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Manager record

SIMA Wealth Partners, LLC

North Chesterfield, VA · CIK 2135539 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record
Jul 28 2026 13F-HR · period Q2 2026

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

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

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

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

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

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

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

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

$131.30M · 146 positions · View original SEC filing ↗
Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: — · latest filing Jul 28, 2026 · Change methodology