13F-HR filed by SIMA Wealth Partners, LLC
SIMA Wealth Partners, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2026-06-15, with 171 holding rows worth $117,660,601.
- Accession
- 0002135539-26-000008
- Filer
- CIK 2135539
- Filed
- 2026-06-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 185 entries on the cover page, a total value of $117,660,601 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,660,601 with VALUE read as dollars as filed, 13F file number 028-26979. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 31,519 | $18,554,311 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 99,248 | $8,723,900 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 341,104 | $8,285,424 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 263,769 | $7,702,053 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 75,782 | $6,947,708 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 136,735 | $6,875,050 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q134 | INTRNL RES EQT | 115,443 | $6,754,571 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q167 | ACTIVE VALUE ETF | 92,418 | $5,850,061 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 40,572 | $4,119,299 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 153,733 | $3,900,211 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 70,510 | $3,605,882 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 17,648 | $3,368,682 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 123,163 | $2,963,308 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 53,692 | $2,775,900 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 41,587 | $2,274,400 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 11,238 | $1,902,617 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 69,678 | $1,816,499 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 24,577 | $1,727,244 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 42,608 | $1,187,495 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 40,710 | $1,128,074 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 9,188 | $978,982 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 7,686 | $925,024 | dollars as filed | |
| IJH | 464287507 | COM | 10,738 | $669,102 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 2,684 | $631,465 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 2,880 | $533,240 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,971 | $520,608 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 7,592 | $494,088 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 7,312 | $471,430 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 8,832 | $461,851 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,840 | $442,418 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 20,522 | $379,662 | dollars as filed | |
| SCHD | 808524797 | COM | 13,881 | $379,221 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 8,282 | $375,515 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 7,080 | $369,726 | dollars as filed | |
| ISHARES TR | 464289420 | RUS TP200 VL ETF | 4,537 | $358,560 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 4,793 | $317,010 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 6,026 | $310,413 | dollars as filed | |
| Southern Company | 842587107 | COM | 3,749 | $308,655 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 7,912 | $303,579 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,617 | $287,956 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 8,098 | $281,391 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 925 | $268,149 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 11,300 | $259,667 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 5,073 | $242,577 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 690 | $240,534 | dollars as filed | |
| Apple Inc | 037833100 | COM | 938 | $234,894 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,000 | $231,840 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 2,472 | $219,523 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 3,152 | $211,284 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 857 | $196,725 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 832 | $186,205 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,250 | $180,775 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 539 | $173,653 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 781 | $171,344 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 680 | $159,596 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 900 | $143,568 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 354 | $142,160 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 1,664 | $136,425 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 548 | $124,966 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 2,767 | $124,311 | dollars as filed | |
| CHESAPEAKE UTILS CORP | 165303108 | COM | 979 | $118,842 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 257 | $116,493 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 899 | $111,414 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 1,444 | $109,206 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 1,193 | $108,459 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 2,707 | $101,884 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 423 | $101,747 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 775 | $98,232 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 745 | $93,106 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 1,500 | $92,925 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 1,414 | $84,457 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 127 | $80,776 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 3,033 | $80,763 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 456 | $76,449 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 559 | $75,695 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 1,502 | $74,192 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 137 | $73,956 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 205 | $73,811 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 924 | $72,091 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 537 | $70,938 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q753 | US VALUE FACTR | 1,620 | $69,984 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 747 | $66,035 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 1,154 | $62,137 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 473 | $60,838 | dollars as filed | |
| VGT | 92204A702 | SHS | 96 | $59,693 | dollars as filed | |
| VWO | 922042858 | SHS | 1,273 | $56,063 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 774 | $55,659 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 100 | $50,586 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 200 | $48,426 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 440 | $47,812 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 1,683 | $46,923 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 502 | $41,044 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 1,793 | $40,692 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 75 | $39,493 | dollars as filed | |
| CITY HOLDING CO | 177835105 | COMMON STOCK | 317 | $37,559 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 198 | $37,493 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 1,439 | $37,204 | dollars as filed | |
| BRINKS CO | 109696104 | COM | 395 | $36,687 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 585 | $36,423 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 274 | $34,609 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 80 | $33,823 | dollars as filed | |
| ATLANTIC UN BANKSHARES CORP COM | 04911A107 | Stock | 878 | $33,271 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 120 | $31,619 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 100 | $31,604 | dollars as filed | |
| SPDR SER TR | 78464A821 | S&P 400 MDCP GRW | 362 | $31,455 | dollars as filed | |
| EA SERIES TRUST | 02072L607 | FREEDOM 100 EM | 919 | $30,033 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 284 | $28,926 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 260 | $27,969 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 258 | $27,765 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 16 | $27,620 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 322 | $25,847 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 212 | $25,031 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 287 | $21,905 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 275 | $21,706 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 86 | $21,354 | dollars as filed | |
| SMUCKER J M CO | 832696405 | COM NEW | 189 | $20,813 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 885 | $20,146 | dollars as filed | |
| ISHARES MICRO-CAP ETF | 464288869 | ETF | 153 | $19,990 | dollars as filed | |
| FORTIVE CORP COM | 34959J108 | Stock | 262 | $19,650 | dollars as filed | |
| ACCENDRA HEALTH INC | 690732102 | COM | 1,501 | $19,621 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 40 | $18,606 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 82 | $18,119 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 100 | $17,770 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 196 | $17,509 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 432 | $17,278 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 174 | $16,087 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 594 | $15,769 | dollars as filed | |
| PROSHARES TR | 74347G416 | ULTRASHRT S&P500 | 800 | $15,736 | dollars as filed | |
| VTI | 922908769 | COM | 54 | $15,650 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 142 | $15,484 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 252 | $15,458 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 59 | $14,968 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 461 | $14,158 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 36 | $13,281 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 32 | $12,923 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 310 | $12,443 | dollars as filed | |
| MFS CHARTER INCOME TR | 552727109 | SH BEN INT | 1,775 | $11,324 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 100 | $11,311 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 211 | $11,267 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 38 | $10,938 | dollars as filed | |
| RENAISSANCE CAP GREENWICH FD | 759937204 | IPO ETF | 250 | $10,902 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 70 | $10,645 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 448 | $10,388 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 122 | $9,990 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 383 | $9,893 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 73 | $9,804 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 85 | $9,430 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 62 | $8,004 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 55 | $7,904 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 210 | $7,628 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 17 | $7,079 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 114 | $6,497 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 150 | $6,273 | dollars as filed | |
| OCCIDENTAL PETE CORP WT EXP 080327 | 674599162 | Stock | 181 | $4,987 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 497 | $4,916 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 46 | $4,752 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 70 | $4,223 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 51 | $3,804 | dollars as filed | |
| VONTIER CORPORATION | 928881101 | COM | 103 | $3,757 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 5 | $2,928 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 189 | $1,998 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 48 | $1,796 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 6 | $1,175 | dollars as filed | |
| PLURI INC | 72942G203 | COM NEW | 250 | $1,069 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 72 | $892 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 18 | $723 | dollars as filed | |
| ADIENT PLC | G0084W101 | ORD SHS | 27 | $466 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 5 | $425 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 1 | $190 | dollars as filed | |
| CLOVER HEALTH INVESTMENTS CO | 18914F103 | COMMON STOCK | 50 | $158 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 2 | $101 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002135539-26-000008 | this filing | 2026-06-15 | acceptance time not in the bulk data set |