Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, JPIB, and represent 29.97% of Acima Private Wealth's stock portfolio.
Added to shares of these 10 stocks: JCPB, JPIB, BOND, IEFA, GTO, AGG, IVV, EMLC, AVEM, FLIA.
Started 10 new stock positions in GLD, SCHW, NDAQ, DHI, GS, ADI, TGT, RJF, MET, AMP.
Reduced shares in these 10 stocks: GSLC, CGCP, MDT, , CB, UNH, IJH, CAT, INTC, ESGV.
Sold out of its positions in CI, CGCP, CNC, C, CMCSA, FXD, MSCI, NKE, SNPS, MDT. CB.
Acima Private Wealth was a net buyer of stock by $10M.
Acima Private Wealth has $319M in assets under management (AUM), dropping by 8.83%.
Central Index Key (CIK): 0001761961

Tip: Access up to 7 years of quarterly data

Positions held by Acima Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Acima Private Wealth

Acima Private Wealth holds 179 positions in its portfolio as reported in the September 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)	9.2	$29M	+3%	44k	669.30	View chart
Gs Activebeta Us Large Cap Equity Etf Etf (GSLC)	6.7	$21M	-2%	163k	130.28	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	5.8	$18M		282k	65.26	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	4.6	$15M		224k	65.92	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	3.8	$12M	+16%	245k	49.03	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	3.6	$12M	+17%	245k	47.55	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	3.4	$11M	+11%	118k	93.35	View chart
Invesco Total Return Bond Etf Etf (GTO)	3.4	$11M	+10%	230k	47.51	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	3.2	$10M		54k	189.70	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	3.2	$10M	+3%	240k	42.69	View chart
Apple Stock (AAPL)	2.6	$8.2M		32k	254.63	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	2.5	$8.0M	+5%	107k	75.11	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.5	$7.9M	+15%	79k	100.25	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	2.4	$7.6M	+8%	300k	25.51	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.4	$7.6M		23k	328.17	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.1	$6.8M	+18%	78k	87.31	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	2.1	$6.7M		53k	125.95	View chart
Ishares Msci Eurozone Etf Etf (EZU)	2.1	$6.6M		106k	61.94	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	1.9	$6.0M	+4%	171k	35.44	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	1.9	$6.0M		88k	68.12	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.7	$5.3M		37k	142.41	View chart
Financial Select Sector Spdr Fund Etf (XLF)	1.4	$4.4M		82k	53.87	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	1.1	$3.6M		54k	66.32	View chart
Microsoft Corp Stock (MSFT)	0.9	$3.0M		5.7k	517.95	View chart
Franklin International Aggregate Bond Etf Etf (FLIA)	0.9	$2.8M	+12%	135k	20.51	View chart
Servicenow Stock (NOW)	0.9	$2.7M		3.0k	920.28	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.8	$2.6M	+2%	52k	50.07	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.8	$2.6M		33k	78.37	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.8	$2.5M	+2%	29k	87.23	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.8	$2.5M		8.7k	281.86	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.7	$2.4M		18k	132.20	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.7	$2.3M	+6%	22k	106.49	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$2.2M		10k	215.79	View chart
Xtrackers Harvest Csi 300 China A-shares Etf Etf (ASHR)	0.6	$2.0M		62k	32.98	View chart
Ishares Msci China Etf Etf (MCHI)	0.6	$1.8M	+2%	28k	65.85	View chart
Booking Holdings Stock (BKNG)	0.5	$1.7M		324.00	5399.27	View chart
Lowes Cos Stock (LOW)	0.5	$1.7M		6.9k	251.31	View chart
Mercadolibre Stock (MELI)	0.5	$1.7M		740.00	2336.94	View chart
Abbvie Stock (ABBV)	0.5	$1.6M		6.8k	231.54	View chart
Sherwin Williams Stock (SHW)	0.4	$1.4M		4.1k	346.26	View chart
Visa Inc Com Cl A Stock (V)	0.4	$1.3M		3.9k	341.38	View chart
Ishares Msci Australia Etf Etf (EWA)	0.4	$1.3M		49k	27.00	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.3M		7.1k	185.42	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.4	$1.2M		8.7k	139.17	View chart
Progressive Corp Stock (PGR)	0.4	$1.2M		4.7k	246.95	View chart
Automatic Data Processing Stock (ADP)	0.4	$1.2M		3.9k	293.50	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.1M		2.2k	499.21	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.3	$1.0M		3.2k	320.04	View chart
Amazon Stock (AMZN)	0.3	$991k	+4%	4.5k	219.57	View chart
Mcdonalds Corp Stock (MCD)	0.3	$942k		3.1k	303.89	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$935k		8.3k	112.75	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$922k		18k	50.73	View chart
Procter And Gamble Stock (PG)	0.3	$908k		5.9k	153.65	View chart
Union Pac Corp Stock (UNP)	0.3	$877k		3.7k	236.37	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.3	$865k		21k	41.97	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$857k		1.8k	468.41	View chart
Illinois Tool Wks Stock (ITW)	0.3	$834k		3.2k	260.76	View chart
Rtx Corporation Stock (RTX)	0.2	$785k		4.7k	167.33	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$746k		3.1k	241.96	View chart
Pepsico Stock (PEP)	0.2	$731k		5.2k	140.44	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$707k		1.8k	391.64	View chart
Home Depot Stock (HD)	0.2	$706k		1.7k	405.19	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$700k		2.9k	243.55	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$691k		2.8k	246.60	View chart
Oracle Corp Stock (ORCL)	0.2	$675k		2.4k	281.24	View chart
Caterpillar Stock (CAT)	0.2	$668k	-4%	1.4k	477.15	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$666k		999.00	666.18	View chart
Adobe Stock (ADBE)	0.2	$640k		1.8k	352.75	View chart
Coca Cola Stock (KO)	0.2	$606k		9.1k	66.32	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$545k		2.2k	243.10	View chart
Amgen Stock (AMGN)	0.2	$534k		1.9k	282.20	View chart
Conocophillips Stock (COP)	0.2	$516k		5.5k	94.59	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.2	$483k		3.3k	148.61	View chart
Texas Instrs Stock (TXN)	0.1	$465k		2.5k	183.73	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$464k		5.0k	93.37	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$459k		5.9k	77.77	View chart
Abbott Labs Stock (ABT)	0.1	$458k		3.4k	133.94	View chart
Cisco Sys Stock (CSCO)	0.1	$451k		6.6k	68.42	View chart
Capital One Finl Corp Stock (COF)	0.1	$445k		2.1k	212.58	View chart
Markel Group Stock (MKL)	0.1	$443k		232.00	1911.36	View chart
Blackrock Stock (BLK)	0.1	$442k		379.00	1165.87	View chart
Spdr S&p China Etf Etf (GXC)	0.1	$427k		4.1k	104.97	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$425k		1.4k	307.86	View chart
Intel Corp Stock (INTC)	0.1	$420k	-5%	13k	33.55	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$418k		734.00	568.81	View chart
Air Prods & Chems Stock (APD)	0.1	$409k		1.5k	272.72	View chart
Aflac Stock (AFL)	0.1	$406k		3.6k	111.70	View chart
S&p Global Stock (SPGI)	0.1	$402k		826.00	486.71	View chart
Walmart Stock (WMT)	0.1	$402k		3.9k	103.06	View chart
Merck & Co Stock (MRK)	0.1	$400k		4.8k	83.93	View chart
Chevron Corp Stock (CVX)	0.1	$392k	+4%	2.5k	155.29	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$386k		1.9k	201.53	View chart
Darden Restaurants Stock (DRI)	0.1	$381k		2.0k	190.36	View chart
Pfizer Stock (PFE)	0.1	$371k		15k	25.48	View chart
American Express Stock (AXP)	0.1	$365k	+10%	1.1k	332.16	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$361k		2.6k	139.67	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$355k		1.7k	203.59	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$350k		722.00	485.02	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$347k	-4%	1.8k	194.50	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$341k		679.00	502.74	View chart
Honeywell Intl Stock (HON)	0.1	$339k		1.6k	210.50	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$329k		3.4k	96.55	View chart
Idexx Labs Stock (IDXX)	0.1	$315k		493.00	638.89	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$315k		6.2k	50.47	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$296k		1.0k	293.74	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$293k		480.00	609.32	View chart
Sysco Corp Stock (SYY)	0.1	$288k		3.5k	82.34	View chart
Ppg Inds Stock (PPG)	0.1	$263k		2.5k	105.11	View chart
Corning Stock (GLW)	0.1	$263k		3.2k	82.03	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$262k		1.4k	187.17	View chart
Heico Corp New Cl A Stock (HEI.A)	0.1	$253k		994.00	254.09	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.1	$236k		792.00	297.91	View chart
Altria Group Stock (MO)	0.1	$231k		3.5k	66.06	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.1	$214k		3.5k	61.68	View chart
Dover Corp Stock (DOV)	0.1	$209k		1.3k	166.83	View chart
American Finl Group Inc Ohio Stock (AFG)	0.1	$200k		1.4k	145.72	View chart
3M Stock (MMM)	0.1	$198k		1.3k	155.18	View chart
Philip Morris Intl Stock (PM)	0.1	$182k		1.1k	162.20	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$180k		569.00	315.43	View chart
Hubspot Stock (HUBS)	0.1	$171k		366.00	467.80	View chart
Colgate Palmolive Stock (CL)	0.1	$160k		2.0k	79.94	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$155k		1.2k	124.34	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$145k		1.6k	91.70	View chart
Southern Stock (SO)	0.0	$142k		1.5k	94.77	View chart
American Elec Pwr Stock (AEP)	0.0	$138k		1.2k	112.50	View chart
Biogen Stock (BIIB)	0.0	$128k		916.00	140.08	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$126k	+14%	1.7k	74.90	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$125k		1.3k	97.82	View chart
Unitedhealth Group Stock (UNH)	0.0	$122k	-34%	352.00	345.30	View chart
Nextera Energy Stock (NEE)	0.0	$120k		1.6k	75.49	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$113k		953.00	118.83	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$101k		138.00	734.38	View chart
Cencora Stock (COR)	0.0	$99k		317.00	312.53	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$97k		1.3k	74.37	View chart
Costco Whsl Corp Stock (COST)	0.0	$95k	-14%	103.00	925.63	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$92k		150.00	612.38	View chart
Carrier Global Corporation Stock (CARR)	0.0	$78k		1.3k	59.70	View chart
Nvidia Corporation Stock (NVDA)	0.0	$77k		410.00	186.58	View chart
Phillips 66 Stock (PSX)	0.0	$68k		500.00	136.02	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$67k		470.00	141.50	View chart
Csx Corp Stock (CSX)	0.0	$64k		1.8k	35.51	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$59k		650.00	91.43	View chart
Eli Lilly & Co Stock (LLY)	0.0	$57k		75.00	763.00	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$55k		217.00	254.28	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$51k		210.00	244.09	View chart
Verizon Communications Stock (VZ)	0.0	$46k		1.0k	43.95	View chart
Oreilly Automotive Stock (ORLY)	0.0	$45k		420.00	107.81	View chart
Danaher Corporation Stock (DHR)	0.0	$37k		185.00	198.26	View chart
BP Adr (BP)	0.0	$37k		1.1k	34.46	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.0	$37k		408.00	89.34	View chart
Bank America Corp Stock (BAC)	0.0	$36k		706.00	51.59	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$32k		364.00	87.21	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$30k		196.00	154.23	View chart
Solventum Corp Stock (SOLV)	0.0	$22k		300.00	73.00	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$20k		365.00	54.18	View chart
American Tower Corp Reit (AMT)	0.0	$19k		100.00	192.32	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$19k	-55%	158.00	118.44	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$18k	-14%	188.00	95.14	View chart
Spdr Gold Shares Etf (GLD)	0.0	$18k	NEW	50.00	355.48	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$16k	NEW	169.00	95.47	View chart
Duke Energy Corp Stock (DUK)	0.0	$14k		110.00	123.75	View chart
Dominion Energy Stock (D)	0.0	$13k		213.00	61.17	View chart
Analog Devices Stock (ADI)	0.0	$12k	NEW	50.00	245.70	View chart
Us Bancorp Del Stock (USB)	0.0	$12k		252.00	48.33	View chart
Ameriprise Finl Stock (AMP)	0.0	$11k	NEW	23.00	491.26	View chart
Target Corp Stock (TGT)	0.0	$10k	NEW	112.00	89.70	View chart
Occidental Pete Corp Stock (OXY)	0.0	$8.6k		181.00	47.25	View chart
D R Horton Stock (DHI)	0.0	$7.5k	NEW	44.00	169.48	View chart
Raymond James Finl Stock (RJF)	0.0	$6.6k	NEW	38.00	172.61	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.0	$6.2k		100.00	62.16	View chart
Hartford Insurance Group Stock (HIG)	0.0	$5.6k		42.00	133.38	View chart
Metlife Stock (MET)	0.0	$5.5k	NEW	67.00	82.37	View chart
Ebay Stock (EBAY)	0.0	$4.2k		46.00	90.96	View chart
Morgan Stanley Stock (MS)	0.0	$4.1k		26.00	158.96	View chart
Nasdaq Stock (NDAQ)	0.0	$4.1k	NEW	46.00	88.46	View chart
Goldman Sachs Group Stock (GS)	0.0	$4.0k	NEW	5.00	796.40	View chart
At&t Stock (T)	0.0	$3.3k		116.00	28.24	View chart
Price T Rowe Group Stock (TROW)	0.0	$1.7k		17.00	102.65	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$561.000000		22.00	25.50	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 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
Acima Private Wealth 2021 Q4 filed March 10, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z