SIMA Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
12/31/2025
Date filed
5/28/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$131,515
Net value change ($000)
+759 (0.6%)
New positions
0
Sold out positions
35
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,479 26.4%
DFAI 811 8.9%
SPYV 421 7.9%
DFAS 396 68.2%
SPMD 342 18.7%
JIRE 310 3.3%
SCHO 167 4.6%
USIG 155 1.7%
VTV 40 2.5%
IEFA 39 2.4%
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,858 -8.7%
SPYG -359 -3.5%
SCHR -270 -4.0%
IGSB -209 -11.2%
SCHV -144 -7.7%
NSC -101 -62.3%
SCHG -60 -4.6%
GOVT -48 -31.0%
IWB -47 -6.2%
VGT -45 -100.0%
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