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ACIMA PRIVATE WEALTH, LLC — 13F Holdings & Portfolio

CIK 1761961 · latest 13F-HR filed 2026-04-06

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$318.6M

Long-equity book

Holdings

177

Distinct positions

Period

2026-03-31

Filed 2026-04-06

Q/Q Activity

+4 / −3 / ↑47 / ↓61

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN$1.8M +28.0%
  • STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF$962.1K +44.0%
  • EXXON MOBIL CORP COM$341.6K +37.2%
  • LOCKHEED MARTIN CORP COM$269.3K +25.0%
  • CONOCOPHILLIPS COM$209.2K +41.0%
Show all 47 →

Top Trims

  • ISHARES EXPANDED TECH SECTOR ETF-$1.4M -21.7%
  • GS ACTIVEBETA US LARGE CAP EQUITY ETF-$943.5K -5.1%
  • SERVICENOW INC COM-$719.1K -31.8%
  • APPLE INC COM-$653.2K -7.6%
  • MICROSOFT CORP COM-$646.3K -23.5%
Show all 61 →

New Positions

  • WATERS CORP COM$56.3K
  • SOLSTICE ADVANCED MATLS INC COM SHS$30.4K
  • ISHARES MSCI ACWI ETF$14.5K
  • ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF$13.2K
Show all 4 →

Exited Positions

  • D R HORTON INC COM$6.3K
  • RAYMOND JAMES FINL INC COM$6.1K
  • METLIFE INC COM$5.3K
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES CORE S&P 500 ETF IVV 464287200 $28.6M 8.98% 43,808 SH
2 GS ACTIVEBETA US LARGE CAP EQUITY ETF GSLC 381430503 $17.5M 5.48% 139,567 SH
3 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $16.2M 5.09% 240,189 SH
4 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $14.9M 4.69% 214,310 SH
5 JPMORGAN CORE PLUS BOND ETF JCPB 46641Q670 $13.2M 4.13% 279,732 SH
6 PIMCO ACTIVE BOND EXCHANGE-TRADED FUND BOND 72201R775 $13.1M 4.12% 142,364 SH
7 INVESCO TOTAL RETURN BOND ETF GTO 46090A804 $13.1M 4.10% 278,841 SH
8 APPLIED FINANCE VALUATION LARGE CAP ETF VSLU 26923N405 $11.6M 3.65% 278,202 SH
9 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $10.7M 3.34% 55,522 SH
10 JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST JPIB 46641Q852 $10.1M 3.17% 211,048 SH
11 ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 $10.0M 3.15% 101,121 SH
12 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $9.0M 2.81% 99,057 SH
13 ISHARES MSCI EUROZONE ETF EZU 464286608 $8.6M 2.71% 137,674 SH
14 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN DJP 06738C778 $8.4M 2.63% 174,272 SH
15 VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF EMLC 92189H300 $8.1M 2.55% 323,296 SH
16 APPLE INC COM AAPL 037833100 $8.0M 2.51% 31,455 SH
17 AVANTIS EMERGING MARKETS EQUITY ETF AVEM 025072604 $7.9M 2.49% 98,386 SH
18 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $7.4M 2.32% 23,041 SH
19 ISHARES CORE MSCI EUROPE ETF IEUR 46434V738 $6.2M 1.94% 88,113 SH
20 ISHARES EXPANDED TECH SECTOR ETF IGM 464287549 $5.2M 1.63% 43,740 SH
21 ISHARES RUSSELL MID-CAP GROWTH ETF IWP 464287481 $4.8M 1.49% 37,139 SH
22 STATE STREET FINANCIAL SELECT SECTOR SPDR ETF XLF 81369Y605 $4.1M 1.27% 82,253 SH
23 STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF XOP 78468R556 $3.1M 0.99% 17,313 SH
24 JPMORGAN BETABUILDERS JAPAN ETF BBJP 46641Q217 $3.1M 0.97% 45,024 SH
25 JPMORGAN BETABUILDERS CANADA ETF BBCA 46641Q225 $2.6M 0.83% 28,055 SH
26 VANGUARD TAX-EXEMPT BOND ETF VTEB 922907746 $2.6M 0.82% 52,448 SH
27 ISHARES NATIONAL MUNI BOND ETF MUB 464288414 $2.5M 0.77% 23,226 SH
28 FRANKLIN INTERNATIONAL AGGREGATE BOND ETF FLIA 35473P611 $2.4M 0.75% 117,340 SH
29 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $2.2M 0.69% 10,225 SH
30 STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP 81369Y308 $2.2M 0.68% 26,284 SH
31 MICROSOFT CORP COM MSFT 594918104 $2.1M 0.66% 5,697 SH
32 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $2.1M 0.65% 15,602 SH
33 XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF ASHR 233051879 $1.8M 0.56% 54,522 SH
34 LOWES COS INC COM LOW 548661107 $1.6M 0.51% 6,905 SH
35 JOHNSON & JOHNSON COM JNJ 478160104 $1.6M 0.51% 6,648 SH
36 SERVICENOW INC COM NOW 81762P102 $1.5M 0.49% 14,785 SH
37 ABBVIE INC COM ABBV 00287Y109 $1.5M 0.47% 6,848 SH
38 ISHARES MSCI AUSTRALIA ETF EWA 464286103 $1.4M 0.45% 51,236 SH
39 ISHARES MSCI CHINA ETF MCHI 46429B671 $1.4M 0.44% 24,748 SH
40 BOOKING HOLDINGS INC COM BKNG 09857L108 $1.4M 0.43% 324 SH
41 LOCKHEED MARTIN CORP COM LMT 539830109 $1.3M 0.42% 2,231 SH
42 SHERWIN WILLIAMS CO COM SHW 824348106 $1.3M 0.41% 4,110 SH
43 MERCADOLIBRE INC COM MELI 58733R102 $1.3M 0.40% 739 SH
44 EXXON MOBIL CORP COM XOM 30231G102 $1.3M 0.40% 7,423 SH
45 VISA INC COM CL A V 92826C839 $1.2M 0.36% 3,810 SH
46 ISHARES RUSSELL 2000 GROWTH ETF IWO 464287648 $994.8K 0.31% 3,170 SH
47 CATERPILLAR INC COM CAT 149123101 $991.8K 0.31% 1,400 SH
48 MCDONALDS CORP COM MCD 580135101 $963.8K 0.30% 3,101 SH
49 AMAZON COM INC COM AMZN 023135106 $939.9K 0.29% 4,513 SH
50 PROGRESSIVE CORP COM PGR 743315103 $927.8K 0.29% 4,680 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-06 $318.6M 177 0001761961-26-000003
2025-12-31 2026-01-15 $322.2M 176 0001761961-26-000001