SIMA Wealth Partners, LLC Diversified Active

Location: North Chesterfield, VA

CIK: 0002135539 · Show all filings

Period: Q2 2024 (Next →)

Filing Date: Jun 15, 2026

Total Value: $105M (100.0% shares, 0.0% debt)

Holdings (171)

IVV ISHARES TR 14.1%
Value $14.8M Shares 27,053 Est. Cost $547.24 Unrealized
DFAI DIMENSIONAL ETF TRUST 7.7%
Value $8.117M Shares 273,576 Est. Cost $29.67 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 6.6%
Value $6.901M Shares 110,237 Est. Cost $62.60 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 6.5%
Value $6.79M Shares 114,573 Est. Cost $59.26 Unrealized
SCHR SCHWAB STRATEGIC TR 6.2%
Value $6.478M Shares 132,834 Est. Cost $48.77 Unrealized
MBB ISHARES TR 5.3%
Value $5.523M Shares 60,153 Est. Cost $91.81 Unrealized
SPYG SPDR SER TR 4.4%
Value $4.576M Shares 57,101 Est. Cost $80.13 Unrealized
USIG ISHARES TR 4.1%
Value $4.335M Shares 86,343 Est. Cost $50.21 Unrealized
IVW ISHARES TR 3.6%
Value $3.814M Shares 41,219 Est. Cost $92.54 Unrealized
DFAE DIMENSIONAL ETF TRUST 3.5%
Value $3.708M Shares 143,336 Est. Cost $25.87 Unrealized
SPYV SPDR SER TR 3.5%
Value $3.705M Shares 76,007 Est. Cost $48.74 Unrealized
IVE ISHARES TR 3.1%
Value $3.253M Shares 17,871 Est. Cost $182.01 Unrealized
SCHO SCHWAB STRATEGIC TR 2.6%
Value $2.774M Shares 57,627 Est. Cost $48.13 Unrealized
IGSB ISHARES TR 2.6%
Value $2.695M Shares 52,594 Est. Cost $51.24 Unrealized
IWD ISHARES TR 2.1%
Value $2.248M Shares 12,882 Est. Cost $174.47 Unrealized
SPMD SPDR SER TR 1.9%
Value $1.969M Shares 38,390 Est. Cost $51.30 Unrealized
VTV VANGUARD INDEX FDS 1.8%
Value $1.918M Shares 11,958 Est. Cost $160.41 Unrealized
SCHV SCHWAB STRATEGIC TR 1.8%
Value $1.904M Shares 25,706 Est. Cost $74.08 Unrealized
IEFA ISHARES TR 1.7%
Value $1.827M Shares 25,151 Est. Cost $72.64 Unrealized
SCHG SCHWAB STRATEGIC TR 1.1%
Value $1.158M Shares 11,485 Est. Cost $100.84 Unrealized
SCHM SCHWAB STRATEGIC TR 1.1%
Value $1.118M Shares 14,368 Est. Cost $77.83 Unrealized
IJR ISHARES TR 1.0%
Value $1.013M Shares 9,498 Est. Cost $106.66 Unrealized
MUB ISHARES TR 0.9%
Value $961K Shares 9,018 Est. Cost $106.55 Unrealized
IJH ISHARES TR 0.6%
Value $652K Shares 11,140 Est. Cost $58.52 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.6%
Value $625K Shares 10,404 Est. Cost $60.08 Unrealized
IDEV ISHARES TR 0.6%
Value $588K Shares 8,959 Est. Cost $65.64 Unrealized
IWY ISHARES TR 0.5%
Value $576K Shares 2,684 Est. Cost $214.52 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value $486K Shares 2,008 Est. Cost $242.10 Unrealized
IEMG ISHARES INC 0.4%
Value $413K Shares 7,721 Est. Cost $53.53 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.4%
Value $401K Shares 3,721 Est. Cost $107.65 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.4%
Value $387K Shares 8,524 Est. Cost $45.40 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value $375K Shares 4,824 Est. Cost $77.77 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value $368K Shares 9,587 Est. Cost $38.42 Unrealized
IWX ISHARES TR 0.3%
Value $339K Shares 4,537 Est. Cost $74.82 Unrealized
IXUS ISHARES TR 0.3%
Value $331K Shares 4,902 Est. Cost $67.56 Unrealized
IGIB ISHARES TR 0.3%
Value $307K Shares 5,984 Est. Cost $51.26 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value $298K Shares 7,913 Est. Cost $37.67 Unrealized
HEFA ISHARES TR 0.3%
Value $293K Shares 8,231 Est. Cost $35.55 Unrealized
QUAL ISHARES TR 0.3%
Value $276K Shares 1,617 Est. Cost $170.76 Unrealized
GOVT ISHARES TR 0.2%
Value $255K Shares 11,299 Est. Cost $22.57 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value $251K Shares 5,089 Est. Cost $49.42 Unrealized
DHR DANAHER CORPORATION 0.2%
Value $250K Shares 1,000 Est. Cost $250.27 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value $236K Shares 925 Est. Cost $255.04 Unrealized 0.0%
USMV ISHARES TR 0.2%
Value $208K Shares 2,474 Est. Cost $83.96 Unrealized
AAPL APPLE INC 0.2%
Value $202K Shares 960 Est. Cost $185.12 Unrealized 0.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value $200K Shares 3,152 Est. Cost $63.54 Unrealized
CMI CUMMINS INC 0.2%
Value $191K Shares 690 Est. Cost $276.13 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.2%
Value $185K Shares 1,264 Est. Cost $141.44 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.2%
Value $172K Shares 800 Est. Cost $224.21 Unrealized 0.0%
AVGO BROADCOM INC 0.2%
Value $161K Shares 100 Est. Cost $137.66 Unrealized 0.0%
IWB ISHARES TR 0.2%
Value $160K Shares 539 Est. Cost $297.54 Unrealized
AMZN AMAZON COM INC 0.1%
Value $155K Shares 804 Est. Cost $183.70 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value $139K Shares 1,708 Est. Cost $81.65 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $136K Shares 1,340 Est. Cost $91.29 Unrealized 0.0%
IYW ISHARES TR 0.1%
Value $135K Shares 900 Est. Cost $150.50 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $133K Shares 2,914 Est. Cost $39.11 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value $129K Shares 354 Est. Cost $364.51 Unrealized
UNP UNION PAC CORP 0.1%
Value $129K Shares 570 Est. Cost $225.50 Unrealized 0.0%
SPSM SPDR SER TR 0.1%
Value $115K Shares 2,767 Est. Cost $41.54 Unrealized
IWP ISHARES TR 0.1%
Value $113K Shares 1,026 Est. Cost $110.35 Unrealized
EFA ISHARES TR 0.1%
Value $113K Shares 1,444 Est. Cost $78.35 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $111K Shares 274 Est. Cost $408.62 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value $107K Shares 967 Est. Cost $107.47 Unrealized 0.0%
IJK ISHARES TR 0.1%
Value $105K Shares 1,193 Est. Cost $88.09 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $93,638 Shares 429 Est. Cost $218.27 Unrealized
IJJ ISHARES TR 0.1%
Value $84,537 Shares 745 Est. Cost $113.47 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value $80,825 Shares 3,043 Est. Cost $26.56 Unrealized
EBAY EBAY INC. 0.1%
Value $80,580 Shares 1,500 Est. Cost $50.72 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value $77,843 Shares 472 Est. Cost $157.20 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value $77,189 Shares 952 Est. Cost $81.08 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $72,716 Shares 941 Est. Cost $77.28 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value $71,859 Shares 1,514 Est. Cost $47.46 Unrealized
IJT ISHARES TR 0.1%
Value $71,814 Shares 559 Est. Cost $128.47 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $69,752 Shares 205 Est. Cost $333.33 Unrealized 0.0%
SDY SPDR SER TR 0.1%
Value $68,296 Shares 537 Est. Cost $127.18 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.1%
Value $66,210 Shares 1,620 Est. Cost $40.87 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value $64,238 Shares 127 Est. Cost $527.65 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $58,508 Shares 1,337 Est. Cost $43.76 Unrealized
FAST FASTENAL CO 0.1%
Value $57,425 Shares 914 Est. Cost $32.62 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.1%
Value $55,353 Shares 96 Est. Cost $576.59 Unrealized
IJS ISHARES TR 0.1%
Value $52,547 Shares 540 Est. Cost $97.31 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $50,926 Shares 100 Est. Cost $473.12 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value $48,447 Shares 989 Est. Cost $47.11 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value $43,002 Shares 200 Est. Cost $215.01 Unrealized
MSFT MICROSOFT CORP 0.0%
Value $41,228 Shares 92 Est. Cost $417.26 Unrealized 0.0%
CHCO CITY HLDG CO 0.0%
Value $39,632 Shares 373 Est. Cost $97.93 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value $39,591 Shares 622 Est. Cost $58.89 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value $39,361 Shares 194 Est. Cost $202.89 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $34,817 Shares 120 Est. Cost $284.04 Unrealized 0.0%
GOOGL ALPHABET INC 0.0%
Value $34,609 Shares 190 Est. Cost $167.35 Unrealized 0.0%
SPTI SPDR SER TR 0.0%
Value $33,905 Shares 1,210 Est. Cost $28.02 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $33,100 Shares 242 Est. Cost $129.99 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value $33,087 Shares 75 Est. Cost $451.62 Unrealized 0.0%
FRDM EA SERIES TRUST 0.0%
Value $32,530 Shares 921 Est. Cost $35.32 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value $32,162 Shares 322 Est. Cost $99.88 Unrealized
VLTO VERALTO CORP 0.0%
Value $31,697 Shares 332 Est. Cost $94.93 Unrealized 0.0%
MDYG SPDR SER TR 0.0%
Value $30,431 Shares 362 Est. Cost $84.06 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $29,932 Shares 260 Est. Cost $110.09 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.0%
Value $27,106 Shares 54 Est. Cost $501.96 Unrealized
V VISA INC 0.0%
Value $26,247 Shares 100 Est. Cost $270.83 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value $25,830 Shares 258 Est. Cost $94.26 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value $25,303 Shares 402 Est. Cost $62.94 Unrealized
MKL MARKEL GROUP INC 0.0%
Value $25,211 Shares 16 Est. Cost $1552.86 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.0%
Value $24,801 Shares 210 Est. Cost $112.57 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value $24,082 Shares 368 Est. Cost $65.15 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value $23,444 Shares 215 Est. Cost $106.16 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value $23,426 Shares 257 Est. Cost $91.15 Unrealized
FTV FORTIVE CORP 0.0%
Value $22,897 Shares 309 Est. Cost $57.63 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $19,756 Shares 479 Est. Cost $36.47 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.0%
Value $19,507 Shares 36 Est. Cost $513.68 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value $19,112 Shares 86 Est. Cost $230.10 Unrealized 0.0%
PROSHARES TR 0.0%
Value $18,432 Shares 800 Est. Cost $23.04 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $18,344 Shares 219 Est. Cost $83.76 Unrealized
IWC ISHARES TR 0.0%
Value $17,479 Shares 153 Est. Cost $114.24 Unrealized
ABBV ABBVIE INC 0.0%
Value $17,152 Shares 100 Est. Cost $157.12 Unrealized 0.0%
IEF ISHARES TR 0.0%
Value $16,296 Shares 174 Est. Cost $93.66 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value $16,067 Shares 196 Est. Cost $81.97 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $15,694 Shares 59 Est. Cost $266.00 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value $15,412 Shares 40 Est. Cost $404.98 Unrealized 0.0%
T AT&T INC 0.0%
Value $15,398 Shares 806 Est. Cost $16.16 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value $13,603 Shares 169 Est. Cost $31.56 Unrealized 0.0%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value $12,699 Shares 313 Est. Cost $40.57 Unrealized
ABT ABBOTT LABS 0.0%
Value $12,678 Shares 122 Est. Cost $102.94 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value $11,546 Shares 70 Est. Cost $162.33 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value $9,977 Shares 38 Est. Cost $262.55 Unrealized
GM GENERAL MTRS CO 0.0%
Value $9,780 Shares 210 Est. Cost $44.38 Unrealized 0.0%
DOW DOW INC 0.0%
Value $8,966 Shares 169 Est. Cost $51.21 Unrealized 0.0%
MET METLIFE INC 0.0%
Value $8,564 Shares 122 Est. Cost $68.14 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value $7,729 Shares 120 Est. Cost $64.41 Unrealized
TOLZ PROSHARES TR 0.0%
Value $7,686 Shares 171 Est. Cost $44.95 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $6,450 Shares 17 Est. Cost $379.41 Unrealized
EEM ISHARES TR 0.0%
Value $6,389 Shares 150 Est. Cost $42.59 Unrealized
MMM 3M CO 0.0%
Value $6,336 Shares 62 Est. Cost $94.27 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value $6,061 Shares 483 Est. Cost $11.13 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $5,995 Shares 75 Est. Cost $79.93 Unrealized
VNT VONTIER CORPORATION 0.0%
Value $4,699 Shares 123 Est. Cost $40.32 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value $4,377 Shares 31 Est. Cost $139.62 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value $4,318 Shares 134 Est. Cost $32.54 Unrealized 0.0%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $4,316 Shares 46 Est. Cost $93.83 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $3,697 Shares 19 Est. Cost $176.15 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $3,581 Shares 15 Est. Cost $236.61 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value $3,421 Shares 72 Est. Cost $45.29 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value $3,219 Shares 26 Est. Cost $121.72 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value $2,614 Shares 22 Est. Cost $118.82 Unrealized
BLACKROCK INC 0.0%
Value $2,362 Shares 3 Est. Cost $787.33 Unrealized
CB CHUBB LIMITED 0.0%
Value $2,296 Shares 9 Est. Cost $252.75 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value $2,160 Shares 8 Est. Cost $52.31 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value $2,126 Shares 27 Est. Cost $78.07 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value $1,980 Shares 13 Est. Cost $152.31 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $1,896 Shares 8 Est. Cost $236.81 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value $1,807 Shares 7 Est. Cost $242.42 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value $1,722 Shares 5 Est. Cost $327.56 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value $1,707 Shares 17 Est. Cost $100.12 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value $1,700 Shares 24 Est. Cost $67.61 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value $1,666 Shares 7 Est. Cost $227.14 Unrealized 0.0%
DON WISDOMTREE TR 0.0%
Value $1,591 Shares 34 Est. Cost $46.79 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $1,480 Shares 19 Est. Cost $78.06 Unrealized 0.0%
PLUR PLURI INC 0.0%
Value $1,445 Shares 250 Est. Cost $5.64 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $1,407 Shares 189 Est. Cost $8.01 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value $1,287 Shares 5 Est. Cost $248.34 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value $1,124 Shares 10 Est. Cost $104.48 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value $1,095 Shares 7 Est. Cost $148.39 Unrealized 0.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $861 Shares 36 Est. Cost $23.92 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $794 Shares 15 Est. Cost $60.70 Unrealized 0.0%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $759 Shares 54 Est. Cost $14.06 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value $438 Shares 17 Est. Cost $25.76 Unrealized
BAC BANK AMERICA CORP 0.0%
Value $358 Shares 9 Est. Cost $36.84 Unrealized 0.0%
FAF FIRST AMERN FINL CORP 0.0%
Value $162 Shares 3 Est. Cost $52.40 Unrealized 0.0%
WAB WABTEC 0.0%
Value $159 Shares 1 Est. Cost $158.48 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value $141 Shares 2 Est. Cost $57.61 Unrealized 0.0%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value $62 Shares 50 Est. Cost $0.90 Unrealized 0.0%