SIMA WEALTH PARTNERS, LLC

Filed: 6/15/2026ACC: 0002135539-26-000006

📋 What this filing means

SIMA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 153 equity positions with a total reported market value of $123.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

153

Positions

$123.87M

Total AUM (reported)

2.02M

Total Shares

Allocation by class

CORE S&P500 ETF$20.09M16.2%

PRTFLO S&P500 GW$9.47M7.6%

USD INV GRDE ETF$8.89M7.2%

INTRNL RES EQT$8.79M7.1%

INTL CORE EQT MK$8.38M6.8%

MBS ETF$7.48M6.0%

INT-TRM U.S TRES$7.06M5.7%

Portfolio Concentration

Top 3$38.45M31.0%

4–10$47.93M38.7%

11–25$25.64M20.7%

Rest$11.84M9.6%

Top 3 weight

31.0%

Top 10 weight

69.7%

Voting Authority Distribution

Total shares with voting rights: 2.02M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.02M

% of voting shares100.0%

Investment Discretion (by position count)

Sole153

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings153

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares32.35K

TypeSH

Market value$20.09M

16.22%

Sole

0.00

Shared

0.00

None

32.35K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares99.39K

TypeSH

Market value$9.47M

7.65%

Sole

0.00

Shared

0.00

None

99.39K

ISHARES TR

SOLE

USD INV GRDE ETF

Shares172.86K

TypeSH

Market value$8.89M

7.18%

Sole

0.00

Shared

0.00

None

172.86K

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares124.18K

TypeSH

Market value$8.79M

7.10%

Sole

0.00

Shared

0.00

None

124.18K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares242.53K

TypeSH

Market value$8.38M

6.77%

Sole

0.00

Shared

0.00

None

242.53K

ISHARES TR

SOLE

MBS ETF

Shares79.70K

TypeSH

Market value$7.48M

6.04%

Sole

0.00

Shared

0.00

None

79.70K

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares282.04K

TypeSH

Market value$7.06M

5.70%

Sole

0.00

Shared

0.00

None

282.04K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares99.98K

TypeSH

Market value$6.55M

5.29%

Sole

0.00

Shared

0.00

None

99.98K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares94.03K

TypeSH

Market value$4.92M

3.97%

Sole

0.00

Shared

0.00

None

94.03K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares164K

TypeSH

Market value$4.75M

3.83%

Sole

0.00

Shared

0.00

None

164K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares38.37K

TypeSH

Market value$4.22M

3.41%

Sole

0.00

Shared

0.00

None

38.37K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares149.37K

TypeSH

Market value$3.64M

2.94%

Sole

0.00

Shared

0.00

None

149.37K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares17.18K

TypeSH

Market value$3.36M

2.71%

Sole

0.00

Shared

0.00

None

17.18K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares38.38K

TypeSH

Market value$2.03M

1.63%

Sole

0.00

Shared

0.00

None

38.38K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares65.13K

TypeSH

Market value$1.80M

1.45%

Sole

0.00

Shared

0.00

None

65.13K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P400

Shares31.17K

TypeSH

Market value$1.70M

1.37%

Sole

0.00

Shared

0.00

None

31.17K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares18.46K

TypeSH

Market value$1.54M

1.24%

Sole

0.00

Shared

0.00

None

18.46K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares8.68K

TypeSH

Market value$1.53M

1.24%

Sole

0.00

Shared

0.00

None

8.68K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares40.67K

TypeSH

Market value$1.19M

0.96%

Sole

0.00

Shared

0.00

None

40.67K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares10.20K

TypeSH

Market value$1.07M

0.86%

Sole

0.00

Shared

0.00

None

10.20K

PHILIP MORRIS INTL INC

SOLE

COM

Shares4.67K

TypeSH

Market value$850.9K

0.69%

Sole

0.00

Shared

0.00

None

4.67K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares25.71K

TypeSH

Market value$721.3K

0.58%

Sole

0.00

Shared

0.00

None

25.71K

ISHARES TR

SOLE

RUS 1000 ETF

Shares2.08K

TypeSH

Market value$707.0K

0.57%

Sole

0.00

Shared

0.00

None

2.08K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares2.68K

TypeSH

Market value$661.6K

0.53%

Sole

0.00

Shared

0.00

None

2.68K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares10.08K

TypeSH

Market value$625.0K

0.50%

Sole

0.00

Shared

0.00

None

10.08K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	32.35K	SH	$20.09M 16.22%	32.35K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	99.39K	SH	$9.47M 7.65%	99.39K
ISHARES TRSOLE	USD INV GRDE ETF	172.86K	SH	$8.89M 7.18%	172.86K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	124.18K	SH	$8.79M 7.10%	124.18K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	242.53K	SH	$8.38M 6.77%	242.53K
ISHARES TRSOLE	MBS ETF	79.70K	SH	$7.48M 6.04%	79.70K
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	282.04K	SH	$7.06M 5.70%	282.04K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	99.98K	SH	$6.55M 5.29%	99.98K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	94.03K	SH	$4.92M 3.97%	94.03K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	164K	SH	$4.75M 3.83%	164K
ISHARES TRSOLE	S&P 500 GRWT ETF	38.37K	SH	$4.22M 3.41%	38.37K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	149.37K	SH	$3.64M 2.94%	149.37K
ISHARES TRSOLE	S&P 500 VAL ETF	17.18K	SH	$3.36M 2.71%	17.18K
ISHARES TRSOLE	ISHS 1-5YR INVS	38.38K	SH	$2.03M 1.63%	38.38K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	65.13K	SH	$1.80M 1.45%	65.13K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P400	31.17K	SH	$1.70M 1.37%	31.17K
ISHARES TRSOLE	CORE MSCI EAFE	18.46K	SH	$1.54M 1.24%	18.46K
VANGUARD INDEX FDSSOLE	VALUE ETF	8.68K	SH	$1.53M 1.24%	8.68K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	40.67K	SH	$1.19M 0.96%	40.67K
ISHARES TRSOLE	NATIONAL MUN ETF	10.20K	SH	$1.07M 0.86%	10.20K
PHILIP MORRIS INTL INCSOLE	COM	4.67K	SH	$850.9K 0.69%	4.67K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	25.71K	SH	$721.3K 0.58%	25.71K
ISHARES TRSOLE	RUS 1000 ETF	2.08K	SH	$707.0K 0.57%	2.08K
ISHARES TRSOLE	RUS TP200 GR ETF	2.68K	SH	$661.6K 0.53%	2.68K
ISHARES TRSOLE	CORE S&P MCP ETF	10.08K	SH	$625.0K 0.50%	10.08K

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