SIMA Wealth Partners, LLC
Sector Allocation
- Other96.7%$138.6M
- Consumer Staples0.9%$1.3M
- Technology0.7%$1.1M
- Financials0.7%$951,106
- Consumer Discretionary0.4%$573,613
- Healthcare0.3%$462,203
- Industrials0.3%$376,089
- Energy0.0%$45,570
- Utilities0.0%$26,795
- Communication Services0.0%$22,300
AUM History
13fpro.ai/research/fund/sima-wealth-partners-llc-2135539
Conviction and streaks
Stable · top 10 = 71.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$20.7M
- SPDR$11.1M
- DIMENSIONAL$10.9M
- J$10.3M
- ISHARES$10.2M
- DIMENSIONAL$10.0M
- J$7.9M
- ISHARES$7.7M
- SCHWAB$7.1M
- SPDR$7.0M
- ISHARES$5.0M
- ISHARES$3.4M
- SCHWAB$3.0M
- SPDR$2.6M
- SCHWAB$1.8M
- ISHARES$1.8M
- VANGUARD$1.5M
- DIMENSIONAL$1.5M
- SCHWAB$1.2M
- ISHARES$1.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sima-wealth-partners-llc-2135539
SIMA Wealth Partners, LLC 13F holdings — Q3 2026
$143.3M portfolio (+1.6% QoQ) · 138 holdings · Q3 2026 13F · top 10 are 72% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$20.7M
14.4% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500GRW
$11.1M
7.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$10.9M
7.6% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT
$10.3M
7.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - USD INV GRDE ETF
$10.2M
7.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$10.0M
6.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF
$7.9M
5.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - MBS ETF
$7.7M
5.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - INT-TRM U.S TRES
$7.1M
4.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR P500VAL
$7.0M
4.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $20.7M | 14.4% | +0.4% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500GRW | $11.1M | 7.8% | +2% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $10.9M | 7.6% | -0.3% | — | — | — | — | |
| 4 | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $10.3M | 7.2% | -2% | — | — | — | — | |
| 5 | ISHARES TR - USD INV GRDE ETF | $10.2M | 7.1% | +6% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $10.0M | 6.9% | +6% | — | — | — | — | |
| 7 | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $7.9M | 5.5% | +7% | — | — | — | — | |
| 8 | ISHARES TR - MBS ETF | $7.7M | 5.4% | +6% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $7.1M | 4.9% | +6% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR P500VAL | $7.0M | 4.9% | +7% | — | — | — | — |
All holdings — SIMA Wealth Partners, LLC (Q3 2026)
138 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $5.0M | 3.5% | 35K | -0.7% | — | — | 13F |
| 12 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $3.4M | 2.4% | 15K | -0.2% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $3.0M | 2.1% | 126K | +4% | — | — | 13F |
| 14 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $2.6M | 1.8% | 41K | +4% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $1.8M | 1.3% | 54K | -0.1% | — | — | 13F |
| 16 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $1.8M | 1.2% | 18K | — | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $1.5M | 1.1% | 7,016 | — | — | — | 13F |
| 18 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $1.5M | 1.0% | 19K | +22% | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $1.2M | 0.8% | 33K | +0.2% | — | — | 13F |
| 20 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $1.1M | 0.7% | 21K | +4% | — | — | 13F |
| 21 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $1.0M | 0.7% | 10K | — | — | — | 13F |
| 22 | Philip Morris International Inc. | Consumer Staples | $825K | 0.6% | 4,322 | — | 5+ qtrs | 75.4 | 13F | |
| 23 | — | ISHARES TR - RUS TP200 GR ETFetf/fund | — | $777K | 0.5% | 2,634 | — | — | — | 13F |
| 24 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $677K | 0.5% | 9,415 | — | — | — | 13F |
| 25 | — | ISHARES TR - RUS 1000 ETFetf/fund | — | $673K | 0.5% | 1,617 | — | — | — | 13F |
| 26 | $AAPL | Apple Inc. | Technology | $657K | 0.5% | 1,973 | — | |||
| 27 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $610K | 0.4% | 4,734 | — | |||
| 28 | — | ISHARES INC - CORE MSCI EMKT | — | $581K | 0.4% | 7,157 | -1% | |||
| 29 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $559K | 0.4% | 16K | -33% | |||
| 30 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $549K | 0.4% | 6,999 | — | |||
| 31 | — | ISHARES TR - CORE MSCI INTL | — | $541K | 0.4% | 6,048 | -4% | |||
| 32 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $510K | 0.4% | 19K | -0.1% | |||
| 33 | — | ISHARES TR - RUS TP200 VL ETF | — | $497K | 0.3% | 4,537 | — | |||
| 34 | — | ISHARES TR - CORE S&P SCP ETF | — | $410K | 0.3% | 3,016 | — | |||
| 35 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $372K | 0.3% | 11K | +0.1% | |||
| 36 | — | ISHARES TR - MSCI USA QLT FCT | — | $359K | 0.3% | 1,617 | — | |||
| 37 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $349K | 0.2% | 6,752 | — | |||
| 38 | — | ISHARES TR - HDG MSCI EAFE | — | $338K | 0.2% | 7,279 | -3% | |||
| 39 | $JNJ | JOHNSON & JOHNSON | Healthcare | $331K | 0.2% | 1,250 | — | |||
| 40 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $330K | 0.2% | 7,422 | -0.3% | |||
| 41 | — | ISHARES TR - CORE MSCI TOTAL | — | $329K | 0.2% | 3,459 | -9% | |||
| 42 | $AUB | Atlantic Union Bankshares Corp | Financials | $291K | 0.2% | 7,679 | — | |||
| 43 | $AVGO | Broadcom Inc. | Technology | $284K | 0.2% | 810 | — | |||
| 44 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $269K | 0.2% | 3,997 | — | |||
| 45 | — | ISHARES TR - ISHS 5-10YR INVT | — | $256K | 0.2% | 5,084 | -0.5% | |||
| 46 | $MCD | MCDONALDS CORP | Consumer Discretionary | $225K | 0.2% | 975 | — | |||
| 47 | — | ISHARES TR - U.S. TECH ETF | — | $216K | 0.1% | 816 | -4% | |||
| 48 | — | ISHARES TR - MSCI USA MIN ETF | — | $214K | 0.1% | 2,197 | — | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $207K | 0.1% | 2,462 | — | |||
| 50 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $206K | 0.1% | 2,912 | — | |||
| 51 | — | ISHARES TR - RUS 1000 VAL ETF | — | $202K | 0.1% | 816 | -1% | |||
| 52 | — | ISHARES TR - RUS 1000 GRW ETF | — | $177K | 0.1% | 1,416 | — | |||
| 53 | $AMZN | AMAZON COM INC | Consumer Discretionary | $163K | 0.1% | 654 | — | |||
| 54 | $EBAY | EBAY INC | Consumer Discretionary | $159K | 0.1% | 1,500 | — | |||
| 55 | $SPY | SPDR S&P 500 ETF TRUST | — | $159K | 0.1% | 208 | +2% | |||
| 56 | — | ISHARES TR - MSCI EAFE ETF | — | $150K | 0.1% | 1,444 | — | |||
| 57 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $131K | 0.1% | 4,466 | +7% | |||
| 58 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $129K | 0.1% | 2,444 | — | |||
| 59 | $EMR | EMERSON ELECTRIC CO | Industrials | $128K | 0.1% | 827 | — | |||
| 60 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $128K | 0.1% | 257 | — | |||
| 61 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $124K | 0.1% | 3,394 | +0.6% | |||
| 62 | $PH | Parker-Hannifin Corp | Industrials | $121K | 0.1% | 127 | — | |||
| 63 | — | ISHARES TR - S&P MC 400GR ETF | — | $104K | 0.1% | 949 | -9% | |||
| 64 | $GLD | SPDR GOLD TRUST | Financials | $104K | 0.1% | 273 | — | |||
| 65 | — | ISHARES TR - 1 3 YR TREAS BD | — | $100K | 0.1% | 1,235 | -5% | |||
| 66 | — | J P MORGAN EXCHANGE TRADED F - US VALUE FACTR | — | $94K | 0.1% | 1,620 | — | |||
| 67 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $79K | 0.1% | 537 | — | |||
| 68 | — | ISHARES TR - CORE S&P TTL STK | — | $79K | 0.1% | 473 | — | |||
| 69 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $76K | 0.1% | 1,085 | — | |||
| 70 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $76K | 0.1% | 1,273 | — | |||
| 71 | — | ISHARES TR - US TREAS BD ETF | — | $74K | 0.1% | 3,386 | -1% | |||
| 72 | $KO | COCA COLA CO | Consumer Staples | $70K | 0.1% | 810 | — | |||
| 73 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $69K | 0.1% | 241 | — | |||
| 74 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $62K | 0.0% | 88 | — | |||
| 75 | — | ISHARES TR - S&P MC 400VL ETF | — | $61K | 0.0% | 441 | -25% | |||
| 76 | — | ISHARES TR - S&P SML 600 GWT | — | $60K | 0.0% | 375 | -20% | |||
| 77 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $59K | 0.0% | 403 | — | |||
| 78 | — | ISHARES TR - RUS MID CAP ETF | — | $52K | 0.0% | 486 | — | |||
| 79 | $GOOGL | Alphabet Inc. | Technology | $49K | 0.0% | 143 | -16% | |||
| 80 | $SYK | STRYKER CORP | Healthcare | $48K | 0.0% | 176 | — | |||
| 81 | $COIN | Coinbase Global, Inc. | Financials | $48K | 0.0% | 257 | — | |||
| 82 | $CMI | CUMMINS INC | Industrials | $46K | 0.0% | 90 | — | |||
| 83 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $46K | 0.0% | 280 | — | |||
| 84 | $MA | Mastercard Inc | Financials | $41K | 0.0% | 75 | — | |||
| 85 | $MSFT | MICROSOFT CORP | Technology | $41K | 0.0% | 80 | — | |||
| 86 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $40K | 0.0% | 130 | — | |||
| 87 | $GD | GENERAL DYNAMICS CORP | Industrials | $40K | 0.0% | 120 | — | |||
| 88 | $STT | STATE STREET CORP | Financials | $39K | 0.0% | 376 | +17% | |||
| 89 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $37K | 0.0% | 1,145 | +1% | |||
| 90 | $V | VISA INC. | Financials | $36K | 0.0% | 100 | — | |||
| 91 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $35K | 0.0% | 1,162 | +0.3% | |||
| 92 | — | SPDR SERIES TRUST - ST INTER ETF | — | $30K | 0.0% | 1,086 | — | |||
| 93 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $28K | 0.0% | 212 | — | |||
| 94 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $27K | 0.0% | 125 | — | |||
| 95 | $MKL | MARKEL GROUP INC. | Financials | $27K | 0.0% | 16 | — | |||
| 96 | — | TWO RDS SHARED TR - LDRSHS ALPFACT | — | $26K | 0.0% | 496 | New | |||
| 97 | $ABBV | AbbVie Inc. | Healthcare | $26K | 0.0% | 100 | — | |||
| 98 | $PEP | PEPSICO INC | Consumer Staples | $25K | 0.0% | 195 | — | |||
| 99 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $22K | 0.0% | 60 | — | |||
| 100 | — | ISHARES TR - RUSSELL 2000 ETF | — | $20K | 0.0% | 73 | — | |||
| 101 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $18K | 0.0% | 204 | — | |||
| 102 | — | ISHARES TR - CORE DIV GRWTH | — | $18K | 0.0% | 237 | — | |||
| 103 | — | ISHARES TR - RUS MD CP GR ETF | — | $16K | 0.0% | 119 | — | |||
| 104 | $DUK | Duke Energy CORP | Utilities | $15K | 0.0% | 129 | — | |||
| 105 | $NWBI | Northwest Bancshares, Inc. | Financials | $15K | 0.0% | 987 | — | |||
| 106 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $15K | 0.0% | 189 | -23% | |||
| 107 | $ELV | Elevance Health, Inc. | Healthcare | $14K | 0.0% | 36 | — | |||
| 108 | — | RENAISSANCE CAP GREENWICH FD - IPO ETF | — | $13K | 0.0% | 250 | — | |||
| 109 | $D | DOMINION ENERGY, INC | Utilities | $12K | 0.0% | 200 | — | |||
| 110 | — | ISHARES TR - RUS 2000 GRW ETF | — | $12K | 0.0% | 33 | — | |||
| 111 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $11K | 0.0% | 210 | — | |||
| 112 | — | ISHARES TR - SP SMCP600VL ETF | — | $11K | 0.0% | 89 | — | |||
| 113 | — | TWO RDS SHARED TR - LEAD DY YIEL ETF | — | $11K | 0.0% | 518 | New | |||
| 114 | $YUM | YUM BRANDS INC | Consumer Discretionary | $10K | 0.0% | 75 | — | |||
| 115 | $MMM | 3M CO | Healthcare | $10K | 0.0% | 62 | — | |||
| 116 | — | ISHARES TR - MSCI EMG MKT ETF | — | $10K | 0.0% | 150 | — | |||
| 117 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $10K | 0.0% | 216 | — | |||
| 118 | $ABT | ABBOTT LABORATORIES | Healthcare | $10K | 0.0% | 100 | — | |||
| 119 | $T | AT&T INC. | Communication Services | $9K | 0.0% | 387 | — | |||
| 120 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $9K | 0.0% | 103 | — | |||
| 121 | — | TWO RDS SHARED TR - LEASERSHS ALPHAF | — | $9K | 0.0% | 208 | New | |||
| 122 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $8K | 0.0% | 349 | New | |||
| 123 | $GM | General Motors Co | Consumer Discretionary | $8K | 0.0% | 107 | — | |||
| 124 | $F | FORD MOTOR CO | Consumer Discretionary | $8K | 0.0% | 659 | — | |||
| 125 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $7K | 0.0% | 280 | New | |||
| 126 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $7K | 0.0% | 74 | New | |||
| 127 | $WT | WisdomTree, Inc. | Financials | $6K | 0.0% | 84 | New | |||
| 128 | — | ISHARES TR - 7-10 YR TRSY BD | — | $6K | 0.0% | 66 | — | |||
| 129 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $6K | 0.0% | 75 | — | |||
| 130 | $IVZ | Invesco Ltd. | Financials | $4K | 0.0% | 125 | — | |||
| 131 | — | ALPS ETF TR - ALERIAN MLP | — | $3K | 0.0% | 60 | — | |||
| 132 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $3K | 0.0% | 95 | — | |||
| 133 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $2K | 0.0% | 57 | — | |||
| 134 | $IBIT | iShares Bitcoin Trust ETF | Financials | $2K | 0.0% | 44 | +7% | |||
| 135 | $PLUR | Pluri Inc. | Healthcare | $350 | 0.0% | 350 | — | |||
| 136 | $KD | Kyndryl Holdings, Inc. | Technology | $237 | 0.0% | 21 | — | |||
| 137 | $CLOV | CLOVER HEALTH INVESTMENTS, CORP. /DE | Healthcare | $216 | 0.0% | 50 | — | |||
| 138 | $CENN | Cenntro Inc. | Consumer Discretionary | $41 | 0.0% | 10 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 21 added to, 22 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
- TWO RDS SHARED TR - LDRSHS ALPFACT$26K
first bought this quarter
- TWO RDS SHARED TR - LEAD DY YIEL ETF$11K
first bought this quarter
- TWO RDS SHARED TR - LEASERSHS ALPHAF$9K
first bought this quarter
- SPDR SERIES TRUST - ST LON TREAS ETF$8K
first bought this quarter
- SPDR SERIES TRUST - ST STR AGGRE ETF$7K
first bought this quarter
- SPDR SERIES TRUST - ST STR PR SP1500$7K
first bought this quarter
+2 more in the Excel export
Added to (21)
- ISHARES TR - USD INV GRDE ETF+6%
now $10.2M
- DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG+6%
now $10.0M
- J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF+7%
now $7.9M
- SPDR SERIES TRUST - ST STR P500VAL+7%
now $7.0M
- ISHARES TR - MBS ETF+6%
now $7.7M
- SCHWAB STRATEGIC TR - INT-TRM U.S TRES+6%
now $7.1M
+15 more in the Excel export
Trimmed (22)
- SCHWAB STRATEGIC TR - US MID-CAP ETF-33%
now $559K
- J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT-2%
now $10.3M
- ISHARES TR - S&P 500 GRWT ETF-0.7%
now $5.0M
- ISHARES TR - CORE MSCI TOTAL-9%
now $329K
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK-0.3%
now $10.9M
- ISHARES TR - CORE MSCI INTL-4%
now $541K
+16 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F SIMA Wealth Partners, LLC has filed, 9 earlier quarters. Pick one to see what it held then.
Is it too late to follow SIMA Wealth Partners?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SIMA Wealth Partners's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
72%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SIMA Wealth Partners, LLC disclosed 138 positions worth $143.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 8 new positions and exited 0. The portfolio is most concentrated in Other (96.7% of disclosed assets). All figures are sourced directly from SIMA Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2135539.
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AI-Powered Hedge Fund Analysis: SIMA Wealth Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For SIMA Wealth Partners, LLC (SEC CIK: 2135539), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SIMA Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.