SIMA Wealth Partners, LLC

Q3 2024 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
9/30/2024
Date filed
6/15/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$115,152
Net value change ($000)
+10,264 (9.8%)
New positions
1
Sold out positions
30
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/15/2026 Next filing: 6/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IVV 2,195 14.8%
SPYG 1,690 36.9%
SCHR 1,056 16.3%
MBB 1,001 18.1%
JIRE 973 14.1%
DFAI 875 10.8%
USIG 845 19.5%
DFAE 452 12.2%
SPMD 290 14.7%
IVE 255 7.8%
Top Reduces (Value $000, Stocks/ETFs)
IWD -904 -40.2%
IJR -228 -22.5%
DFAS -57 -9.1%
FMX -34 -8.5%
IWP -22 -19.5%
IWM -20 -51.3%
CINF -18 -72.0%
IXUS -18 -5.4%
VNQ -18 -100.0%
VNQI -13 -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