC HOLD — 0.0% -0.0% 0.0 95 +0 7 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET HOLD — 0.0% -0.0% 0.0 57 +0 4 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 41 +0 2 —
☆PLUR funds › PLURI INC HOLD — 0.0% -0.0% 0.0 350 +0 7 —
☆CLOV funds › CLOVER HEALTH INVESTMENTS CO HOLD — 0.0% +0.0% 0.0 50 +0 7 —
☆KD funds › KYNDRYL HLDGS INC HOLD — 0.0% -0.0% 0.0 21 +0 6 —
☆UPS funds › UNITED PARCEL SVCS INC EXIT — 0.0% -0.0% 0.0 0 -112 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 141 130 0.03 71% 0.061 0.642 — in
2026Q1 131 131 0.04 71% 0.061 0.623 — in
2025Q4 132 130 0.03 70% 0.061 0.575 — in
2025Q3 131 165 0.02 70% 0.064 0.597 — in
2025Q2 124 153 0.06 70% 0.064 0.558 — in
2025Q1 120 184 0.03 67% 0.060 0.615 — in
2024Q4 118 171 0.07 66% 0.059 0.456 — in
2024Q3 115 142 0.03 65% 0.057 0.496 — entered
2024Q2 105 171 0.00 62% 0.053 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status