SIMA Wealth Partners, LLC

Q2 2025 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
6/30/2025
Date filed
6/15/2026
Form type
13F-HR
Num holdings
153
Total value ($000)
$123,869
Net value change ($000)
+3,421 (2.8%)
New positions
1
Sold out positions
31
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/15/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
IVV 1,528 8.2%
USIG 1,005 12.7%
SPYG 919 10.7%
SPYV 895 22.2%
JIRE 830 10.4%
DFAE 597 14.4%
IWB 542 328.5%
VONG 513 12825.0%
JAVA 469 7.7%
IVW 464 12.3%
Top Reduces (Value $000, Stocks/ETFs)
SCHR -1,052 -13.0%
IGSB -592 -22.6%
SPMD -413 -19.6%
VTV -407 -21.0%
IWD -375 -69.2%
PM -375 -30.6%
SO -348 -100.0%
SCHM -282 -28.1%
MO -254 -48.9%
CEG -168 -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