SIMA Wealth Partners, LLC ETF holdings
North Chesterfield, VA
Reported $136.7M in 84 ETFs in its Form 13F for June 30, 2026.
ETF value
$136.7M
ETFs held
84
Change from prior quarter
+7.6%
With price moves
ETFs as a share of its 13F
96.9%
of $141.1M
Top 10 of 84 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $20.2M | 26,925 | −1,547 shares |
| DFAI | Dimensional International Core Equity Market ETF | $10.9M | 264,669 | −50 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $10.6M | 88,798 | −4,407 shares |
| JIRE | JPMorgan International Research Enhanced Equity ETF | $10.5M | 127,757 | −2,302 shares |
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | $10.1M | 197,581 | +3,941 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $9.6M | 239,647 | +4,140 shares |
| MBB | iShares MBS ETF | $7.7M | 81,410 | −2,360 shares |
| JAVA | JPMorgan Active Value ETF | $7.4M | 92,826 | −1,916 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $6.9M | 280,499 | −11,895 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $6.5M | 106,953 | +4,262 shares |
74 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002135539. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SIMA Wealth Partners, LLC own?
SIMA Wealth Partners, LLC reported 84 ETF positions worth $136.7M in its Form 13F for June 30, 2026. The largest was IVV, at $20.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.