CIK 2111381
J.E. Simmons & Co., P.C.
Institutional 13F holdings & portfolio
Holdings
68
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 68
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 51K | $1M+ | SH |
| ELMD | ELECTROMED INC | 493K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 258K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 426K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 155K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 118K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 121K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 9K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 194K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 131K | $1M+ | SH |
| IUSB | ISHARES TR | 94K | $1M+ | SH |
| QUAL | ISHARES TR | 19K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 84K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 30K | $1M+ | SH |
| HYDB | ISHARES TR | 35K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 27K | $1M+ | SH |
| MINV | MATTHEWS ASIA FDS | 36K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |
| USMV | ISHARES TR | 11K | $1M+ | SH |
| EMXC | ISHARES INC | 14K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 5K | $500K+ | SH |
| GOVT | ISHARES TR | 37K | $500K+ | SH |
| FAS | DIREXION SHS ETF TR | 5K | $500K+ | SH |
| MCH | MATTHEWS ASIA FDS | 27K | $500K+ | SH |
| IEFA | ISHARES TR | 8K | $500K+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 16K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |
| IXUS | ISHARES TR | 8K | $500K+ | SH |
| LLY | ELI LILLY & CO | 625 | $500K+ | SH |
| AAPL | APPLE INC | 2K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| IEMG | ISHARES INC | 8K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| COR | CENCORA INC | 1K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| USD | PROSHARES TR | 8K | $100K–$500K | SH |
| SCHR | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| IEF | ISHARES TR | 4K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 387 | $100K–$500K | SH |
| BAR | GRANITESHARES GOLD TR | 8K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 520 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 471 | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 10K | $100K–$500K | SH |