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CIK: 0001761961
Total reported value
$344.3M
$344.3M
177 檔
26.3%
During the Q1 2026 filing period, Acima Private Wealth, LLC (CIK: 0001761961) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $344.3M across 177 reported positions.
Acima Private Wealth, LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 3 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.98% | +0.84% | +1.99% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.48% | +0.37% | +0.36% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.09% | -0.62% | +0.04% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.69% | +0.23% | +0.10% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.13% | -0.15% | +1.52% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.12% | -0.15% | +1.77% | |
| 7 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.10% | -0.14% | +1.66% | |
| 8 | VSLU | Applied Finance Valuat ETF | ETF-Other | 3.65% | +0.55% | +1.00% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.34% | -0.26% | +0.21% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.17% | -0.15% | -0.13% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.15% | -0.16% | +1.75% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.81% | -0.02% | +0.71% | |
| 13 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.71% | +0.11% | -1.47% | |
| 14 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 2.63% | -0.57% | -0.01% | |
| 15 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.55% | -0.10% | -0.04% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.51% | +0.13% | -0.98% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.49% | +0.06% | -0.01% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.32% | +0.14% | +0.23% | |
| 19 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.94% | -0.05% | +2.71% | |
| 20 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.63% | +0.45% | -14.64% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.49% | +0.09% | — | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.27% | +0.01% | — | |
| 23 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.99% | -0.21% | — | |
| 24 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.97% | +0.01% | +0.05% | |
| 25 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.83% | -0.04% | -0.04% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.82% | -0.02% | +1.93% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | — | +4.82% | |
| 28 | FLIA | Franklin International Aggre | ETF-Other | 0.75% | -0.04% | -0.03% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | +0.01% | — | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.68% | -0.05% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.04% | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | +0.21% | -2.50% | |
| 33 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.56% | -0.33% | -0.17% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.07% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.02% | -5.03% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.49% | -0.06% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.03% | — | |
| 38 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.45% | -0.04% | +0.24% | |
| 39 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.44% | -0.28% | +0.22% | |
| 40 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.43% | -0.01% | — | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.42% | -0.09% | — | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.41% | — | — | |
| 43 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.40% | -0.04% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.11% | -2.67% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.02% | — | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.31% | +0.05% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.12% | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.06% | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.01% | — | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.29% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DJP | Ipath Bloomberg Commodity In | +0.6% | -0.01% | Trim |
| 2 | XOP | Ss Spdr S&p Og Exp & Prod | +0.3% | — | Unchanged |
| 3 | IEMG | Ishares Core Msci Emerging | +0.2% | +0.10% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +0.04% | Add |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.1% | -0.01% | Trim |
| 6 | XOM | Exxon Mobil CORP | +0.1% | -2.67% | Trim |
| 7 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.71% | Add |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +1.52% | Add |
| 10 | BOND | Pimco Active Bond Exchange-t | +0.1% | +1.77% | Add |
| 11 | COP | Conocophillips | +0.1% | — | Unchanged |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.1% | +1.75% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 14 | JNJ | Johnson & Johnson | +0.1% | -5.03% | Trim |
| 15 | GTO | Invesco Total Return Bond Et | +0.1% | +1.66% | Add |
| 16 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 17 | BBJP | Jpmorgan Betabuilders Japan | +0.1% | +0.05% | Add |
| 18 | XLP | Ss Consumer Staples Sel Sect | +0.1% | — | Unchanged |
| 19 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +2.71% | Add |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +0.21% | Add |
| 21 | MUB | Ishares National Muni Bond E | 0% | +4.82% | Add |
| 22 | EWA | Ishares Msci Australia ETF | 0% | +0.24% | Add |
| 23 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 24 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 25 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 26 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 27 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 28 | WMT | Walmart Inc | 0% | — | Unchanged |
| 29 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 30 | INTC | Intel CORP | 0% | — | Unchanged |
| 31 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 32 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +1.93% | Add |
| 34 | BBCA | Jpmorgan Betabuilders Canada | 0% | -0.04% | Trim |
| 35 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 36 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 37 | RTX | Rtx CORP | 0% | — | Unchanged |
| 38 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 39 | EWU | Ishares Msci United Kingdom | 0% | +0.11% | Add |
| 40 | MO | Altria Group Inc | 0% | — | Unchanged |
| 41 | PSX | Phillips 66 | 0% | — | Unchanged |
| 42 | DRI | Darden Restaurants Inc | 0% | — | Unchanged |
| 43 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 44 | AEP | American Electric Power | 0% | — | Unchanged |
| 45 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 46 | SO | Southern Co/the | 0% | — | Unchanged |
| 47 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 48 | BP | Bp Plc-spons Adr | 0% | — | Unchanged |
| 49 | IWS | Ishares Russell Mid-cap Valu | 0% | — | Unchanged |
| 50 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Acima Private Wealth, LLC reported a total U.S. public equity portfolio value of $344.3M across 177 disclosed positions in Q1 2026.
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 26.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
WAT
市值: $56.3K
Top Position Liquidated / Trimmed
DHI
前期市值: $6.3K
During Q1 2026, Acima Private Wealth, LLC's top holdings by market value included IVV (9.0%)、GSLC (5.5%)、IJH (5.1%). The largest single position, IVV, represented 9.0% of total portfolio value.
In Q1 2026, Acima Private Wealth, LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 22 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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