§ 13F · FUND PROFILE
SIMA Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $261.5T (13F)Positions · 360Turnover · — · Q3Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | 31K | $20.5T | — | — |
| 2 | — | ISHARES TR | 31K | $20.5T | — | — |
| 3 | — | SPDR SERIES TRUST | 95K | $9.9T | — | — |
| 4 | — | SPDR SERIES TRUST | 95K | $9.9T | — | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F | 121K | $8.9T | — | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F | 121K | $8.9T | — | — |
| 7 | — | ISHARES TR | 169K | $8.8T | — | — |
| 8 | — | ISHARES TR | 169K | $8.8T | — | — |
| 9 | — | DIMENSIONAL ETF TRUST | 239K | $8.7T | — | — |
| 10 | — | DIMENSIONAL ETF TRUST | 239K | $8.7T | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIMA SIGNAL
AC read
SIMA Wealth Partners, LLC is a institutional fund managing $261512.6 trillion in assets. The fund runs a broad portfolio of 360 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed