J.E. Simmons & Co., P.C. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 83 separate positions held by the firm.
The largest holding disclosed in the report is the iShares Core S&P 500 ETF, which comprises 49,637 shares. This is followed by the Schwab Strategic Trust Fundamental US Large Cap ETF, which holds 413,142 shares. The iShares Core U.S. Aggregate Bond ETF is the third-largest position, with 318,050 shares.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Among the individual stocks listed, Apple Inc. is the largest holding with 2,445 shares. Other notable individual stock positions include NVIDIA Corporation (5,442 shares), Microsoft Corporation (1,370 shares), and Johnson & Johnson (1,642 shares). The filing also includes a position in Neighborhood Intelligence Inc. with 22,364 shares.
The report indicates that all positions are held in a Sole voting capacity with no shared investment power.
