SIMS Investment Management, LLC ETF holdings
Cincinnati, OH
Reported $298.4M in 68 ETFs in its Form 13F for June 30, 2026.
ETF value
$298.4M
ETFs held
68
Change from prior quarter
+18.5%
With price moves
ETFs as a share of its 13F
92.3%
of $323.4M
Top 10 of 68 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $98.6M | 3,349,904 | +43,812 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $62.7M | 1,734,453 | −316 shares |
| QYLD | Global X NASDAQ 100 Covered Call ETF | $20.1M | 1,092,989 | −55,319 shares |
| JHSC | John Hancock Multifactor Small Cap ETF | $18.2M | 375,257 | +25,871 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $18.0M | 568,963 | +11,155 shares |
| XYLD | Global X S&P 500 Covered Call ETF | $17.9M | 438,538 | +11,556 shares |
| QQQM | Invesco NASDAQ 100 ETF | $15.1M | 49,842 | +1,599 shares |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $11.0M | 455,538 | +32,913 shares |
| QQQ | Invesco QQQ Trust | $7.8M | 10,616 | −19 shares |
| SMH | VanEck Semiconductor ETF | $7.2M | 10,942 | −364 shares |
58 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) 0002053807. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SIMS Investment Management, LLC own?
SIMS Investment Management, LLC reported 68 ETF positions worth $298.4M in its Form 13F for June 30, 2026. The largest was SCHX, at $98.6M.
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.