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Acima Private Wealth

Latest statistics and disclosures from Acima Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, GSLC, IJH, IEMG, JCPB, and represent 28.28% of Acima Private Wealth's stock portfolio.
Added to shares of these 10 stocks: EZU, GTO, AGG, BOND, IEFA, NOW, VSLU, JCPB, XLK, EMLC.
Reduced shares in these 10 stocks: GSLC, IJH, JPIB, IEMG, AVEM, BBJP, XLV, IVV, XLP, JPST.
Sold out of its positions in HUBS, OKTA, VEEV.
Acima Private Wealth was a net buyer of stock by $2.2M.
Acima Private Wealth has $322M in assets under management (AUM), dropping by 0.90%.
Central Index Key (CIK): 0001761961

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Portfolio Holdings for Acima Private Wealth

Acima Private Wealth holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	9.1	$29M		43k	684.94	View chart
Gs Activebeta Us Large Cap Equity Etf Etf (GSLC)	5.7	$18M	-14%	139k	132.37	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	4.9	$16M	-14%	240k	66.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	4.5	$14M	-4%	214k	67.22	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	4.0	$13M	+12%	276k	47.35	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	4.0	$13M	+18%	140k	93.08	View chart
Invesco Total Return Bond Etf Etf (GTO)	4.0	$13M	+19%	274k	47.42	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	3.8	$12M	+14%	276k	44.26	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	3.3	$11M	+2%	55k	191.56	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	3.2	$10M	-13%	211k	48.70	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	3.1	$9.9M	+26%	99k	99.88	View chart
Ishares Msci Eurozone Etf Etf (EZU)	2.8	$9.0M	+31%	140k	64.10	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.7	$8.8M	+26%	98k	89.46	View chart
Apple Stock (AAPL)	2.7	$8.6M		32k	271.86	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	2.6	$8.4M	+7%	323k	25.82	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.4	$7.7M		23k	335.27	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	2.4	$7.6M	-7%	98k	77.02	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	2.1	$6.6M	-4%	51k	129.16	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	2.0	$6.6M	+2%	174k	37.61	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	1.9	$6.1M	-2%	86k	70.98	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.6	$5.1M		37k	136.94	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	1.4	$4.5M		82k	54.77	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	0.9	$3.0M	-17%	45k	65.91	View chart
Microsoft Corp Stock (MSFT)	0.9	$2.8M		5.7k	483.62	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.8	$2.6M	-2%	28k	93.00	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.8	$2.6M		52k	50.29	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.7	$2.4M		22k	107.11	View chart
Franklin International Aggregate Bond Etf Etf (FLIA)	0.7	$2.4M	-13%	117k	20.18	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.7	$2.3M	+83%	16k	143.97	View chart
Servicenow Stock (NOW)	0.7	$2.3M	+400%	15k	153.19	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$2.2M		10k	219.78	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.7	$2.2M	-3%	17k	126.26	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.6	$2.0M	-19%	26k	77.68	View chart
Xtrackers Harvest Csi 300 China A-shares Etf Etf (ASHR)	0.6	$1.8M	-11%	55k	32.85	View chart
Booking Holdings Stock (BKNG)	0.5	$1.7M		324.00	5355.33	View chart
Lowes Cos Stock (LOW)	0.5	$1.7M		6.9k	241.16	View chart
Abbvie Stock (ABBV)	0.5	$1.6M		6.8k	228.49	View chart
Mercadolibre Stock (MELI)	0.5	$1.5M		739.00	2014.26	View chart
Ishares Msci China Etf Etf (MCHI)	0.5	$1.5M	-10%	25k	60.07	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.4M		7.0k	206.95	View chart
Ishares Msci Australia Etf Etf (EWA)	0.4	$1.3M	+4%	51k	26.19	View chart
Visa Inc Com Cl A Stock (V)	0.4	$1.3M		3.8k	350.71	View chart
Sherwin Williams Stock (SHW)	0.4	$1.3M		4.1k	324.03	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.1M		2.2k	483.67	View chart
Progressive Corp Stock (PGR)	0.3	$1.1M		4.7k	227.72	View chart
Amazon Stock (AMZN)	0.3	$1.0M		4.5k	230.82	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.3	$1.0M		3.2k	323.01	View chart
Automatic Data Processing Stock (ADP)	0.3	$1.0M		3.9k	257.23	View chart
Mcdonalds Corp Stock (MCD)	0.3	$948k		3.1k	305.63	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$918k	-8%	7.6k	120.34	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$902k		2.9k	313.80	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$866k		1.8k	473.30	View chart
Rtx Corporation Stock (RTX)	0.3	$861k		4.7k	183.40	View chart
Union Pac Corp Stock (UNP)	0.3	$849k		3.7k	231.32	View chart
Procter And Gamble Stock (PG)	0.3	$847k		5.9k	143.31	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.3	$844k	-6%	19k	43.98	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.3	$819k		1.8k	453.36	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.3	$809k	-40%	5.2k	154.80	View chart
Caterpillar Stock (CAT)	0.2	$802k		1.4k	572.87	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$758k		3.1k	246.16	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$751k		2.8k	268.30	View chart
Pepsico Stock (PEP)	0.2	$747k		5.2k	143.52	View chart
Illinois Tool Wks Stock (ITW)	0.2	$723k	-8%	2.9k	246.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$701k		2.2k	313.00	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$681k		999.00	681.92	View chart
Adobe Stock (ADBE)	0.2	$635k		1.8k	349.99	View chart
Coca Cola Stock (KO)	0.2	$634k		9.1k	69.91	View chart
Amgen Stock (AMGN)	0.2	$619k		1.9k	327.31	View chart
Home Depot Stock (HD)	0.2	$579k	-3%	1.7k	344.10	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.2	$523k		3.3k	160.97	View chart
Conocophillips Stock (COP)	0.2	$510k		5.5k	93.61	View chart
Capital One Finl Corp Stock (COF)	0.2	$508k		2.1k	242.36	View chart
Cisco Sys Stock (CSCO)	0.2	$508k		6.6k	77.03	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$503k		5.9k	85.25	View chart
Merck & Co Stock (MRK)	0.2	$502k		4.8k	105.26	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$477k		5.0k	96.03	View chart
Oracle Corp Stock (ORCL)	0.1	$468k		2.4k	194.91	View chart
Texas Instrs Stock (TXN)	0.1	$439k		2.5k	173.49	View chart
Walmart Stock (WMT)	0.1	$435k		3.9k	111.41	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$434k		1.4k	314.80	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$434k	+37%	8.6k	50.50	View chart
S&p Global Stock (SPGI)	0.1	$432k		826.00	522.59	View chart
Abbott Labs Stock (ABT)	0.1	$429k		3.4k	125.29	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$428k	-53%	8.5k	50.59	View chart
Markel Group Stock (MKL)	0.1	$419k	-15%	195.00	2149.65	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$419k		734.00	570.88	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$418k		722.00	579.45	View chart
American Express Stock (AXP)	0.1	$407k		1.1k	369.95	View chart
Blackrock Stock (BLK)	0.1	$406k		379.00	1070.34	View chart
Air Prods & Chems Stock (APD)	0.1	$371k		1.5k	247.02	View chart
Darden Restaurants Stock (DRI)	0.1	$368k		2.0k	184.02	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$365k		2.6k	141.05	View chart
Marsh Stock	0.1	$356k		1.9k	185.52	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$354k		1.8k	198.62	View chart
Pfizer Stock (PFE)	0.1	$349k	-3%	14k	24.90	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$341k		679.00	502.65	View chart
Idexx Labs Stock (IDXX)	0.1	$334k		493.00	676.53	View chart
Chevron Corp Stock (CVX)	0.1	$334k	-13%	2.2k	152.41	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$330k	-9%	1.6k	210.34	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$328k		3.4k	96.27	View chart
Spdr S&p China Etf Etf (GXC)	0.1	$321k	-18%	3.3k	96.81	View chart
Honeywell Intl Stock (HON)	0.1	$314k		1.6k	195.09	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$292k		1.0k	290.22	View chart
Corning Stock (GLW)	0.1	$280k		3.2k	87.56	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$274k		480.00	570.21	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$272k		1.4k	194.07	View chart
Sysco Corp Stock (SYY)	0.1	$258k		3.5k	73.69	View chart
Heico Corp New Cl A Stock (HEI.A)	0.1	$251k		994.00	252.43	View chart
Dover Corp Stock (DOV)	0.1	$244k		1.3k	195.24	View chart
Aflac Stock (AFL)	0.1	$237k	-40%	2.1k	110.27	View chart
Intel Corp Stock (INTC)	0.1	$232k	-49%	6.3k	36.90	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.1	$222k		3.5k	63.84	View chart
Altria Group Stock (MO)	0.1	$202k		3.5k	57.66	View chart
American Finl Group Inc Ohio Stock (AFG)	0.1	$187k		1.4k	136.68	View chart
Philip Morris Intl Stock (PM)	0.1	$180k		1.1k	160.40	View chart
Ppg Inds Stock (PPG)	0.1	$171k	-33%	1.7k	102.46	View chart
Biogen Stock (BIIB)	0.1	$161k		916.00	175.99	View chart
Colgate Palmolive Stock (CL)	0.0	$158k		2.0k	79.02	View chart
3M Stock (MMM)	0.0	$156k	-23%	975.00	160.10	View chart
American Elec Pwr Stock (AEP)	0.0	$141k		1.2k	115.31	View chart
Southern Stock (SO)	0.0	$131k		1.5k	87.20	View chart
Nextera Energy Stock (NEE)	0.0	$128k		1.6k	80.28	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$127k		1.3k	99.52	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$126k		1.2k	100.89	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$111k	-13%	1.4k	76.71	View chart
Cencora Stock (COR)	0.0	$107k		317.00	337.75	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$95k	-47%	296.00	322.22	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$95k	-2%	1.3k	74.07	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$94k		150.00	627.13	View chart
Eli Lilly & Co Stock (LLY)	0.0	$81k		75.00	1074.68	View chart
Nvidia Corporation Stock (NVDA)	0.0	$77k		410.00	186.50	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$66k		470.00	141.16	View chart
Unitedhealth Group Stock (UNH)	0.0	$66k	-43%	200.00	330.11	View chart
Csx Corp Stock (CSX)	0.0	$65k		1.8k	36.25	View chart
Phillips 66 Stock (PSX)	0.0	$65k		500.00	129.04	View chart
Costco Whsl Corp Stock (COST)	0.0	$62k	-30%	72.00	862.33	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$57k		650.00	87.35	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$56k		217.00	257.95	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$56k	-51%	465.00	120.18	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$53k		210.00	251.17	View chart
Carrier Global Corporation Stock (CARR)	0.0	$51k	-25%	967.00	52.84	View chart
Verizon Communications Stock (VZ)	0.0	$42k		1.0k	40.73	View chart
Danaher Corporation Stock (DHR)	0.0	$42k		185.00	228.92	View chart
Bank America Corp Stock (BAC)	0.0	$39k		706.00	55.00	View chart
BP Adr (BP)	0.0	$37k		1.1k	34.73	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.0	$37k	+100%	816.00	44.71	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$31k	+100%	728.00	42.69	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$30k		196.00	155.12	View chart
Solventum Corp Stock (SOLV)	0.0	$24k		300.00	79.24	View chart
Spdr Gold Shares Etf (GLD)	0.0	$20k		50.00	396.32	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$20k		365.00	53.76	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$19k		158.00	120.96	View chart
Oreilly Automotive Stock (ORLY)	0.0	$18k	-53%	195.00	91.21	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$18k		188.00	94.16	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$17k		169.00	99.91	View chart
Us Bancorp Del Stock (USB)	0.0	$13k		252.00	53.36	View chart
American Tower Corp Reit (AMT)	0.0	$13k	-25%	75.00	175.57	View chart
Duke Energy Corp Stock (DUK)	0.0	$13k		110.00	117.21	View chart
Dominion Energy Stock (D)	0.0	$13k		213.00	58.59	View chart
Analog Devices Stock (ADI)	0.0	$12k	-12%	44.00	271.20	View chart
Ameriprise Finl Stock (AMP)	0.0	$11k		23.00	490.35	View chart
Target Corp Stock (TGT)	0.0	$11k		112.00	97.75	View chart
Occidental Pete Corp Stock (OXY)	0.0	$7.4k		181.00	41.12	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.0	$7.1k		100.00	71.41	View chart
D R Horton Stock (DHI)	0.0	$6.3k		44.00	144.02	View chart
Raymond James Finl Stock (RJF)	0.0	$6.1k		38.00	160.58	View chart
Hartford Insurance Group Stock (HIG)	0.0	$5.8k		42.00	137.81	View chart
Metlife Stock (MET)	0.0	$5.3k		67.00	78.94	View chart
Morgan Stanley Stock (MS)	0.0	$4.6k		26.00	177.54	View chart
Nasdaq Stock (NDAQ)	0.0	$4.5k		46.00	97.13	View chart
Goldman Sachs Group Stock (GS)	0.0	$4.4k		5.00	879.00	View chart
Ebay Stock (EBAY)	0.0	$4.0k		46.00	87.11	View chart
At&t Stock (T)	0.0	$2.9k		116.00	24.84	View chart
Price T Rowe Group Stock (TROW)	0.0	$1.7k		17.00	102.35	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$660.000000	-99%	1.00	660.00	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$423.999400		22.00	19.27	View chart

Past Filings by Acima Private Wealth

SEC 13F filings are viewable for Acima Private Wealth going back to 2018

Acima Private Wealth 2025 Q4 filed Jan. 15, 2026
Acima Private Wealth 2025 Q3 filed Nov. 10, 2025
Acima Private Wealth 2025 Q2 filed July 24, 2025
Acima Private Wealth 2025 Q1 filed May 9, 2025
Acima Private Wealth 2024 Q4 filed Feb. 5, 2025
Acima Private Wealth 2024 Q3 filed Nov. 12, 2024
Acima Private Wealth 2024 Q2 filed July 30, 2024
Acima Private Wealth 2024 Q1 filed May 14, 2024
Acima Private Wealth 2022 Q2 filed Feb. 29, 2024
Acima Private Wealth 2022 Q3 filed Feb. 29, 2024
Acima Private Wealth 2022 Q4 filed Feb. 29, 2024
Acima Private Wealth 2023 Q1 filed Feb. 29, 2024
Acima Private Wealth 2023 Q2 filed Feb. 29, 2024
Acima Private Wealth 2023 Q3 filed Feb. 29, 2024
Acima Private Wealth 2023 Q4 filed Feb. 29, 2024
Acima Private Wealth 2022 Q1 filed May 2, 2022

View all past filings

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