J.E. Simmons & Co., P.C.
Q4 2025 13F Holdings
- Locationdallas, TX
- Num holdings
68
- Value ($000)
$154,262
- Date Filed02/13/2026
- Form type13F-HR
- CIK0002111381
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $34.81M | 23 % | 50,822 | ||
ELECTROMED INC | COM | 285409108 | $14.35M | 9 % | 492,822 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $11.68M | 8 % | 258,276 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $11.6M | 8 % | 426,178 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $9.4M | 6 % | 154,544 | ||
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $8.98M | 6 % | 118,434 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $6.5M | 4 % | 120,910 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.37M | 4 % | 8,748 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A664 | $5.13M | 3 % | 193,988 | ||
BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 | $4.37M | 3 % | 131,348 |
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