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CIK: 0001761961
Total reported value
$344.3M
$344.3M
179 檔
27.8%
In Q3 2025, Acima Private Wealth, LLC's U.S. equity holdings reached a combined market value of $344.3M, distributed across 179 disclosed stock positions.
In Q3 2025, Acima Private Wealth, LLC displayed an active expansion posture, initiating 1 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.16% | +0.84% | +3.41% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.66% | +0.37% | -2.63% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.77% | -0.62% | -0.25% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.62% | +0.23% | +1.04% | |
| 5 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.77% | -0.15% | +16.03% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.64% | -0.15% | +17.69% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.44% | -0.15% | +11.07% | |
| 8 | GTO | Invesco Total Return Bond Et | ETF-Other | 3.43% | -0.14% | +10.91% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.22% | -0.26% | -0.08% | |
| 10 | VSLU | Applied Finance Valuat ETF | ETF-Other | 3.21% | +0.55% | +3.07% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.13% | +0.16% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.51% | +0.06% | +5.33% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.47% | -0.16% | +15.69% | |
| 14 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.39% | -0.10% | +8.11% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.39% | +0.14% | +0.33% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.13% | -0.02% | +18.84% | |
| 17 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.11% | +0.45% | — | |
| 18 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.06% | +0.11% | +0.55% | |
| 19 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 1.89% | -0.57% | +4.39% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.88% | -0.05% | +0.53% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.66% | +0.09% | — | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.39% | +0.01% | — | |
| 23 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.13% | +0.01% | +0.67% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.04% | +1.64% | |
| 25 | FLIA | Franklin International Aggre | ETF-Other | 0.87% | -0.04% | +12.42% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.85% | -0.06% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.81% | -0.02% | +2.03% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.80% | -0.05% | — | |
| 29 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.79% | -0.04% | +2.27% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | +0.21% | — | |
| 31 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.74% | -0.21% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.73% | — | +6.70% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | +0.01% | — | |
| 34 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.64% | -0.33% | +0.92% | |
| 35 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.57% | -0.28% | +2.54% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.55% | -0.01% | — | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.54% | -0.07% | — | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.54% | -0.04% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.03% | +0.54% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.45% | — | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.02% | -0.82% | |
| 42 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.41% | -0.04% | +1.09% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.02% | +0.06% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | — | — | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.36% | +0.01% | — | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.36% | — | +0.98% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.35% | -0.09% | — | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.32% | +0.05% | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | +4.88% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.06% | -0.89% |
According to official SEC Form 13F filings, Acima Private Wealth, LLC reported a total U.S. public equity portfolio value of $344.3M across 179 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, GSLC, IJH) accounted for 27.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
AFG
市值: $199.8K
Top Position Liquidated / Trimmed
ITGR
前期市值: $472.0K
During Q3 2025, Acima Private Wealth, LLC's top holdings by market value included IVV (9.2%)、GSLC (6.7%)、IJH (5.8%). The largest single position, IVV, represented 9.2% of total portfolio value.
In Q3 2025, Acima Private Wealth, LLC made 37 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 8 holdings, and fully liquidating 2 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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