SIMS INVESTMENT MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, SIMS INVESTMENT MANAGEMENT, LLC held in its portfolio 43 assets valued at $282,926,559 (i.e. $282.93M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($92.04M), SCHWAB STRATEGIC TR ($52.16M), and GLOBAL X FDS ($19.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SIMS INVESTMENT MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 3420432 | 92043826 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 1831359 | 52157102 | US SML CAP ETF |
| GLOBAL X FDS | 1111105 | 19633233 | NASDAQ 100 COVER |
| SCHWAB STRATEGIC TR | 619658 | 16997215 | US DIVIDEND EQ |
| GLOBAL X FDS | 412816 | 16772694 | S&P 500 COVERED |
| JOHN HANCOCK EXCHANGE TRADED | 321946 | 13518511 | MULTIFACTR SML |
| INVESCO EXCH TRADED FD TR II | 47149 | 11925050 | NASDAQ 100 ETF |
| SCHWAB STRATEGIC TR | 410843 | 10012234 | SHT TM US TRES |
| INVESCO QQQ TR | 12268 | 7536621 | UNIT SER 1 |
| EATON VANCE TAX-MANAGED BUY- | 388911 | 5584762 | COM |
| VANECK ETF TRUST | 11990 | 4318084 | SEMICONDUCTR ETF |
| UBER TECHNOLOGIES INC | 45602 | 3726139 | COM |
| ISHARES TR | 40225 | 3506043 | 20 YR TR BD ETF |
| VANGUARD SCOTTSDALE FDS | 33458 | 2667643 | SHRT TRM CORP BD |
| TESLA INC | 5878 | 2643486 | COM |
| VANGUARD INDEX FDS | 3548 | 2224898 | S&P 500 ETF SHS |
| META PLATFORMS INC | 2819 | 1860794 | CL A |
| CARNIVAL CORP | 55829 | 1705018 | UNIT 99/99/9999 |
| EATON VANCE TAX MNGED BUY WR | 100475 | 1534253 | COM |
| PURSUIT ATTRACTIONS AND HOSP | 36898 | 1242725 | COM |
| NVIDIA CORPORATION | 5415 | 1009898 | COM |
| NUVEEN S&P 500 BUY-WRITE INC | 60100 | 883470 | COM |
| APPLE INC | 2943 | 800076 | COM |
| SCHWAB STRATEGIC TR | 24180 | 727093 | US MID-CAP ETF |
| UNITEDHEALTH GROUP INC | 2201 | 726680 | COM |
| VANGUARD BD INDEX FDS | 9649 | 714713 | TOTAL BND MRKT |
| MICROSOFT CORP | 1384 | 669330 | COM |
| ALPHABET INC | 1882 | 589066 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 1089 | 547386 | CL B NEW |
| VANGUARD WORLD FD | 706 | 532169 | INF TECH ETF |
| SIX FLAGS ENTERTAINMENT CORP | 33000 | 506220 | COM |
| AMERICAN FINL GROUP INC OHIO | 3654 | 499431 | COM |
| AMAZON COM INC | 1698 | 391960 | COM |
| DISNEY WALT CO | 3011 | 342534 | COM |
| BROADCOM INC | 863 | 298684 | COM |
| VANGUARD INDEX FDS | 889 | 298070 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 891 | 287098 | COM |
| ROYAL CARIBBEAN GROUP | 1010 | 281709 | COM |
| VANGUARD INDEX FDS | 1033 | 266471 | SMALL CP ETF |
| EXXON MOBIL CORP | 2205 | 265350 | COM |
| ISHARES TR | 2282 | 259509 | SP SMCP600VL ETF |
| ELI LILLY & CO | 201 | 216011 | COM |
| GENERAL MTRS CO | 2500 | 203300 | COM |
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