ACIMA PRIVATE WEALTH, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
ACIMA PRIVATE WEALTH, LLC 13F Holdings
CIK 0001761961 · RICHMOND, VA
As of Sep 30, 2025, ACIMA PRIVATE WEALTH, LLC reported
179 positions worth $319.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 43,700 | $29.2M | 9.16% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 163,288 | $21.3M | 6.66% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 282,234 |
|
8.4M5.77% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 223,733 |
4.7M | 4.62% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 245,410 |
2.0M | 3.77% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 244,803 |
1.6M | 3.64% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 117,661 |
1.0M | 3.44% |
| INVESCO TOTAL RETURN BOND ETF | GTO | — | 230,420 |
0.9M | 3.43% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 54,136 |
0.3M | 3.22% |
| ETF OPPORTUNITIES TRUST | VSLU | — | 240,432 |
0.3M | 3.21% |
| APPLE INC | AAPL | Technology | 32,040 | $8.2M | 2.55% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 106,677 | $8.0M | 2.51% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 78,560 | $7.9M | 2.47% |
| VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF | EMLC | — | 299,527 | $7.6M | 2.39% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 23,221 | $7.6M | 2.39% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 77,800 | $6.8M | 2.13% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 53,400 | $6.7M | 2.11% |
| ISHARES MSCI EUROZONE ETF | EZU | — | 106,211 | $6.6M | 2.06% |
| BARCLAYS BANK PLC | — | — | 170,676 | $6.0M | 1.89% |
| ISHARES CORE MSCI EUROPE ETF | IEUR | — | 88,072 | $6.0M | 1.88% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 37,139 | $5.3M | 1.66% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 82,253 | $4.4M | 1.39% |
| JPMORGAN BETABUILDERS JAPAN ETF | BBJP | — | 54,332 | $3.6M | 1.13% |
| MICROSOFT CORP | MSFT | Technology | 5,697 | $3.0M | 0.92% |
| FRANKLIN TEMPLETON ETF TR | FLIA | — | 135,291 | $2.8M | 0.87% |