SIMA Wealth Partners, LLC

Q2 2025 13F-HR Holdings

Location
North Chesterfield, VA
Holdings as of
6/30/2025
Value ($000)
$123,868,514
Num holdings
153
Date filed
6/15/2026
Form type
13F-HR
Prev filing
6/15/2026
Next filing
5/28/2026
SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type