Acima Private Wealth

Acima Private Wealth as of Dec. 31, 2025

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