SIMA Wealth Partners, LLC

All 13F Filings

Location
North Chesterfield, VA
CIK
0002135539
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000213553926000001 Q1 2026 131 131,295,241 13F-HR 5/15/2026 SIMA Wealth Partners, LLC
000213553926000003 Q4 2025 130 131,515,270 13F-HR 5/28/2026 SIMA Wealth Partners, LLC
000213553926000004 Q3 2025 165 130,756,291 13F-HR 5/28/2026 SIMA Wealth Partners, LLC
000213553926000006 Q2 2025 153 123,868,514 13F-HR 6/15/2026 SIMA Wealth Partners, LLC
000213553926000007 Q1 2025 184 120,448,244 13F-HR 6/15/2026 SIMA Wealth Partners, LLC
000213553926000008 Q4 2024 171 117,660,601 13F-HR 6/15/2026 SIMA Wealth Partners, LLC
000213553926000009 Q3 2024 142 115,152,431 13F-HR 6/15/2026 SIMA Wealth Partners, LLC
000213553926000010 Q2 2024 171 104,888,327 13F-HR 6/15/2026 SIMA Wealth Partners, LLC