SIMA Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$143,342
Net value change ($000)
+2,213 (1.6%)
New positions
9
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPYG 556 5.3%
IVV 533 2.6%
SPYV 518 8.0%
JAVA 515 7.0%
DFAE 314 3.3%
DFAS 191 15.1%
SCHR 142 2.1%
IVW 132 2.7%
AAPL 86 15.1%
SCHO 85 2.9%
Top Reduces (Value $000, Stocks/ETFs)
SCHM -341 -37.9%
JIRE -216 -2.0%
SPMD -88 -3.3%
SCHV -83 -4.4%
MUB -67 -6.1%
IJH -49 -6.7%
MCD -39 -14.8%
XOM -38 -100.0%
IJR -37 -8.3%
IXUS -34 -9.4%
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