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

About Acima Private Wealth, LLC

Investment Activity

Acima Private Wealth, LLC has $344.35 million in total holdings as of June 30, 2026.
Acima Private Wealth, LLC owns shares of 173 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 3.24% of the portfolio was purchased this quarter.
About 2.87% of the portfolio was sold this quarter.
This quarter, Acima Private Wealth, LLC has purchased 177 new stocks and bought additional shares in 19 stocks.
Acima Private Wealth, LLC sold shares of 23 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $33,825,115
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: $20,142,704
iShares Core MSCI Emerging Markets ETF: $16,948,567
iShares Core S&P Mid-Cap ETF: $15,380,129
Applied Finance Valuation Large Cap ETF: $14,468,571

Largest New Holdings this Quarter

464289867 - iShares Core 60/40 Balanced Allocation ETF: $9,105 Holding

Largest Purchases this Quarter

iShares MSCI All Country Asia ex Japan ETF: 24,911 shares (about $2.97M)
Applied Finance Valuation Large Cap ETF: 34,657 shares (about $1.60M)
Booking: 7,776 shares (about $1.39M)
iShares Core S&P 500 ETF: 1,359 shares (about $1.02M)
iShares Russell 1000 Growth ETF: 5,487 shares (about $681.32K)

Largest Sales this Quarter

iShares Core S&P Mid-Cap ETF: 40,732 shares (about $3.14M)
Invesco S&P 500 Equal Weight ETF: 5,716 shares (about $1.22M)
Xtrackers Harvest CSI 300 China A-Shares ETF: 33,118 shares (about $1.21M)
iShares Core MSCI Emerging Markets ETF: 9,716 shares (about $804.87K)
iShares MSCI China ETF: 13,802 shares (about $704.25K)

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	$33,825,115	$1,017,742 â–²	3.1%	45,167	9.8%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$20,142,704	$339,543 â–²	1.7%	141,960	5.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$16,948,567	$804,873 â–¼	-4.5%	204,594	4.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$15,380,129	$3,140,844 â–¼	-17.0%	199,457	4.5%	ETF
VSLU Applied Finance Valuation Large Cap ETF	$14,468,571	$1,602,758 â–²	12.5%	312,859	4.2%	ETF
JCPB JPMorgan Core Plus Bond ETF	$13,689,077	$558,446 â–²	4.3%	291,629	4.0%	ETF
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	$13,681,997	$554,642 â–²	4.2%	148,379	4.0%	ETF
GTO Invesco Total Return Bond ETF	$13,636,018	$566,752 â–²	4.3%	290,933	4.0%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$10,597,223	$1,216,193 â–¼	-10.3%	49,806	3.1%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$10,416,487	$212,305 â–²	2.1%	215,439	3.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$10,293,306	$284,369 â–²	2.8%	103,994	3.0%	Finance
EZU iShares MSCI Eurozone ETF	$9,716,934	$148,591 â–²	1.6%	139,812	2.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$9,593,678	$26,753 â–²	0.3%	99,334	2.8%	ETF
AAPL Apple	$9,091,981	$9,838 â–¼	-0.1%	31,421	2.6%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$8,790,818	$702,447 â–¼	-7.4%	91,106	2.6%	ETF
VTI Vanguard Total Stock Market ETF	$8,472,806	$53,286 â–¼	-0.6%	22,897	2.5%	ETF
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$8,419,700	$156,248 â–²	1.9%	329,409	2.4%	ETF
IGM iShares Expanded Tech Sector ETF	$7,154,989		0.0%	43,740	2.1%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$7,106,678	$510,751 â–¼	-6.7%	162,587	2.1%	Finance
IEUR iShares Core MSCI Europe ETF	$6,500,025	$123,429 â–¼	-1.9%	86,471	1.9%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$5,437,521		0.0%	37,139	1.6%	ETF
XLF Financial Select Sector SPDR Fund	$4,409,583		0.0%	82,253	1.3%	ETF
BBJP JPMorgan BetaBuilders Japan ETF	$3,374,716	$16,041 â–¼	-0.5%	44,811	1.0%	ETF
AAXJ iShares MSCI All Country Asia ex Japan ETF	$2,988,978	$2,972,630 â–²	18,183.2%	25,048	0.9%	ETF
XLK Technology Select Sector SPDR Fund	$2,972,493		0.0%	15,602	0.9%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,756,559	$103,740 â–²	3.9%	54,499	0.8%	ETF
BBCA JPMorgan BetaBuilders Canada ETF	$2,722,778	$65,903 â–¼	-2.4%	27,392	0.8%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$2,670,703		0.0%	17,313	0.8%	ETF
MUB iShares National Muni Bond ETF	$2,668,438	$168,856 â–²	6.8%	24,795	0.8%	ETF
FLIA Franklin International Aggregate Bond ETF	$2,456,643	$52,352 â–²	2.2%	119,895	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,419,440		0.0%	10,225	0.7%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$2,183,412		0.0%	26,284	0.6%	ETF
MSFT Microsoft	$2,125,095		0.0%	5,697	0.6%	Computer and Technology
ABBV AbbVie	$1,723,231		0.0%	6,848	0.5%	Medical
JNJ Johnson & Johnson	$1,688,393		0.0%	6,648	0.5%	Medical
LOW Lowe's Companies	$1,522,483		0.0%	6,905	0.4%	Retail/Wholesale
CAT Caterpillar	$1,490,860		0.0%	1,400	0.4%	Industrials
NOW ServiceNow	$1,467,855		0.0%	14,785	0.4%	Computer and Technology
BKNG Booking	$1,443,744	$1,385,994 â–²	2,400.0%	8,100	0.4%	Retail/Wholesale
SHW Sherwin-Williams	$1,415,155		0.0%	4,110	0.4%	Basic Materials
EWA iShares MSCI Australia ETF	$1,401,833	$40,973 â–¼	-2.8%	49,781	0.4%	Finance
V Visa	$1,307,173		0.0%	3,810	0.4%	Business Services
MELI MercadoLibre	$1,254,371		0.0%	739	0.4%	Retail/Wholesale
IWO iShares Russell 2000 Growth ETF	$1,248,853		0.0%	3,170	0.4%	ETF
LMT Lockheed Martin	$1,136,605		0.0%	2,231	0.3%	Aerospace
AMZN Amazon.com	$1,059,898	$15,730 â–¼	-1.5%	4,447	0.3%	Retail/Wholesale
PGR Progressive	$1,022,346		0.0%	4,680	0.3%	Finance
GOOG Alphabet	$1,015,117		0.0%	2,873	0.3%	Computer and Technology
XOM ExxonMobil	$1,014,873		0.0%	7,423	0.3%	Energy
UNP Union Pacific	$998,512		0.0%	3,671	0.3%	Transportation
IWF iShares Russell 1000 Growth ETF	$908,428	$681,321 â–²	300.0%	7,316	0.3%	ETF
IWM iShares Russell 2000 ETF	$897,745	$27,942 â–¼	-3.0%	2,988	0.3%	Finance
VRTX Vertex Pharmaceuticals	$897,094		0.0%	1,806	0.3%	Medical
RTX RTX	$890,593		0.0%	4,694	0.3%	Aerospace
ADP Automatic Data Processing	$870,718		0.0%	3,888	0.3%	Computer and Technology
PG Procter & Gamble	$866,202		0.0%	5,907	0.3%	Consumer Staples
EWU iShares MSCI United Kingdom ETF	$852,621	$33,544 â–¼	-3.8%	18,479	0.2%	ETF
MCD McDonald's	$838,231		0.0%	3,101	0.2%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$829,474		0.0%	5,228	0.2%	ETF
GLW Corning	$817,376		0.0%	3,200	0.2%	Computer and Technology
GOOGL Alphabet	$800,509		0.0%	2,240	0.2%	Computer and Technology
ITW Illinois Tool Works	$793,559		0.0%	2,934	0.2%	Industrials
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF	$784,671	$1,214,106 â–¼	-60.7%	21,404	0.2%	ETF
CSCO Cisco Systems	$774,179		0.0%	6,591	0.2%	Computer and Technology
TXN Texas Instruments	$754,117		0.0%	2,530	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$746,023		0.0%	999	0.2%	Finance
KO CocaCola	$736,794		0.0%	9,066	0.2%	Consumer Staples
PEP PepsiCo	$704,892		0.0%	5,206	0.2%	Consumer Staples
AMGN Amgen	$685,131		0.0%	1,892	0.2%	Medical
MRK Merck & Co., Inc.	$612,174		0.0%	4,764	0.2%	Medical
HD Home Depot	$586,860		0.0%	1,664	0.2%	Retail/Wholesale
COP ConocoPhillips	$566,582		0.0%	5,450	0.2%	Energy
MCHI iShares MSCI China ETF	$558,520	$704,247 â–¼	-55.8%	10,946	0.2%	ETF
EW Edwards Lifesciences	$534,076		0.0%	5,904	0.2%	Medical
JMUB JPMorgan Municipal ETF	$520,987	$85,404 â–²	19.6%	10,285	0.2%	ETF
EFA iShares MSCI EAFE ETF	$516,284		0.0%	4,970	0.1%	Finance
VV Vanguard Large-Cap ETF	$474,596		0.0%	1,380	0.1%	ETF
WALMART INC COM	$441,714		0.0%	3,900	0.1%	Stock
APD Air Products and Chemicals	$439,770		0.0%	1,500	0.1%	Basic Materials
IWS iShares Russell Mid-Cap Value ETF	$425,491		0.0%	2,585	0.1%	ETF
COF Capital One Financial	$420,299		0.0%	2,095	0.1%	Finance
DRI Darden Restaurants	$412,020		0.0%	2,000	0.1%	Retail/Wholesale
QUAL iShares MSCI USA Quality Factor ETF	$391,024		0.0%	1,782	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$380,615		0.0%	1,570	0.1%	ETF
MA Mastercard	$376,982		0.0%	734	0.1%	Business Services
ADBE Adobe	$372,111		0.0%	1,815	0.1%	Computer and Technology
SHOPIFY INC CL A SUB VTG SHS	$371,199		0.0%	3,251	0.1%	Stock
BLACKROCK INC COM	$364,431		0.0%	379	0.1%	Stock
TMO Thermo Fisher Scientific	$361,982		0.0%	722	0.1%	Medical
AXP American Express	$357,192	$14,883 â–¼	-4.0%	1,056	0.1%	Finance
ORCL Oracle	$351,720		0.0%	2,400	0.1%	Computer and Technology
MKL Markel Group	$351,542	$29,295 â–¼	-7.7%	180	0.1%	Multi-Sector Conglomerates
ACN Accenture	$348,432		0.0%	2,800	0.1%	Computer and Technology
BRK.B Berkshire Hathaway	$339,765		0.0%	679	0.1%	Finance
PFE Pfizer	$337,337		0.0%	14,009	0.1%	Medical
SPGI S&P Global	$336,397		0.0%	826	0.1%	Finance
FIVG Defiance Next Gen Connectivity ETF	$330,065		0.0%	3,473	0.1%	ETF
VO Vanguard Mid-Cap ETF	$324,536	$243,402 â–²	300.0%	4,028	0.1%	ETF
IWR iShares Russell Mid-Cap ETF	$321,583	$53,947 â–¼	-14.4%	2,915	0.1%	ETF
MARSH & MCLENNAN COS INC COM	$313,506		0.0%	1,881	0.1%	Stock

Showing largest 100 holdings. View all holdings.

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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

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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