Acima Private Wealth

Acima Private Wealth as of March 31, 2026

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