ACIMA PRIVATE WEALTH, LLC
Q3 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
179
- Value ($000)
$319,373
- Date Filed 11/10/2025
- Form type13F-HR
- CIK 0001761961
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES CORE S&P 500 ETF | ETF | 464287200 | $29.25M | 9 % | 43,700 | ||
G GS ACTIVEBETA US LARGE CAP EQUITY ETF | ETF | 381430503 | $21.27M | 7 % | 163,288 | ||
I ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $18.42M | 6 % | 282,234 | ||
I ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | $14.75M | 5 % | 223,733 | ||
J JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | ETF | 46641Q852 | $12.03M | 4 % | 245,410 | ||
J JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $11.64M | 4 % | 244,803 | ||
B PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $10.98M | 3 % | 117,661 | ||
G INVESCO TOTAL RETURN BOND ETF | ETF | 46090A804 | $10.95M | 3 % | 230,420 | ||
R INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $10.27M | 3 % | 54,136 | ||
V APPLIED FINANCE VALUATION LARGE CAP ETF | ETF | 26923N405 | $10.26M | 3 % | 240,432 |
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