SIMA Wealth Partners, LLC

Q3 2025 13F Holdings

Location
North Chesterfield, VA
Holdings as of
9/30/2025
Value ($000)
$130,756
Num holdings
165
Date filed
5/28/2026
Form type
13F-HR
Prev filing
Next filing
5/28/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type