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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, IEMG, VSLU, IJH, and represent 29.39% of Acima Private Wealth's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, AVEM, IEFA, GTO, BOND, JCPB, MUB, VTEB, SHY, HON.
Started 5 new stock positions in HON, SHY, Exxon Mobil Corp, HONA, Mobility Global.
Reduced shares in these 10 stocks: , MELI, , DJP, JPIB, RSP, JNJ, V, GSLC, ABBV.
Sold out of its positions in XOM, AOR, SOLS, ACN.
Acima Private Wealth was a net buyer of stock by $455k.
Acima Private Wealth has $344M in assets under management (AUM), dropping by 0.01%.
Central Index Key (CIK): 0001761961

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Portfolio Holdings for Acima Private Wealth

Acima Private Wealth holds 174 positions in its portfolio as reported in the September 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)	10.1	$35M		45k	765.85	View chart
Gs Activebeta Us Large Cap Equity Etf Etf (GSLC)	5.9	$21M		141k	145.04	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	4.8	$17M		205k	81.16	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	4.4	$15M		312k	48.53	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	4.1	$14M		199k	71.95	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	3.9	$13M	+2%	298k	44.78	View chart
Invesco Total Return Bond Etf Etf (GTO)	3.9	$13M	+2%	298k	44.59	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	3.8	$13M	+2%	152k	86.99	View chart
Apple Stock (AAPL)	3.0	$11M		31k	333.02	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	3.0	$10M		49k	208.02	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.9	$10M	+5%	105k	96.88	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	2.9	$9.9M		212k	46.70	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.8	$9.8M		104k	94.54	View chart
Ishares Msci Eurozone Etf Etf (EZU)	2.7	$9.4M		139k	67.33	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	2.7	$9.3M	+8%	99k	94.02	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	2.5	$8.6M		23k	374.24	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	2.4	$8.2M	-2%	159k	51.52	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	2.4	$8.2M		328k	24.83	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	2.1	$7.4M		44k	169.04	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	1.8	$6.4M		86k	73.70	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.5	$5.1M		37k	137.68	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	1.3	$4.4M		82k	53.40	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	1.0	$3.5M		45k	78.50	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.9	$3.1M		17k	179.33	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.9	$3.1M		16k	195.75	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.9	$2.9M		25k	116.44	View chart
Microsoft Corp Stock (MSFT)	0.8	$2.9M		5.7k	512.90	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.8	$2.8M	+10%	60k	47.36	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.8	$2.8M	+10%	28k	101.10	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.8	$2.7M		27k	100.36	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$2.4M		10k	233.31	View chart
Franklin International Aggregate Bond Etf Etf (FLIA)	0.7	$2.4M		119k	20.02	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.6	$2.1M		26k	80.60	View chart
Servicenow Stock (NOW)	0.6	$2.0M		15k	134.01	View chart
Abbvie Stock (ABBV)	0.5	$1.7M	-5%	6.5k	261.58	View chart
Johnson & Johnson Stock (JNJ)	0.5	$1.6M	-6%	6.2k	264.74	View chart
Ishares Msci Australia Etf Etf (EWA)	0.4	$1.4M		50k	28.31	View chart
Sherwin Williams Stock (SHW)	0.4	$1.3M		4.1k	323.27	View chart
Booking Holdings Stock (BKNG)	0.4	$1.3M		8.1k	162.91	View chart
Lowes Cos Stock (LOW)	0.4	$1.3M		6.9k	184.29	View chart
Visa Inc Com Cl A Stock (V)	0.4	$1.3M	-7%	3.5k	359.33	View chart
Exxonmobil Holdings Corp Stock	0.4	$1.2M	NEW	7.4k	162.75	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.1M		2.2k	509.25	View chart
Caterpillar Stock (CAT)	0.3	$1.1M		1.4k	810.79	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.3	$1.1M		3.2k	356.90	View chart
Amazon Stock (AMZN)	0.3	$1.1M		4.4k	249.15	View chart
Automatic Data Processing Stock (ADP)	0.3	$1.0M		3.9k	258.06	View chart
Union Pac Corp Stock (UNP)	0.3	$999k		3.7k	272.13	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$979k		2.9k	340.74	View chart
Progressive Corp Stock (PGR)	0.3	$970k		4.7k	207.31	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$916k		7.3k	125.26	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.3	$881k		5.2k	168.42	View chart
Rtx Corporation Stock (RTX)	0.3	$871k		4.7k	185.65	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$860k	-8%	1.6k	522.81	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.2	$856k		18k	46.53	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$830k		3.0k	277.89	View chart
Procter & Gamble Stock (PG)	0.2	$799k	-6%	5.5k	145.28	View chart
Coca Cola Stock (KO)	0.2	$780k		9.1k	86.08	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$771k		2.2k	344.08	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$762k		999.00	762.63	View chart
Illinois Tool Wks Stock (ITW)	0.2	$755k		2.9k	257.28	View chart
Amgen Stock (AMGN)	0.2	$727k	-8%	1.7k	421.51	View chart
Mcdonalds Corp Stock (MCD)	0.2	$716k		3.1k	230.94	View chart
Cisco Sys Stock (CSCO)	0.2	$709k		6.6k	107.63	View chart
Texas Instrs Stock (TXN)	0.2	$709k		2.5k	280.09	View chart
Xtrackers Harvest Csi 300 China A-shares Etf Etf (ASHR)	0.2	$687k		21k	32.67	View chart
Conocophillips Stock (COP)	0.2	$682k		5.5k	125.15	View chart
Pepsico Stock (PEP)	0.2	$624k	-5%	4.9k	126.72	View chart
Merck & Co Stock (MRK)	0.2	$607k	-12%	4.2k	145.31	View chart
Ishares Msci China Etf Etf (MCHI)	0.2	$560k		11k	52.19	View chart
Mercadolibre Stock (MELI)	0.2	$550k	-56%	318.00	1728.53	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.2	$523k	+6%	11k	47.58	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$516k		5.0k	103.89	View chart
Corning Stock (GLW)	0.1	$492k		3.2k	153.76	View chart
Vanguard Morningstar Large-cap Etf Etf (VV)	0.1	$486k		1.4k	351.85	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$482k		3.3k	148.30	View chart
Home Depot Stock (HD)	0.1	$473k		1.7k	284.49	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$464k	-8%	5.4k	86.32	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$444k	-9%	657.00	675.05	View chart
Adobe Stock (ADBE)	0.1	$436k		1.8k	239.94	View chart
Air Products And Chemicals Stock (APD)	0.1	$417k		1.5k	278.23	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$416k		2.6k	160.74	View chart
Capital One Finl Corp Stock (COF)	0.1	$405k		2.1k	193.07	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$396k		1.8k	222.24	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$389k		1.6k	247.93	View chart
Darden Restaurants Stock (DRI)	0.1	$387k		2.0k	193.25	View chart
Pfizer Stock (PFE)	0.1	$379k	-5%	13k	28.52	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$368k	-8%	668.00	551.47	View chart
Blackrock Stock (BLK)	0.1	$368k	-8%	348.00	1058.29	View chart
Walmart Stock (WMT)	0.1	$362k	-10%	3.5k	103.92	View chart
Oracle Corp Stock (ORCL)	0.1	$330k		2.4k	137.30	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$327k	-3%	657.00	497.95	View chart
Abbott Laboratories Stock (ABT)	0.1	$325k	-2%	3.3k	98.83	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.1	$316k		4.0k	78.42	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$311k		2.9k	106.71	View chart
Chevron Corporation Stock (CVX)	0.1	$311k		1.5k	204.21	View chart
Markel Group Stock (MKL)	0.1	$308k		180.00	1712.45	View chart
S&p Global Stock (SPGI)	0.1	$297k	-8%	752.00	394.47	View chart
Defiance Space And Connective Tech Etf Etf (UFOX)	0.1	$295k		3.5k	85.04	View chart
American Express Stock (AXP)	0.1	$294k	-8%	966.00	304.10	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$292k	-8%	1.7k	170.73	View chart
Sysco Corp Stock (SYY)	0.1	$248k	-9%	3.2k	77.96	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$248k	NEW	3.0k	81.20	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$247k		4.9k	50.37	View chart
Aflac Stock (AFL)	0.1	$240k		2.1k	111.78	View chart
Idexx Labs Stock (IDXX)	0.1	$235k	-8%	449.00	522.19	View chart
Dover Corp Stock (DOV)	0.1	$234k		1.3k	187.05	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$232k		480.00	483.48	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$228k	-9%	1.3k	179.00	View chart
Heico Corp New Cl A Stock (HEI.A)	0.1	$227k		994.00	228.33	View chart
Altria Group Stock (MO)	0.1	$220k	-6%	3.3k	67.34	View chart
Philip Morris Intl Stock (PM)	0.1	$214k		1.1k	190.82	View chart
Biogen Stock (BIIB)	0.1	$188k	-8%	834.00	225.88	View chart
American Financial Group Stock (AFG)	0.1	$188k		1.4k	136.76	View chart
Ppg Inds Stock (PPG)	0.1	$174k		1.7k	104.33	View chart
Colgate Palmolive Stock (CL)	0.0	$171k		2.0k	85.32	View chart
3M Stock (MMM)	0.0	$160k		975.00	164.15	View chart
Honeywell Intl Stock (HON)	0.0	$158k	NEW	747.00	210.94	View chart
American Elec Pwr Stock (AEP)	0.0	$145k		1.2k	118.64	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$138k		1.2k	112.24	View chart
Phillips 66 Stock (PSX)	0.0	$128k		500.00	255.31	View chart
Honeywell Aerospace Stock (HONA)	0.0	$125k	NEW	804.00	154.97	View chart
Southern Stock (SO)	0.0	$124k		1.5k	82.89	View chart
Nextera Energy Stock (NEE)	0.0	$121k		1.6k	75.74	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$110k	-9%	1.1k	97.43	View chart
State Street Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$105k		1.2k	86.50	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$105k		150.00	700.86	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$98k		296.00	330.83	View chart
Nvidia Corporation Stock (NVDA)	0.0	$94k		410.00	228.38	View chart
Cencora Stock (COR)	0.0	$87k	-8%	289.00	300.25	View chart
Csx Corp Stock (CSX)	0.0	$84k		1.8k	46.51	View chart
Waters Corp Stock (WAT)	0.0	$83k		189.00	439.39	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$81k		1.2k	70.15	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$75k		470.00	160.33	View chart
Unitedhealth Group Stock (UNH)	0.0	$73k		200.00	367.08	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$66k		72.00	910.33	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.0	$62k		217.00	284.49	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$61k	-3%	449.00	136.04	View chart
Vanguard Morningstar Mega Cap Etf Etf (MGC)	0.0	$59k		210.00	282.31	View chart
Carrier Global Corporation Stock (CARR)	0.0	$53k		967.00	54.86	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.0	$50k		816.00	61.50	View chart
Verizon Communications Stock (VZ)	0.0	$48k		1.0k	45.87	View chart
BP Adr (BP)	0.0	$47k		1.1k	43.99	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$42k		650.00	64.32	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$38k		706.00	54.43	View chart
Eli Lilly & Co Stock (LLY)	0.0	$37k	-57%	32.00	1157.09	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$33k		196.00	166.98	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$29k		728.00	39.44	View chart
Solventum Corp Stock (SOLV)	0.0	$26k		300.00	88.15	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$22k		365.00	59.31	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$21k		158.00	135.53	View chart
Spdr Gold Shares Etf (GLD)	0.0	$19k		50.00	380.84	View chart
State Street Spdr S&p China Etf Etf (GXC)	0.0	$18k		204.00	86.77	View chart
Target Corp Stock (TGT)	0.0	$18k		112.00	156.69	View chart
Analog Devices Stock (ADI)	0.0	$18k		44.00	396.70	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$17k		107.00	158.77	View chart
Oreilly Automotive Stock (ORLY)	0.0	$17k		195.00	85.41	View chart
Us Bancorp Stock (USB)	0.0	$15k		252.00	57.76	View chart
Mobility Global Stock	0.0	$14k	NEW	826.00	17.15	View chart
Dominion Energy Stock (D)	0.0	$13k		213.00	60.52	View chart
Duke Energy Corp Stock (DUK)	0.0	$13k		110.00	114.01	View chart
American Tower Corp Reit (AMT)	0.0	$12k		75.00	163.69	View chart
Ameriprise Finl Stock (AMP)	0.0	$11k		23.00	492.35	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$10k		106.00	97.44	View chart
Occidental Pete Corp Stock (OXY)	0.0	$10k		181.00	55.32	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.0	$7.8k		100.00	78.33	View chart
Hartford Insurance Group Stock (HIG)	0.0	$5.1k		42.00	122.36	View chart
Morgan Stanley Stock (MS)	0.0	$4.9k		26.00	188.08	View chart
Ebay Stock (EBAY)	0.0	$4.9k		46.00	106.04	View chart
Nasdaq Stock (NDAQ)	0.0	$4.2k		46.00	92.00	View chart
At&t Stock (T)	0.0	$2.8k		116.00	24.40	View chart
Price T Rowe Group Stock (TROW)	0.0	$1.8k		17.00	104.06	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$731.999400		22.00	33.27	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$725.000000		1.00	725.00	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 Q3 filed Oct. 5, 2026
Acima Private Wealth 2026 Q2 filed July 6, 2026
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

View all past filings

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