SIMA Wealth Partners, LLC

13F filer, CIK 2135539, NORTH CHESTERFIELD, VA

SIMA Wealth Partners, LLC reported $115,152,431 across 142 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2026-06-15. Its ten largest share positions make up 64.61% of the portfolio.

Filed 2026-06-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC13F-HR 0002135539-26-000009

Period: 2024-09-30
Reported value: $115M
Holdings: 142
Top 10 weight: 64.61%
New: 1
Sold out: 30

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SPYGadded	+18,450	$1.53M
IVVadded	+2,416	$1.39M
SCHRadded	+16,063	$813K
MBBadded	+7,940	$761K
USIGadded	+12,175	$640K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IWDreduced	-5,800	-$1.1M
JAVAreduced	-5,829	-$373K
IJRreduced	-2,782	-$325K
SPYVreduced	-3,530	-$187K
DFASreduced	-1,642	-$106K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0002135539-26-000009, largest first. % of portfolio is the value over $115,152,431, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	29,469	$17M	14.76%	+2,416	Timeline
DFAIDIMENSIONAL ETF TRUST	282,953	$8.99M	7.81%	+9,377	Timeline
JIREJ P MORGAN EXCHANGE TRADED F	119,256	$7.87M	6.84%	+9,019	Timeline
SCHRSCHWAB STRATEGIC TR	148,897	$7.53M	6.54%	+16,063	Timeline
JAVAJ P MORGAN EXCHANGE TRADED F	108,744	$6.97M	6.05%	-5,829	Timeline
MBBISHARES TR	68,093	$6.52M	5.67%	+7,940	Timeline
SPYGSPDR SERIES TRUST	75,551	$6.27M	5.44%	+18,450	Timeline
USIGISHARES TR	98,518	$5.18M	4.5%	+12,175	Timeline
DFAEDIMENSIONAL ETF TRUST	151,777	$4.16M	3.61%	+8,441	Timeline
IVWISHARES TR	40,702	$3.9M	3.38%	-517	Timeline
SPYVSPDR SERIES TRUST	72,477	$3.83M	3.33%	-3,530	Timeline
IVEISHARES TR	17,793	$3.51M	3.05%	-78	Timeline
SCHOSCHWAB STRATEGIC TR	61,454	$3.01M	2.61%	+3,827	Timeline
IGSBISHARES TR	53,957	$2.84M	2.47%	+1,363	Timeline
SPMDSPDR SERIES TRUST	41,317	$2.26M	1.96%	+2,927	Timeline
SCHVSCHWAB STRATEGIC TR	25,366	$2.04M	1.77%	-340	Timeline
VTVVANGUARD INDEX FDS	11,412	$1.99M	1.73%	-546	Timeline
IEFAISHARES TR	25,122	$1.96M	1.7%	-29	Timeline
IWDISHARES TR	7,082	$1.34M	1.17%	-5,800	Timeline
SCHMSCHWAB STRATEGIC TR	14,268	$1.19M	1.03%	-100	Timeline
SCHGSCHWAB STRATEGIC TR	11,345	$1.18M	1.03%	-140	Timeline
MUBISHARES TR	9,184	$998K	0.87%	+166	Timeline
IJRISHARES TR	6,716	$785K	0.68%	-2,782	Timeline
IJHISHARES TR	11,011	$686K	0.6%	-129	Timeline
IDEVISHARES TR	8,964	$635K	0.55%	+5	Timeline
IWYISHARES TR	2,684	$591K	0.51%	0	Timeline
DFASDIMENSIONAL ETF TRUST	8,762	$568K	0.49%	-1,642	Timeline
VOVANGUARD INDEX FDS	1,973	$521K	0.45%	-35	Timeline
IEMGISHARES INC	7,493	$430K	0.37%	-228	Timeline
VMBSVANGUARD SCOTTSDALE FDS	8,521	$402K	0.35%	-3	Timeline
SCHDSCHWAB STRATEGIC TR	4,695	$397K	0.34%	-129	Timeline
SCHFSCHWAB STRATEGIC TR	9,630	$396K	0.34%	+43	Timeline
IWXISHARES TR	4,537	$369K	0.32%	0	Timeline
FMXFOMENTO ECONOMICO MEXICANO S	3,721	$367K	0.32%	0	Timeline
SPEMSPDR INDEX SHS FDS	7,913	$327K	0.28%	0	Timeline
IGIBISHARES TR	5,984	$321K	0.28%	0	Timeline
IXUSISHARES TR	4,311	$313K	0.27%	-591	Timeline
HEFAISHARES TR	8,231	$292K	0.25%	0	Timeline
QUALISHARES TR	1,617	$290K	0.25%	0	Timeline
MCDMCDONALDS CORP	925	$282K	0.24%	0	Timeline
DHRDANAHER CORP DEL	1,000	$278K	0.24%	0	Timeline
GOVTISHARES TR	11,299	$265K	0.23%	0	Timeline
VEAVANGUARD TAX-MANAGED FDS	4,992	$264K	0.23%	-97	Timeline
USMVISHARES TR	2,472	$226K	0.2%	-2	Timeline
CMICUMMINS INC	690	$223K	0.19%	0	Timeline
AAPLAPPLE INC	938	$219K	0.19%	-22	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	3,152	$212K	0.18%	0	Timeline
JNJJOHNSON & JOHNSON	1,250	$203K	0.18%	-14	Timeline
NSCNORFOLK SOUTHN CORP	800	$199K	0.17%	0	Timeline
AVGOBROADCOM INC	1,000	$172K	0.15%	+900	Timeline
IWBISHARES TR	539	$169K	0.15%	0	Timeline
PMPHILIP MORRIS INTL INC	1,340	$163K	0.14%	0	Timeline
MOALTRIA GROUP INC	2,914	$149K	0.13%	0	Timeline
AMZNAMAZON COM INC	790	$147K	0.13%	-14	Timeline
SHYISHARES TR	1,708	$142K	0.12%	0	Timeline
UNPUNION PAC CORP	570	$140K	0.12%	0	Timeline
IYWISHARES TR	900	$136K	0.12%	0	Timeline
IWFISHARES TR	354	$133K	0.12%	0	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	274	$126K	0.11%	0	Timeline
SPSMSPDR SERIES TRUST	2,767	$126K	0.11%	0	Timeline
EFAISHARES TR	1,444	$121K	0.1%	0	Timeline
IJKISHARES TR	1,193	$110K	0.1%	0	Timeline
VBVANGUARD INDEX FDS	426	$101K	0.09%	-3	Timeline
EMREMERSON ELEC CO	899	$98.3K	0.09%	-68	Timeline
EBAYEBAY INC.	1,500	$97.7K	0.08%	0	Timeline
IJJISHARES TR	745	$92.1K	0.08%	0	Timeline
IWPISHARES TR	775	$90.9K	0.08%	-251	Timeline
SCHESCHWAB STRATEGIC TR	3,066	$89.5K	0.08%	+23	Timeline
PHPARKER-HANNIFIN CORP	127	$80.2K	0.07%	0	Timeline
PGPROCTER & GAMBLE CO	456	$79K	0.07%	-16	Timeline
IJTISHARES TR	559	$78K	0.07%	0	Timeline
SDYSPDR SERIES TRUST	537	$76.3K	0.07%	0	Timeline
VCSHVANGUARD SCOTTSDALE FDS	941	$74.7K	0.06%	0	Timeline
SYKSTRYKER CORPORATION	205	$74.1K	0.06%	0	Timeline
SCHASCHWAB STRATEGIC TR	1,411	$72.7K	0.06%	-103	Timeline
IWRISHARES TR	819	$72.2K	0.06%	-133	Timeline
JVALJ P MORGAN EXCHANGE TRADED F	1,620	$70.6K	0.06%	0	Timeline
FASTFASTENAL CO	910	$65K	0.06%	-4	Timeline
VWOVANGUARD INTL EQUITY INDEX F	1,256	$60.1K	0.05%	-81	Timeline
UNHUNITEDHEALTH GROUP INC	100	$58.5K	0.05%	0	Timeline
IJSISHARES TR	540	$58.2K	0.05%	0	Timeline
DDOMINION ENERGY INC	989	$57.1K	0.05%	0	Timeline
VGTVANGUARD WORLD FD	96	$56.3K	0.05%	0	Timeline
GLDSPDR GOLD TR	200	$48.6K	0.04%	0	Timeline
CHCOCITY HLDG CO	373	$43.8K	0.04%	0	Timeline
KOCOCA COLA CO	585	$42K	0.04%	-37	Timeline
VLTOVERALTO CORP	332	$37.1K	0.03%	0	Timeline
MAMASTERCARD INCORPORATED	75	$37K	0.03%	0	Timeline
GDGENERAL DYNAMICS CORP	120	$36.3K	0.03%	0	Timeline
VFHVANGUARD WORLD FD	322	$35.4K	0.03%	0	Timeline
SPTISPDR SERIES TRUST	1,212	$35.2K	0.03%	+2	Timeline
MSFTMICROSOFT CORP	80	$34.5K	0.03%	-12	Timeline
UPSUNITED PARCEL SVCS INC	242	$33K	0.03%	0	Timeline
FRDMEA SERIES TRUST	921	$33K	0.03%	0	Timeline
MDYGSPDR SERIES TRUST	362	$31.8K	0.03%	0	Timeline
XOMEXXON MOBIL CORP	260	$30.5K	0.03%	0	Timeline
DUKDUKE ENERGY CORP NEW	258	$29.7K	0.03%	0	Timeline
VOOVANGUARD INDEX FDS	55	$29.1K	0.03%	+1	Timeline
GOOGLALPHABET INC	170	$28.2K	0.02%	-20	Timeline
VVISA INC	100	$27.5K	0.02%	0	Timeline
SCHBSCHWAB STRATEGIC TR	412	$27.4K	0.02%	+10	Timeline
MDLZMONDELEZ INTL INC	368	$27.1K	0.02%	0	Timeline
SJMSMUCKER J M CO	215	$26K	0.02%	0	Timeline
MKLMARKEL GROUP INC	16	$25.1K	0.02%	0	Timeline
FTVFORTIVE CORP	309	$24.4K	0.02%	0	Timeline
XLESELECT SECTOR SPDR TR	257	$22.6K	0.02%	0	Timeline
ABBVABBVIE INC	100	$19.7K	0.02%	0	Timeline
VZVERIZON COMMUNICATIONS INC	432	$19.4K	0.02%	-47	Timeline
IWMISHARES TR	87	$19.2K	0.02%	-107	Timeline
IWCISHARES TR	153	$18.9K	0.02%	0	Timeline
ELVELEVANCE HEALTH INC FORMERLY	36	$18.7K	0.02%	0	Timeline
KNSLKINSALE CAP GROUP INC	40	$18.6K	0.02%	0	Timeline
TAT&T INC	808	$17.8K	0.02%	+2	Timeline
VTWOVANGUARD SCOTTSDALE FDS	196	$17.5K	0.02%	0	Timeline
IEFISHARES TR	174	$17.1K	0.01%	0	Timeline
VHTVANGUARD WORLD FD	59	$16.6K	0.01%	0	Timeline
SDSPROSHARES TR	800	$16.5K	0.01%	0	Timeline
COINCOINBASE GLOBAL INC	86	$15.3K	0.01%	0	Timeline
DDDUPONT DE NEMOURS INC	169	$15.1K	0.01%	0	Timeline
PEPPEPSICO INC	70	$11.9K	0.01%	0	Timeline
ABTABBOTT LABORATORIES	100	$11.4K	0.01%	-22	Timeline
IWOISHARES TR	38	$10.8K	0.01%	0	Timeline
METMETLIFE INC	122	$10.1K	0.01%	0	Timeline
GMGENERAL MTRS CO	211	$9.46K	0.01%	+1	Timeline
DOWDOW HLDGS INC	169	$9.23K	0.01%	0	Timeline
MMM3M CO	62	$8.48K	0.01%	0	Timeline
SCHXSCHWAB STRATEGIC TR	121	$8.2K	0.01%	+1	Timeline
CINFCINCINNATI FINL CORP	55	$7.49K	0.01%	-155	Timeline
EEMISHARES TR	150	$6.88K	0.01%	0	Timeline
VUGVANGUARD INDEX FDS	17	$6.62K	0.01%	0	Timeline
VCITVANGUARD SCOTTSDALE FDS	75	$6.28K	0.01%	0	Timeline
FFORD MTR CO	490	$5.17K	<0.01%	+7	Timeline
KHCKRAFT HEINZ CO	134	$4.71K	<0.01%	0	Timeline
VONGVANGUARD SCOTTSDALE FDS	46	$4.44K	<0.01%	0	Timeline
VNTVONTIER CORPORATION	123	$4.15K	<0.01%	0	Timeline
IWNISHARES TR	13	$2.17K	<0.01%	0	Timeline
IPORENAISSANCE CAP GREENWICH FD	50	$2.15K	<0.01%	new	Timeline
WBDWARNER BROS DISCOVERY INC	189	$1.56K	<0.01%	0	Timeline
PLURPLURI INC	250	$1.51K	<0.01%	0	Timeline
STZCONSTELLATION BRANDS INC	5	$1.29K	<0.01%	0	Timeline
WABWABTEC	1	$182	<0.01%	0	Timeline
CLOVCLOVER HEALTH INVESTMENTS CO	50	$141	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VNQVANGUARD INDEX FDS	219	$18.3K	shares
VNQIVANGUARD INTL EQUITY INDEX F	313	$12.7K	shares
TOLZPROSHARES TR	171	$7.69K	shares
PSXPHILLIPS 66	31	$4.38K	shares
TXNTEXAS INSTRS INC	19	$3.7K	shares
ADPAUTOMATIC DATA PROCESSING IN	15	$3.58K	shares
CSCOCISCO SYS INC	72	$3.42K	shares
MRKMERCK & CO INC	26	$3.22K	shares
ITOTISHARES TR	22	$2.61K	shares
BLACKROCK INCBLACKROCK INC	3	$2.36K	shares
CBCHUBB LIMITED	9	$2.3K	shares
TSCOTRACTOR SUPPLY CO	8	$2.16K	shares
MDTMEDTRONIC PLC	27	$2.13K	shares
ITWILLINOIS TOOL WKS INC	8	$1.9K	shares
APDAIR PRODUCTS AND CHEMICALS I	7	$1.81K	shares
HDHOME DEPOT INC	5	$1.72K	shares
RTXRTX CORPORATION	17	$1.71K	shares
NEENEXTERA ENERGY INC	24	$1.7K	shares
ECLECOLAB INC	7	$1.67K	shares
DONWISDOMTREE TR	34	$1.59K	shares
SBUXSTARBUCKS CORP	19	$1.48K	shares
PLDPROLOGIS INC.	10	$1.12K	shares
CVXCHEVRON CORPORATION	7	$1.09K	shares
FTGCFIRST TR EXCHANGE TRAD FD VI	36	$861	shares
SOLVSOLVENTUM CORP	15	$794	shares
PDBCINVESCO ACTVELY MNGD ETC FD	54	$759	shares
CGXUCAPITAL GROUP INTL FOCUS EQT	17	$438	shares
BACBANK OF AMER CORP	9	$358	shares
FAFFIRST AMERN FINL CORP	3	$162	shares
CMSCMS ENERGY CORP	2	$141	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002135539-26-000009	base		2026-06-15	acceptance time not in the bulk data set	2026-10-06 09:57:27 UTC