Institutions / Acima Private Wealth, LLC

Acima Private Wealth, LLC

CIK 1761961 · Institution · as of Dec 31, 2025

Portfolio value

$322.23M

Positions

176

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 176 →

Company	Class	Value	Shares	% of portfolio
iShares Core S&P 500 ETF	—	$29.42M	42,953	9.1%
Gs Activebeta US Large Cap Equity ETF	—	$18.41M	139,061	5.7%
iShares Core S&P Mid-Cap ETF	—	$15.85M	240,088	4.9%
iShares Core MSCI Emerging Markets ETF	—	$14.39M	214,091	4.5%
JPMorgan Core Plus Bond ETF	—	$13.05M	275,547	4.0%
PIMCO Active Bond Exchange-Traded Fund	—	$13.02M	139,883	4.0%
Invesco Total Return Bond ETF	—	$13.01M	274,278	4.0%
Applied Finance Valuation Large Cap ETF	—	$12.19M	275,450	3.8%
Invesco S&P 500 Equal Weight ETF	—	$10.61M	55,404	3.3%
JPMorgan International Bond Opportunities ETF of Benef Interest	—	$10.29M	211,317	3.2%
iShares Core U.S. Aggregate Bond ETF	—	$9.93M	99,377	3.1%
iShares MSCI Eurozone ETF	—	$8.96M	139,732	2.8%
iShares Core MSCI Eafe ETF	—	$8.80M	98,354	2.7%
Apple Inc.	—	$8.64M	31,767	2.7%
VanEck J. P. Morgan Em Local Currency Bond ETF	—	$8.35M	323,432	2.6%
Vanguard Total Stock Market ETF	—	$7.71M	22,988	2.4%
Avantis Emerging Markets Equity ETF	—	$7.58M	98,393	2.4%
iShares Expanded Tech Sector ETF	—	$6.62M	51,240	2.1%
Ipath Bloomberg Commodity Index Total Return Etn	—	$6.56M	174,291	2.0%
iShares Core MSCI Europe ETF	—	$6.09M	85,788	1.9%
iShares Russell Mid-Cap Growth ETF	—	$5.09M	37,139	1.6%
State Street Financial Select Sector SPDR ETF	—	$4.50M	82,253	1.4%
JPMorgan Betabuilders Japan ETF	—	$2.97M	45,003	0.9%
Microsoft Corp	—	$2.76M	5,697	0.9%
JPMorgan Betabuilders Canada ETF	—	$2.61M	28,065	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.