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CIK: 0001761961
Total reported value
$344.3M
$344.3M
176 檔
26.5%
At the close of Q4 2025, Acima Private Wealth, LLC disclosed equity holdings valued at approximately $344.3M, spread across 176 reported holdings.
In Q4 2025, Acima Private Wealth, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.13% | +0.84% | -1.71% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.71% | +0.37% | -14.84% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.92% | -0.62% | -14.93% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.47% | +0.23% | -4.31% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.05% | -0.15% | +12.56% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.04% | -0.15% | +18.89% | |
| 7 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.04% | -0.14% | +19.03% | |
| 8 | VSLU | Applied Finance Valuat ETF | ETF-Other | 3.78% | +0.55% | +14.56% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.29% | -0.26% | +2.34% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.19% | -0.15% | -13.89% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.08% | -0.16% | +26.50% | |
| 12 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.78% | +0.11% | +31.56% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.73% | -0.02% | +26.42% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.68% | +0.13% | -0.85% | |
| 15 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.59% | -0.10% | +7.98% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.39% | +0.14% | -1.00% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.35% | +0.06% | -7.77% | |
| 18 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.05% | +0.45% | -4.04% | |
| 19 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 2.03% | -0.57% | +2.12% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.89% | -0.05% | -2.59% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.58% | +0.09% | — | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.40% | +0.01% | — | |
| 23 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.92% | +0.01% | -17.17% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.04% | — | |
| 25 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.81% | -0.04% | -2.36% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | -0.02% | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | — | +0.85% | |
| 28 | FLIA | Franklin International Aggre | ETF-Other | 0.74% | -0.04% | -13.24% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.21% | +83.91% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.70% | -0.06% | +400.00% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | +0.01% | — | |
| 32 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.68% | -0.21% | -3.52% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.63% | -0.05% | -19.44% | |
| 34 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.56% | -0.33% | -11.31% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.54% | -0.01% | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.07% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.03% | — | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.46% | -0.04% | -0.14% | |
| 39 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.46% | -0.28% | -10.29% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.02% | -1.41% | |
| 41 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.42% | -0.04% | +4.80% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.02% | -1.37% | |
| 43 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.41% | — | — | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.33% | -0.09% | — | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.33% | +0.01% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.01% | — | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.32% | +0.05% | — | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.31% | — | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.06% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.11% | -8.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EZU | Ishares Msci Eurozone ETF | +0.7% | +31.56% | Add |
| 2 | GTO | Invesco Total Return Bond Et | +0.6% | +19.03% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.6% | +26.50% | Add |
| 4 | BOND | Pimco Active Bond Exchange-t | +0.6% | +18.89% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +26.42% | Add |
| 6 | VSLU | Applied Finance Valuat ETF | +0.6% | +14.56% | Add |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | +0.4% | +12.56% | Add |
| 8 | EMLC | Vaneck JPM Em Local Curr Bnd | +0.2% | +7.98% | Add |
| 9 | DJP | Ipath Bloomberg Commodity In | +0.1% | +2.12% | Add |
| 10 | AAPL | Apple Inc | +0.1% | -0.85% | Trim |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +2.34% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 14 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 15 | JNJ | Johnson & Johnson | 0% | -1.41% | Trim |
| 16 | JMUB | Jpmorgan Municipal ETF | 0% | +37.91% | Add |
| 17 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 18 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 19 | BBCA | Jpmorgan Betabuilders Canada | 0% | -2.36% | Trim |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | -1.71% | Trim |
| 21 | GXC | State Street Spdr S&p China | 0% | -18.47% | Trim |
| 22 | META | Meta Platforms Inc-class A | 0% | -99.28% | Trim |
| 23 | HD | Home Depot Inc | 0% | -3.50% | Trim |
| 24 | ITW | Illinois Tool Works | 0% | -8.31% | Trim |
| 25 | XLK | Ss Technology Select Sector | -0.1% | +83.91% | Add |
| 26 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 27 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 28 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 29 | INTC | Intel CORP | -0.1% | -49.71% | Trim |
| 30 | XOP | Ss Spdr S&p Og Exp & Prod | -0.1% | -3.52% | Trim |
| 31 | AFL | Aflac Inc | -0.1% | -40.96% | Trim |
| 32 | IGM | Ishares Expanded Tech Sector | -0.1% | -4.04% | Trim |
| 33 | MELI | Mercadolibre Inc | -0.1% | -0.14% | Trim |
| 34 | ASHR | Xtrackers Harvest Csi 300 Ch | -0.1% | -11.31% | Trim |
| 35 | IWP | Ishares Russell Mid-cap Grow | -0.1% | — | Unchanged |
| 36 | MCHI | Ishares Msci China ETF | -0.1% | -10.29% | Trim |
| 37 | FLIA | Franklin International Aggre | -0.1% | -13.24% | Trim |
| 38 | XLV | Ss Health Care Select Sector | -0.1% | -40.01% | Trim |
| 39 | NOW | Servicenow Inc | -0.2% | +400.00% | Add |
| 40 | IEMG | Ishares Core Msci Emerging | -0.2% | -4.31% | Trim |
| 41 | JPST | Jpmorgan Ultra-short Income | -0.2% | -53.44% | Trim |
| 42 | AVEM | Avantis Emerging Markets Eq | -0.2% | -7.77% | Trim |
| 43 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -19.44% | Trim |
| 44 | BBJP | Jpmorgan Betabuilders Japan | -0.2% | -17.17% | Trim |
| 45 | JPIB | Jpmorgan Intl Bnd ETF | -0.6% | -13.89% | Trim |
| 46 | IJH | Ishares Core S&p Midcap ETF | -0.9% | -14.93% | Trim |
| 47 | GSLC | Goldman Activebeta US Lc ETF | -1% | -14.84% | Trim |
| 48 | VEEV | Veeva Systems Inc-class A | — | EXIT | Sold out |
| 49 | HUBS | Hubspot Inc | — | EXIT | Sold out |
| 50 | OKTA | Okta Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Acima Private Wealth, LLC reported a total U.S. public equity portfolio value of $344.3M across 176 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, GSLC, IJH) accounted for 26.5% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
VEEV
前期市值: $235.9K
During Q4 2025, Acima Private Wealth, LLC's top holdings by market value included IVV (9.1%)、GSLC (5.7%)、IJH (4.9%). The largest single position, IVV, represented 9.1% of total portfolio value.
In Q4 2025, Acima Private Wealth, LLC made 41 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 25 holdings, and fully liquidating 3 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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