Acima Private Wealth

Acima Private Wealth as of June 30, 2026

Portfolio Holdings for Acima Private Wealth

Acima Private Wealth holds 173 positions in its portfolio as reported in the June 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) 9.8 $34M 45k 748.89
Gs Activebeta Us Large Cap Equity Etf Etf (GSLC) 5.8 $20M 142k 141.89
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 4.9 $17M 205k 82.84
Ishares Core S&p Mid-cap Etf Etf (IJH) 4.5 $15M 200k 77.11
Applied Finance Valuation Large Cap Etf Etf (VSLU) 4.2 $15M 313k 46.25
Jpmorgan Core Plus Bond Etf Etf (JCPB) 4.0 $14M 292k 46.94
Pimco Active Bond Exchange-traded Fund Etf (BOND) 4.0 $14M 148k 92.21
Invesco Total Return Bond Etf Etf (GTO) 4.0 $14M 291k 46.87
Invesco S&p 500 Equal Weight Etf Etf (RSP) 3.1 $11M 50k 212.77
Jpmorgan International Bond Opportunities Fund Etf (JPIB) 3.0 $10M 215k 48.35
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 3.0 $10M 104k 98.98
Ishares Msci Eurozone Etf Etf (EZU) 2.8 $9.7M 140k 69.50
Ishares Core Msci Eafe Etf Etf (IEFA) 2.8 $9.6M 99k 96.58
Apple Stock (AAPL) 2.6 $9.1M 31k 289.36
Avantis Emerging Markets Equity Etf Etf (AVEM) 2.6 $8.8M 91k 96.49
Vanguard Total Stock Market Etf Etf (VTI) 2.5 $8.5M 23k 370.04
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 2.4 $8.4M 329k 25.56
Ishares Expanded Tech Sector Etf Etf (IGM) 2.1 $7.2M 44k 163.58
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) 2.1 $7.1M 163k 43.71
Ishares Core Msci Europe Etf Etf (IEUR) 1.9 $6.5M 87k 75.17
Ishares Russell Mid-cap Growth Etf Etf (IWP) 1.6 $5.4M 37k 146.41
State Street Financial Select Sector Spdr Etf Etf (XLF) 1.3 $4.4M 82k 53.61
Jpmorgan Betabuilders Japan Etf Etf (BBJP) 1.0 $3.4M 45k 75.31
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ) 0.9 $3.0M 25k 119.33
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.9 $3.0M 16k 190.52
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.8 $2.8M 55k 50.58
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.8 $2.7M 27k 99.40
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.8 $2.7M 17k 154.26
Ishares National Muni Bond Etf Etf (MUB) 0.8 $2.7M 25k 107.62
Franklin International Aggregate Bond Etf Etf (FLIA) 0.7 $2.5M 120k 20.49
Vanguard Dividend Appreciation Etf Etf (VIG) 0.7 $2.4M 10k 236.62
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.6 $2.2M 26k 83.07
Microsoft Corp Stock (MSFT) 0.6 $2.1M 5.7k 373.02
Abbvie Stock (ABBV) 0.5 $1.7M 6.8k 251.64
Johnson & Johnson Stock (JNJ) 0.5 $1.7M 6.6k 253.97
Lowes Cos Stock (LOW) 0.4 $1.5M 6.9k 220.49
Caterpillar Stock (CAT) 0.4 $1.5M 1.4k 1064.90
Servicenow Stock (NOW) 0.4 $1.5M 15k 99.28
Booking Holdings Stock (BKNG) 0.4 $1.4M 8.1k 178.24
Sherwin Williams Stock (SHW) 0.4 $1.4M 4.1k 344.32
Ishares Msci Australia Etf Etf (EWA) 0.4 $1.4M 50k 28.16
Visa Inc Com Cl A Stock (V) 0.4 $1.3M 3.8k 343.09
Mercadolibre Stock (MELI) 0.4 $1.3M 739.00 1697.39
Ishares Russell 2000 Growth Etf Etf (IWO) 0.4 $1.2M 3.2k 393.96
Lockheed Martin Corp Stock (LMT) 0.3 $1.1M 2.2k 509.46
Amazon Stock (AMZN) 0.3 $1.1M 4.4k 238.34
Progressive Corp Stock (PGR) 0.3 $1.0M 4.7k 218.45
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $1.0M 2.9k 353.33
Exxon Mobil Corp Stock (XOM) 0.3 $1.0M 7.4k 136.72
Union Pac Corp Stock (UNP) 0.3 $999k 3.7k 272.00
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $908k 7.3k 124.17
Ishares Russell 2000 Etf Etf (IWM) 0.3 $898k 3.0k 300.45
Vertex Pharmaceuticals Stock (VRTX) 0.3 $897k 1.8k 496.73
Rtx Corporation Stock (RTX) 0.3 $891k 4.7k 189.73
Automatic Data Processing Stock (ADP) 0.3 $871k 3.9k 223.95
Procter & Gamble Stock (PG) 0.3 $866k 5.9k 146.64
Ishares Msci United Kingdom Etf Etf (EWU) 0.2 $853k 19k 46.14
Mcdonalds Corp Stock (MCD) 0.2 $838k 3.1k 270.31
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.2 $830k 5.2k 158.66
Corning Stock (GLW) 0.2 $817k 3.2k 255.43
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $801k 2.2k 357.37
Illinois Tool Wks Stock (ITW) 0.2 $794k 2.9k 270.47
Xtrackers Harvest Csi 300 China A-shares Etf Etf (ASHR) 0.2 $785k 21k 36.66
Cisco Sys Stock (CSCO) 0.2 $774k 6.6k 117.46
Texas Instrs Stock (TXN) 0.2 $754k 2.5k 298.07
State Street Spdr S&p 500 Etf Etf (SPY) 0.2 $746k 999.00 746.77
Coca Cola Stock (KO) 0.2 $737k 9.1k 81.27
Pepsico Stock (PEP) 0.2 $705k 5.2k 135.40
Amgen Stock (AMGN) 0.2 $685k 1.9k 362.12
Merck & Co Stock (MRK) 0.2 $612k 4.8k 128.50
Home Depot Stock (HD) 0.2 $587k 1.7k 352.68
Conocophillips Stock (COP) 0.2 $567k 5.5k 103.96
Ishares Msci China Etf Etf (MCHI) 0.2 $559k 11k 51.02
Edwards Lifesciences Corp Stock (EW) 0.2 $534k 5.9k 90.46
Jpmorgan Municipal Etf Etf (JMUB) 0.2 $521k 10k 50.66
Ishares Msci Eafe Etf Etf (EFA) 0.1 $516k 5.0k 103.88
Vanguard Large-cap Etf Etf (VV) 0.1 $475k 1.4k 343.91
Walmart Stock (WMT) 0.1 $442k 3.9k 113.26
Air Products And Chemicals Stock (APD) 0.1 $440k 1.5k 293.18
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $426k 2.6k 164.60
Capital One Finl Corp Stock (COF) 0.1 $420k 2.1k 200.62
Darden Restaurants Stock (DRI) 0.1 $412k 2.0k 206.01
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $391k 1.8k 219.43
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $381k 1.6k 242.43
Mastercard Incorporated Cl A Stock (MA) 0.1 $377k 734.00 513.60
Adobe Stock (ADBE) 0.1 $372k 1.8k 205.02
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $371k 3.3k 114.18
Blackrock Stock (BLK) 0.1 $364k 379.00 961.56
Thermo Fisher Scientific Stock (TMO) 0.1 $362k 722.00 501.36
American Express Stock (AXP) 0.1 $357k 1.1k 338.25
Oracle Corp Stock (ORCL) 0.1 $352k 2.4k 146.55
Markel Group Stock (MKL) 0.1 $352k 180.00 1953.01
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $348k 2.8k 124.44
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $340k 679.00 500.39
Pfizer Stock (PFE) 0.1 $337k 14k 24.08
S&p Global Stock (SPGI) 0.1 $336k 826.00 407.26
Defiance Connective Technologies Etf Etf (UFOX) 0.1 $330k 3.5k 95.04
Vanguard Mid-cap Etf Etf (VO) 0.1 $325k 4.0k 80.57
Ishares Russell Midcap Etf Etf (IWR) 0.1 $322k 2.9k 110.32
Marsh & Mclennan Cos Stock (MRSH) 0.1 $314k 1.9k 166.67
Abbott Laboratories Stock (ABT) 0.1 $307k 3.4k 90.74
Sysco Corp Stock (SYY) 0.1 $293k 3.5k 83.58
Dover Corp Stock (DOV) 0.1 $280k 1.3k 224.28
Idexx Labs Stock (IDXX) 0.1 $260k 493.00 526.44
Heico Corp New Cl A Stock (HEI.A) 0.1 $256k 994.00 257.91
Chevron Corporation Stock (CVX) 0.1 $252k 1.5k 165.76
Altria Group Stock (MO) 0.1 $252k 3.5k 71.95
Aflac Stock (AFL) 0.1 $252k 2.1k 117.25
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $248k 4.9k 50.57
Northrop Grumman Corp Stock (NOC) 0.1 $245k 480.00 509.31
Becton Dickinson & Co Stock (BDX) 0.1 $212k 1.4k 151.33
Philip Morris Intl Stock (PM) 0.1 $203k 1.1k 180.91
Ppg Inds Stock (PPG) 0.1 $202k 1.7k 121.29
Biogen Stock (BIIB) 0.1 $198k 916.00 216.06
American Financial Group Stock (AFG) 0.1 $192k 1.4k 139.94
Colgate Palmolive Stock (CL) 0.1 $183k 2.0k 91.68
American Elec Pwr Stock (AEP) 0.0 $168k 1.2k 136.81
3M Stock (MMM) 0.0 $158k 975.00 161.91
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $149k 1.2k 121.42
Southern Stock (SO) 0.0 $144k 1.5k 95.71
Nextera Energy Stock (NEE) 0.0 $140k 1.6k 87.77
Kimberly-clark Corp Stock (KMB) 0.0 $137k 1.2k 109.77
State Street Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM) 0.0 $104k 1.2k 85.67
Vanguard S&p 500 Etf Etf (VOO) 0.0 $103k 150.00 686.81
Jpmorgan Chase & Co Stock (JPM) 0.0 $97k 296.00 327.33
Eli Lilly & Co Stock (LLY) 0.0 $90k 75.00 1199.43
Cencora Stock (COR) 0.0 $90k 317.00 282.98
Csx Corp Stock (CSX) 0.0 $86k 1.8k 47.53
Vanguard Total Bond Market Etf Etf (BND) 0.0 $85k 1.2k 73.41
Phillips 66 Stock (PSX) 0.0 $85k 500.00 169.05
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $84k 470.00 178.60
Unitedhealth Group Stock (UNH) 0.0 $83k 200.00 415.63
Nvidia Corporation Stock (NVDA) 0.0 $82k 410.00 200.09
Carrier Global Corporation Stock (CARR) 0.0 $71k 967.00 73.35
Waters Corp Stock (WAT) 0.0 $71k 189.00 375.04
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $69k 465.00 148.31
Costco Wholesale Corporation Stock (COST) 0.0 $67k 72.00 935.47
Vanguard Small-cap Etf Etf (VB) 0.0 $66k 217.00 303.12
Vanguard Mega Cap Etf Etf (MGC) 0.0 $58k 210.00 273.63
Otis Worldwide Corp Stock (OTIS) 0.0 $47k 650.00 71.60
Verizon Communications Stock (VZ) 0.0 $44k 1.0k 42.34
Energy Select Sector Spdr Etf Etf (XLE) 0.0 $43k 816.00 53.11
Bank Of Amer Corp Stock (BAC) 0.0 $40k 706.00 56.98
BP Adr (BP) 0.0 $39k 1.1k 36.95
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $36k 196.00 185.23
Solstice Advanced Matls Stock (SOLS) 0.0 $35k 399.00 88.60
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.0 $33k 728.00 45.34
Solventum Corp Stock (SOLV) 0.0 $23k 300.00 77.15
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $22k 365.00 59.69
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $21k 158.00 132.24
Spdr Gold Shares Etf (GLD) 0.0 $18k 50.00 368.38
Oreilly Automotive Stock (ORLY) 0.0 $18k 195.00 92.09
State Street Spdr S&p China Etf Etf (GXC) 0.0 $18k 204.00 86.52
Analog Devices Stock (ADI) 0.0 $18k 44.00 397.16
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $17k 105.00 156.97
Us Bancorp Stock (USB) 0.0 $15k 252.00 60.40
Target Corp Stock (TGT) 0.0 $15k 112.00 130.61
Dominion Energy Stock (D) 0.0 $15k 213.00 68.29
Duke Energy Corp Stock (DUK) 0.0 $14k 110.00 126.58
American Tower Corp Reit (AMT) 0.0 $12k 75.00 163.57
Ameriprise Finl Stock (AMP) 0.0 $11k 23.00 458.74
Viking Holdings Ltd Ord Stock (VIK) 0.0 $11k 100.00 104.67
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $10k 106.00 96.46
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.0 $9.1k 131.00 69.50
Occidental Pete Corp Stock (OXY) 0.0 $8.8k 181.00 48.57
Hartford Insurance Group Stock (HIG) 0.0 $5.6k 42.00 132.52
Morgan Stanley Stock (MS) 0.0 $5.4k 26.00 209.04
Ebay Stock (EBAY) 0.0 $5.1k 46.00 111.76
Nasdaq Stock (NDAQ) 0.0 $3.6k 46.00 78.83
At&t Stock (T) 0.0 $2.4k 116.00 20.70
Price T Rowe Group Stock (TROW) 0.0 $1.9k 17.00 113.71
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $586.000800 22.00 26.64
Meta Platforms Inc Cl A Stock (META) 0.0 $563.000000 1.00 563.00