J.E. Simmons & Co., P.C. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, J.E. Simmons & Co., P.C. held in its portfolio 67 assets valued at $154,261,876 (i.e. $154.26M).
The most valuable assets in the portfolio included: ISHARES TR ($34.81M), ELECTROMED INC ($14.35M), and SCHWAB STRATEGIC TR ($12.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
J.E. Simmons & Co., P.C. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 50822 | 34810021 | CORE S&P500 ETF |
| ELECTROMED INC | 492822 | 14350977 | COM |
| SCHWAB STRATEGIC TR | 274021 | 12378098 | FUNDAMENTAL INTL |
| SCHWAB STRATEGIC TR | 426178 | 11596303 | FUNDAMENTAL US L |
| BLACKROCK ETF TRUST | 154544 | 9397821 | ISHARES US EQUIT |
| VANGUARD SCOTTSDALE FDS | 118434 | 8983219 | LG-TERM COR BD |
| VANGUARD INTL EQUITY INDEX F | 120910 | 6500147 | FTSE EMR MKT ETF |
| INVESCO QQQ TR | 8748 | 5373984 | UNIT SER 1 |
| SPDR SERIES TRUST | 193988 | 5134862 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 131348 | 4373888 | ISHARES A I INNO |
| ISHARES TR | 93509 | 4351909 | CORE UNIVRSL USD |
| ISHARES TR | 18965 | 3766828 | MSCI USA QLT FCT |
| SCHWAB STRATEGIC TR | 84395 | 2752965 | US LCAP GR ETF |
| VANGUARD TAX-MANAGED FDS | 29752 | 1858628 | VAN FTSE DEV MKT |
| ISHARES TR | 34831 | 1649248 | HIGH YLD SYSTM B |
| BLACKROCK ETF TRUST II | 27094 | 1429750 | ISHARES FLEXIBLE |
| MATTHEWS ASIA FDS | 36420 | 1285808 | ASIA INNOV ACTIV |
| JPMORGAN CHASE & CO. | 3418 | 1101376 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2190 | 1100804 | CL B NEW |
| SCHWAB STRATEGIC TR | 44373 | 1066727 | INTL EQTY ETF |
| ISHARES TR | 11269 | 1061089 | MSCI USA MIN VOL |
| ISHARES INC | 14315 | 1040380 | MSCI EMRG CHN |
| NVIDIA CORPORATION | 4788 | 892962 | COM |
| ISHARES TR | 37197 | 856461 | US TREAS BD ETF |
| DIREXION SHS ETF TR | 4800 | 807984 | DLY FIN BULL NEW |
| MATTHEWS ASIA FDS | 27289 | 769714 | CHINA ACTIVE ETF |
| ISHARES TR | 7944 | 710679 | CORE MSCI EAFE |
| MICROSOFT CORP | 1418 | 685960 | COM |
| ISHARES TR | 6825 | 681681 | CORE US AGGBD ET |
| ISHARES TR | 7972 | 674750 | CORE MSCI TOTAL |
| ELI LILLY & CO | 625 | 671675 | COM |
| APPLE INC | 2445 | 664698 | COM |
| AMAZON COM INC | 2763 | 637756 | COM |
| ISHARES INC | 8284 | 556850 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 1559 | 522686 | TOTAL STK MKT |
| CENCORA INC | 1333 | 450221 | COM |
| ALPHABET INC | 1414 | 443722 | CAP STK CL C |
| PROSHARES TR | 8424 | 442344 | PSHS ULT SEMICDT |
| SCHWAB STRATEGIC TR | 17073 | 428191 | INT-TRM U.S TRES |
| ISHARES TR | 4226 | 406372 | 7-10 YR TRSY BD |
| WW GRAINGER INC | 387 | 390502 | COM |
| GRANITESHARES GOLD TR | 8250 | 350543 | SHS BEN INT |
| JOHNSON & JOHNSON | 1638 | 338984 | COM |
| VANGUARD INDEX FDS | 520 | 326108 | S&P 500 ETF SHS |
| BANK AMERICA CORP | 5921 | 325655 | COM |
| SCHWAB STRATEGIC TR | 11719 | 321452 | US DIVIDEND EQ |
| SPDR S&P 500 ETF TR | 471 | 321184 | TR UNIT |
| ALPHABET INC | 1005 | 314565 | CAP STK CL A |
| SPROTT ASSET MANAGEMENT LP | 9500 | 313690 | PHYSICAL GOLD TR |
| META PLATFORMS INC | 474 | 312883 | CL A |
| ABBOTT LABS | 2454 | 307462 | COM |
| NETFLIX INC | 3195 | 299563 | COM |
| AMGEN INC | 880 | 288033 | COM |
| MARSH & MCLENNAN COS INC | 1524 | 282732 | COM |
| TESLA INC | 622 | 279726 | COM |
| SCHWAB STRATEGIC TR | 11815 | 276117 | US AGGREGATE B |
| MERCK & CO INC | 2524 | 265676 | COM |
| ISHARES TR | 10769 | 261471 | IBONDS 27 ETF |
| ISHARES TR | 10262 | 261219 | IBDS DEC28 ETF |
| ISHARES TR | 10780 | 261199 | IBONDS DEC2026 |
| BROADCOM INC | 739 | 255768 | COM |
| MICROCHIP TECHNOLOGY INC. | 3909 | 249081 | COM |
| GOLDMAN SACHS GROUP INC | 278 | 244362 | COM |
| ISHARES TR | 1504 | 223630 | CORE S&P TTL STK |
| ABBVIE INC | 905 | 206783 | COM |
| ISHARES TR | 1950 | 204750 | GLOBAL TECH ETF |
| BED BATH & BEYOND INC | 20000 | 109200 | COM |
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