SIMA Wealth Partners
SIMA Wealth Partners reported 138 stocks worth $143M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IVV (14.4%), SPYG (7.8%) and DFAI (7.6%). Compared with Q2 2026, the fund opened new positions in XOM and LSAF, added to IVV, SPYG and USIG, trimmed DFAI, JIRE and IVW and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $20.7M | 14.4% | 27K | +100 (+0%) | 8 of 8 | |
| 2 |  SPYG Spdr Series Trust | $11.1M | 7.8% | 90K | +1,569 (+2%) | 8 of 8 | |
| 3 |  DFAI Dimensional Intern Core | $10.9M | 7.6% | 264K | −778 (−0%) | 8 of 8 | |
| 4 |  JIRE J P Morgan Exchange Traded F | $10.3M | 7.2% | 126K | −2,117 (−2%) | 8 of 8 | |
| 5 |  USIG Ishares TR | $10.2M | 7.1% | 209K | +12K (+6%) | 8 of 8 | |
| 6 |  DFAE Dimensional Emerg Core | $10M | 6.9% | 253K | +13K (+6%) | 8 of 8 | |
| 7 |  JAVA J P Morgan Exchange Traded F | $7.9M | 5.5% | 99K | +6,096 (+7%) | 8 of 8 | |
| 8 |  MBB Ishares TR | $7.7M | 5.4% | 86K | +4,755 (+6%) | 8 of 8 | |
| 9 |  SCHR Schwab Strategic TR | $7.1M | 4.9% | 298K | +17K (+6%) | 8 of 8 | |
| 10 |  SPYV State Street | $7M | 4.9% | 115K | +7,883 (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $38K | 280 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SIMA Wealth Partners 13F FAQ
What does SIMA Wealth Partners own?
SIMA Wealth Partners reported 138 stocks worth $143M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IVV (14.4%), SPYG (7.8%) and DFAI (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did SIMA Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 20 added to, 22 trimmed and 1 sold out. New positions include XOM and LSAF. It sold all of XOM.
When will SIMA Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is SIMA Wealth Partners's portfolio worth?
The Q3 2026 filing reports $143M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.