Holdings
SIMA Wealth Partners, LLC
As of Jun 30, 2026, SIMA Wealth Partners, LLC reported 46 positions worth US$4.4M. Largest: Philip Morris International Inc, Apple Inc and Atlantic Union Bankshares Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Philip Morris International Inc | 4,322 | US$782K | −160 | Jun 30, 2026 |
| Apple Inc | 1,973 | US$571K | no change | Jun 30, 2026 |
| Atlantic Union Bankshares Corporation | 7,679 | US$325K | no change | Jun 30, 2026 |
| Johnson & Johnson | 1,250 | US$317K | no change | Jun 30, 2026 |
| Broadcom Inc. | 810 | US$306K | no change | Jun 30, 2026 |
| Altria Group, Inc. | 3,997 | US$288K | −150 | Jun 30, 2026 |
| Mcdonald's Corporation | 975 | US$264K | −100 | Jun 30, 2026 |
| Ebay Inc. | 1,500 | US$168K | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 654 | US$156K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 257 | US$129K | no change | Jun 30, 2026 |