SIMA Wealth Partners, LLC - Portfolio overview

SIMA Wealth Partners, LLC has 165 reported holdings in this dataset, with the latest filing dated 2026-05-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 22.60%
2. USIG - ISHARES TR, 9.74%
3. DFAI - DIMENSIONAL ETF TRUST, 9.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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