SIMA Wealth Partners, LLC

13F filer · CIK 0002135539

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$141MU.S. long equity reported on 13F

Positions540 new · 1 closed

Net flow last quarter-$192KBuys minus sells

Top 10 positions weight9.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202654 positions
JAVASun Microsystems, Inc.	$7.37M	5.22%	Not reported	-2.0%	Q2 2024
SPMDSupermedia Inc.	$2.7M	1.92%	Not reported	+4.3%	Q2 2024
PMPhilip Morris International Inc.	$782K	0.55%	0.00%	-3.6%	Q2 2024
AAPLApple Inc.	$571K	0.40%	0.00%	Not reported	Q2 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$560K	0.40%	Not reported	-1.6%	Q2 2024
AUBAtlantic Union Bankshares Corp	$325K	0.23%	0.01%	Not reported	Q4 2024
JNJJohnson & Johnson	$317K	0.22%	0.00%	Not reported	Q2 2024
AVGOBroadcom Inc.	$306K	0.22%	0.00%	Not reported	Q2 2024
MOAltria Group, Inc.	$288K	0.20%	0.00%	-3.6%	Q2 2024
MCDMcdonalds Corp	$264K	0.19%	0.00%	-9.3%	Q2 2024
EBAYEbay Inc	$168K	0.12%	0.00%	Not reported	Q2 2024
AMZNAmazon Com Inc	$156K	0.11%	0.00%	Not reported	Q2 2024
SPYSPDR S&P 500 ETF Trust	$152K	0.11%	Not reported	Not reported	Q3 2025
BRK.BBerkshire Hathaway Inc	$129K	0.09%	Not reported	Not reported	Q2 2024
PHParker-Hannifin Corp	$124K	0.09%	0.00%	Not reported	Q2 2024
EMREmerson Electric Co	$118K	0.08%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$101K	0.07%	0.00%	Not reported	Q2 2024
FRDMFreedom Environmental Services, Inc.	$79.1K	0.06%	Not reported	Not reported	Q2 2024
KOCoca Cola Co	$65.8K	0.05%	0.00%	-21.7%	Q2 2024
CMICummins Inc	$64.2K	0.05%	0.00%	Not reported	Q2 2024
GOOGLAlphabet Inc.	$60.8K	0.04%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$59.1K	0.04%	0.00%	Not reported	Q2 2024
SYKStryker Corp	$55.4K	0.04%	0.00%	Not reported	Q2 2024
GDGeneral Dynamics Corp	$42.5K	0.03%	0.00%	Not reported	Q2 2024
NSCNorfolk Southern Corp	$40.9K	0.03%	0.00%	Not reported	Q2 2024
MAMastercard Inc	$38.5K	0.03%	0.00%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$38.3K	0.03%	0.00%	Not reported	Q2 2024
COINCoinbase Global, Inc.	$37.6K	0.03%	0.00%	Not reported	Q2 2024
IBMInternational Business Machines Corp	$35.2K	0.02%	0.00%	Not reported	Q1 2025
VVisa Inc.	$34.3K	0.02%	0.00%	Not reported	Q2 2024
MKLMarkel Group Inc.	$31.2K	0.02%	0.00%	Not reported	Q2 2024
MSFTMicrosoft Corp	$29.9K	0.02%	0.00%	Not reported	Q2 2024
PEPPepsico Inc	$26.4K	0.02%	0.00%	-39.1%	Q2 2024
ABBVAbbVie Inc.	$25.2K	0.02%	0.00%	Not reported	Q2 2024
UNHUnitedhealth Group Inc	$24.9K	0.02%	0.00%	-40.0%	Q2 2024
DUKDuke Energy CORP	$16.3K	0.01%	0.00%	Not reported	Q2 2024
NWBINorthwest Bancshares, Inc.	$15K	0.01%	0.00%	Not reported	Q1 2025
ELVElevance Health, Inc.	$13.9K	0.01%	0.00%	Not reported	Q2 2024
DDominion Energy, Inc	$13.7K	0.01%	0.00%	Not reported	Q2 2024
BTIBritish American Tobacco p.l.c.	$13K	0.01%	0.00%	Not reported	Q4 2024
YUMYum Brands Inc	$12K	0.01%	0.00%	-50.0%	Q1 2026
MMM3m Co	$10K	0.01%	0.00%	Not reported	Q2 2024
FFord Motor Co	$9.16K	0.01%	0.00%	Not reported	Q2 2024
VZVerizon Communications Inc	$9.15K	0.01%	0.00%	Not reported	Q2 2024
ABTAbbott Laboratories	$9.07K	0.01%	0.00%	Not reported	Q2 2024
GMGeneral Motors Co	$8.22K	0.01%	0.00%	Not reported	Q2 2024
TAt&T Inc.	$8.02K	0.01%	0.00%	Not reported	Q2 2024
IVZInvesco Ltd.	$3.3K	0.00%	0.00%	Not reported	Q1 2025
WBDWarner Bros. Discovery, Inc.	$2.53K	0.00%	0.00%	Not reported	Q2 2024
BTCGrayscale Bitcoin Mini Trust ETF	$1.48K	0.00%	0.00%	Not reported	Q3 2025

Q1 2026Reported May 15, 202655 positions
JAVASun Microsystems, Inc.	$6.8M	5.18%	Not reported	-0.8%	Q2 2024
SPMDSupermedia Inc.	$2.27M	1.73%	Not reported	+2.2%	Q2 2024
PMPhilip Morris International Inc.	$741K	0.56%	0.00%	+0.7%	Q2 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$534K	0.41%	Not reported	0.0%	Q2 2024
AAPLApple Inc.	$501K	0.38%	0.00%	Not reported	Q2 2024
MCDMcdonalds Corp	$334K	0.25%	0.00%	+16.2%	Q2 2024
JNJJohnson & Johnson	$306K	0.23%	0.00%	Not reported	Q2 2024
AUBAtlantic Union Bankshares Corp	$274K	0.21%	0.01%	Not reported	Q4 2024
MOAltria Group, Inc.	$274K	0.21%	0.00%	+2.3%	Q2 2024
AVGOBroadcom Inc.	$251K	0.19%	0.00%	Not reported	Q2 2024
EBAYEbay Inc	$137K	0.10%	0.00%	Not reported	Q2 2024
AMZNAmazon Com Inc	$136K	0.10%	0.00%	Not reported	Q2 2024
SPYSPDR S&P 500 ETF Trust	$132K	0.10%	Not reported	Not reported	Q3 2025
BRK.BBerkshire Hathaway Inc	$123K	0.09%	Not reported	Not reported	Q2 2024
GLDSPDR Gold Trust	$117K	0.09%	0.00%	Not reported	Q2 2024
PHParker-Hannifin Corp	$114K	0.09%	0.00%	Not reported	Q2 2024
EMREmerson Electric Co	$108K	0.08%	0.00%	-8.0%	Q2 2024
KOCoca Cola Co	$78.7K	0.06%	0.00%	+76.9%	Q2 2024
FRDMFreedom Environmental Services, Inc.	$59.3K	0.05%	Not reported	-5.7%	Q2 2024
PGPROCTER & GAMBLE Co	$58.2K	0.04%	0.00%	Not reported	Q2 2024
SYKStryker Corp	$57.8K	0.04%	0.00%	-14.2%	Q2 2024
PEPPepsico Inc	$49.7K	0.04%	0.00%	+357.1%	Q2 2024
GOOGLAlphabet Inc.	$48.9K	0.04%	0.00%	Not reported	Q2 2024
CMICummins Inc	$48.4K	0.04%	0.00%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$47.5K	0.04%	0.00%	Not reported	Q2 2024
COINCoinbase Global, Inc.	$44.9K	0.03%	0.00%	+195.4%	Q2 2024
GDGeneral Dynamics Corp	$41.2K	0.03%	0.00%	Not reported	Q2 2024
MAMastercard Inc	$37.5K	0.03%	0.00%	Not reported	Q2 2024
NSCNorfolk Southern Corp	$37.3K	0.03%	0.00%	-38.1%	Q2 2024
MKLMarkel Group Inc.	$30.6K	0.02%	0.00%	Not reported	Q2 2024
IBMInternational Business Machines Corp	$30.3K	0.02%	0.00%	Not reported	Q1 2025
VVisa Inc.	$30.2K	0.02%	0.00%	Not reported	Q2 2024
MSFTMicrosoft Corp	$29.7K	0.02%	0.00%	Not reported	Q2 2024
UNHUnitedhealth Group Inc	$27.1K	0.02%	0.00%	Not reported	Q2 2024
YUMYum Brands Inc	$23.3K	0.02%	0.00%	New	Q1 2026
ABBVAbbVie Inc.	$21.7K	0.02%	0.00%	Not reported	Q2 2024
DUKDuke Energy CORP	$16.9K	0.01%	0.00%	-50.0%	Q2 2024
NWBINorthwest Bancshares, Inc.	$12.5K	0.01%	0.00%	Not reported	Q1 2025
DDominion Energy, Inc	$12.4K	0.01%	0.00%	Not reported	Q2 2024
BTIBritish American Tobacco p.l.c.	$12.3K	0.01%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$11.2K	0.01%	0.00%	-37.7%	Q2 2024
UPSUnited Parcel Service Inc	$11K	0.01%	0.00%	Not reported	Q2 2024
VZVerizon Communications Inc	$10.8K	0.01%	0.00%	-50.0%	Q2 2024
ELVElevance Health, Inc.	$10.5K	0.01%	0.00%	Not reported	Q2 2024
ABTAbbott Laboratories	$10.3K	0.01%	0.00%	Not reported	Q2 2024
MMM3m Co	$9.01K	0.01%	0.00%	Not reported	Q2 2024
GMGeneral Motors Co	$7.94K	0.01%	0.00%	Not reported	Q2 2024
FFord Motor Co	$7.61K	0.01%	0.00%	Not reported	Q2 2024
IVZInvesco Ltd.	$3.04K	0.00%	0.00%	Not reported	Q1 2025
WBDWarner Bros. Discovery, Inc.	$2.61K	0.00%	0.00%	-45.4%	Q2 2024

Q4 2025Reported May 28, 202654 positions
JAVASun Microsystems, Inc.	$6.85M	5.21%	Not reported	-4.5%	Q2 2024
SPMDSupermedia Inc.	$2.17M	1.65%	Not reported	+17.2%	Q2 2024
PMPhilip Morris International Inc.	$714K	0.54%	0.00%	-1.8%	Q2 2024
AAPLApple Inc.	$536K	0.41%	0.00%	Not reported	Q2 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$527K	0.40%	Not reported	-9.7%	Q2 2024
MCDMcdonalds Corp	$283K	0.21%	0.00%	Not reported	Q2 2024
AVGOBroadcom Inc.	$280K	0.21%	0.00%	Not reported	Q2 2024
JNJJohnson & Johnson	$259K	0.20%	0.00%	-1.2%	Q2 2024
MOAltria Group, Inc.	$234K	0.18%	0.00%	Not reported	Q2 2024
AMZNAmazon Com Inc	$151K	0.11%	0.00%	-19.5%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$138K	0.11%	Not reported	Not reported	Q3 2025
EBAYEbay Inc	$131K	0.10%	0.00%	Not reported	Q2 2024
BRK.BBerkshire Hathaway Inc	$129K	0.10%	Not reported	Not reported	Q2 2024
EMREmerson Electric Co	$119K	0.09%	0.00%	-2.7%	Q2 2024
PHParker-Hannifin Corp	$112K	0.08%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$108K	0.08%	0.00%	Not reported	Q2 2024
SYKStryker Corp	$72.1K	0.05%	0.00%	Not reported	Q2 2024
NSCNorfolk Southern Corp	$60.6K	0.05%	0.00%	-61.1%	Q2 2024
FRDMFreedom Environmental Services, Inc.	$59K	0.04%	Not reported	+22.5%	Q2 2024
PGPROCTER & GAMBLE Co	$57.8K	0.04%	0.00%	-15.9%	Q2 2024
GOOGLAlphabet Inc.	$53.2K	0.04%	0.00%	Not reported	Q2 2024
CMICummins Inc	$45.9K	0.03%	0.00%	-13.5%	Q2 2024
MAMastercard Inc	$42.8K	0.03%	0.00%	Not reported	Q2 2024
KOCoca Cola Co	$40.9K	0.03%	0.00%	Not reported	Q2 2024
GDGeneral Dynamics Corp	$40.4K	0.03%	0.00%	Not reported	Q2 2024
UNPUnion Pacific Corp	$39.3K	0.03%	0.00%	Not reported	Q2 2024
MSFTMicrosoft Corp	$38.8K	0.03%	0.00%	-41.6%	Q2 2024
IBMInternational Business Machines Corp	$37K	0.03%	0.00%	Not reported	Q1 2025
VVisa Inc.	$35.1K	0.03%	0.00%	Not reported	Q2 2024
MKLMarkel Group Inc.	$34.4K	0.03%	0.00%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$33.7K	0.03%	0.00%	-5.7%	Q2 2024
UNHUnitedhealth Group Inc	$33K	0.03%	0.00%	Not reported	Q2 2024
DUKDuke Energy CORP	$30.2K	0.02%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$22.8K	0.02%	0.00%	Not reported	Q2 2024
COINCoinbase Global, Inc.	$19.7K	0.01%	0.00%	Not reported	Q2 2024
VZVerizon Communications Inc	$17.6K	0.01%	0.00%	-11.7%	Q2 2024
TAt&T Inc.	$15.4K	0.01%	0.00%	-30.2%	Q2 2024
ELVElevance Health, Inc.	$12.6K	0.01%	0.00%	Not reported	Q2 2024
ABTAbbott Laboratories	$12.5K	0.01%	0.00%	Not reported	Q2 2024
BTIBritish American Tobacco p.l.c.	$11.9K	0.01%	0.00%	Not reported	Q4 2024
NWBINorthwest Bancshares, Inc.	$11.8K	0.01%	0.00%	-54.1%	Q1 2025
DDominion Energy, Inc	$11.7K	0.01%	0.00%	Not reported	Q2 2024
UPSUnited Parcel Service Inc	$11.1K	0.01%	0.00%	-16.4%	Q2 2024
PEPPepsico Inc	$10K	0.01%	0.00%	-50.0%	Q2 2024
MMM3m Co	$9.93K	0.01%	0.00%	-22.5%	Q2 2024
GMGeneral Motors Co	$8.67K	0.01%	0.00%	-49.8%	Q2 2024
FFord Motor Co	$8.65K	0.01%	0.00%	-28.2%	Q2 2024
WBDWarner Bros. Discovery, Inc.	$5.02K	0.00%	0.00%	-7.9%	Q2 2024
IVZInvesco Ltd.	$3.28K	0.00%	0.00%	Not reported	Q1 2025
BTCGrayscale Bitcoin Mini Trust ETF	$2.21K	0.00%	0.00%	Not reported	Q3 2025

Q3 2025Reported May 28, 202680 positions
JAVASun Microsystems, Inc.	$6.89M	5.27%	Not reported	Not reported	Q2 2024
SPMDSupermedia Inc.	$1.83M	1.40%	Not reported	Not reported	Q2 2024
PMPhilip Morris International Inc.	$735K	0.56%	0.00%	Not reported	Q2 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$568K	0.43%	Not reported	Not reported	Q2 2024
AAPLApple Inc.	$502K	0.38%	0.00%	Not reported	Q2 2024
MCDMcdonalds Corp	$281K	0.21%	0.00%	Not reported	Q2 2024
MOAltria Group, Inc.	$268K	0.20%	0.00%	Not reported	Q2 2024
AVGOBroadcom Inc.	$267K	0.20%	0.00%	Not reported	Q2 2024
JNJJohnson & Johnson	$235K	0.18%	0.00%	Not reported	Q2 2024
AMZNAmazon Com Inc	$178K	0.14%	0.00%	Not reported	Q2 2024
NSCNorfolk Southern Corp	$162K	0.12%	0.00%	Not reported	Q2 2024
EBAYEbay Inc	$136K	0.10%	0.00%	Not reported	Q2 2024
SPYSPDR S&P 500 ETF Trust	$135K	0.10%	Not reported	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$129K	0.10%	Not reported	Not reported	Q2 2024
EMREmerson Electric Co	$121K	0.09%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$97K	0.07%	0.00%	Not reported	Q2 2024
PHParker-Hannifin Corp	$96.3K	0.07%	0.00%	Not reported	Q2 2024
SYKStryker Corp	$75.8K	0.06%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$73.6K	0.06%	0.00%	Not reported	Q2 2024
MSFTMicrosoft Corp	$71.1K	0.05%	0.00%	Not reported	Q2 2024
CMICummins Inc	$43.9K	0.03%	0.00%	Not reported	Q2 2024
MAMastercard Inc	$42.7K	0.03%	0.00%	Not reported	Q2 2024
FRDMFreedom Environmental Services, Inc.	$41.6K	0.03%	Not reported	Not reported	Q2 2024
GOOGLAlphabet Inc.	$41.3K	0.03%	0.00%	Not reported	Q2 2024
GDGeneral Dynamics Corp	$40.9K	0.03%	0.00%	Not reported	Q2 2024
UNPUnion Pacific Corp	$40.2K	0.03%	0.00%	Not reported	Q2 2024
KOCoca Cola Co	$38.8K	0.03%	0.00%	Not reported	Q2 2024
IBMInternational Business Machines Corp	$35.3K	0.03%	0.00%	Not reported	Q1 2025
UNHUnitedhealth Group Inc	$34.5K	0.03%	0.00%	Not reported	Q2 2024
VVisa Inc.	$34.1K	0.03%	0.00%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$33.5K	0.03%	0.00%	Not reported	Q2 2024
DUKDuke Energy CORP	$31.9K	0.02%	0.00%	Not reported	Q2 2024
MKLMarkel Group Inc.	$30.6K	0.02%	0.00%	Not reported	Q2 2024
COINCoinbase Global, Inc.	$29.4K	0.02%	0.00%	Not reported	Q2 2024
NWBINorthwest Bancshares, Inc.	$26.6K	0.02%	0.00%	Not reported	Q1 2025
TAt&T Inc.	$25.1K	0.02%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$23.2K	0.02%	0.00%	Not reported	Q2 2024
VZVerizon Communications Inc	$21.5K	0.02%	0.00%	Not reported	Q2 2024
PEPPepsico Inc	$19.7K	0.02%	0.00%	Not reported	Q2 2024
KNSLKinsale Capital Group, Inc.	$17K	0.01%	0.00%	Not reported	Q2 2024
ABTAbbott Laboratories	$13.4K	0.01%	0.00%	Not reported	Q2 2024
GMGeneral Motors Co	$13K	0.01%	0.00%	Not reported	Q2 2024
MMM3m Co	$12.4K	0.01%	0.00%	Not reported	Q2 2024
DDominion Energy, Inc	$12.2K	0.01%	0.00%	Not reported	Q2 2024
GEGeneral Electric Co	$12K	0.01%	0.00%	New	Q3 2025
ELVElevance Health, Inc.	$11.6K	0.01%	0.00%	Not reported	Q2 2024
UPSUnited Parcel Service Inc	$11.2K	0.01%	0.00%	Not reported	Q2 2024
BTIBritish American Tobacco p.l.c.	$11.1K	0.01%	0.00%	Not reported	Q4 2024
FFord Motor Co	$11K	0.01%	0.00%	Not reported	Q2 2024
ORCLOracle Corp	$9.84K	0.01%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed