SIMA Wealth Partners, LLC Diversified Active

Location: North Chesterfield, VA

CIK: 0002135539 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Jun 15, 2026

Total Value: $120M (100.0% shares, 0.0% debt)

Holdings (184)

IVV ISHARES TR 15.4%
Value $18.56M Shares 33,032 Est. Cost $552.65 Unrealized
SPYG SPDR SER TR 7.1%
Value $8.555M Shares 106,441 Est. Cost $82.36 Unrealized
DFAI DIMENSIONAL ETF TRUST 6.8%
Value $8.209M Shares 262,870 Est. Cost $29.74 Unrealized
SCHR SCHWAB STRATEGIC TR 6.7%
Value $8.111M Shares 326,266 Est. Cost $35.06 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 6.6%
Value $7.959M Shares 124,905 Est. Cost $62.92 Unrealized
USIG ISHARES TR 6.5%
Value $7.887M Shares 154,395 Est. Cost $50.51 Unrealized
MBB ISHARES TR 6.2%
Value $7.479M Shares 79,748 Est. Cost $92.29 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 5.0%
Value $6.08M Shares 95,686 Est. Cost $59.41 Unrealized
DFAE DIMENSIONAL ETF TRUST 3.4%
Value $4.151M Shares 160,319 Est. Cost $25.95 Unrealized
SPYV SPDR SER TR 3.3%
Value $4.026M Shares 78,839 Est. Cost $48.99 Unrealized
IVW ISHARES TR 3.1%
Value $3.76M Shares 40,506 Est. Cost $92.54 Unrealized
IVE ISHARES TR 2.8%
Value $3.322M Shares 17,430 Est. Cost $182.01 Unrealized
SCHO SCHWAB STRATEGIC TR 2.7%
Value $3.265M Shares 134,137 Est. Cost $35.13 Unrealized
IGSB ISHARES TR 2.2%
Value $2.617M Shares 49,967 Est. Cost $51.28 Unrealized
SPMD SPDR SER TR 1.8%
Value $2.108M Shares 41,195 Est. Cost $51.54 Unrealized
VTV VANGUARD INDEX FDS 1.6%
Value $1.941M Shares 11,238 Est. Cost $160.41 Unrealized
SCHV SCHWAB STRATEGIC TR 1.5%
Value $1.787M Shares 67,240 Est. Cost $43.55 Unrealized
IEFA ISHARES TR 1.3%
Value $1.621M Shares 21,432 Est. Cost $72.64 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value $1.226M Shares 7,721 Est. Cost $115.49 Unrealized +18.6%
SCHG SCHWAB STRATEGIC TR 0.8%
Value $1.018M Shares 40,668 Est. Cost $47.30 Unrealized
SCHM SCHWAB STRATEGIC TR 0.8%
Value $1.003M Shares 38,290 Est. Cost $45.28 Unrealized
MUB ISHARES TR 0.8%
Value $968K Shares 9,184 Est. Cost $106.59 Unrealized
IJH ISHARES TR 0.5%
Value $615K Shares 10,539 Est. Cost $58.52 Unrealized
IWY ISHARES TR 0.5%
Value $566K Shares 2,684 Est. Cost $214.52 Unrealized
IWD ISHARES TR 0.4%
Value $542K Shares 2,880 Est. Cost $174.47 Unrealized
MO ALTRIA GROUP INC 0.4%
Value $519K Shares 8,654 Est. Cost $45.62 Unrealized +11.9%
VO VANGUARD INDEX FDS 0.4%
Value $510K Shares 1,971 Est. Cost $242.10 Unrealized
IDEV ISHARES TR 0.4%
Value $504K Shares 7,309 Est. Cost $65.64 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.4%
Value $470K Shares 7,861 Est. Cost $60.07 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value $383K Shares 8,280 Est. Cost $45.40 Unrealized
IEMG ISHARES INC 0.3%
Value $374K Shares 6,922 Est. Cost $53.53 Unrealized
IWX ISHARES TR 0.3%
Value $373K Shares 4,537 Est. Cost $74.82 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value $363K Shares 18,370 Est. Cost $27.85 Unrealized
IJR ISHARES TR 0.3%
Value $360K Shares 3,443 Est. Cost $106.66 Unrealized
SO SOUTHERN CO 0.3%
Value $348K Shares 3,780 Est. Cost $84.51 Unrealized -0.5%
SCHD SCHWAB STRATEGIC TR 0.3%
Value $338K Shares 12,104 Est. Cost $44.38 Unrealized
IGIB ISHARES TR 0.3%
Value $315K Shares 5,999 Est. Cost $51.26 Unrealized
IXUS ISHARES TR 0.3%
Value $311K Shares 4,462 Est. Cost $67.42 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value $311K Shares 7,912 Est. Cost $37.67 Unrealized
HEFA ISHARES TR 0.2%
Value $289K Shares 7,966 Est. Cost $35.55 Unrealized
MCD MCDONALDS CORP 0.2%
Value $289K Shares 925 Est. Cost $255.04 Unrealized +14.8%
QUAL ISHARES TR 0.2%
Value $276K Shares 1,617 Est. Cost $170.76 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value $258K Shares 5,073 Est. Cost $49.39 Unrealized
USMV ISHARES TR 0.2%
Value $232K Shares 2,472 Est. Cost $83.96 Unrealized
CMI CUMMINS INC 0.2%
Value $216K Shares 690 Est. Cost $276.13 Unrealized +25.3%
JNJ JOHNSON & JOHNSON 0.2%
Value $216K Shares 1,300 Est. Cost $141.87 Unrealized +7.5%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value $209K Shares 3,152 Est. Cost $63.54 Unrealized
AAPL APPLE INC 0.2%
Value $208K Shares 938 Est. Cost $185.12 Unrealized +24.7%
GOVT ISHARES TR 0.2%
Value $204K Shares 8,868 Est. Cost $22.57 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $168K Shares 834 Est. Cost $247.76 Unrealized +7.6%
AVGO BROADCOM INC 0.1%
Value $167K Shares 1,000 Est. Cost $155.97 Unrealized +34.5%
IWB ISHARES TR 0.1%
Value $165K Shares 539 Est. Cost $297.54 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $161K Shares 680 Est. Cost $224.21 Unrealized +6.8%
AMZN AMAZON COM INC 0.1%
Value $145K Shares 764 Est. Cost $183.70 Unrealized +18.1%
SHY ISHARES TR 0.1%
Value $137K Shares 1,656 Est. Cost $81.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $137K Shares 257 Est. Cost $408.62 Unrealized +19.0%
IWF ISHARES TR 0.1%
Value $128K Shares 354 Est. Cost $364.51 Unrealized
CPK CHESAPEAKE UTILS CORP 0.1%
Value $126K Shares 985 Est. Cost $120.72 Unrealized +0.7%
IYW ISHARES TR 0.1%
Value $126K Shares 900 Est. Cost $150.50 Unrealized
EXC EXELON CORP 0.1%
Value $126K Shares 2,732 Est. Cost $37.26 Unrealized +8.7%
EFA ISHARES TR 0.1%
Value $118K Shares 1,444 Est. Cost $78.35 Unrealized
SPSM SPDR SER TR 0.1%
Value $113K Shares 2,767 Est. Cost $41.54 Unrealized
EBAY EBAY INC. 0.1%
Value $102K Shares 1,500 Est. Cost $50.72 Unrealized +29.5%
IJK ISHARES TR 0.1%
Value $99,334 Shares 1,193 Est. Cost $88.09 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $98,567 Shares 899 Est. Cost $107.47 Unrealized +10.5%
MDLZ MONDELEZ INTL INC 0.1%
Value $96,736 Shares 1,426 Est. Cost $64.01 Unrealized -6.7%
VB VANGUARD INDEX FDS 0.1%
Value $93,901 Shares 423 Est. Cost $218.27 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value $91,637 Shares 3,324 Est. Cost $26.65 Unrealized
IWP ISHARES TR 0.1%
Value $91,055 Shares 775 Est. Cost $110.35 Unrealized
IJJ ISHARES TR 0.1%
Value $89,209 Shares 745 Est. Cost $113.47 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $86,233 Shares 506 Est. Cost $157.87 Unrealized +3.9%
GLD SPDR GOLD TR 0.1%
Value $78,663 Shares 273 Est. Cost $234.57 Unrealized
DHR DANAHER CORPORATION 0.1%
Value $77,900 Shares 380 Est. Cost $250.27 Unrealized -13.3%
PH PARKER-HANNIFIN CORP 0.1%
Value $77,197 Shares 127 Est. Cost $527.65 Unrealized +22.9%
SYK STRYKER CORPORATION 0.1%
Value $76,312 Shares 205 Est. Cost $333.33 Unrealized +13.1%
OXY OCCIDENTAL PETE CORP 0.1%
Value $74,428 Shares 1,508 Est. Cost $49.25 Unrealized -2.9%
SDY SPDR SER TR 0.1%
Value $72,861 Shares 537 Est. Cost $127.18 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value $72,609 Shares 141 Est. Cost $524.55 Unrealized
IJT ISHARES TR 0.1%
Value $69,616 Shares 559 Est. Cost $128.47 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.1%
Value $67,101 Shares 1,620 Est. Cost $40.87 Unrealized
IWR ISHARES TR 0.1%
Value $63,548 Shares 747 Est. Cost $81.08 Unrealized
ITOT ISHARES TR 0.0%
Value $57,711 Shares 473 Est. Cost $128.62 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $57,616 Shares 1,273 Est. Cost $43.76 Unrealized
UNP UNION PAC CORP 0.0%
Value $54,336 Shares 230 Est. Cost $225.50 Unrealized +4.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $52,375 Shares 100 Est. Cost $473.12 Unrealized +5.6%
SPTI SPDR SER TR 0.0%
Value $48,101 Shares 1,683 Est. Cost $27.98 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $43,426 Shares 550 Est. Cost $77.28 Unrealized
IJS ISHARES TR 0.0%
Value $42,912 Shares 440 Est. Cost $97.31 Unrealized
KO COCA COLA CO 0.0%
Value $41,898 Shares 585 Est. Cost $58.89 Unrealized +10.3%
D DOMINION ENERGY INC 0.0%
Value $41,756 Shares 745 Est. Cost $48.10 Unrealized +9.6%
MA MASTERCARD INCORPORATED 0.0%
Value $41,109 Shares 75 Est. Cost $451.62 Unrealized +20.0%
KMX CARMAX INC 0.0%
Value $39,116 Shares 502 Est. Cost $78.54 Unrealized +2.1%
SCHB SCHWAB STRATEGIC TR 0.0%
Value $36,709 Shares 1,705 Est. Cost $31.96 Unrealized
V VISA INC 0.0%
Value $35,046 Shares 100 Est. Cost $270.83 Unrealized +24.2%
BCO BRINKS CO 0.0%
Value $34,162 Shares 396 Est. Cost $98.66 Unrealized -9.1%
XOM EXXON MOBIL CORP 0.0%
Value $33,301 Shares 280 Est. Cost $109.88 Unrealized -2.4%
FRDM EA SERIES TRUST 0.0%
Value $32,915 Shares 939 Est. Cost $35.31 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $32,710 Shares 120 Est. Cost $284.04 Unrealized -9.9%
VGT VANGUARD WORLD FD 0.0%
Value $32,543 Shares 60 Est. Cost $576.59 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $31,432 Shares 258 Est. Cost $94.26 Unrealized +17.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $31,083 Shares 125 Est. Cost $239.40 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $30,938 Shares 682 Est. Cost $37.61 Unrealized +5.2%
GOOGL ALPHABET INC 0.0%
Value $30,628 Shares 198 Est. Cost $168.31 Unrealized +7.4%
MSFT MICROSOFT CORP 0.0%
Value $30,123 Shares 80 Est. Cost $417.26 Unrealized -2.9%
MKL MARKEL GROUP INC 0.0%
Value $29,914 Shares 16 Est. Cost $1552.86 Unrealized +18.5%
MDYG SPDR SER TR 0.0%
Value $28,765 Shares 362 Est. Cost $84.06 Unrealized
FAST FASTENAL CO 0.0%
Value $28,229 Shares 364 Est. Cost $32.62 Unrealized +12.9%
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value $27,611 Shares 887 Est. Cost $37.45 Unrealized -9.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $26,603 Shares 242 Est. Cost $129.10 Unrealized -12.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value $25,850 Shares 1,103 Est. Cost $47.04 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value $25,328 Shares 212 Est. Cost $99.88 Unrealized
T AT&T INC 0.0%
Value $25,070 Shares 886 Est. Cost $16.63 Unrealized +46.4%
SCHX SCHWAB STRATEGIC TR 0.0%
Value $24,765 Shares 1,122 Est. Cost $26.96 Unrealized
CHCO CITY HLDG CO 0.0%
Value $24,082 Shares 205 Est. Cost $97.93 Unrealized +17.1%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $22,031 Shares 275 Est. Cost $79.25 Unrealized +3.0%
ABBV ABBVIE INC 0.0%
Value $20,952 Shares 100 Est. Cost $157.12 Unrealized +20.5%
TRP TC ENERGY CORP 0.0%
Value $20,065 Shares 425 Est. Cost $45.47 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC 0.0%
Value $19,469 Shares 40 Est. Cost $404.98 Unrealized +10.7%
MMM 3M CO 0.0%
Value $19,386 Shares 132 Est. Cost $120.95 Unrealized +19.5%
HWM HOWMET AEROSPACE INC 0.0%
Value $18,381 Shares 142 Est. Cost $109.18 Unrealized +16.1%
PROSHARES TR 0.0%
Value $17,168 Shares 800 Est. Cost $23.04 Unrealized
IEF ISHARES TR 0.0%
Value $16,595 Shares 174 Est. Cost $93.66 Unrealized
IWM ISHARES TR 0.0%
Value $16,359 Shares 82 Est. Cost $202.89 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value $15,808 Shares 196 Est. Cost $81.97 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value $15,659 Shares 36 Est. Cost $513.68 Unrealized -23.2%
VHT VANGUARD WORLD FD 0.0%
Value $15,620 Shares 59 Est. Cost $266.00 Unrealized
DGRO ISHARES TR 0.0%
Value $15,569 Shares 252 Est. Cost $61.34 Unrealized
PFE PFIZER INC 0.0%
Value $15,304 Shares 604 Est. Cost $25.11 Unrealized -1.6%
KHC KRAFT HEINZ CO 0.0%
Value $15,127 Shares 497 Est. Cost $31.00 Unrealized -8.6%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value $15,025 Shares 1,250 Est. Cost $11.80 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value $14,985 Shares 87 Est. Cost $230.24 Unrealized +5.2%
VTI VANGUARD INDEX FDS 0.0%
Value $14,842 Shares 54 Est. Cost $289.81 Unrealized
ACH OWENS & MINOR INC NEW 0.0%
Value $13,556 Shares 1,501 Est. Cost $13.33 Unrealized -20.8%
ABT ABBOTT LABS 0.0%
Value $13,265 Shares 100 Est. Cost $102.94 Unrealized +21.9%
SJM SMUCKER J M CO 0.0%
Value $13,144 Shares 111 Est. Cost $106.16 Unrealized -1.7%
VLTO VERALTO CORP 0.0%
Value $12,279 Shares 126 Est. Cost $94.93 Unrealized +4.7%
DOW DOW INC 0.0%
Value $12,003 Shares 344 Est. Cost $46.31 Unrealized -22.3%
MFS CHARTER INCOME TR 0.0%
Value $11,368 Shares 1,813 Est. Cost $6.38 Unrealized
PEP PEPSICO INC 0.0%
Value $10,796 Shares 72 Est. Cost $161.80 Unrealized -11.3%
IP INTERNATIONAL PAPER CO 0.0%
Value $10,670 Shares 200 Est. Cost $52.74 Unrealized 0.0%
SW SMURFIT WESTROCK PLC 0.0%
Value $10,139 Shares 225 Est. Cost $49.54 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value $9,971 Shares 212 Est. Cost $44.38 Unrealized +10.0%
IWO ISHARES TR 0.0%
Value $9,711 Shares 38 Est. Cost $262.55 Unrealized
IPO RENAISSANCE CAP GREENWICH FD 0.0%
Value $9,396 Shares 250 Est. Cost $43.47 Unrealized
F FORD MTR CO 0.0%
Value $9,070 Shares 904 Est. Cost $10.26 Unrealized -10.0%
WHR WHIRLPOOL CORP 0.0%
Value $9,013 Shares 100 Est. Cost $106.04 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value $9,002 Shares 123 Est. Cost $57.63 Unrealized +1.5%
HIW HIGHWOODS PPTYS INC 0.0%
Value $8,892 Shares 300 Est. Cost $29.64 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $8,879 Shares 119 Est. Cost $32.50 Unrealized -1.9%
BTI BRITISH AMERN TOB PLC 0.0%
Value $8,688 Shares 210 Est. Cost $36.32 Unrealized
TSLA TESLA INC 0.0%
Value $8,294 Shares 32 Est. Cost $321.74 Unrealized +3.6%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $8,088 Shares 400 Est. Cost $19.06 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value $7,587 Shares 70 Est. Cost $137.79 Unrealized -8.0%
CTVA CORTEVA INC 0.0%
Value $7,198 Shares 114 Est. Cost $58.42 Unrealized +4.8%
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value $6,829 Shares 325 Est. Cost $21.01 Unrealized
EEM ISHARES TR 0.0%
Value $6,555 Shares 150 Est. Cost $42.59 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $6,395 Shares 17 Est. Cost $379.41 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $6,132 Shares 75 Est. Cost $80.19 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $5,766 Shares 75 Est. Cost $80.79 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $5,257 Shares 85 Est. Cost $92.47 Unrealized +4.6%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value $5,009 Shares 181 Est. Cost $27.55 Unrealized
HSY HERSHEY CO 0.0%
Value $4,618 Shares 27 Est. Cost $159.26 Unrealized 0.0%
UDR UDR INC 0.0%
Value $4,517 Shares 100 Est. Cost $41.39 Unrealized 0.0%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $4,269 Shares 46 Est. Cost $93.83 Unrealized
HANESBRANDS INC 0.0%
Value $4,039 Shares 700 Est. Cost $5.77 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value $3,921 Shares 100 Est. Cost $41.90 Unrealized 0.0%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $3,696 Shares 400 Est. Cost $9.14 Unrealized 0.0%
AMLP ALPS ETF TR 0.0%
Value $3,117 Shares 60 Est. Cost $51.95 Unrealized
META META PLATFORMS INC 0.0%
Value $2,882 Shares 5 Est. Cost $584.74 Unrealized +10.0%
INTC INTEL CORP 0.0%
Value $2,271 Shares 100 Est. Cost $21.88 Unrealized 0.0%
SOBO SOUTH BOW CORP 0.0%
Value $2,170 Shares 85 Est. Cost $24.08 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $2,028 Shares 189 Est. Cost $8.01 Unrealized +30.5%
IVZ INVESCO LTD 0.0%
Value $1,897 Shares 125 Est. Cost $16.43 Unrealized 0.0%
VNT VONTIER CORPORATION 0.0%
Value $1,610 Shares 49 Est. Cost $40.32 Unrealized -9.7%
AA ALCOA CORP 0.0%
Value $1,454 Shares 48 Est. Cost $40.99 Unrealized -15.6%
SOLV SOLVENTUM CORP 0.0%
Value $1,293 Shares 17 Est. Cost $74.47 Unrealized 0.0%
PLUR PLURI INC 0.0%
Value $1,075 Shares 250 Est. Cost $5.64 Unrealized -20.9%
BKR BAKER HUGHES COMPANY 0.0%
Value $779 Shares 18 Est. Cost $39.41 Unrealized +11.1%
KD KYNDRYL HLDGS INC 0.0%
Value $660 Shares 21 Est. Cost $37.48 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value $632 Shares 72 Est. Cost $11.63 Unrealized -13.9%
NRG NRG ENERGY INC 0.0%
Value $452 Shares 5 Est. Cost $91.23 Unrealized +9.7%
ADNT ADIENT PLC 0.0%
Value $348 Shares 27 Est. Cost $19.98 Unrealized -19.6%
WAB WABTEC 0.0%
Value $182 Shares 1 Est. Cost $158.48 Unrealized +20.5%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value $180 Shares 50 Est. Cost $0.90 Unrealized +347.5%