ACIMA PRIVATE WEALTH, LLC

Name: ACIMA PRIVATE WEALTH, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001761961 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-06 · Open the SEC source ↗

ACIMA PRIVATE WEALTH, LLC reported 173 positions worth $344.3M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: IVV (9.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$344.3M

2026 Q2

Positions

173

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

47.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 173 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES CORE S&P 500 ETF	SH	$33.8M	9.82%	45,167	—	—
▸ 2	GSLC	GS ACTIVEBETA US LARGE CAP EQUITY ETF	SH	$20.1M	5.85%	141,960	—	—
▸ 3	IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	SH	$16.9M	4.92%	204,594	—	—
▸ 4	IJH	ISHARES CORE S&P MID-CAP ETF	SH	$15.4M	4.47%	199,457	—	—
▸ 5	VSLU	APPLIED FINANCE VALUATION LARGE CAP ETF	SH	$14.5M	4.20%	312,859	—	—
▸ 6	JCPB	JPMORGAN CORE PLUS BOND ETF	SH	$13.7M	3.98%	291,629	—	—
▸ 7	BOND	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	SH	$13.7M	3.97%	148,379	—	—
▸ 8	GTO	INVESCO TOTAL RETURN BOND ETF	SH	$13.6M	3.96%	290,933	—	—
▸ 9	RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	SH	$10.6M	3.08%	49,806	—	—
▸ 10	JPIB	JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND	SH	$10.4M	3.02%	215,439	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ACIMA PRIVATE WEALTH, LLC hold as of Q2 2026?

ACIMA PRIVATE WEALTH, LLC reported 173 positions worth $344.3M in its Q2 2026 13F filing. Largest positions: IVV (9.8%), GSLC (5.8%), IEMG (4.9%), IJH (4.5%) and VSLU (4.2%).

What did ACIMA PRIVATE WEALTH, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ACIMA PRIVATE WEALTH, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.