SIMA Wealth Partners, LLC
SEC Form 13F institutional filer · CIK 0002135539
13F-HR · 51 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
95.6%
SIMA Wealth Partners, LLC — $59.6M AUM allocation strategy
SIMA Wealth Partners, LLC files SEC Form 13F and reports $59.6M of long US equity value across 51 reported holdings for 2026-03-31.
Its largest sector bet is Financials 33.4%, followed by Consumer Staples 1.7% and Information Technology 1.3%.
The top 10 holdings account for 96% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SIMA Wealth Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$59.6M
total across 51 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
96% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +28.7K sh · +$628K+$IVV +15.8K sh · −$195K+$KO +450 sh · +$37.8K
Biggest trims (shares)
−$IVZ −540 sh · −$40.4K−$BLK −456 sh · −$425K−$SPGI −406 sh · −$88.2K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage19.9%—
- Asset Management & Custody Banks7.3%—
- Financial Exchanges & Data6.2%—
- Tobacco1.7%—
- Technology Hardware, Storage & Peripherals0.9%—
- Restaurants0.6%—
- Pharmaceuticals0.5%—
- Broadline Retail0.5%—
- Other holdings62.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 446K | $11.8M | +28.7K | 19.8% |
| $BLK | BlackRock Inc | 36.5K | $4.13M | -456 | 6.9% |
| $SPGI | S&P Global Inc | 18.5K | $3.7M | -406 | 6.2% |
| $PM | Philip Morris International Inc | 4.48K | $741K | +30 | 1.2% |
| $AAPL | Apple Inc | 1.97K | $501K | +0 | 0.8% |
| $MCD | McDonald's Corporation | 1.07K | $334K | +150 | 0.6% |
| $JNJ | Johnson & Johnson | 1.25K | $306K | +0 | 0.5% |
…and 44 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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