SIMA Wealth Partners, LLC

NORTH CHESTERFIELD, VA · CIK 2135539 · 13F filing filed 2026-07-28

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$156.7m
Staff6 · 4 in investment roles
Main clients (by assets)High net worth individuals 80%, Individuals 13%, Pension plans 5%
Main officeRichmond, VA
Websitesimafinancialgroup.com
Form ADV · 2026-09-14SEC adviser record

Kindasset owner, wealth
Others nearbyRichmond, VA
FamilySIMA Wealth Partners, LLC · 2 related pages

$141.1m reported value +7.5% vs Q1 2026

130positions

71.2%in top 10

0 new 14 added 37 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	26,925	$20.2m14.29%	14.29%	Reduced -1.5k	-1,547 -5.4%
2	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	264,669	$10.9m7.74%	7.74%	Reduced -50	-50 -0.0%
3	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	88,798	$10.6m7.49%	7.49%	Reduced -4.4k	-4,407 -4.7%
4	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	127,757	$10.5m7.47%	7.47%	Reduced -2.3k	-2,302 -1.8%
5	ISHARES TR USD INV GRDE ETF USIG	USIG	197,581	$10.1m7.18%	7.18%	Added +3.9k	+3,941 2.0%
6	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	239,647	$9.6m6.83%	6.83%	Added +4.1k	+4,140 1.8%
7	ISHARES TR MBS ETF MBB	MBB	81,410	$7.7m5.45%	5.45%	Reduced -2.4k	-2,360 -2.8%
8	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	92,826	$7.4m5.22%	5.22%	Reduced -1.9k	-1,916 -2.0%
9	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	280,499	$6.9m4.90%	4.90%	Reduced -11.9k	-11,895 -4.1%
10	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	106,953	$6.5m4.61%	4.61%	Added +4.3k	+4,262 4.2%
11	ISHARES TR S&P 500 GRWT ETF IVW	IVW	35,338	$4.9m3.44%	3.44%	Reduced -1.1k	-1,068 -2.9%
12	ISHARES TR S&P 500 VAL ETF IVE	IVE	15,138	$3.4m2.44%	2.44%	Reduced -1.1k	-1,068 -6.6%
13	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	120,850	$2.9m2.07%	2.07%	Reduced -7.1k	-7,056 -5.5%
14	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	40,008	$2.7m1.92%	1.92%	Added +1.7k	+1,652 4.3%
15	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	54,238	$1.9m1.34%	1.34%	Reduced -600	-600 -1.1%
16	ISHARES TR CORE MSCI EAFE IEFA	IEFA	18,320	$1.8m1.25%	1.25%	Reduced -138	-138 -0.8%
17	VANGUARD INDEX FDS VALUE ETF VTV	VTV	7,016	$1.5m1.08%	1.08%	Unchanged
18	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	15,390	$1.3m0.90%	0.90%	Added +862	+862 5.9%
19	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	33,072	$1.1m0.79%	0.79%	Reduced -2.7k	-2,683 -7.5%
20	ISHARES TR NATIONAL MUN ETF MUB	MUB	10,200	$1.1m0.78%	0.78%	Unchanged
21	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	19,854	$1.0m0.74%	0.74%	Reduced -3.6k	-3,585 -15.3%
22	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	24,418	$900.3k0.64%	0.64%	Reduced -330	-330 -1.3%
23	PHILIP MORRIS INTL INC COM PM	PM	4,322	$781.9k0.55%	0.55%	Reduced -160	-160 -3.6%
24	ISHARES TR RUS TP200 GR ETF IWY	IWY	2,634	$765.5k0.54%	0.54%	Unchanged
25	ISHARES TR CORE S&P MCP ETF IJH	IJH	9,415	$726.0k0.51%	0.51%	Reduced -507	-507 -5.1%
26	ISHARES TR RUS 1000 ETF IWB	IWB	1,617	$662.2k0.47%	0.47%	Reduced -267	-267 -14.2%
27	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	4,734	$605.1k0.43%	0.43%	Unchanged
28	ISHARES INC CORE MSCI EMKT IEMG	IEMG	7,238	$599.6k0.42%	0.42%	Added +43	+43 0.6%
29	APPLE INC COM AAPL	AAPL	1,973	$570.9k0.40%	0.40%	Unchanged
30	VANGUARD INDEX FDS MID CAP ETF VO	VO	6,999	$563.9k0.40%	0.40%	Reduced -17	-17 -0.2%
31	ISHARES TR CORE MSCI INTL IDEV	IDEV	6,288	$559.7k0.40%	0.40%	Reduced -100	-100 -1.6%
32	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	18,598	$515.2k0.37%	0.37%	Added +523	+523 2.9%
33	ISHARES TR RUS TP200 VL ETF IWX	IWX	4,537	$477.1k0.34%	0.34%	Unchanged
34	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,016	$447.3k0.32%	0.32%	Reduced -185	-185 -5.8%
35	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	3,800	$362.7k0.26%	0.26%	Added +78	+78 2.1%
36	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	11,418	$362.1k0.26%	0.26%	Added +5	+5 0.0%
37	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,617	$354.8k0.25%	0.25%	Unchanged
38	ISHARES TR HDG MSCI EAFE HEFA	HEFA	7,479	$350.9k0.25%	0.25%	Unchanged
39	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	6,752	$349.6k0.25%	0.25%	Unchanged
40	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	7,444	$348.5k0.25%	0.25%	Reduced -379	-379 -4.8%
41	ATLANTIC UN BANKSHARES CORP COM AUB	AUB	7,679	$324.9k0.23%	0.23%	Unchanged
42	JOHNSON & JOHNSON COM JNJ	JNJ	1,250	$317.5k0.22%	0.22%	Unchanged
43	BROADCOM INC COM AVGO	AVGO	810	$306.0k0.22%	0.22%	Unchanged
44	ALTRIA GROUP INC COM MO	MO	3,997	$287.6k0.20%	0.20%	Reduced -150	-150 -3.6%
45	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	5,107	$271.6k0.19%	0.19%	Reduced -363	-363 -6.6%
46	MCDONALDS CORP COM MCD	MCD	975	$263.6k0.19%	0.19%	Reduced -100	-100 -9.3%
47	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	2,462	$221.9k0.16%	0.16%	Unchanged
48	ISHARES TR U.S. TECH ETF IYW	IYW	850	$214.4k0.15%	0.15%	Unchanged
49	ISHARES TR MSCI USA MIN VOL USMV	USMV	2,197	$211.9k0.15%	0.15%	Unchanged
50	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	2,912	$207.5k0.15%	0.15%	Unchanged
51	ISHARES TR RUS 1000 VAL ETF IWD	IWD	826	$200.3k0.14%	0.14%	Reduced -29	-29 -3.4%
52	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,416	$175.8k0.12%	0.12%	Unchanged
53	EBAY INC. COM EBAY	EBAY	1,500	$167.6k0.12%	0.12%	Unchanged
54	AMAZON COM INC COM AMZN	AMZN	654	$155.9k0.11%	0.11%	Unchanged
55	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	203	$151.6k0.11%	0.11%	Unchanged
56	ISHARES TR MSCI EAFE ETF EFA	EFA	1,444	$150.0k0.11%	0.11%	Unchanged
57	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	2,444	$141.0k0.10%	0.10%	Unchanged
58	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	257	$128.6k0.09%	0.09%	Unchanged
59	PARKER-HANNIFIN CORP COM PH	PH	127	$124.2k0.09%	0.09%	Unchanged
60	ISHARES TR S&P MC 400GR ETF IJK	IJK	1,043	$122.5k0.09%	0.09%	Reduced -95	-95 -8.3%
61	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	3,375	$122.4k0.09%	0.09%	Added +13	+13 0.4%
62	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	4,173	$120.9k0.09%	0.09%	Added +647	+647 18.4%
63	EMERSON ELEC CO COM EMR	EMR	827	$118.4k0.08%	0.08%	Unchanged
64	ISHARES TR 1 3 YR TREAS BD SHY	SHY	1,300	$106.8k0.08%	0.08%	Reduced -320	-320 -19.8%
65	SPDR GOLD TR GOLD SHS GLD	GLD	273	$100.6k0.07%	0.07%	Unchanged
66	J P MORGAN EXCHANGE TRADED F US VALUE FACTR JVAL	JVAL	1,620	$95.0k0.07%	0.07%	Unchanged
67	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	590	$87.2k0.06%	0.06%	Reduced -30	-30 -4.8%
68	ISHARES TR S&P SML 600 GWT IJT	IJT	466	$83.3k0.06%	0.06%	Reduced -70	-70 -13.1%
69	SPDR SER TR S&P DIVID ETF SDY	SDY	537	$81.7k0.06%	0.06%	Unchanged
70	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	1,085	$79.1k0.06%	0.06%	Unchanged
71	ISHARES TR US TREAS BD ETF GOVT	GOVT	3,435	$78.2k0.06%	0.06%	Reduced -739	-739 -17.7%
72	ISHARES TR CORE S&P TTL STK ITOT	ITOT	473	$77.7k0.06%	0.06%	Unchanged
73	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	1,273	$76.0k0.05%	0.05%	Unchanged
74	VANGUARD INDEX FDS SMALL CP ETF VB	VB	241	$73.2k0.05%	0.05%	Unchanged
75	COCA COLA CO COM KO	KO	810	$65.8k0.05%	0.05%	Reduced -225	-225 -21.7%
76	CUMMINS INC COM CMI	CMI	90	$64.2k0.05%	0.05%	Unchanged
77	ALPHABET INC CAP STK CL A GOOGL	GOOGL	170	$60.8k0.04%	0.04%	Unchanged
78	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	88	$60.7k0.04%	0.04%	Reduced -10	-10 -10.2%
79	PROCTER AND GAMBLE CO COM PG	PG	403	$59.1k0.04%	0.04%	Unchanged
80	STRYKER CORPORATION COM SYK	SYK	176	$55.4k0.04%	0.04%	Unchanged
81	ISHARES TR RUS MID CAP ETF IWR	IWR	486	$53.6k0.04%	0.04%	Unchanged
82	GENERAL DYNAMICS CORP COM GD	GD	120	$42.5k0.03%	0.03%	Unchanged
83	NORFOLK SOUTHN CORP COM NSC	NSC	130	$40.9k0.03%	0.03%	Unchanged
84	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	1,129	$40.8k0.03%	0.03%	Added +10	+10 0.9%
85	MASTERCARD INCORPORATED CL A MA	MA	75	$38.5k0.03%	0.03%	Unchanged
86	EXXON MOBIL CORP COM XOM	XOM	280	$38.3k0.03%	0.03%	Unchanged
87	COINBASE GLOBAL INC COM CL A COIN	COIN	257	$37.6k0.03%	0.03%	Unchanged
88	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	321	$36.0k0.03%	0.03%	Unchanged
89	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	125	$35.2k0.02%	0.02%	Unchanged
90	VISA INC COM CL A V	V	100	$34.3k0.02%	0.02%	Unchanged
91	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,159	$34.1k0.02%	0.02%	Added +24	+24 2.1%
92	MARKEL GROUP INC COM MKL	MKL	16	$31.2k0.02%	0.02%	Unchanged
93	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	1,086	$30.8k0.02%	0.02%	Unchanged
94	MICROSOFT CORP COM MSFT	MSFT	80	$29.9k0.02%	0.02%	Unchanged
95	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	212	$27.9k0.02%	0.02%	Unchanged
96	PEPSICO INC COM PEP	PEP	195	$26.4k0.02%	0.02%	Reduced -125	-125 -39.1%
97	ABBVIE INC COM ABBV	ABBV	100	$25.2k0.02%	0.02%	Unchanged
98	UNITEDHEALTH GROUP INC COM UNH	UNH	60	$24.9k0.02%	0.02%	Reduced -40	-40 -40.0%
99	ISHARES TR RUSSELL 2000 ETF IWM	IWM	73	$21.9k0.02%	0.02%	Unchanged
100	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	247	$19.5k0.01%	0.01%	Reduced -4	-4 -1.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UNITED PARCEL SERVICE INC UPS	UPS	112	$11.0k112 shares