SIMA Wealth Partners, LLC

Q1 2025 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
3/31/2025
Date filed
6/15/2026
Form type
13F-HR
Num holdings
184
Total value ($000)
$120,448
Net value change ($000)
+2,787 (2.4%)
New positions
21
Sold out positions
8
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/15/2026 Next filing: 6/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
JIRE 1,204 17.8%
USIG 1,012 14.7%
MBB 531 7.6%
DFAI 507 6.6%
SPYV 420 11.6%
SCHO 302 10.2%
PM 301 32.5%
DFAE 251 6.4%
JAVA 230 3.9%
MO 57 12.3%
Top Reduces (Value $000, Stocks/ETFs)
IVW -359 -8.7%
SCHR -174 -2.1%
SPYG -169 -1.9%
SCHG -169 -14.2%
SPMD -166 -7.3%
IGSB -159 -5.7%
SCHM -125 -11.1%
DHR -119 -60.4%
IEFA -106 -6.1%
IJR -82 -18.6%
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