SIMA Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$141,129
Net value change ($000)
+9,834 (7.5%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 1,662 20.8%
IVV 1,566 8.4%
SPYG 1,440 15.8%
IVW 742 18.0%
SPYV 692 11.9%
JIRE 688 7.0%
DFAI 605 5.9%
JAVA 573 8.4%
SPMD 432 19.0%
DFAS 234 22.7%
Top Reduces (Value $000, Stocks/ETFs)
SCHR -367 -5.0%
MBB -259 -3.3%
IGSB -191 -15.5%
SCHO -187 -6.0%
MCD -70 -21.0%
SHY -27 -20.1%
PEP -24 -48.0%
IGIB -19 -6.5%
VMBS -19 -5.2%
GOVT -18 -18.8%
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