SIMA Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
9/30/2025
Date filed
5/28/2026
Form type
13F-HR
Num holdings
165
Total value ($000)
$130,756
Net value change ($000)
—
New positions
165
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
IVV 21,475 —
SPYG 10,403 —
JIRE 9,384 —
DFAI 9,123 —
USIG 9,057 —
MBB 7,393 —
JAVA 6,889 —
SCHR 6,749 —
DFAE 5,602 —
SPYV 5,326 —
Top Reduces (Value $000, Stocks/ETFs)
—
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