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CIK: 0001761961
Total reported value
$344.3M
$344.3M
180 檔
25.5%
The Q2 2025 SEC filing reveals that Acima Private Wealth, LLC held a total portfolio value of $344.3M, covering 180 public equity positions.
During Q2 2025, Acima Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.94% | +0.84% | +0.35% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.94% | +0.37% | -1.74% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.98% | -0.62% | +9.06% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.53% | +0.23% | -0.91% | |
| 5 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.50% | -0.15% | -2.86% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.36% | -0.26% | +4.58% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.34% | -0.15% | -9.45% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.33% | -0.15% | -9.40% | |
| 9 | GTO | Invesco Total Return Bond Et | ETF-Other | 3.32% | -0.14% | -8.96% | |
| 10 | VSLU | Applied Finance Valuat ETF | ETF-Other | 3.11% | +0.55% | +13.72% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.40% | +0.14% | +1.52% | |
| 12 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.39% | -0.10% | -3.28% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.37% | +0.06% | -2.20% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.30% | -0.16% | -10.62% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.13% | — | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.14% | +0.11% | -2.69% | |
| 17 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.04% | +0.45% | — | |
| 18 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.98% | -0.05% | -2.25% | |
| 19 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 1.89% | -0.57% | -1.10% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.86% | -0.02% | +0.45% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.76% | +0.09% | — | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.47% | +0.01% | — | |
| 23 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.14% | +0.01% | -2.04% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 1.04% | -0.06% | -11.04% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.04% | +1.82% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.90% | -0.05% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.84% | -0.02% | +1.03% | |
| 28 | FLIA | Franklin International Aggre | ETF-Other | 0.84% | -0.04% | -2.75% | |
| 29 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.77% | -0.04% | -1.47% | |
| 30 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.77% | -0.21% | — | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.21% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.73% | — | +1.18% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | +0.01% | — | |
| 34 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.66% | -0.04% | -16.29% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.64% | -0.01% | — | |
| 36 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.57% | -0.33% | -2.91% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.07% | — | |
| 38 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.50% | -0.28% | -3.38% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.48% | — | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.02% | — | |
| 41 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.43% | -0.04% | -1.75% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.03% | — | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.43% | +0.01% | — | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | — | — | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.40% | — | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.02% | -5.71% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.35% | -0.09% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.02% | — | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.31% | -0.05% | +27.87% |
According to official SEC Form 13F filings, Acima Private Wealth, LLC reported a total U.S. public equity portfolio value of $344.3M across 180 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, GSLC, IJH) accounted for 25.5% of total reported equity market value during Q2 2025.
During Q2 2025, Acima Private Wealth, LLC's top holdings by market value included IVV (8.9%)、GSLC (6.9%)、IJH (6.0%). The largest single position, IVV, represented 8.9% of total portfolio value.
In Q2 2025, Acima Private Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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