ACIMA PRIVATE WEALTH, LLC
CIK 0001761961 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-06 · Open the SEC source ↗
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
Top Holdings
IVV
ISHARES CORE S&P 500 ETF
9.8%
GSLC
GS ACTIVEBETA US LARGE CAP EQUITY ETF
5.8%
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
4.9%
IJH
ISHARES CORE S&P MID-CAP ETF
4.5%
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
4.2%
JCPB
JPMORGAN CORE PLUS BOND ETF
4.0%
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
4.0%
GTO
INVESCO TOTAL RETURN BOND ETF
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.