—

J.E. Simmons & Co., P.C.

Q2 2026 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    72

  • Value ($000)

    $177,487

  • Date Filed
    07/15/2026
  • Form type
    13F-HR
  • CIK
    0002111381
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$36.2M
20 %

48,342

E
ELMD

ELECTROMED INC

COM
285409108
$20.47M
12 %

483,822

K
KRE

SPDR SERIES TRUST

ST LON TREAS ETF
78464A664
$12.85M
7 %

489,712

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$12.73M
7 %

409,362

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$12.25M
7 %

232,199

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$10.7M
6 %

157,317

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$7.42M
4 %

160,869

---

BLACKROCK ETF TRUST

ISHA I IN TE ETF
09290C780
$7.07M
4 %

134,090

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$6.39M
4 %

8,682

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$5.77M
3 %

96,696

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 72