SIMA Wealth Partners, LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 143,342
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 138 | 143,342 | 13F-HR | SIMA Wealth Partners, LLC |
| Q2 2026 | 7/28/2026 | 130 | 141,129 | 13F-HR | SIMA Wealth Partners, LLC |
| Q1 2026 | 5/15/2026 | 131 | 131,295 | 13F-HR | SIMA Wealth Partners, LLC |
| Q4 2025 | 5/28/2026 | 130 | 131,515 | 13F-HR | SIMA Wealth Partners, LLC |
| Q3 2025 | 5/28/2026 | 165 | 130,756 | 13F-HR | SIMA Wealth Partners, LLC |
| Q2 2025 | 6/15/2026 | 153 | 123,869 | 13F-HR | SIMA Wealth Partners, LLC |
| Q1 2025 | 6/15/2026 | 184 | 120,448 | 13F-HR | SIMA Wealth Partners, LLC |
| Q4 2024 | 6/15/2026 | 171 | 117,661 | 13F-HR | SIMA Wealth Partners, LLC |
| Q3 2024 | 6/15/2026 | 142 | 115,152 | 13F-HR | SIMA Wealth Partners, LLC |
| Q2 2024 | 6/15/2026 | 171 | 104,888 | 13F-HR | SIMA Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.526 K | 3.2% | 47 | 0 | 47 |
| ETFs | 138.8 K | 96.8% | 2.16 K | 0 | 2.16 K |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
143,342
Holdings
138
QoQ value change ($000)
2,213
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.