SIMA WEALTH PARTNERS, LLC

Filed: 6/15/2026ACC: 0002135539-26-000007

📋 What this filing means

SIMA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $120.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

184

Positions

$120.45M

Total AUM (reported)

2.12M

Total Shares

Allocation by class

CORE S&P500 ETF$18.56M15.4%

PRTFLO S&P500 GW$8.55M7.1%

INTL CORE EQT MK$8.21M6.8%

INT-TRM U.S TRES$8.11M6.7%

INTRNL RES EQT$7.96M6.6%

USD INV GRDE ETF$7.89M6.5%

MBS ETF$7.48M6.2%

Portfolio Concentration

Top 3$35.32M29.3%

4–10$45.69M37.9%

11–25$26.36M21.9%

Rest$13.07M10.9%

Top 3 weight

29.3%

Top 10 weight

67.3%

Voting Authority Distribution

Total shares with voting rights: 2.12M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.12M

% of voting shares100.0%

Investment Discretion (by position count)

Sole184

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings184

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares33.03K

TypeSH

Market value$18.56M

15.41%

Sole

0.00

Shared

0.00

None

33.03K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares106.44K

TypeSH

Market value$8.55M

7.10%

Sole

0.00

Shared

0.00

None

106.44K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares262.87K

TypeSH

Market value$8.21M

6.82%

Sole

0.00

Shared

0.00

None

262.87K

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares326.27K

TypeSH

Market value$8.11M

6.73%

Sole

0.00

Shared

0.00

None

326.27K

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares124.91K

TypeSH

Market value$7.96M

6.61%

Sole

0.00

Shared

0.00

None

124.91K

ISHARES TR

SOLE

USD INV GRDE ETF

Shares154.40K

TypeSH

Market value$7.89M

6.55%

Sole

0.00

Shared

0.00

None

154.40K

ISHARES TR

SOLE

MBS ETF

Shares79.75K

TypeSH

Market value$7.48M

6.21%

Sole

0.00

Shared

0.00

None

79.75K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares95.69K

TypeSH

Market value$6.08M

5.05%

Sole

0.00

Shared

0.00

None

95.69K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares160.32K

TypeSH

Market value$4.15M

3.45%

Sole

0.00

Shared

0.00

None

160.32K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares78.84K

TypeSH

Market value$4.03M

3.34%

Sole

0.00

Shared

0.00

None

78.84K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares40.51K

TypeSH

Market value$3.76M

3.12%

Sole

0.00

Shared

0.00

None

40.51K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares17.43K

TypeSH

Market value$3.32M

2.76%

Sole

0.00

Shared

0.00

None

17.43K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares134.14K

TypeSH

Market value$3.26M

2.71%

Sole

0.00

Shared

0.00

None

134.14K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares49.97K

TypeSH

Market value$2.62M

2.17%

Sole

0.00

Shared

0.00

None

49.97K

SPDR SER TR

SOLE

PORTFOLIO S&P400

Shares41.20K

TypeSH

Market value$2.11M

1.75%

Sole

0.00

Shared

0.00

None

41.20K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares11.24K

TypeSH

Market value$1.94M

1.61%

Sole

0.00

Shared

0.00

None

11.24K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares67.24K

TypeSH

Market value$1.79M

1.48%

Sole

0.00

Shared

0.00

None

67.24K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares21.43K

TypeSH

Market value$1.62M

1.35%

Sole

0.00

Shared

0.00

None

21.43K

PHILIP MORRIS INTL INC

SOLE

COM

Shares7.72K

TypeSH

Market value$1.23M

1.02%

Sole

0.00

Shared

0.00

None

7.72K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares40.67K

TypeSH

Market value$1.02M

0.85%

Sole

0.00

Shared

0.00

None

40.67K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares38.29K

TypeSH

Market value$1.00M

0.83%

Sole

0.00

Shared

0.00

None

38.29K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares9.18K

TypeSH

Market value$968.4K

0.80%

Sole

0.00

Shared

0.00

None

9.18K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares10.54K

TypeSH

Market value$615.0K

0.51%

Sole

0.00

Shared

0.00

None

10.54K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares2.68K

TypeSH

Market value$566.2K

0.47%

Sole

0.00

Shared

0.00

None

2.68K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares2.88K

TypeSH

Market value$542.0K

0.45%

Sole

0.00

Shared

0.00

None

2.88K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	33.03K	SH	$18.56M 15.41%	33.03K
SPDR SER TRSOLE	PRTFLO S&P500 GW	106.44K	SH	$8.55M 7.10%	106.44K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	262.87K	SH	$8.21M 6.82%	262.87K
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	326.27K	SH	$8.11M 6.73%	326.27K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	124.91K	SH	$7.96M 6.61%	124.91K
ISHARES TRSOLE	USD INV GRDE ETF	154.40K	SH	$7.89M 6.55%	154.40K
ISHARES TRSOLE	MBS ETF	79.75K	SH	$7.48M 6.21%	79.75K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	95.69K	SH	$6.08M 5.05%	95.69K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	160.32K	SH	$4.15M 3.45%	160.32K
SPDR SER TRSOLE	PRTFLO S&P500 VL	78.84K	SH	$4.03M 3.34%	78.84K
ISHARES TRSOLE	S&P 500 GRWT ETF	40.51K	SH	$3.76M 3.12%	40.51K
ISHARES TRSOLE	S&P 500 VAL ETF	17.43K	SH	$3.32M 2.76%	17.43K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	134.14K	SH	$3.26M 2.71%	134.14K
ISHARES TRSOLE	ISHS 1-5YR INVS	49.97K	SH	$2.62M 2.17%	49.97K
SPDR SER TRSOLE	PORTFOLIO S&P400	41.20K	SH	$2.11M 1.75%	41.20K
VANGUARD INDEX FDSSOLE	VALUE ETF	11.24K	SH	$1.94M 1.61%	11.24K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	67.24K	SH	$1.79M 1.48%	67.24K
ISHARES TRSOLE	CORE MSCI EAFE	21.43K	SH	$1.62M 1.35%	21.43K
PHILIP MORRIS INTL INCSOLE	COM	7.72K	SH	$1.23M 1.02%	7.72K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	40.67K	SH	$1.02M 0.85%	40.67K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	38.29K	SH	$1.00M 0.83%	38.29K
ISHARES TRSOLE	NATIONAL MUN ETF	9.18K	SH	$968.4K 0.80%	9.18K
ISHARES TRSOLE	CORE S&P MCP ETF	10.54K	SH	$615.0K 0.51%	10.54K
ISHARES TRSOLE	RUS TP200 GR ETF	2.68K	SH	$566.2K 0.47%	2.68K
ISHARES TRSOLE	RUS 1000 VAL ETF	2.88K	SH	$542.0K 0.45%	2.88K

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