SIMA WEALTH PARTNERS, LLC

Filed: 10/19/2026ACC: 0002135539-26-000014

📋 What this filing means

SIMA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $143.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

138

Positions

$143.34M

Total AUM (reported)

2.15M

Total Shares

Allocation by class

CORE S&P500 ETF$20.70M14.4%

ST STR P500GRW$11.12M7.8%

INTL CORE EQT MK$10.93M7.6%

INTRNL RES EQT$10.32M7.2%

USD INV GRDE ETF$10.20M7.1%

EMGR CRE EQT MNG$9.95M6.9%

ACTIVE VALUE ETF$7.89M5.5%

Portfolio Concentration

Top 3$42.75M29.8%

4–10$60.16M42.0%

11–25$26.84M18.7%

Rest$13.59M9.5%

Top 3 weight

29.8%

Top 10 weight

71.8%

Voting Authority Distribution

Total shares with voting rights: 2.15M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.15M

% of voting shares100.0%

Investment Discretion (by position count)

Sole138

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings138

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares27.02K

TypeSH

Market value$20.70M

14.44%

Sole

0.00

Shared

0.00

None

27.02K

SPDR SERIES TRUST

SOLE

ST STR P500GRW

Shares90.37K

TypeSH

Market value$11.12M

7.76%

Sole

0.00

Shared

0.00

None

90.37K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares263.89K

TypeSH

Market value$10.93M

7.63%

Sole

0.00

Shared

0.00

None

263.89K

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares125.64K

TypeSH

Market value$10.32M

7.20%

Sole

0.00

Shared

0.00

None

125.64K

ISHARES TR

SOLE

USD INV GRDE ETF

Shares209.37K

TypeSH

Market value$10.20M

7.11%

Sole

0.00

Shared

0.00

None

209.37K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares253.12K

TypeSH

Market value$9.95M

6.94%

Sole

0.00

Shared

0.00

None

253.12K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares98.92K

TypeSH

Market value$7.89M

5.50%

Sole

0.00

Shared

0.00

None

98.92K

ISHARES TR

SOLE

MBS ETF

Shares86.17K

TypeSH

Market value$7.72M

5.39%

Sole

0.00

Shared

0.00

None

86.17K

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares297.87K

TypeSH

Market value$7.06M

4.92%

Sole

0.00

Shared

0.00

None

297.87K

SPDR SERIES TRUST

SOLE

ST STR P500VAL

Shares114.84K

TypeSH

Market value$7.02M

4.90%

Sole

0.00

Shared

0.00

None

114.84K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares35.09K

TypeSH

Market value$4.99M

3.48%

Sole

0.00

Shared

0.00

None

35.09K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares15.10K

TypeSH

Market value$3.45M

2.41%

Sole

0.00

Shared

0.00

None

15.10K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares125.83K

TypeSH

Market value$3.00M

2.09%

Sole

0.00

Shared

0.00

None

125.83K

SPDR SERIES TRUST

SOLE

ST STR P400MID

Shares41.48K

TypeSH

Market value$2.61M

1.82%

Sole

0.00

Shared

0.00

None

41.48K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares54.18K

TypeSH

Market value$1.80M

1.26%

Sole

0.00

Shared

0.00

None

54.18K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares18.32K

TypeSH

Market value$1.77M

1.24%

Sole

0.00

Shared

0.00

None

18.32K

VANGUARD INDEX FDS

SOLE

MRNGSTR VAL ETF

Shares7.02K

TypeSH

Market value$1.52M

1.06%

Sole

0.00

Shared

0.00

None

7.02K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares18.84K

TypeSH

Market value$1.46M

1.02%

Sole

0.00

Shared

0.00

None

18.84K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares33.13K

TypeSH

Market value$1.19M

0.83%

Sole

0.00

Shared

0.00

None

33.13K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares20.62K

TypeSH

Market value$1.06M

0.74%

Sole

0.00

Shared

0.00

None

20.62K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares10.20K

TypeSH

Market value$1.03M

0.72%

Sole

0.00

Shared

0.00

None

10.20K

PHILIP MORRIS INTL INC

SOLE

COM

Shares4.32K

TypeSH

Market value$824.7K

0.58%

Sole

0.00

Shared

0.00

None

4.32K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares2.63K

TypeSH

Market value$776.8K

0.54%

Sole

0.00

Shared

0.00

None

2.63K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares9.41K

TypeSH

Market value$677.4K

0.47%

Sole

0.00

Shared

0.00

None

9.41K

ISHARES TR

SOLE

RUS 1000 ETF

Shares1.62K

TypeSH

Market value$672.9K

0.47%

Sole

0.00

Shared

0.00

None

1.62K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	27.02K	SH	$20.70M 14.44%	27.02K
SPDR SERIES TRUSTSOLE	ST STR P500GRW	90.37K	SH	$11.12M 7.76%	90.37K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	263.89K	SH	$10.93M 7.63%	263.89K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	125.64K	SH	$10.32M 7.20%	125.64K
ISHARES TRSOLE	USD INV GRDE ETF	209.37K	SH	$10.20M 7.11%	209.37K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	253.12K	SH	$9.95M 6.94%	253.12K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	98.92K	SH	$7.89M 5.50%	98.92K
ISHARES TRSOLE	MBS ETF	86.17K	SH	$7.72M 5.39%	86.17K
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	297.87K	SH	$7.06M 4.92%	297.87K
SPDR SERIES TRUSTSOLE	ST STR P500VAL	114.84K	SH	$7.02M 4.90%	114.84K
ISHARES TRSOLE	S&P 500 GRWT ETF	35.09K	SH	$4.99M 3.48%	35.09K
ISHARES TRSOLE	S&P 500 VAL ETF	15.10K	SH	$3.45M 2.41%	15.10K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	125.83K	SH	$3.00M 2.09%	125.83K
SPDR SERIES TRUSTSOLE	ST STR P400MID	41.48K	SH	$2.61M 1.82%	41.48K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	54.18K	SH	$1.80M 1.26%	54.18K
ISHARES TRSOLE	CORE MSCI EAFE	18.32K	SH	$1.77M 1.24%	18.32K
VANGUARD INDEX FDSSOLE	MRNGSTR VAL ETF	7.02K	SH	$1.52M 1.06%	7.02K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	18.84K	SH	$1.46M 1.02%	18.84K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	33.13K	SH	$1.19M 0.83%	33.13K
ISHARES TRSOLE	ISHS 1-5YR INVS	20.62K	SH	$1.06M 0.74%	20.62K
ISHARES TRSOLE	NATIONAL MUN ETF	10.20K	SH	$1.03M 0.72%	10.20K
PHILIP MORRIS INTL INCSOLE	COM	4.32K	SH	$824.7K 0.58%	4.32K
ISHARES TRSOLE	RUS TP200 GR ETF	2.63K	SH	$776.8K 0.54%	2.63K
ISHARES TRSOLE	CORE S&P MCP ETF	9.41K	SH	$677.4K 0.47%	9.41K
ISHARES TRSOLE	RUS 1000 ETF	1.62K	SH	$672.9K 0.47%	1.62K

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