SIMA Wealth Partners, LLC - Portfolio Stock Holdings
SIMA Wealth Partners, LLC disclosed 247 stock positions in a recent SEC 13F filing. $109,453,486 of stock holdings were filed, with the largest holdings including IVV, DFAI, and JIRE. This filing represented positions held on June 30, 2024, and was filed on June 15, 2026.We estimate the fund has a total AUM of $156,659,083 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2024No. of Stocks:
247Est. Stock Holding Value:
$109,453,486Top Stock Holdings By Sector
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Portfolio Stock Holdings - SIMA Wealth Partners, LLC
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