SIMA Wealth Partners, LLC

Registered adviser

CIK

2135539

Location

NORTH CHESTERFIELD, VA

Portfolio Value

Small $141,124,489

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,622 / 8,821 ▼ 193 · as of Jun 2026

Top Industry

Tobacco 25.0%

Period ended 33 days ago

Filed Oct 19, 2026 · 14d

10 quarters · since Jun 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 159943

Roster of Oct 1, 2026

Regulatory AUM

$156,659,083

Main clients

Individuals and high net worth (92% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$156,659,083	Individuals and high net worth (92%)
Apr 2025 to Mar 2026	$145,404,434	Individuals and high net worth (93%)
Aug 2024 to Mar 2025	$135,650,527	Individuals and high net worth (95%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.4% of the book (60%+)

Turnover

Low turnover

6.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.2%; sector active share 84.0% against the combined 13F book's sector weights.

Over time 9 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

138 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

39.6%

−0.1 pts

Top 5

93.7%

+1.1 pts

Top 10

97.3%

+0.9 pts

HHI

2,319

Moderately concentrated+30

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.9%	$136,709,734	91
Consumer Defensive	0.9%	$1,258,286	6
Technology	0.7%	$1,010,270	5
Financial Services	0.4%	$590,407	8
Consumer Cyclical	0.4%	$573,636	7
Healthcare	0.3%	$452,021	8
Industrials	0.3%	$386,262	6
Communication Services	0.1%	$71,492	4
Energy	0.0%	$45,570	1
Utilities	0.0%	$26,811	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+17,370	297,869	$7,059,494
DFAE	Dimensional Emerging Core Equity Market ETF	+13,473	253,120	$9,950,147
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	+11,793	209,374	$10,198,607
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+7,883	114,836	$7,019,923
JAVA	JPMorgan Active Value ETF	+6,096	98,922	$7,886,061
SCHO	Schwab Short-Term U.S. Treasury ETF	+4,977	125,827	$3,002,231
MBB	iShares MBS ETF	+4,755	86,165	$7,722,106
DFAS	Dimensional U.S. Small Cap ETF	+3,448	18,838	$1,458,437
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+1,569	90,367	$11,122,370
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+1,473	41,481	$2,614,961
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+763	20,617	$1,056,208
SCHB	Schwab U.S. Broad Market ETF	+293	4,466	$130,898
IVV	iShares Core S&P 500 ETF	+100	27,025	$20,697,095
SCHG	Schwab U.S. Large-Cap Growth ETF	+57	33,129	$1,190,324
MDYG	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF	+55	376	$39,303
SCHE	Schwab Emerging Markets Equity ETF	+19	3,394	$123,711
SCHA	Schwab U.S. Small-Cap ETF	+16	1,145	$37,361
SCHD	Schwab U.S. Dividend Equity ETF	+6	11,424	$371,622
SPY	Spdr S&P 500 ETF Trust	+5	208	$158,627
SCHX	Schwab U.S. Large-Cap ETF	+3	1,162	$34,860
IBIT	iShares Bitcoin Trust ETF	+3	44	$2,082
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
SCHM	Schwab U.S. Mid-Cap ETF	−7,988	16,430	$558,948
JIRE	JPMorgan International Research Enhanced Equity ETF	−2,117	125,640	$10,322,581
DFAI	Dimensional International Core Equity Market ETF	−778	263,891	$10,933,004
IXUS	iShares Core MSCI Total International Stock ETF	−341	3,459	$328,570
IVW	iShares S&P 500 Growth ETF	−246	35,092	$4,992,187
IDEV	iShares Core MSCI International Developed Markets ETF	−240	6,048	$541,175
HEFA	iShares Currency Hedged MSCI EAFE ETF	−200	7,279	$337,672
IJJ	iShares S&P Mid-Cap 400 Value ETF	−149	441	$60,730
IJK	iShares S&P Mid-Cap 400 Growth ETF	−94	949	$104,019
IJT	iShares S&P Small-Cap 600 Growth ETF	−91	375	$60,123
IEMG	iShares Trust	−81	7,157	$0
SHY	iShares 1-3 Year Treasury Bond ETF	−65	1,235	$100,282
SCHV	Schwab U.S. Large-Cap Value ETF	−61	54,177	$1,804,635
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−58	189	$14,600
GOVT	iShares U.S. Treasury Bond ETF	−49	3,386	$74,051
IVE	iShares S&P 500 Value ETF	−35	15,103	$3,447,712
IYW	iShares, Inc.	−34	816	$0
GOOGL	Alphabet Inc.	−27	143	$49,203
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	−23	5,084	$255,979
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−22	7,422	$329,611
SCHF	Schwab International Equity ETF	−20	18,578	$510,337
IWD	iShares Russell 1000 Value ETF	−10	816	$202,310
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
LSAF		496	$26,412
DYLD		518	$11,385
LSAT		208	$9,141
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	349	$8,323
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	280	$6,820
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	74	$6,811
DWM	WisdomTree International Equity Fund	84	$6,186
CENN	Cenntro Inc.	10	$40
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

138 tracked positions · $141,124,489 total · filing declares 153 positions · $143,341,532 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 138 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	27,025	+100	$20,697,095	+2.6%	14.67%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	90,367	+1,569	$11,122,370	+5.3%	7.88%
DFAI	Dimensional International Core Equity Market ETF	Reduced	263,891	-778	$10,933,004	+0.1%	7.75%
JIRE	JPMorgan International Research Enhanced Equity ETF	Reduced	125,640	-2,117	$10,322,581	−2.1%	7.31%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	Added	209,374	+11,793	$10,198,607	+0.6%	7.23%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	253,120	+13,473	$9,950,147	+3.3%	7.05%
JAVA	JPMorgan Active Value ETF	Added	98,922	+6,096	$7,886,061	+7.0%	5.59%
MBB	iShares MBS ETF	Added	86,165	+4,755	$7,722,106	+0.4%	5.47%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	297,869	+17,370	$7,059,494	+2.1%	5.00%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	114,836	+7,883	$7,019,923	+8.0%	4.97%
IVW	iShares S&P 500 Growth ETF	Reduced	35,092	-246	$4,992,187	+2.7%	3.54%
IVE	iShares S&P 500 Value ETF	Reduced	15,103	-35	$3,447,712	+0.3%	2.44%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	125,827	+4,977	$3,002,231	+2.9%	2.13%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	41,481	+1,473	$2,614,961	−3.3%	1.85%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	54,177	-61	$1,804,635	−4.4%	1.28%
IEFA	iShares Core MSCI EAFE ETF	Held	18,320	0	$1,774,841	+0.3%	1.26%
VTV	VANGUARD VALUE INDEX FUND	Held	7,016	0	$1,516,017	−0.8%	1.07%
DFAS	Dimensional U.S. Small Cap ETF	Added	18,838	+3,448	$1,458,437	+15.1%	1.03%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	33,129	+57	$1,190,324	+6.4%	0.84%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	20,617	+763	$1,056,208	+1.5%	0.75%
MUB	iShares National Muni Bond ETF	Held	10,200	0	$1,031,220	−6.1%	0.73%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,322	0	$824,724	+5.5%	0.58%
IJH	iShares Core S&P Mid-Cap ETF	Held	9,415	0	$677,409	−6.7%	0.48%
IWB	iShares Russell 1000 ETF	Held	1,617	0	$672,882	+1.6%	0.48%
AAPL	Apple Inc. Technology	Held	1,973	0	$657,048	+15.1%	0.47%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Held	4,734	0	$610,354	+0.9%	0.43%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	16,430	-7,988	$558,948	−37.9%	0.40%
VO	VANGUARD MID-CAP INDEX FUND	Held	6,999	0	$548,861	−2.7%	0.39%
IDEV	iShares Core MSCI International Developed Markets ETF	Reduced	6,048	-240	$541,175	−3.3%	0.38%
SCHF	Schwab International Equity ETF	Reduced	18,578	-20	$510,337	−0.9%	0.36%
IJR	iShares Core S&P Small-Cap ETF	Held	3,016	0	$410,296	−8.3%	0.29%
SCHD	Schwab U.S. Dividend Equity ETF	Added	11,424	+6	$371,622	+2.6%	0.26%
QUAL	iShares MSCI USA Quality Factor ETF	Held	1,617	0	$359,362	+1.3%	0.25%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Held	6,752	0	$349,483	−0.0%	0.25%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Reduced	7,279	-200	$337,672	−3.8%	0.24%
JNJ	Johnson & Johnson Healthcare	Held	1,250	0	$330,925	+4.2%	0.23%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Reduced	7,422	-22	$329,611	−5.4%	0.23%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	3,459	-341	$328,570	−9.4%	0.23%
AUB	Atlantic Union Bankshares Corp Financial Services	Held	7,679	0	$291,418	−10.3%	0.21%
AVGO	Broadcom Inc. Technology	Held	810	0	$284,463	−7.0%	0.20%
MO	Altria Group, Inc. Consumer Defensive	Held	3,997	0	$269,157	−6.4%	0.19%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Reduced	5,084	-23	$255,979	−5.7%	0.18%
MCD	Mcdonalds Corp Consumer Cyclical	Held	975	0	$225,166	−14.6%	0.16%
USMV	iShares MSCI USA Min Vol Factor ETF	Held	2,197	0	$214,075	+1.0%	0.15%
SPHQ	Invesco S&P 500 Quality ETF	Held	2,462	0	$207,004	−6.7%	0.15%
VEA	Vanguard FTSE Developed Markets ETF	Held	2,912	0	$205,616	−0.9%	0.15%
IWD	iShares Russell 1000 Value ETF	Reduced	816	-10	$202,310	+1.0%	0.14%
IWF	iShares Russell 1000 Growth ETF	Held	1,416	0	$177,368	+0.9%	0.13%
AMZN	Amazon Com Inc Consumer Cyclical	Held	654	0	$162,944	+4.5%	0.12%
EBAY	Ebay Inc Consumer Cyclical	Held	1,500	0	$159,075	−5.1%	0.11%

Showing the top 50 of 138 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.