SIMA WEALTH PARTNERS, LLC

Filed: 6/15/2026ACC: 0002135539-26-000008

📋 What this filing means

SIMA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 171 equity positions with a total reported market value of $117.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

171

Positions

$117.66M

Total AUM (reported)

2.08M

Total Shares

Allocation by class

CORE S&P500 ETF$18.55M15.8%

PRTFLO S&P500 GW$8.72M7.4%

INT-TRM U.S TRES$8.29M7.0%

INTL CORE EQT MK$7.70M6.5%

MBS ETF$6.95M5.9%

USD INV GRDE ETF$6.88M5.8%

INTRNL RES EQT$6.75M5.7%

Portfolio Concentration

Top 3$35.56M30.2%

4–10$42.15M35.8%

11–25$26.49M22.5%

Rest$13.46M11.4%

Top 3 weight

30.2%

Top 10 weight

66.0%

Voting Authority Distribution

Total shares with voting rights: 2.08M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.08M

% of voting shares100.0%

Investment Discretion (by position count)

Sole171

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings171

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares31.52K

TypeSH

Market value$18.55M

15.77%

Sole

0.00

Shared

0.00

None

31.52K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares99.25K

TypeSH

Market value$8.72M

7.41%

Sole

0.00

Shared

0.00

None

99.25K

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares341.10K

TypeSH

Market value$8.29M

7.04%

Sole

0.00

Shared

0.00

None

341.10K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares263.77K

TypeSH

Market value$7.70M

6.55%

Sole

0.00

Shared

0.00

None

263.77K

ISHARES TR

SOLE

MBS ETF

Shares75.78K

TypeSH

Market value$6.95M

5.90%

Sole

0.00

Shared

0.00

None

75.78K

ISHARES TR

SOLE

USD INV GRDE ETF

Shares136.74K

TypeSH

Market value$6.88M

5.84%

Sole

0.00

Shared

0.00

None

136.74K

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares115.44K

TypeSH

Market value$6.75M

5.74%

Sole

0.00

Shared

0.00

None

115.44K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares92.42K

TypeSH

Market value$5.85M

4.97%

Sole

0.00

Shared

0.00

None

92.42K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares40.57K

TypeSH

Market value$4.12M

3.50%

Sole

0.00

Shared

0.00

None

40.57K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares153.73K

TypeSH

Market value$3.90M

3.31%

Sole

0.00

Shared

0.00

None

153.73K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares70.51K

TypeSH

Market value$3.61M

3.06%

Sole

0.00

Shared

0.00

None

70.51K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares17.65K

TypeSH

Market value$3.37M

2.86%

Sole

0.00

Shared

0.00

None

17.65K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares123.16K

TypeSH

Market value$2.96M

2.52%

Sole

0.00

Shared

0.00

None

123.16K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares53.69K

TypeSH

Market value$2.78M

2.36%

Sole

0.00

Shared

0.00

None

53.69K

SPDR SER TR

SOLE

PORTFOLIO S&P400

Shares41.59K

TypeSH

Market value$2.27M

1.93%

Sole

0.00

Shared

0.00

None

41.59K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares11.24K

TypeSH

Market value$1.90M

1.62%

Sole

0.00

Shared

0.00

None

11.24K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares69.68K

TypeSH

Market value$1.82M

1.54%

Sole

0.00

Shared

0.00

None

69.68K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares24.58K

TypeSH

Market value$1.73M

1.47%

Sole

0.00

Shared

0.00

None

24.58K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares42.61K

TypeSH

Market value$1.19M

1.01%

Sole

0.00

Shared

0.00

None

42.61K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares40.71K

TypeSH

Market value$1.13M

0.96%

Sole

0.00

Shared

0.00

None

40.71K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares9.19K

TypeSH

Market value$979.0K

0.83%

Sole

0.00

Shared

0.00

None

9.19K

PHILIP MORRIS INTL INC

SOLE

COM

Shares7.69K

TypeSH

Market value$925.0K

0.79%

Sole

0.00

Shared

0.00

None

7.69K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares10.74K

TypeSH

Market value$669.1K

0.57%

Sole

0.00

Shared

0.00

None

10.74K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares2.68K

TypeSH

Market value$631.5K

0.54%

Sole

0.00

Shared

0.00

None

2.68K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares2.88K

TypeSH

Market value$533.2K

0.45%

Sole

0.00

Shared

0.00

None

2.88K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	31.52K	SH	$18.55M 15.77%	31.52K
SPDR SER TRSOLE	PRTFLO S&P500 GW	99.25K	SH	$8.72M 7.41%	99.25K
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	341.10K	SH	$8.29M 7.04%	341.10K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	263.77K	SH	$7.70M 6.55%	263.77K
ISHARES TRSOLE	MBS ETF	75.78K	SH	$6.95M 5.90%	75.78K
ISHARES TRSOLE	USD INV GRDE ETF	136.74K	SH	$6.88M 5.84%	136.74K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	115.44K	SH	$6.75M 5.74%	115.44K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	92.42K	SH	$5.85M 4.97%	92.42K
ISHARES TRSOLE	S&P 500 GRWT ETF	40.57K	SH	$4.12M 3.50%	40.57K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	153.73K	SH	$3.90M 3.31%	153.73K
SPDR SER TRSOLE	PRTFLO S&P500 VL	70.51K	SH	$3.61M 3.06%	70.51K
ISHARES TRSOLE	S&P 500 VAL ETF	17.65K	SH	$3.37M 2.86%	17.65K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	123.16K	SH	$2.96M 2.52%	123.16K
ISHARES TRSOLE	ISHS 1-5YR INVS	53.69K	SH	$2.78M 2.36%	53.69K
SPDR SER TRSOLE	PORTFOLIO S&P400	41.59K	SH	$2.27M 1.93%	41.59K
VANGUARD INDEX FDSSOLE	VALUE ETF	11.24K	SH	$1.90M 1.62%	11.24K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	69.68K	SH	$1.82M 1.54%	69.68K
ISHARES TRSOLE	CORE MSCI EAFE	24.58K	SH	$1.73M 1.47%	24.58K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	42.61K	SH	$1.19M 1.01%	42.61K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	40.71K	SH	$1.13M 0.96%	40.71K
ISHARES TRSOLE	NATIONAL MUN ETF	9.19K	SH	$979.0K 0.83%	9.19K
PHILIP MORRIS INTL INCSOLE	COM	7.69K	SH	$925.0K 0.79%	7.69K
ISHARES TRSOLE	CORE S&P MCP ETF	10.74K	SH	$669.1K 0.57%	10.74K
ISHARES TRSOLE	RUS TP200 GR ETF	2.68K	SH	$631.5K 0.54%	2.68K
ISHARES TRSOLE	RUS 1000 VAL ETF	2.88K	SH	$533.2K 0.45%	2.88K

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