SEC Form 13F

SIMA Wealth Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$141,128,579
Positions130

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$20,163,74426,925
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$10,917,606264,669
SPDR SERIES TRUSTSPYGST STR P500GRW$10,566,04588,798
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$10,538,681127,757
ISHARES TRUSIGUSD INV GRDE ETF$10,133,930197,581
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$9,636,209239,647
ISHARES TRMBBMBS ETF$7,694,89781,410
J P MORGAN EXCHANGE TRADED FJAVAACTIVE VALUE ETF$7,371,31092,826
SCHWAB STRATEGIC TRSCHRINT-TRM U.S TRES$6,917,098280,499
SPDR SERIES TRUSTSPYVST STR P500VAL$6,501,696106,953

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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