ACIMA PRIVATE WEALTH, LLC
Q1 2026 13F Holdings
- Locationrichmond, VA
- Num holdings
177
- Value ($000)
$318,628
- Date Filed 04/06/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | ETF | 464287200 | $28.62M | 9 % | 43,808 | ||
GS ACTIVEBETA US LARGE CAP EQUITY ETF | ETF | 381430503 | $17.46M | 6 % | 139,567 | ||
ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $16.22M | 5 % | 240,189 | ||
ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | $14.95M | 5 % | 214,310 | ||
JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $13.17M | 4 % | 279,732 | ||
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $13.14M | 4 % | 142,364 | ||
INVESCO TOTAL RETURN BOND ETF | ETF | 46090A804 | $13.06M | 4 % | 278,841 | ||
APPLIED FINANCE VALUATION LARGE CAP ETF | ETF | 26923N405 | $11.63M | 4 % | 278,202 | ||
INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $10.66M | 3 % | 55,522 | ||
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | ETF | 46641Q852 | $10.09M | 3 % | 211,048 |
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