ACIMA PRIVATE WEALTH, LLC
CIK: 0001761961SEC EDGAR →
Portfolio Value
$322.2B
Holdings
176
As of
Q4 2025
New Positions
10
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE S&P 500 ETF | 42,953 | $29.4B | 9.13% |
| 2 | GS ACTIVEBETA US LARGE CAP EQUITY ETF | 139,061 | $18.4B | 5.71% |
| 3 | ISHARES CORE S&P MID-CAP ETF | 240,088 | $15.8B | 4.92% |
| 4 | ISHARES CORE MSCI EMERGING MARKETS ETF | 214,091 | $14.4B | 4.47% |
| 5 | JPMORGAN CORE PLUS BOND ETF | 275,547 | $13.0B | 4.05% |
| 6 | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 139,883 | $13.0B | 4.04% |
| 7 | INVESCO TOTAL RETURN BOND ETF | 274,278 | $13.0B | 4.04% |
| 8 | APPLIED FINANCE VALUATION LARGE CAP ETF | 275,450 | $12.2B | 3.78% |
| 9 | INVESCO S&P 500 EQUAL WEIGHT ETF | 55,404 | $10.6B | 3.29% |
| 10 | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 211,317 | $10.3B | 3.19% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $255.1B | 79.2% |
| Technology | 14 | $24.1B | 7.5% |
| Unknown | 11 | $12.9B | 4.0% |
| Healthcare | 16 | $7.6B | 2.4% |
| Industrials | 14 | $6.7B | 2.1% |
| Consumer Cyclical | 10 | $6.5B | 2.0% |
| Consumer Defensive | 9 | $3.5B | 1.1% |
| Basic Materials | 3 | $1.9B | 0.6% |
| Energy | 6 | $1.9B | 0.6% |
| Communication Services | 4 | $1.6B | 0.5% |
| Utilities | 5 | $422.0M | 0.1% |
| Real Estate | 1 | $13.0M | 0.0% |