SIMA Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$131,295
Net value change ($000)
-220 (-0.2%)
New positions
3
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAE 893 12.6%
SCHR 805 12.4%
USIG 708 7.7%
MBB 566 7.7%
DFAI 379 3.8%
AUB 274 NEW
JIRE 157 1.6%
SPMD 97 4.5%
SPYV 63 1.1%
DFAS 56 5.7%
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,019 -5.2%
SPYG -918 -9.1%
SCHO -683 -18.0%
IGSB -427 -25.7%
IVW -423 -9.3%
VTV -269 -16.3%
SCHG -192 -15.6%
IVE -85 -2.4%
IWY -74 -10.2%
VONG -57 -9.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type