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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 28.38% of Acima Private Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV, BOND, GTO, JCPB, AGG, IEUR, VSLU, MUB, IEFA, GSLC.
Started 4 new stock positions in ACWI, WAT, AAXJ, SOLS.
Reduced shares in these 10 stocks: IGM, CVX, EZU, JNJ, AAPL, XLK, JPST, XOM, SPGM, JPIB.
Sold out of its positions in DHI, MET, RJF.
Acima Private Wealth was a net buyer of stock by $576k.
Acima Private Wealth has $319M in assets under management (AUM), dropping by -1.12%.
Central Index Key (CIK): 0001761961

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Portfolio Holdings for Acima Private Wealth

Acima Private Wealth holds 177 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	9.0	$29M		44k	653.21	View chart
Gs Activebeta Us Large Cap Equity Etf Etf (GSLC)	5.5	$18M		140k	125.13	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	5.1	$16M		240k	67.53	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	4.7	$15M		214k	69.75	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	4.1	$13M		280k	47.08	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	4.1	$13M		142k	92.28	View chart
Invesco Total Return Bond Etf Etf (GTO)	4.1	$13M		279k	46.83	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	3.7	$12M		278k	41.81	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	3.3	$11M		56k	191.92	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	3.2	$10M		211k	47.82	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	3.2	$10M		101k	99.27	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.8	$9.0M		99k	90.53	View chart
Ishares Msci Eurozone Etf Etf (EZU)	2.7	$8.6M		138k	62.64	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	2.6	$8.4M		174k	48.14	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	2.5	$8.1M		323k	25.11	View chart
Apple Stock (AAPL)	2.5	$8.0M		32k	253.79	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	2.5	$7.9M		98k	80.58	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.3	$7.4M		23k	320.81	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	1.9	$6.2M	+2%	88k	70.27	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	1.6	$5.2M	-14%	44k	118.51	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.5	$4.8M		37k	128.12	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	1.3	$4.1M		82k	49.37	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	1.0	$3.1M		17k	181.83	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	1.0	$3.1M		45k	68.91	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.8	$2.6M		28k	94.06	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.8	$2.6M		52k	49.89	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.8	$2.5M	+4%	23k	106.15	View chart
Franklin International Aggregate Bond Etf Etf (FLIA)	0.7	$2.4M		117k	20.26	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$2.2M		10k	215.06	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.7	$2.2M		26k	81.98	View chart
Microsoft Corp Stock (MSFT)	0.7	$2.1M		5.7k	370.17	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.7	$2.1M	-2%	16k	132.90	View chart
Xtrackers Harvest Csi 300 China A-shares Etf Etf (ASHR)	0.6	$1.8M		55k	32.64	View chart
Lowes Cos Stock (LOW)	0.5	$1.6M		6.9k	236.28	View chart
Johnson & Johnson Stock (JNJ)	0.5	$1.6M	-5%	6.6k	244.44	View chart
Servicenow Stock (NOW)	0.5	$1.5M		15k	104.55	View chart
Abbvie Stock (ABBV)	0.5	$1.5M		6.8k	217.49	View chart
Ishares Msci Australia Etf Etf (EWA)	0.4	$1.4M		51k	27.76	View chart
Ishares Msci China Etf Etf (MCHI)	0.4	$1.4M		25k	56.18	View chart
Booking Holdings Stock (BKNG)	0.4	$1.4M		324.00	4210.32	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$1.3M		2.2k	604.39	View chart
Sherwin Williams Stock (SHW)	0.4	$1.3M		4.1k	320.55	View chart
Mercadolibre Stock (MELI)	0.4	$1.3M		739.00	1729.02	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$1.3M	-2%	7.4k	169.66	View chart
Visa Inc Com Cl A Stock (V)	0.4	$1.2M		3.8k	302.24	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.3	$995k		3.2k	313.81	View chart
Caterpillar Stock (CAT)	0.3	$992k		1.4k	708.46	View chart
Mcdonalds Corp Stock (MCD)	0.3	$964k		3.1k	310.79	View chart
Amazon Stock (AMZN)	0.3	$940k		4.5k	208.27	View chart
Progressive Corp Stock (PGR)	0.3	$928k		4.7k	198.24	View chart
Rtx Corporation Stock (RTX)	0.3	$906k		4.7k	192.90	View chart
Union Pac Corp Stock (UNP)	0.3	$891k		3.7k	242.62	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.3	$875k		19k	45.56	View chart
Procter & Gamble Stock (PG)	0.3	$853k		5.9k	144.44	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$824k		2.9k	286.86	View chart
Pepsico Stock (PEP)	0.3	$808k		5.2k	155.29	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.3	$807k		1.8k	446.54	View chart
Automatic Data Processing Stock (ADP)	0.2	$790k		3.9k	203.18	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$780k		1.8k	426.40	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$767k		5.2k	146.61	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$764k		3.1k	248.00	View chart
Illinois Tool Wks Stock (ITW)	0.2	$764k		2.9k	260.29	View chart
Conocophillips Stock (COP)	0.2	$719k		5.5k	132.00	View chart
Coca Cola Stock (KO)	0.2	$690k		9.1k	76.05	View chart
Amgen Stock (AMGN)	0.2	$666k		1.9k	351.85	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$650k		999.00	650.34	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$644k		2.2k	287.56	View chart
Merck & Co Stock (MRK)	0.2	$573k		4.8k	120.29	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$555k		2.8k	198.29	View chart
Home Depot Stock (HD)	0.2	$547k		1.7k	328.89	View chart
Cisco Sys Stock (CSCO)	0.2	$511k		6.6k	77.59	View chart
Texas Instrs Stock (TXN)	0.2	$491k		2.5k	194.14	View chart
Walmart Stock (WMT)	0.2	$485k		3.9k	124.28	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$483k		5.0k	97.13	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$473k		5.9k	80.08	View chart
Adobe Stock (ADBE)	0.1	$441k		1.8k	243.08	View chart
Air Products And Chemicals Stock (APD)	0.1	$436k		1.5k	290.49	View chart
Corning Stock (GLW)	0.1	$435k		3.2k	135.97	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$430k		8.6k	49.99	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$412k		1.4k	298.85	View chart
Pfizer Stock (PFE)	0.1	$393k		14k	28.08	View chart
Darden Restaurants Stock (DRI)	0.1	$392k		2.0k	196.04	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$386k		3.3k	118.62	View chart
Capital One Finl Corp Stock (COF)	0.1	$382k		2.1k	182.43	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$378k	-11%	7.5k	50.61	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$377k		2.6k	145.74	View chart
Markel Group Stock (MKL)	0.1	$373k		195.00	1914.07	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$367k		734.00	499.66	View chart
Blackrock Stock (BLK)	0.1	$365k		379.00	961.71	View chart
Honeywell Intl Stock (HON)	0.1	$364k		1.6k	226.03	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$355k		722.00	491.53	View chart
Oracle Corp Stock (ORCL)	0.1	$353k		2.4k	147.11	View chart
S&p Global Stock (SPGI)	0.1	$351k		826.00	425.34	View chart
Abbott Laboratories Stock (ABT)	0.1	$347k		3.4k	102.67	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$342k		1.8k	191.81	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$336k		1.6k	213.67	View chart
American Express Stock (AXP)	0.1	$333k		1.1k	302.48	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$331k		3.4k	97.23	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$328k		480.00	682.24	View chart
Marsh & Mclennan Cos Stock	0.1	$326k		1.9k	173.45	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$325k		679.00	479.20	View chart
Chevron Corporation Stock (CVX)	0.1	$315k	-30%	1.5k	206.90	View chart
State Street Spdr S&p China Etf Etf (GXC)	0.1	$309k		3.3k	93.12	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$289k		1.0k	287.18	View chart
Intel Corp Stock (INTC)	0.1	$278k		6.3k	44.13	View chart
Idexx Labs Stock (IDXX)	0.1	$277k		493.00	561.89	View chart
Dover Corp Stock (DOV)	0.1	$261k		1.3k	208.45	View chart
Sysco Corp Stock (SYY)	0.1	$250k		3.5k	71.33	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.1	$237k		3.5k	68.18	View chart
Aflac Stock (AFL)	0.1	$236k		2.1k	109.71	View chart
Altria Group Stock (MO)	0.1	$231k		3.5k	65.99	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$220k		1.4k	157.23	View chart
Heico Corp New Cl A Stock (HEI.A)	0.1	$210k		994.00	211.09	View chart
Philip Morris Intl Stock (PM)	0.1	$186k		1.1k	165.34	View chart
Ppg Inds Stock (PPG)	0.1	$178k		1.7k	106.88	View chart
American Financial Group Stock (AFG)	0.1	$175k		1.4k	127.71	View chart
Colgate Palmolive Stock (CL)	0.1	$171k		2.0k	85.23	View chart
Biogen Stock (BIIB)	0.1	$168k		916.00	183.33	View chart
American Elec Pwr Stock (AEP)	0.1	$160k		1.2k	131.08	View chart
Nextera Energy Stock (NEE)	0.0	$148k		1.6k	92.88	View chart
Southern Stock (SO)	0.0	$145k		1.5k	96.52	View chart
3M Stock (MMM)	0.0	$142k		975.00	145.23	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$128k		1.3k	100.17	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$120k		1.2k	96.47	View chart
Cencora Stock (COR)	0.0	$100k		317.00	314.14	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$93k		1.3k	73.64	View chart
State Street Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$92k	-15%	1.2k	75.71	View chart
Phillips 66 Stock (PSX)	0.0	$91k		500.00	182.18	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$90k		150.00	597.55	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$87k		296.00	294.16	View chart
Csx Corp Stock (CSX)	0.0	$74k		1.8k	41.05	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$72k		72.00	996.43	View chart
Nvidia Corporation Stock (NVDA)	0.0	$72k		410.00	174.40	View chart
Eli Lilly & Co Stock (LLY)	0.0	$69k		75.00	919.77	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$68k		470.00	144.71	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$58k		465.00	124.31	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$57k		217.00	261.92	View chart
Waters Corp Stock (WAT)	0.0	$56k	NEW	189.00	297.80	View chart
Carrier Global Corporation Stock (CARR)	0.0	$55k		967.00	56.31	View chart
Unitedhealth Group Stock (UNH)	0.0	$54k		200.00	270.59	View chart
Verizon Communications Stock (VZ)	0.0	$52k		1.0k	50.20	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$50k		650.00	77.08	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.0	$50k		816.00	61.26	View chart
BP Adr (BP)	0.0	$50k		1.1k	47.00	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$50k		210.00	236.35	View chart
Danaher Corp Del Stock (DHR)	0.0	$35k		185.00	189.60	View chart
Bank America Corp Stock (BAC)	0.0	$34k		706.00	48.75	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$33k		728.00	45.89	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$32k		196.00	161.73	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$30k	NEW	399.00	76.16	View chart
Spdr Gold Shares Etf (GLD)	0.0	$22k		50.00	430.30	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$20k		365.00	54.05	View chart
Solventum Corp Stock (SOLV)	0.0	$20k		300.00	65.30	View chart
Oreilly Automotive Stock (ORLY)	0.0	$18k		195.00	92.31	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$18k		158.00	112.27	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$16k		169.00	93.98	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$15k	NEW	105.00	138.37	View chart
Duke Energy Corp Stock (DUK)	0.0	$14k		110.00	130.94	View chart
Analog Devices Stock (ADI)	0.0	$14k		44.00	318.14	View chart
Target Corp Stock (TGT)	0.0	$14k		112.00	121.20	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.0	$13k	NEW	137.00	96.29	View chart
Dominion Energy Stock (D)	0.0	$13k		213.00	61.82	View chart
Us Bancorp Stock (USB)	0.0	$13k		252.00	52.01	View chart
American Tower Corp Reit (AMT)	0.0	$13k		75.00	172.59	View chart
Occidental Pete Corp Stock (OXY)	0.0	$12k		181.00	65.00	View chart
Ameriprise Finl Stock (AMP)	0.0	$10k		23.00	444.39	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$9.8k	-43%	106.00	92.74	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.0	$7.3k		100.00	73.48	View chart
Hartford Insurance Group Stock (HIG)	0.0	$5.7k		42.00	135.24	View chart
Morgan Stanley Stock (MS)	0.0	$4.3k		26.00	164.58	View chart
Goldman Sachs Group Stock (GS)	0.0	$4.2k		5.00	846.00	View chart
Ebay Stock (EBAY)	0.0	$4.2k		46.00	91.02	View chart
Nasdaq Stock (NDAQ)	0.0	$3.9k		46.00	84.89	View chart
At&t Stock (T)	0.0	$3.4k		116.00	28.99	View chart
Price T Rowe Group Stock (TROW)	0.0	$1.5k		17.00	90.12	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$944.000200		22.00	42.91	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$572.000000		1.00	572.00	View chart

Past Filings by Acima Private Wealth

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

Acima Private Wealth 2026 Q1 filed April 6, 2026
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

View all past filings

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