SIMA Wealth Partners, LLC
SIMA Wealth Partners, LLC reported 145 holdings worth US$141M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
SIMA Wealth Partners, LLC reported 145 holdings worth US$141M as of Jun 30, 2026. Largest: Philip Morris International Inc, Apple Inc and Atlantic Union Bankshares Corporation. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 145
- Value as reported
- US$141M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Philip Morris International Inc | 4,322 | US$782K | 0.55% |
| Apple Inc | 1,973 | US$571K | 0.40% |
| Atlantic Union Bankshares Corporation | 7,679 | US$325K | 0.23% |
| Johnson & Johnson | 1,250 | US$317K | 0.22% |
| Broadcom Inc. | 810 | US$306K | 0.22% |
| Altria Group, Inc. | 3,997 | US$288K | 0.20% |
| Mcdonald's Corporation | 975 | US$264K | 0.19% |
| Ebay Inc. | 1,500 | US$168K | 0.12% |
| Amazon.com, Inc. | 654 | US$156K | 0.11% |
| Berkshire Hathaway Inc. | 257 | US$129K | 0.09% |
| Parker-hannifin Corporation | 127 | US$124K | 0.09% |
| Emerson Electric Company | 827 | US$118K | 0.08% |
| Coca-cola Company (the) | 810 | US$65,829 | 0.05% |
| Cummins Inc. | 90 | US$64,189 | 0.05% |
| Alphabet Inc (google) Class C | 170 | US$60,753 | 0.04% |
| Procter & Gamble Company (the) | 403 | US$59,096 | 0.04% |
| Stryker Corporation | 176 | US$55,412 | 0.04% |
| General Dynamics Corporation | 120 | US$42,509 | 0.03% |
| Norfolk Southern Corporation | 130 | US$40,897 | 0.03% |
| Mastercard Incorporated | 75 | US$38,520 | 0.03% |
| Exxon Mobil Corporation | 280 | US$38,282 | 0.03% |
| Coinbase Global, Inc. | 257 | US$37,571 | 0.03% |
| International Business Machines Corporation | 125 | US$35,152 | 0.02% |
| Visa Inc. | 100 | US$34,309 | 0.02% |
| Markel Group Inc. | 16 | US$31,249 | 0.02% |
| Microsoft Corp. | 80 | US$29,932 | 0.02% |
| Pepsico, Inc. | 195 | US$26,403 | 0.02% |
| Abbvie Inc. | 100 | US$25,164 | 0.02% |
| Unitedhealth Group Incorporated | 60 | US$24,938 | 0.02% |
| Duke Energy Corporation (holding Company) | 129 | US$16,310 | 0.01% |
| Northwest Bancshares, Inc. | 987 | US$14,963 | 0.01% |
| Elevance Health, Inc. | 36 | US$13,923 | <0.01% |
| Dominion Energy, Inc. | 200 | US$13,658 | <0.01% |
| British American Tobacco P.l.c. | 210 | US$12,970 | <0.01% |
| Yum! Brands, Inc. | 75 | US$11,990 | <0.01% |
| 3m Company | 62 | US$10,039 | <0.01% |
| Ford Mtr Co Del | 659 | US$9,163 | <0.01% |
| Verizon Communications Inc. | 216 | US$9,147 | <0.01% |
| Abbott Laboratories | 100 | US$9,074 | <0.01% |
| General Motors Company | 107 | US$8,217 | <0.01% |
| At&t Inc. | 387 | US$8,017 | <0.01% |
| Invesco Ltd | 125 | US$3,299 | <0.01% |
| Warner Bros. Discovery, Inc. - Series A | 95 | US$2,533 | <0.01% |
| Pluri Inc. | 350 | US$732 | <0.01% |
| Clover Health Investments, Corp. | 50 | US$262 | <0.01% |
| Kyndryl Holdings, Inc. | 21 | US$238 | <0.01% |
| United Parcel Service, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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