SIMA Wealth Partners, LLC - Portfolio Stock Holdings
SIMA Wealth Partners, LLC disclosed 138 stock positions in a recent SEC 13F filing. $143,340,875 of stock holdings were filed, with the largest holdings including IVV, SPYG, and DFAI. This filing represented positions held on Sept. 30, 2026, and was filed today.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:
Sept. 30, 2026No. of Stocks:
138Est. Stock Holding Value:
$143,340,875Top Stock Holdings By Sector
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Portfolio Stock Holdings - SIMA Wealth Partners, LLC
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