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
101SPDR Series Trust 20415.6K $
102iShares Trust 11915.2K $
103Northwest Bancshares Inc 98712.5K $
104Dominion Energy Inc 20012.4K $
105British American Tobacco PLC 21012.3K $
106AT&T Inc 38711.2K $
107United Parcel Service Inc 11211K $
108Verizon Communications Inc 21610.8K $
109Elevance Health Inc 3610.5K $
110iShares Trust 8910.5K $
111iShares Russell 2000 Growth ETF 3310.4K $
112Abbott Laboratories 10010.3K $
1133M Co 629K $
114iShares MSCI Emerging Markets ETF 1508.5K $
115General Motors Co 1077.9K $
116Ford Motor Co 6597.6K $
117Vanguard Growth ETF 177.5K $
118iShares Trust 666.3K $
119Vanguard Intermediate-Term Corporate Bond ETF 756.2K $
120ALPS ETF Trust 603.2K $
121Warner Bros Discovery Inc 952.6K $
122Grayscale Bitcoin Mini Trust E 571.7K $
123iShares Bitcoin Trust ETF 411.6K $
124PLURI INC 3501.2K $
125Kyndryl Holdings Inc 21276 $
126Clover Health Investments Corp 5088 $