SIMA WEALTH PARTNERS, LLC

Filed: 5/28/2026ACC: 0002135539-26-000004

📋 What this filing means

SIMA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 165 equity positions with a total reported market value of $130.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

165

Positions

$130.76M

Total AUM (reported)

2.03M

Total Shares

Allocation by class

CORE S&P500 ETF$21.48M16.4%

PRTFLO S&P500 GW$10.40M8.0%

INTRNL RES EQT$9.38M7.2%

INTL CORE EQT MK$9.12M7.0%

USD INV GRDE ETF$9.06M6.9%

MBS ETF$7.39M5.7%

ACTIVE VALUE ETF$6.89M5.3%

Portfolio Concentration

Top 3$41.26M31.6%

4–10$50.14M38.3%

11–25$26.46M20.2%

Rest$12.89M9.9%

Top 3 weight

31.6%

Top 10 weight

69.9%

Voting Authority Distribution

Total shares with voting rights: 2.03M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.03M

% of voting shares100.0%

Investment Discretion (by position count)

Sole165

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings165

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares32.09K

TypeSH

Market value$21.48M

16.42%

Sole

0.00

Shared

0.00

None

32.09K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares99.54K

TypeSH

Market value$10.40M

7.96%

Sole

0.00

Shared

0.00

None

99.54K

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares127.60K

TypeSH

Market value$9.38M

7.18%

Sole

0.00

Shared

0.00

None

127.60K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares250.98K

TypeSH

Market value$9.12M

6.98%

Sole

0.00

Shared

0.00

None

250.98K

ISHARES TR

SOLE

USD INV GRDE ETF

Shares173.43K

TypeSH

Market value$9.06M

6.93%

Sole

0.00

Shared

0.00

None

173.43K

ISHARES TR

SOLE

MBS ETF

Shares77.70K

TypeSH

Market value$7.39M

5.65%

Sole

0.00

Shared

0.00

None

77.70K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares99.89K

TypeSH

Market value$6.89M

5.27%

Sole

0.00

Shared

0.00

None

99.89K

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares268.56K

TypeSH

Market value$6.75M

5.16%

Sole

0.00

Shared

0.00

None

268.56K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares177.67K

TypeSH

Market value$5.60M

4.28%

Sole

0.00

Shared

0.00

None

177.67K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares96.27K

TypeSH

Market value$5.33M

4.07%

Sole

0.00

Shared

0.00

None

96.27K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares37.68K

TypeSH

Market value$4.55M

3.48%

Sole

0.00

Shared

0.00

None

37.68K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares148.38K

TypeSH

Market value$3.62M

2.77%

Sole

0.00

Shared

0.00

None

148.38K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares16.90K

TypeSH

Market value$3.49M

2.67%

Sole

0.00

Shared

0.00

None

16.90K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares35.23K

TypeSH

Market value$1.87M

1.43%

Sole

0.00

Shared

0.00

None

35.23K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares63.93K

TypeSH

Market value$1.86M

1.42%

Sole

0.00

Shared

0.00

None

63.93K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P400

Shares32.04K

TypeSH

Market value$1.83M

1.40%

Sole

0.00

Shared

0.00

None

32.04K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares18.46K

TypeSH

Market value$1.61M

1.23%

Sole

0.00

Shared

0.00

None

18.46K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares8.61K

TypeSH

Market value$1.61M

1.23%

Sole

0.00

Shared

0.00

None

8.61K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares40.54K

TypeSH

Market value$1.29M

0.99%

Sole

0.00

Shared

0.00

None

40.54K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares10.20K

TypeSH

Market value$1.09M

0.83%

Sole

0.00

Shared

0.00

None

10.20K

ISHARES TR

SOLE

RUS 1000 ETF

Shares2.08K

TypeSH

Market value$760.9K

0.58%

Sole

0.00

Shared

0.00

None

2.08K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares25.58K

TypeSH

Market value$758.1K

0.58%

Sole

0.00

Shared

0.00

None

25.58K

PHILIP MORRIS INTL INC

SOLE

COM

Shares4.53K

TypeSH

Market value$735.1K

0.56%

Sole

0.00

Shared

0.00

None

4.53K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares2.68K

TypeSH

Market value$734.5K

0.56%

Sole

0.00

Shared

0.00

None

2.68K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares10.05K

TypeSH

Market value$655.7K

0.50%

Sole

0.00

Shared

0.00

None

10.05K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	32.09K	SH	$21.48M 16.42%	32.09K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	99.54K	SH	$10.40M 7.96%	99.54K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	127.60K	SH	$9.38M 7.18%	127.60K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	250.98K	SH	$9.12M 6.98%	250.98K
ISHARES TRSOLE	USD INV GRDE ETF	173.43K	SH	$9.06M 6.93%	173.43K
ISHARES TRSOLE	MBS ETF	77.70K	SH	$7.39M 5.65%	77.70K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	99.89K	SH	$6.89M 5.27%	99.89K
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	268.56K	SH	$6.75M 5.16%	268.56K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	177.67K	SH	$5.60M 4.28%	177.67K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	96.27K	SH	$5.33M 4.07%	96.27K
ISHARES TRSOLE	S&P 500 GRWT ETF	37.68K	SH	$4.55M 3.48%	37.68K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	148.38K	SH	$3.62M 2.77%	148.38K
ISHARES TRSOLE	S&P 500 VAL ETF	16.90K	SH	$3.49M 2.67%	16.90K
ISHARES TRSOLE	ISHS 1-5YR INVS	35.23K	SH	$1.87M 1.43%	35.23K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	63.93K	SH	$1.86M 1.42%	63.93K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P400	32.04K	SH	$1.83M 1.40%	32.04K
ISHARES TRSOLE	CORE MSCI EAFE	18.46K	SH	$1.61M 1.23%	18.46K
VANGUARD INDEX FDSSOLE	VALUE ETF	8.61K	SH	$1.61M 1.23%	8.61K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	40.54K	SH	$1.29M 0.99%	40.54K
ISHARES TRSOLE	NATIONAL MUN ETF	10.20K	SH	$1.09M 0.83%	10.20K
ISHARES TRSOLE	RUS 1000 ETF	2.08K	SH	$760.9K 0.58%	2.08K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	25.58K	SH	$758.1K 0.58%	25.58K
PHILIP MORRIS INTL INCSOLE	COM	4.53K	SH	$735.1K 0.56%	4.53K
ISHARES TRSOLE	RUS TP200 GR ETF	2.68K	SH	$734.5K 0.56%	2.68K
ISHARES TRSOLE	CORE S&P MCP ETF	10.05K	SH	$655.7K 0.50%	10.05K

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