SIMA Wealth Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 153 separate equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds, with several funds holding significant positions. The IShare S&P 500 ETF is the largest holding, with 26,255 shares. The firm also holds substantial positions in the IShare USD Investment Grade Bond ETF with 205,399 shares, the IShare Core S&P 500 ETF with 26,255 shares, and the IShare Core S&P 500 Growth ETF with 35,092 shares.
Among individual equities, the firm holds a position in Alphabet Inc Class A with 143 shares and Apple Inc with 1,973 shares. The filing also lists positions in Microsoft Corp with 80 shares, Visa Inc Class A with 100 shares, and Mastercard Incorporated Class A with 75 shares. The firm holds a small position in Clover Health Investments Co Class A with 50 shares.
The filing indicates that SIMA Wealth Partners acts as the sole voting and dispositive power holder for all listed securities.
