ACIMA PRIVATE WEALTH, LLC
Q2 2026 13F Holdings
- Locationrichmond, VA
- Num holdings
173
- Value ($000)
$344,347
- Date Filed 07/06/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | ETF | 464287200 | $33.83M | 10 % | 45,167 | ||
GS ACTIVEBETA US LARGE CAP EQUITY ETF | ETF | 381430503 | $20.14M | 6 % | 141,960 | ||
ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | $16.95M | 5 % | 204,594 | ||
ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $15.38M | 5 % | 199,457 | ||
APPLIED FINANCE VALUATION LARGE CAP ETF | ETF | 26923N405 | $14.47M | 4 % | 312,859 | ||
JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $13.69M | 4 % | 291,629 | ||
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $13.68M | 4 % | 148,379 | ||
INVESCO TOTAL RETURN BOND ETF | ETF | 46090A804 | $13.64M | 4 % | 290,933 | ||
INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $10.6M | 3 % | 49,806 | ||
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | ETF | 46641Q852 | $10.42M | 3 % | 215,439 |
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