SIMA Wealth Partners, LLC reported 48 positions worth $4.52M for the quarter ended Sep 30, 2026, up 0.4% on the prior quarter. It opened 0 new positions, added to 1, trimmed 1 and exited 0. Its largest holding is Philip Morris International Inc. at 18.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | +3 | +7.3% | $142.02 | 0.046% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | -27 | -15.9% | $9.29K | 1.09% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PM Philip Morris International Inc. | Consumer Staples | 4,322 | $824.73K | 18.25% | 0 | 0.0% | Unchanged | 0% |
| 2 | AAPL Apple Inc. | Technology | 1,973 | $657.05K | 14.54% | 0 | 0.0% | Unchanged | 0% |
| 3 | JNJ Johnson & Johnson | Healthcare | 1,250 | $330.93K | 7.32% | 0 | 0.0% | Unchanged | 0% |
| 4 | AUB Atlantic Union Bankshares Corp | Financial Services | 7,679 | $291.42K | 6.45% | 0 | 0.0% | Unchanged | 0.01% |
| 5 | AVGO Broadcom Inc. | Technology | 810 | $284.46K | 6.29% | 0 | 0.0% | Unchanged | 0% |
| 6 | MO Altria Group, Inc. | Consumer Staples | 3,997 | $269.16K | 5.95% | 0 | 0.0% | Unchanged | 0% |
| 7 | MCD Mcdonalds Corp | Consumer Discretionary | 975 | $225.17K | 4.98% | 0 | 0.0% | Unchanged | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 654 | $162.95K | 3.6% | 0 | 0.0% | Unchanged | 0% |
| 9 | EBAY Ebay Inc | Technology | 1,500 | $159.08K | 3.52% | 0 | 0.0% | Unchanged | 0% |
| 10 | EMR Emerson Electric Co | Industrials | 827 | $128.27K | 2.84% | 0 | 0.0% | Unchanged | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 257 | $127.97K | 2.83% | 0 | 0.0% | Unchanged | 0% |
| 12 | PH Parker-Hannifin Corp | Industrials | 127 | $121.34K | 2.68% | 0 | 0.0% | Unchanged | 0% |
| 13 | GLD Spdr Gold Trust | Financial Services | 273 | $103.97K | 2.3% | 0 | 0.0% | Unchanged | 0% |
| 14 | KO Coca Cola Co | Consumer Staples | 810 | $69.73K | 1.54% | 0 | 0.0% | Unchanged | 0% |
| 15 | PG PROCTER & GAMBLE Co | Consumer Staples | 403 | $58.55K | 1.3% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at SIMA Wealth Partners.
As of its Q3 2026 13F filing, SIMA Wealth Partners, LLC’s five largest positions were Philip Morris International Inc. (PM) at 18.2%, Apple Inc. (AAPL) at 14.5%, Johnson & Johnson (JNJ) at 7.3%, Atlantic Union Bankshares Corp (AUB) at 6.4%, Broadcom Inc. (AVGO) at 6.3% of the reported portfolio.
SIMA Wealth Partners, LLC reported a 13F portfolio worth $4.52M across 48 positions for Q3 2026. That is up 0.4% from the previous quarter.
Its largest purchases by value were iShares Bitcoin Trust ETF ($142.02). It opened 0 new positions.
Its largest sales by value were Alphabet Inc. ($9.29K). It exited 0 positions entirely.
From the Form 13F-HR reports SIMA Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.