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Teresa Douberly

Sima Wealth Partners, Llc

Assets Managed
$131.295M
Holdings
131
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sima Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 131 positions.

Assets under management

The assets under management (AUM) of Sima Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 131.295M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
New Position
14.17%
$18.598M
28,472 shares@ $653.21 avg price
DFAI
Dimensional International Co
Recent Activity
New Position
7.86%
$10.313M
264,719 shares@ $38.97 avg price
USIG
Ishares Broad Usd Investment
Recent Activity
New Position
7.56%
$9.92M
193,640 shares@ $51.23 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
New Position
7.51%
$9.851M
130,059 shares@ $75.75 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
New Position
6.96%
$9.126M
93,205 shares@ $97.91 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
New Position
6.08%
$7.974M
235,507 shares@ $33.87 avg price
MBB
Ishares Mbs Etf
Recent Activity
New Position
6.06%
$7.954M
83,770 shares@ $94.96 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
New Position
5.55%
$7.284M
292,394 shares@ $24.92 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
New Position
5.18%
$6.798M
94,742 shares@ $71.75 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
New Position
4.43%
$5.81M
102,691 shares@ $56.59 avg price

1-10 of 131