Sima Wealth Partners, LLC (CIK: 0002135539) is a financial institution headquartered at 720 Moorefield Park Drive, Ste 140, North Chesterfield, Virginia 23235. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $131.3 M, comprising 131 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 71.3%. Quarterly turnover: 1.7%. ▲ 3 new, +22 added, −37 reduced, ×2 exited.

Top Buys

Q1 2026

1. SCHR Schwab Intermediate-Term Us Treasury Etf

+$848,136.08

2. USIG Ishares Broad Usd Investment Grade Corporate Bond Etf

+$804,515.5

3. DFAE Dimensional Emerging Core Equity Market Etf

+$613,172.05

4. MBB Ishares Mbs Etf

+$586,698.89

5. AUB Atlantic Union Bankshares Corporation

+$274,448

Top Sells

Q1 2026

1. SCHO Schwab Short-Term Us Treasury Etf

−$667,573.07

2. IGSB Ishares 1-5 Year Investment Grade Corporate Bond Etf

−$416,793.07

3. VTV Vanguard Value Etf

−$313,926.11

4. IVV Ishares Core S&P 500 Etf

−$109,738.67

5. SCHV Schwab Us Large-Cap Value Etf

−$95,861.84

Stocks/ETFs

-0.17%

$131.3 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Ishares Core S&P 500 Etf ETF-IVV	28,472	$18.6 M	14.17%	▼ 168	Reduce -0.6%
Dimensional International Core Equity Market Etf ETF-DFAI	264,719	$10.31 M	7.86%	▲ 4,047	Add 1.6%
Ishares Broad Usd Investment Grade Corporate Bond Etf ETF-USIG	193,640	$9.92 M	7.56%	▲ 15,704	Add 8.8%
Jpmorgan Int Res Enh Eqty ETF-JIRE	130,059	$9.85 M	7.50%	▲ 596	Add 0.5%
Spdr Portfolio S&P 500 Growth Etf ETF-SPYG	93,205	$9.13 M	6.95%	▼ 932	Reduce -1.0%
Dimensional Emerging Core Equity Market Etf ETF-DFAE	235,507	$7.97 M	6.07%	▲ 18,109	Add 8.3%
Ishares Mbs Etf ETF-MBB	83,770	$7.95 M	6.06%	▲ 6,179	Add 8.0%
Schwab Intermediate-Term Us Treasury Etf ETF-SCHR	292,394	$7.28 M	5.55%	▲ 34,048	Add 13.2%
Jpmorgan Active Value Etf ETF-JAVA	94,742	$6.8 M	5.18%	▼ 712	Reduce -0.8%
Spdr Portfolio S&P 500 Value Etf ETF-SPYV	102,691	$5.81 M	4.43%	▲ 1,537	Add 1.5%

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Sima Wealth Partners, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Sima Wealth Partners, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Sima Wealth Partners, LLC Quarterly 13F Statistics

Discover detailed insights into Sima Wealth Partners, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Sima Wealth Partners, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Sima Wealth Partners, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Sima Wealth Partners, LLC 13F Filings, Portfolio & Analysis

Sima Wealth Partners, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Sima Wealth Partners, LLC's Portfolio

Sima Wealth Partners, LLC Quarterly 13F Statistics

Sima Wealth Partners, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)