Acima Private Wealth, LLC 13F Holdings · Q3 2026
Acima Private Wealth, LLC reported 174 securities worth $344.38M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IVV (10.08%), GSLC (5.95%), IEMG (4.82%). Among its top 25 positions this quarter: 7 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $34.7M | 10.08% | 45,306 | Added |
| 2 | GSLC | GS ACTIVEBETA US LARGE CAP EQUITY ETF | $20.5M | 5.95% | 141,260 | Trimmed |
| 3 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $16.6M | 4.82% | 204,452 | Trimmed |
| 4 | VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $15.1M | 4.40% | 311,939 | Trimmed |
| 5 | IJH | ISHARES CORE S&P MID-CAP ETF | $14.3M | 4.15% | 198,529 | Trimmed |
| 6 | JCPB | JPMORGAN CORE PLUS BOND ETF | $13.4M | 3.88% | 298,268 | Added |
| 7 | GTO | INVESCO TOTAL RETURN BOND ETF | $13.3M | 3.85% | 297,666 | Added |
| 8 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $13.2M | 3.83% | 151,802 | Added |
| 9 | AAPL | APPLE INC COM | $10.5M | 3.04% | 31,421 | Hold |
| 10 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $10.2M | 2.97% | 49,209 | Trimmed |
| 11 | IEFA | ISHARES CORE MSCI EAFE ETF | $10.1M | 2.94% | 104,553 | Added |
| 12 | JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $9.9M | 2.87% | 212,010 | Trimmed |
| 13 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $9.8M | 2.84% | 103,603 | Trimmed |
| 14 | EZU | ISHARES MSCI EUROZONE ETF | $9.4M | 2.72% | 139,300 | Trimmed |
| 15 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $9.3M | 2.70% | 98,961 | Added |
| 16 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $8.6M | 2.50% | 23,005 | Added |
| 17 | DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $8.2M | 2.38% | 159,321 | Trimmed |
| 18 | EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $8.2M | 2.37% | 328,293 | Trimmed |
| 19 | IGM | ISHARES EXPANDED TECH SECTOR ETF | $7.4M | 2.15% | 43,740 | Hold |
| 20 | IEUR | ISHARES CORE MSCI EUROPE ETF | $6.4M | 1.84% | 86,169 | Trimmed |
| 21 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5.1M | 1.48% | 37,139 | Hold |
| 22 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $4.4M | 1.28% | 82,253 | Hold |
| 23 | BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $3.5M | 1.02% | 44,648 | Trimmed |
| 24 | XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $3.1M | 0.90% | 17,313 | Hold |
| 25 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3.1M | 0.89% | 15,602 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR