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Manager record

SIMA Wealth Partners, LLC

North Chesterfield, VA · CIK 2135539 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$141.13MReported 13F valueQ2 2026 · as filed
145Holdings listed
-76.6%vs prior quartervalue change includes market moves
4Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q3 2025 to Q2 2026Q3 2025: $130.8M$130.8MQ3 2025180 holdingsQ4 2025: $131.5M$131.5MQ4 2025145 holdingsQ1 2026: $602.3M$602.3MQ1 20261,039 holdingsQ2 2026: $141.1M$141.1MQ2 2026145 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$141.13M · 145 holdings listed · View original SEC filing ↗
Jun 15 2026 13F-HR · period Q1 2026

$12.87M · 168 holdings listed · View original SEC filing ↗
Jun 15 2026 13F-HR · period Q1 2026

$120.45M · 199 holdings listed · View original SEC filing ↗
Jun 15 2026 13F-HR · period Q1 2026

$117.66M · 185 holdings listed · View original SEC filing ↗
Jun 15 2026 13F-HR · period Q1 2026

$115.15M · 156 holdings listed · View original SEC filing ↗
Jun 15 2026 13F-HR · period Q1 2026

$104.89M · 185 holdings listed · View original SEC filing ↗
May 28 2026 13F-HR · period Q3 2025

$130.76M · 180 holdings listed · View original SEC filing ↗
May 28 2026 13F-HR · period Q4 2025

$131.52M · 145 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$131.30M · 146 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology