Titelia

Holdings of SIMA Wealth Partners, LLC

126 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.8 % of the equity sleeve

Sector breakdown

  • Funds 23.3 %
  • Consumer staples 0.9 %
  • Technology 0.6 %
  • Consumer discretionary 0.5 %
  • Health care 0.3 %
  • Industrials 0.3 %
  • Financials 0.2 %
  • Communication 0.1 %
  • Unattributed 73.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US125130.4M $99.99 %
2GB112.3K $0.01 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 28,47218.6M $
2Dimensional ETF Trust 264,71910.3M $
3iShares Broad USD Investment Grade Corporate Bond ETF 193,6409.9M $
4JPMorgan International Research Enhanced Equity ETF 130,0599.9M $
5SPDR Series Trust 93,2059.1M $
6Dimensional ETF Trust 235,5078M $
7iShares MBS ETF 83,7708M $
8Schwab Intermediate-Term U.S. Treasury ETF 292,3947.3M $
9J.P. MORGAN EXCHANGE-TRADED FUND TRUST 94,7426.8M $
10SPDR Series Trust 102,6915.8M $
11iShares Trust 36,4064.1M $
12iShares Trust 16,2063.4M $
13Schwab Short-Term U.S. Treasury ETF 127,9063.1M $
14SPDR Series Trust 38,3562.3M $
15Schwab Strategic Trust 54,8381.7M $
16iShares Core MSCI EAFE ETF 18,4581.7M $
17Vanguard Value ETF 7,0161.4M $
18iShares Trust 23,4391.2M $
19iShares National Muni Bond ETF 10,2001.1M $
20Schwab Strategic Trust 35,7551M $
21Dimensional U S Small Cap ETF 14,5281M $
22Philip Morris International Inc. 4,482741.1K $
23iShares Trust 1,884671.8K $
24iShares Core S&P Mid-Cap ETF 9,922670K $
25iShares Russell Top 200 Growth 2,634655.4K $
26iShares Core MSCI International Developed Markets ETF 6,388533.9K $
27Vanguard Russell 1000 Growth ETF 4,734519.3K $
28Vanguard Mid-Cap ETF 1,754503.7K $
29iShares Core MSCI Emerging Markets ETF 7,195501.9K $
30Apple Inc 1,973500.7K $
31Schwab International Equity ETF 18,075447.4K $
32iShares Trust 4,537420.4K $
33iShares Core S&P Small-Cap ETF 3,201397.9K $
34Vanguard Scottsdale Funds 7,823367.3K $
35Schwab US Dividend Equity ETF 11,413350.2K $
36McDonald's Corp. 1,075334.1K $
37iShares Core MSCI Total International Stock ETF 3,722322.5K $
38iShares Trust 7,479317.8K $
39State Street SPDR Portfolio Emerging Markets ETF 6,752316.7K $
40iShares Trust 1,617310.2K $
41Johnson & Johnson 1,250305.6K $
42iShares 5-10 Year Investment Grade Corporate Bond ETF 5,470291.1K $
43Atlantic Union Bankshares Corp 7,679274.4K $
44Altria Group, Inc. 4,147273.7K $
45Broadcom Inc 810250.7K $
46iShares MSCI USA Min Vol Factor ETF 2,197203.7K $
47Vanguard FTSE Developed Markets ETF 2,912186.6K $
48Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 2,462185.2K $
49iShares Trust 855182.8K $
50iShares U.S. Technology ETF 850154.2K $
51iShares Russell 1000 Growth ETF 354150.9K $
52iShares MSCI EAFE ETF 1,444140.3K $
53eBay Inc 1,500136.5K $
54Amazon.com Inc 654136.2K $
55iShares Trust 1,620133.8K $
56State Street SPDR S&P 500 ETF Trust 203132K $
57Berkshire Hathaway Inc 257123.2K $
58SPDR Series Trust 2,444118.1K $
59SPDR Gold Shares 273117.5K $
60iShares S&P Mid-Cap 400 Growth ETF 1,138114.5K $
61Parker-Hannifin Corp 127113.7K $
62Schwab Emerging Markets Equity ETF 3,362110.8K $
63Emerson Electric Co. 827108.4K $
64iShares Trust 4,17495.6K $
65Schwab US Broad Market ETF 3,52688.5K $
66iShares S&P Mid-Cap 400 Value ETF 62082.2K $
67Coca-Cola Co/The 1,03578.7K $
68State Street SPDR S&P Dividend ETF 53778.4K $
69iShares S&P Small-Cap 600 Growth ETF 53677.6K $
70Vanguard International Equity Index Funds 1,27368.8K $
71iShares Core S&P Total U.S. Stock Market ETF 47367.4K $
72Vanguard Small-Cap ETF 24163.2K $
73Freedom 100 Emerging Markets E 1,08559.3K $
74Vanguard S&P 500 ETF 9858.8K $
75Procter & Gamble Co/The 40358.2K $
76Stryker Corp 17657.8K $
77PepsiCo Inc 32049.7K $
78Alphabet Inc 17048.9K $
79Cummins Inc 9048.4K $
80Exxon Mobil Corp 28047.5K $
81iShares Trust 48647.3K $
82Coinbase Global Inc 25744.9K $
83General Dynamics Corp 12041.2K $
84Mastercard Inc 7537.5K $
85Norfolk Southern Corp 13037.3K $
86Schwab U.S. Small-Cap ETF 1,11932.5K $
87State Street SPDR Portfolio Intermediate Term Treasury ETF 1,08631.1K $
88Markel Group Inc 1630.6K $
89International Business Machines Corp. 12530.3K $
90Visa Inc 10030.2K $
91Microsoft Corp 8029.7K $
92Schwab U.S. Large-Cap ETF 1,13529.1K $
93UnitedHealth Group Inc 10027.1K $
94Vanguard Financials ETF 21225.6K $
95Yum! Brands Inc 15023.3K $
96AbbVie Inc 10021.7K $
97VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 25119.9K $
98iShares Russell 2000 ETF 7318.1K $
99Duke Energy Corp 12916.9K $
100iShares Core Dividend Growth ETF 23716.6K $