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

About Acima Private Wealth, LLC

Investment Activity

Acima Private Wealth, LLC has $344.38 million in total holdings as of September 30, 2026.
Acima Private Wealth, LLC owns shares of 174 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 1.34% of the portfolio was purchased this quarter.
About 1.21% of the portfolio was sold this quarter.
This quarter, Acima Private Wealth, LLC has purchased 173 new stocks and bought additional shares in 12 stocks.
Acima Private Wealth, LLC sold shares of 48 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $34,697,600
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: $20,488,350
iShares Core MSCI Emerging Markets ETF: $16,593,324
Applied Finance Valuation Large Cap ETF: $15,138,400
iShares Core S&P Mid-Cap ETF: $14,284,162

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $1,208,093 Holding
464287457 - iShares 1-3 Year Treasury Bond ETF: $247,579 Holding
438516205 - HONEYWELL INTL INC COM: $157,572 Holding
43849R105 - HONEYWELL AEROSPACE INC COM: $124,596 Holding
60744M106 - MOBILITY GLOBAL INC COM SHS: $14,166 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP COM SHS: 7,423 shares (about $1.21M)
Avantis Emerging Markets Equity ETF: 7,855 shares (about $738.53K)
iShares Core MSCI EAFE ETF: 5,219 shares (about $505.62K)
Invesco Total Return Bond ETF: 6,733 shares (about $300.22K)
Pimco Total Return ETF: 3,423 shares (about $297.77K)

Largest Sales this Quarter

MercadoLibre: 421 shares (about $727.71K)
iPath Bloomberg Commodity Index Total Return ETN: 3,266 shares (about $168.26K)
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND: 3,429 shares (about $160.13K)
Invesco S&P 500 Equal Weight ETF: 597 shares (about $124.19K)
Johnson & Johnson: 438 shares (about $115.96K)

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	$34,697,600	$106,453 ▲	0.3%	45,306	10.1%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$20,488,350	$101,528 ▼	-0.5%	141,260	5.9%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$16,593,324	$11,525 ▼	-0.1%	204,452	4.8%	ETF
VSLU Applied Finance Valuation Large Cap ETF	$15,138,400	$44,648 ▼	-0.3%	311,939	4.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$14,284,162	$66,770 ▼	-0.5%	198,529	4.1%	ETF
JPMORGAN CORE PLUS BOND ETF	$13,356,453	$297,295 ▲	2.3%	298,268	3.9%	ETF
GTO Invesco Total Return Bond ETF	$13,272,916	$300,224 ▲	2.3%	297,666	3.9%	ETF
BOND Pimco Total Return ETF	$13,205,227	$297,766 ▲	2.3%	151,802	3.8%	ETF
AAPL Apple	$10,463,821		0.0%	31,421	3.0%	Technology
RSP Invesco S&P 500 Equal Weight ETF	$10,236,456	$124,188 ▼	-1.2%	49,209	3.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$10,129,095	$505,617 ▲	5.3%	104,553	2.9%	ETF
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND	$9,900,880	$160,135 ▼	-1.6%	212,010	2.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$9,794,629	$36,965 ▼	-0.4%	103,603	2.8%	ETF
EZU iShares MSCI Eurozone ETF	$9,379,069	$34,473 ▼	-0.4%	139,300	2.7%	ETF
AVEM Avantis Emerging Markets Equity ETF	$9,304,313	$738,527 ▲	8.6%	98,961	2.7%	ETF
VTI Vanguard Total Stock Market ETF	$8,609,391	$40,418 ▲	0.5%	23,005	2.5%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$8,208,218	$168,264 ▼	-2.0%	159,321	2.4%	ETF
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$8,151,525	$27,710 ▼	-0.3%	328,293	2.4%	ETF
IGM iShares Expanded Tech Sector ETF	$7,393,810		0.0%	43,740	2.1%	ETF
IEUR iShares Core MSCI Europe ETF	$6,350,655	$22,257 ▼	-0.3%	86,169	1.8%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$5,113,298		0.0%	37,139	1.5%	ETF
XLF Financial Select Sector SPDR Fund	$4,392,310		0.0%	82,253	1.3%	ETF
BBJP JPMorgan BetaBuilders Japan ETF	$3,504,868	$12,796 ▼	-0.4%	44,648	1.0%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$3,104,740		0.0%	17,313	0.9%	ETF
XLK Technology Select Sector SPDR Fund	$3,054,092		0.0%	15,602	0.9%	ETF
AAXJ iShares MSCI All Country Asia ex Japan ETF	$2,938,936	$22,472 ▲	0.8%	25,241	0.9%	ETF
MSFT Microsoft	$2,921,991		0.0%	5,697	0.8%	Technology
VTEB Vanguard Tax-Exempt Bond ETF	$2,844,816	$263,747 ▲	10.2%	60,068	0.8%	ETF
MUB iShares National Muni Bond ETF	$2,776,408	$269,634 ▲	10.8%	27,462	0.8%	ETF
BBCA JPMorgan BetaBuilders Canada ETF	$2,742,651	$6,423 ▼	-0.2%	27,328	0.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,385,595		0.0%	10,225	0.7%	ETF
FLIA Franklin International Aggregate Bond ETF	$2,384,717	$15,576 ▼	-0.6%	119,117	0.7%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$2,104,305	$14,186 ▼	-0.7%	26,108	0.6%	ETF
NOW ServiceNow	$1,981,338		0.0%	14,785	0.6%	Technology
ABBV AbbVie	$1,692,146	$99,138 ▼	-5.5%	6,469	0.5%	Healthcare
JNJ Johnson & Johnson	$1,644,035	$115,956 ▼	-6.6%	6,210	0.5%	Healthcare
EWA iShares MSCI Australia ETF	$1,405,563	$3,737 ▼	-0.3%	49,649	0.4%	ETF
SHW Sherwin-Williams	$1,328,640		0.0%	4,110	0.4%	Materials
BKNG Booking	$1,319,571		0.0%	8,100	0.4%	Consumer Discretionary
LOW Lowe's Companies	$1,272,522		0.0%	6,905	0.4%	Consumer Discretionary
V Visa	$1,261,967	$107,080 ▼	-7.8%	3,512	0.4%	Finance
EXXONMOBIL HOLDINGS CORP COM SHS	$1,208,093	$1,208,093 ▲	New Holding	7,423	0.4%	Stock
LMT Lockheed Martin	$1,136,137		0.0%	2,231	0.3%	Industrials
CAT Caterpillar	$1,135,106		0.0%	1,400	0.3%	Industrials
IWO iShares Russell 2000 Growth ETF	$1,131,373		0.0%	3,170	0.3%	ETF
AMZN Amazon.com	$1,107,970		0.0%	4,447	0.3%	Consumer Discretionary
ADP Automatic Data Processing	$1,003,337		0.0%	3,888	0.3%	Industrials
UNP Union Pacific	$998,989		0.0%	3,671	0.3%	Industrials
GOOG Alphabet	$978,946		0.0%	2,873	0.3%	Communication Services
PGR Progressive	$970,211		0.0%	4,680	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$916,402		0.0%	7,316	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$880,500		0.0%	5,228	0.3%	ETF
RTX RTX	$871,441		0.0%	4,694	0.3%	Industrials
VRTX Vertex Pharmaceuticals	$859,500	$84,695 ▼	-9.0%	1,644	0.2%	Healthcare
EWU iShares MSCI United Kingdom ETF	$856,338	$3,490 ▼	-0.4%	18,404	0.2%	ETF
IWM iShares Russell 2000 ETF	$830,335		0.0%	2,988	0.2%	ETF
PG Procter & Gamble	$799,185	$58,984 ▼	-6.9%	5,501	0.2%	Consumer Staples
KO CocaCola	$780,401		0.0%	9,066	0.2%	Consumer Staples
GOOGL Alphabet	$770,739		0.0%	2,240	0.2%	Communication Services
SPY SPDR S&P 500 ETF Trust	$761,867		0.0%	999	0.2%	ETF
ITW Illinois Tool Works	$754,860		0.0%	2,934	0.2%	Industrials
AMGN Amgen	$727,105	$70,392 ▼	-8.8%	1,725	0.2%	Healthcare
MCD McDonald's	$716,145		0.0%	3,101	0.2%	Consumer Discretionary
CSCO Cisco Systems	$709,389		0.0%	6,591	0.2%	Technology
TXN Texas Instruments	$708,628		0.0%	2,530	0.2%	Technology
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF	$687,377	$11,892 ▼	-1.7%	21,040	0.2%	ETF
COP ConocoPhillips	$682,068		0.0%	5,450	0.2%	Energy
PEP PepsiCo	$623,589	$36,115 ▼	-5.5%	4,921	0.2%	Consumer Staples
MRK Merck & Co., Inc.	$606,815	$85,442 ▼	-12.3%	4,176	0.2%	Healthcare
MCHI iShares MSCI China ETF	$560,416	$10,856 ▼	-1.9%	10,738	0.2%	ETF
MELI MercadoLibre	$549,673	$727,712 ▼	-57.0%	318	0.2%	Consumer Discretionary
JPMORGAN MUNICIPAL ETF	$523,238	$33,877 ▲	6.9%	10,997	0.2%	ETF
EFA iShares MSCI EAFE ETF	$516,333		0.0%	4,970	0.1%	ETF
GLW Corning	$492,032		0.0%	3,200	0.1%	Technology
VV Vanguard Large-Cap ETF	$485,553		0.0%	1,380	0.1%	ETF
SHOPIFY INC CL A SUB VTG SHS	$482,123		0.0%	3,251	0.1%	Stock
HD Home Depot	$473,391		0.0%	1,664	0.1%	Consumer Discretionary
EW Edwards Lifesciences	$463,797	$45,836 ▼	-9.0%	5,373	0.1%	Healthcare
TMO Thermo Fisher Scientific	$443,508	$43,878 ▼	-9.0%	657	0.1%	Healthcare
ADBE Adobe	$435,491		0.0%	1,815	0.1%	Technology
APD Air Products and Chemicals	$417,345		0.0%	1,500	0.1%	Materials
IWS iShares Russell Mid-Cap Value ETF	$415,513		0.0%	2,585	0.1%	ETF
COF Capital One Financial	$404,482		0.0%	2,095	0.1%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$396,032		0.0%	1,782	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$389,250		0.0%	1,570	0.1%	ETF
DRI Darden Restaurants	$386,500		0.0%	2,000	0.1%	Consumer Discretionary
PFE Pfizer	$379,145	$20,392 ▼	-5.1%	13,294	0.1%	Healthcare
MA Mastercard	$368,382	$36,397 ▼	-9.0%	668	0.1%	Finance
BLACKROCK INC COM	$368,285	$32,807 ▼	-8.2%	348	0.1%	Stock
WALMART INC COM	$362,265	$43,023 ▼	-10.6%	3,486	0.1%	Stock
ORCL Oracle	$329,520		0.0%	2,400	0.1%	Technology
BRK.B Berkshire Hathaway	$327,153	$10,955 ▼	-3.2%	657	0.1%	Finance
ABT Abbott Laboratories	$325,250	$8,994 ▼	-2.7%	3,291	0.1%	Healthcare
VO Vanguard Mid-Cap ETF	$315,876		0.0%	4,028	0.1%	ETF
IWR iShares Russell Mid-Cap ETF	$311,060		0.0%	2,915	0.1%	ETF
CVX Chevron	$310,603		0.0%	1,521	0.1%	Energy
MKL Markel Group	$308,241		0.0%	180	0.1%	Finance
SPGI S&P Global	$296,641	$29,191 ▼	-9.0%	752	0.1%	Finance
FIVG Defiance Next Gen Connectivity ETF	$295,352		0.0%	3,473	0.1%	ETF
AXP American Express	$293,761	$27,369 ▼	-8.5%	966	0.1%	Finance

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