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CIK: 0001761961
Total reported value
$344.4M
$344.4M
173 檔
29.3%
As reported in its official Q2 2026 Form 13F filing, Acima Private Wealth, LLC's tracked investment portfolio stood at $344.4M with 173 total positions.
In Q2 2026, Acima Private Wealth, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 5 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 | 9.82% | +0.26% | +3.10% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.85% | +0.10% | +1.71% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.92% | -0.10% | -4.53% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.47% | -0.32% | -16.96% | |
| 5 | VSLU | Applied Finance Valuat ETF | ETF-Other | 4.20% | +0.20% | +12.46% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.98% | -0.10% | +4.25% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.97% | -0.14% | +4.23% | |
| 8 | GTO | Invesco Total Return Bond Et | ETF-Other | 3.96% | -0.11% | +4.34% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.08% | -0.11% | -10.29% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.02% | -0.14% | +2.08% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.99% | -0.15% | +2.84% | |
| 12 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.82% | -0.10% | +1.55% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.79% | +0.15% | +0.28% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.40% | -0.11% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.55% | +0.15% | -7.40% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.46% | +0.04% | -0.63% | |
| 17 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.45% | -0.08% | +1.89% | |
| 18 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.08% | +0.07% | — | |
| 19 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 2.06% | +0.32% | -6.71% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.89% | -0.05% | -1.86% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.58% | -0.10% | — | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.28% | — | — | |
| 23 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.98% | +0.04% | -0.47% | |
| 24 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.87% | -0.02% | +18183.21% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | +0.03% | — | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | +0.03% | +3.91% | |
| 27 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.79% | +0.01% | -2.36% | |
| 28 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.78% | +0.12% | — | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | +0.04% | +6.76% | |
| 30 | FLIA | Franklin International Aggre | ETF-Other | 0.71% | -0.02% | +2.18% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.01% | — | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.63% | -0.02% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | +0.23% | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.01% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.01% | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.07% | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | -0.10% | — | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.43% | +0.15% | — | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.42% | -0.04% | +2400.00% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.41% | -0.02% | — | |
| 41 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.41% | — | -2.84% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | -0.01% | — | |
| 43 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.36% | -0.20% | — | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.36% | -0.03% | — | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.33% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | -1.46% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.30% | -0.02% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.29% | EXIT | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAXJ | Ishares Msci All Country Asi | +0.9% | +18183.21% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.8% | +3.10% | Add |
| 3 | VSLU | Applied Finance Valuat ETF | +0.6% | +12.46% | Add |
| 4 | IGM | Ishares Expanded Tech Sector | +0.5% | — | Unchanged |
| 5 | GSLC | Goldman Activebeta US Lc ETF | +0.4% | +1.71% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.2% | -4.53% | Trim |
| 7 | XLK | Ss Technology Select Sector | +0.2% | — | Unchanged |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.63% | Trim |
| 9 | AAPL | Apple Inc | +0.1% | -0.11% | Trim |
| 10 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 11 | EZU | Ishares Msci Eurozone ETF | +0.1% | +1.55% | Add |
| 12 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 13 | IWP | Ishares Russell Mid-cap Grow | +0.1% | — | Unchanged |
| 14 | TXN | Texas Instruments Inc | +0.1% | — | Unchanged |
| 15 | AVEM | Avantis Emerging Markets Eq | +0.1% | -7.40% | Trim |
| 16 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 17 | IWO | Ishares Russell 2000 Growth | +0.1% | — | Unchanged |
| 18 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 19 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 21 | UFOX | Defiance Connective Tech ETF | 0% | — | Unchanged |
| 22 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | -3.02% | Trim |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 26 | JMUB | Jpmorgan Municipal ETF | 0% | +19.61% | Add |
| 27 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 28 | BBJP | Jpmorgan Betabuilders Japan | 0% | -0.47% | Trim |
| 29 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 30 | AMZN | Amazon.com Inc | 0% | -1.46% | Trim |
| 31 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 32 | PGR | Progressive CORP | 0% | — | Unchanged |
| 33 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 34 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 35 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 36 | BIIB | Biogen Inc | 0% | — | Unchanged |
| 37 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 38 | MMM | 3m Co | 0% | — | Unchanged |
| 39 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 40 | MUB | Ishares National Muni Bond E | — | +6.76% | Add |
| 41 | SHW | Sherwin-williams Co/the | — | — | Unchanged |
| 42 | ADP | Automatic Data Processing | — | — | Unchanged |
| 43 | XLV | Ss Health Care Select Sector | — | — | Unchanged |
| 44 | QUAL | Ishares Msci USA Quality Fac | — | — | Unchanged |
| 45 | IWS | Ishares Russell Mid-cap Valu | — | — | Unchanged |
| 46 | HEI-A | Heico Corp-class A | — | — | Unchanged |
| 47 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 48 | SYY | Sysco CORP | — | — | Unchanged |
| 49 | HD | Home Depot Inc | — | — | Unchanged |
| 50 | MRK | Merck & Co. Inc. | — | — | Unchanged |
According to official SEC Form 13F filings, Acima Private Wealth, LLC reported a total U.S. public equity portfolio value of $344.4M across 173 disclosed positions in Q2 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, IEMG) accounted for 29.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
AOR
市值: $9.1K
Top Position Liquidated / Trimmed
HON
前期市值: $363.9K
During Q2 2026, Acima Private Wealth, LLC's top holdings by market value included IVV (9.8%)、GSLC (5.8%)、IEMG (4.9%). The largest single position, IVV, represented 9.8% of total portfolio value.
In Q2 2026, Acima Private Wealth, LLC made 48 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 23 holdings, and fully liquidating 5 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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