SIMA Wealth Partners, LLC

Q1 2025 13F Holdings

Location
North Chesterfield, VA
Holdings as of
3/31/2025
Value ($000)
$120,448
Num holdings
184
Date filed
6/15/2026
Form type
13F-HR
Prev filing
6/15/2026
Next filing
6/15/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type