Acima Private Wealth, LLC Top Holdings and 13F Report (2026)

About Acima Private Wealth, LLC

Investment Activity

Acima Private Wealth, LLC has $318.63 million in total holdings as of March 31, 2026.
Acima Private Wealth, LLC owns shares of 177 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 0.67% of the portfolio was purchased this quarter.
About 0.49% of the portfolio was sold this quarter.
This quarter, Acima Private Wealth, LLC has purchased 176 new stocks and bought additional shares in 19 stocks.
Acima Private Wealth, LLC sold shares of 22 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $28,615,824
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: $17,464,019
iShares Core S&P Mid-Cap ETF: $16,219,963
iShares Core MSCI Emerging Markets ETF: $14,948,123
JPMorgan Core Plus Bond ETF: $13,169,795

Largest New Holdings this Quarter

941848103 - Waters: $56,284 Holding
83443Q103 - SOLSTICE ADVANCED MATLS INC COM SHS: $30,388 Holding
464288257 - iShares MSCI ACWI ETF: $14,529 Holding
464288182 - iShares MSCI All Country Asia ex Japan ETF: $13,192 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 855 shares (about $558.49K)
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND: 2,481 shares (about $228.95K)
Invesco Total Return Bond ETF: 4,563 shares (about $213.69K)
JPMorgan Core Plus Bond ETF: 4,185 shares (about $197.03K)
iShares Core U.S. Aggregate Bond ETF: 1,744 shares (about $173.13K)

Largest Sales this Quarter

iShares Expanded Tech Sector ETF: 7,500 shares (about $888.82K)
Chevron: 667 shares (about $138.00K)
iShares MSCI Eurozone ETF: 2,058 shares (about $128.91K)
Johnson & Johnson: 352 shares (about $86.04K)
Apple: 312 shares (about $79.18K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$28,615,824	$558,495 ▲	2.0%	43,808	9.0%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$17,464,019	$63,316 ▲	0.4%	139,567	5.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$16,219,963	$6,821 ▲	0.0%	240,189	5.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$14,948,123	$15,275 ▲	0.1%	214,310	4.7%	ETF
JCPB JPMorgan Core Plus Bond ETF	$13,169,795	$197,030 ▲	1.5%	279,732	4.1%	ETF
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	$13,137,320	$228,946 ▲	1.8%	142,364	4.1%	ETF
GTO Invesco Total Return Bond ETF	$13,058,113	$213,685 ▲	1.7%	278,841	4.1%	ETF
VSLU Applied Finance Valuation Large Cap ETF	$11,631,626	$115,061 ▲	1.0%	278,202	3.7%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$10,655,782	$22,647 ▲	0.2%	55,522	3.3%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$10,092,334	$12,864 ▼	-0.1%	211,048	3.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$10,038,324	$173,128 ▲	1.8%	101,121	3.2%	Finance
IEFA iShares Core MSCI EAFE ETF	$8,967,630	$63,643 ▲	0.7%	99,057	2.8%	ETF
EZU iShares MSCI Eurozone ETF	$8,623,899	$128,913 ▼	-1.5%	137,674	2.7%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$8,389,454	$915 ▼	0.0%	174,272	2.6%	Finance
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$8,117,973	$3,415 ▼	0.0%	323,296	2.5%	ETF
AAPL Apple	$7,982,964	$79,182 ▼	-1.0%	31,455	2.5%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$7,927,944	$564 ▼	0.0%	98,386	2.5%	ETF
VTI Vanguard Total Stock Market ETF	$7,391,783	$17,003 ▲	0.2%	23,041	2.3%	ETF
IEUR iShares Core MSCI Europe ETF	$6,191,701	$163,378 ▲	2.7%	88,113	1.9%	ETF
IGM iShares Expanded Tech Sector ETF	$5,183,627	$888,825 ▼	-14.6%	43,740	1.6%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$4,758,249		0.0%	37,139	1.5%	ETF
XLF Financial Select Sector SPDR Fund	$4,060,831		0.0%	82,253	1.3%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$3,148,023		0.0%	17,313	1.0%	ETF
BBJP JPMorgan BetaBuilders Japan ETF	$3,102,604	$1,447 ▲	0.0%	45,024	1.0%	ETF
BBCA JPMorgan BetaBuilders Canada ETF	$2,638,866	$941 ▼	0.0%	28,055	0.8%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,616,631	$49,591 ▲	1.9%	52,448	0.8%	ETF
MUB iShares National Muni Bond ETF	$2,465,440	$113,262 ▲	4.8%	23,226	0.8%	ETF
FLIA Franklin International Aggregate Bond ETF	$2,377,303	$831 ▼	0.0%	117,340	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,198,989		0.0%	10,225	0.7%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$2,154,762		0.0%	26,284	0.7%	ETF
MSFT Microsoft	$2,108,858		0.0%	5,697	0.7%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$2,073,506	$53,160 ▼	-2.5%	15,602	0.7%	ETF
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF	$1,779,598	$3,036 ▼	-0.2%	54,522	0.6%	ETF
LOW Lowe's Companies	$1,631,513		0.0%	6,905	0.5%	Retail/Wholesale
JNJ Johnson & Johnson	$1,625,037	$86,043 ▼	-5.0%	6,648	0.5%	Medical
NOW ServiceNow	$1,545,772		0.0%	14,785	0.5%	Computer and Technology
ABBV AbbVie	$1,489,372		0.0%	6,848	0.5%	Medical
EWA iShares MSCI Australia ETF	$1,422,311	$3,387 ▲	0.2%	51,236	0.4%	Finance
MCHI iShares MSCI China ETF	$1,390,343	$3,034 ▲	0.2%	24,748	0.4%	ETF
BKNG Booking	$1,364,144		0.0%	324	0.4%	Retail/Wholesale
LMT Lockheed Martin	$1,348,394		0.0%	2,231	0.4%	Aerospace
SHW Sherwin-Williams	$1,317,461		0.0%	4,110	0.4%	Basic Materials
MELI MercadoLibre	$1,277,746		0.0%	739	0.4%	Retail/Wholesale
XOM ExxonMobil	$1,259,386	$34,611 ▼	-2.7%	7,423	0.4%	Energy
V Visa	$1,151,534		0.0%	3,810	0.4%	Business Services
IWO iShares Russell 2000 Growth ETF	$994,778		0.0%	3,170	0.3%	ETF
CAT Caterpillar	$991,844		0.0%	1,400	0.3%	Industrials
MCD McDonald's	$963,760		0.0%	3,101	0.3%	Retail/Wholesale
AMZN Amazon.com	$939,923		0.0%	4,513	0.3%	Retail/Wholesale
PGR Progressive	$927,763		0.0%	4,680	0.3%	Finance
RTX RTX	$905,473		0.0%	4,694	0.3%	Aerospace
UNP Union Pacific	$890,658		0.0%	3,671	0.3%	Transportation
EWU iShares MSCI United Kingdom ETF	$875,025	$1,002 ▲	0.1%	19,206	0.3%	ETF
PG Procter & Gamble	$853,207		0.0%	5,907	0.3%	Consumer Staples
GOOG Alphabet	$824,149		0.0%	2,873	0.3%	Computer and Technology
PEP PepsiCo	$808,440		0.0%	5,206	0.3%	Consumer Staples
VRTX Vertex Pharmaceuticals	$806,451		0.0%	1,806	0.3%	Medical
ADP Automatic Data Processing	$789,964	$7,721 ▼	-1.0%	3,888	0.2%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$779,886		0.0%	1,829	0.2%	ETF
XLV Health Care Select Sector SPDR Fund	$766,477		0.0%	5,228	0.2%	ETF
IWM iShares Russell 2000 ETF	$764,088		0.0%	3,081	0.2%	Finance
ITW Illinois Tool Works	$763,691		0.0%	2,934	0.2%	Industrials
COP ConocoPhillips	$719,400		0.0%	5,450	0.2%	Energy
KO CocaCola	$689,469		0.0%	9,066	0.2%	Consumer Staples
AMGN Amgen	$665,700		0.0%	1,892	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$649,690		0.0%	999	0.2%	Finance
GOOGL Alphabet	$644,134		0.0%	2,240	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$573,062		0.0%	4,764	0.2%	Medical
ACN Accenture	$555,212		0.0%	2,800	0.2%	Computer and Technology
HD Home Depot	$547,273	$5,920 ▼	-1.1%	1,664	0.2%	Retail/Wholesale
CSCO Cisco Systems	$511,396		0.0%	6,591	0.2%	Computer and Technology
TXN Texas Instruments	$491,174		0.0%	2,530	0.2%	Computer and Technology
WALMART INC COM	$484,692		0.0%	3,900	0.2%	Stock
EFA iShares MSCI EAFE ETF	$482,736		0.0%	4,970	0.2%	Finance
EW Edwards Lifesciences	$472,792		0.0%	5,904	0.1%	Medical
ADBE Adobe	$441,190		0.0%	1,815	0.1%	Computer and Technology
APD Air Products and Chemicals	$435,735		0.0%	1,500	0.1%	Basic Materials
GLW Corning	$435,104		0.0%	3,200	0.1%	Computer and Technology
JMUB JPMorgan Municipal ETF	$429,864		0.0%	8,599	0.1%	ETF
VV Vanguard Large-Cap ETF	$412,413		0.0%	1,380	0.1%	ETF
PFE Pfizer	$393,373		0.0%	14,009	0.1%	Medical
DRI Darden Restaurants	$392,080		0.0%	2,000	0.1%	Retail/Wholesale
SHOPIFY INC CL A SUB VTG SHS	$385,634		0.0%	3,251	0.1%	Stock
COF Capital One Financial	$382,191		0.0%	2,095	0.1%	Finance
JPST JPMorgan Ultra-Short Income ETF	$378,411	$49,901 ▼	-11.7%	7,477	0.1%	ETF
IWS iShares Russell Mid-Cap Value ETF	$376,738		0.0%	2,585	0.1%	ETF
MKL Markel Group	$373,244		0.0%	195	0.1%	Multi-Sector Conglomerates
MA Mastercard	$366,750		0.0%	734	0.1%	Business Services
BLACKROCK INC COM	$364,488		0.0%	379	0.1%	Stock
HON Honeywell International	$363,908		0.0%	1,610	0.1%	Multi-Sector Conglomerates
TMO Thermo Fisher Scientific	$354,885		0.0%	722	0.1%	Medical
ORCL Oracle	$353,064		0.0%	2,400	0.1%	Computer and Technology
SPGI S&P Global	$351,331		0.0%	826	0.1%	Finance
ABT Abbott Laboratories	$347,230	$3,901 ▼	-1.1%	3,382	0.1%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$341,805		0.0%	1,782	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$335,462		0.0%	1,570	0.1%	ETF
AXP American Express	$332,728		0.0%	1,100	0.1%	Finance
IWR iShares Russell Mid-Cap ETF	$330,971		0.0%	3,404	0.1%	ETF
NOC Northrop Grumman	$327,475		0.0%	480	0.1%	Aerospace
MARSH & MCLENNAN COS INC COM	$326,259	$6,244 ▼	-1.9%	1,881	0.1%	Stock

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Acima Private Wealth, LLC Top Holdings and 13F Report (2026)

About Acima Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Acima Private Wealth, LLC Top Holdings and 13F Report (2026)

About Acima Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAcima Private Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools