Acima Private Wealth, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Acima Private Wealth, LLC reported 184 stock positions worth $298.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.6% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 7.4%) and iShares Core S&P Midcap ETF (IJH, 6.1%). Compared with Q2 2024, it opened 1 new position, added to 26 and reduced 12. The biggest buy was JPMorgan Betabuilders Canada (BBCA, shares +5211%) and the biggest sale JPMorgan Intl BND ETF (JPIB, shares −10%).

Most Recent 13F
Q3 2026
Location
RICHMOND, VA
CIK
0001761961
Portfolio Value
$298.4M (Q3 2024)
SEC Filing
0001761961-24-000012 ↗ filed Nov 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $271.2M Q1 2024 Q2 2024: $272.2M Q2 2024 Q3 2024: $298.4M $298.4M Q3 2024 Q4 2024: $297.1M Q4 2024 Q1 2025: $278.7M Q1 2025 Q2 2025: $293.4M Q2 2025 Q3 2025: $319.4M Q3 2025 Q4 2025: $322.2M Q4 2025 Q1 2026: $318.6M Q1 2026 Q2 2026: $344.3M Q2 2026 Q3 2026: $344.4M Q3 2026

Holdings 184 stocks · $298.4M
IVV iShares Core S&P 500 ETF 7.56% 39,124 $22.6M Add +1.1%
GSLC Goldman Activebeta US LC ETF 7.42% 195,955 $22.1M Add +1.0%
IJH iShares Core S&P Midcap ETF 6.14% 293,945 $18.3M Add +1.5%
IEMG iShares Core MSCI Emerging 4.23% 219,682 $12.6M Add +2.6%
GTO Invesco Total Return Bond Et 4.15% 256,612 $12.4M Add +3.2%
JCPB JPMorgan Core Plus Bond ETF 4.15% 256,924 $12.4M Add +3.2%
BOND PIMCO Active Bond Exchange-T 4.15% 130,845 $12.4M Add +3.3%
JPIB JPMorgan Intl BND ETF 2.97% 182,047 $8.9M Reduce -9.7%
AAPL Apple Inc. 2.92% 37,403 $8.7M No change
EZU iShares MSCI Eurozone ETF 2.70% 154,339 $8.1M Add +15.3%
EMLC Vaneck JPM Em Local Curr BND 2.54% 298,484 $7.6M Add +20.4%
AGG iShares Core U.S. Aggregate 2.34% 69,014 $7.0M Add +3.4%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 2.18% 201,520 $6.5M Add +4.5%
AVEM Avantis Emerging Markets Eq 2.05% 94,773 $6.1M Add +1.5%
VTI VG Morningstar TS MKT ETF-US 2.04% 21,533 $6.1M Add +1.6%
IEFA iShares Core MSCI Eafe ETF 1.82% 69,647 $5.4M Add +7.5%
RSP Invesco S&P 500 Equal Weight 1.80% 30,039 $5.4M Add +9.6%
IGM iShares Expanded Tech Sector 1.72% 53,400 $5.1M No change
IEUR iShares Core MSCI Europe ETF 1.60% 78,241 $4.8M Add +39.9%
IWP iShares Russell Mid-Cap Grow 1.46% 37,139 $4.4M No change
XLF SS Financial Select Sector 1.44% 94,607 $4.3M No change
MSFT Microsoft Corp. 1.06% 7,357 $3.2M No change
NOW ServiceNow Inc. 1.00% 3,324 $3.0M Reduce -23.1%
BBJP JPMorgan Betabuilders Japan 0.98% 49,139 $2.9M Add +39.2%
XLP SS Consumer Staples Sel Sect 0.91% 32,625 $2.7M No change
CGCP Cap Group Core Plus Income 0.89% 114,257 $2.6M Reduce -11.5%
FLIA Franklin International Aggre 0.86% 123,120 $2.6M Add +4.5%
VSLU Applied Finance Valuat ETF 0.83% 68,639 $2.5M Add +0.9%
BBCA JPMorgan Betabuilders Canada 0.81% 33,617 $2.4M Add +5210.7%
LOW Lowe's Cos Inc. 0.81% 8,905 $2.4M No change
ASHR Xtrackers Harvest Csi 300 CH 0.80% 83,333 $2.4M Add +1.7%
XOP SS SPDR S&P Og Exp & Prod 0.79% 17,944 $2.4M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.78% 45,761 $2.3M Add +12.3%
MCHI iShares MSCI China ETF 0.71% 41,323 $2.1M Add +2.3%
EWA iShares MSCI Australia ETF 0.69% 75,609 $2.0M Reduce -1.3%
VIG Vanguard Dividend Apprec ETF 0.68% 10,225 $2.0M No change
MUB iShares National Muni Bond E 0.67% 18,415 $2.0M Add +8.8%
XLK SS Technology Select Sector 0.66% 8,701 $2.0M No change
MELI MercadoLibre Inc. 0.61% 884 $1.8M Reduce -3.3%
JMUB JPMorgan Municipal ETF 0.58% 33,727 $1.7M Add +2.7%
SHW The Sherwin-Williams Co. 0.53% 4,110 $1.6M No change
XLV SS Health Care Select Sector 0.49% 9,515 $1.5M No change
VRTX Vertex Pharmaceuticals Inc. 0.48% 3,081 $1.4M No change
JNJ Johnson & Johnson 0.46% 8,526 $1.4M No change
BKNG Booking Holdings Inc. 0.46% 324 $1.4M No change
ABBV Abbvie Inc. 0.45% 6,811 $1.3M No change
MCD McDonald's Corp. 0.44% 4,329 $1.3M No change
LMT Lockheed Martin Corp. 0.44% 2,231 $1.3M No change
ITW Illinois Tool Works 0.40% 4,600 $1.2M No change
PG The Procter & Gamble Co. 0.40% 6,907 $1.2M No change
PGR Progressive Corp. 0.40% 4,680 $1.2M No change
ADP Automatic Data Processing 0.36% 3,888 $1.1M No change
V Visa Inc. Class A 0.36% 3,895 $1.1M No change
PEP Pepsico Inc. 0.35% 6,206 $1.1M No change
ACN Accenture PLC Class A 0.33% 2,800 $990K No change
ADBE Adobe Inc. 0.32% 1,815 $940K No change
IWO iShares Russell 2000 Growth 0.30% 3,170 $900K No change
EWU iShares MSCI United Kingdom 0.28% 22,494 $842K New
AXP American Express Co. 0.27% 3,000 $814K No change
AMZN Amazon.com Inc. 0.27% 4,303 $802K No change
HD Home Depot Inc. 0.24% 1,775 $719K No change
IWF iShares Russell 1000 Growth 0.23% 1,829 $687K No change
IWM iShares Russell 2000 ETF 0.23% 3,081 $681K No change
JPST JPMorgan Ultra-Short Income 0.22% 13,091 $664K Reduce -8.3%
GOOGL Alphabet Inc. Class A 0.22% 3,880 $643K No change
HON Honeywell International Inc. 0.21% 3,093 $639K No change
ABT Abbott Laboratories 0.21% 5,382 $614K No change
AMGN Amgen Inc. 0.20% 1,892 $610K No change
XOM Exxon Mobil Corp. 0.20% 5,092 $597K No change
CAT Caterpillar Inc. 0.19% 1,473 $576K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 999 $573K No change
RTX RTX Corp. 0.19% 4,694 $569K No change
COP Conocophillips 0.19% 5,250 $553K No change
MRK Merck & Co. Inc. 0.18% 4,764 $541K No change
APD Air Products & Chemicals Inc. 0.18% 1,800 $536K No change
BDX Becton Dickinson and Co. 0.18% 2,200 $530K No change
TXN Texas Instruments Inc. 0.18% 2,530 $523K No change
GOOG Alphabet Inc. Class C 0.18% 3,124 $522K No change
ITGR Integer Holdings Corp. 0.17% 4,000 $520K No change
GXC State Street SPDR S&P China 0.15% 5,439 $447K No change
TMO Thermo Fisher Scientific Inc. 0.15% 722 $447K No change
MKL Markel Group Inc. 0.15% 276 $433K No change
XLE SS Energy Select Sector 0.14% 4,922 $432K No change
SPGI S&P Global Inc. 0.14% 826 $427K No change
PFE Pfizer Inc. 0.14% 14,542 $421K No change
MRSH Marsh & McLennan Cos 0.14% 1,881 $420K No change
EFA iShares MSCI Eafe ETF 0.14% 4,970 $416K Reduce -43.0%
ORCL Oracle Corp. 0.14% 2,400 $409K No change
AFL Aflac Inc. 0.14% 3,638 $407K No change
EW Edwards Lifesciences Corp. 0.13% 5,904 $390K No change
MA Mastercard Inc. Class A 0.13% 784 $387K No change
INTC Intel Corp. 0.13% 16,272 $382K No change
CSCO Cisco Systems Inc. 0.13% 7,041 $375K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 1,380 $363K No change
BLK BlackRock Inc. 0.12% 379 $360K No change
CVX Chevron Corp. 0.12% 2,421 $357K No change
IWS iShares Russell Mid-Cap Valu 0.11% 2,585 $342K No change
QUAL iShares MSCI USA Quality Fac 0.11% 1,867 $335K No change
PPG PPG Industries Inc. 0.11% 2,500 $331K No change
IWD iShares Russell 1000 Value E 0.11% 1,743 $331K No change
DHR Danaher Corp. 0.11% 1,185 $329K No change
DRI Darden Restaurants Inc. 0.11% 2,000 $328K No change
WMT Walmart Inc. 0.11% 3,900 $315K No change
UNH Unitedhealth Group Inc. 0.11% 538 $315K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 679 $313K No change
IWR iShares Russell Mid-Cap ETF 0.10% 3,404 $300K No change
UNP Union Pacific Corp. 0.10% 1,172 $289K No change
DFS Discover Financial Services 0.10% 2,056 $288K No change
SYY Sysco Corp. 0.09% 3,500 $273K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 1,007 $266K No change
SHOP Shopify Inc. Class A 0.09% 3,251 $261K Reduce -3.5%
CL Colgate-Palmolive Co. 0.09% 2,486 $258K No change
NOC Northrop Grumman Corp. 0.09% 480 $253K No change
IDXX Idexx Laboratories Inc. 0.08% 493 $249K No change
DOV Dover Corp. 0.08% 1,250 $240K No change
LLY Eli Lilly & Co. 0.08% 263 $233K Reduce -26.3%
KO The Coca-Cola Co. 0.07% 3,045 $219K No change
HEI.A Heico Corp. Class A 0.07% 994 $203K No change
HUBS HubSpot Inc. 0.07% 366 $195K No change
BIIB Biogen Inc. 0.06% 916 $178K No change
KMB Kimberly-Clark Corp. 0.06% 1,244 $177K No change
MO Altria Group Inc. 0.06% 3,452 $176K No change
MMM 3M Co. 0.06% 1,275 $174K No change
VZ Verizon Communications Inc. 0.06% 3,840 $172K Reduce -27.6%
VEEV Veeva Systems Inc. Class A 0.06% 792 $166K No change
BND Vanguard Total Bond Market 0.05% 2,063 $155K Reduce -4.0%
UFOX Defiance Space and Connectiv 0.05% 3,473 $151K No change
GLW Corning Inc. 0.05% 3,200 $144K No change
PM Philip Morris International 0.05% 1,123 $136K No change
SO The Southern Co. 0.05% 1,500 $135K No change
NEE Nextera Energy Inc. 0.05% 1,592 $135K No change
AEP American Electric Power 0.04% 1,224 $126K No change
JPM JPMorgan Chase & Co. 0.04% 569 $120K No change
OKTA Okta Inc. 0.04% 1,579 $117K No change
VTWO Vanguard Russell 2000 ETF 0.04% 1,275 $114K No change
COST Costco Wholesale Corp. 0.04% 121 $107K No change
SPGM State Street SPDR Portfolio 0.04% 1,622 $105K No change
CARR Carrier Global Corp. 0.04% 1,300 $105K No change
MDT Medtronic PLC 0.03% 1,125 $101K No change
IJR iShares Core S&P Small-Cap E 0.03% 830 $97K No change
NSC Norfolk Southern Corp. 0.03% 383 $95K No change
MSCI MSCI Inc. 0.03% 153 $89K No change
VOO Vanguard S&P 500 ETF 0.03% 150 $79K No change
META Meta Platforms Inc. Class A 0.03% 137 $78K No change
CB Chubb Ltd. 0.03% 264 $76K No change
COR Cencora Inc. 0.02% 317 $71K No change
OTIS Otis Worldwide Corp. 0.02% 650 $68K No change
PSX Phillips 66 0.02% 500 $66K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 470 $66K No change
CSX CSX Corp. 0.02% 1,800 $62K No change
VB Vanguard Most SM-Cap ETF-Usd 0.02% 217 $51K No change
IJS iShares S&P Small-Cap 600 Va 0.02% 465 $50K No change
NVDA Nvidia Corp. 0.02% 410 $50K No change
DOW Dow Inc. 0.02% 852 $47K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 210 $43K No change
DUK Duke Energy Corp. 0.01% 368 $42K No change
ESGV Vanguard ESG US Stock ETF 0.01% 352 $36K Reduce -27.0%
ELV Elevance Health Inc. 0.01% 66 $34K No change
ORLY O'reilly Automotive Inc. 0.01% 28 $32K No change
EWJ iShares MSCI Japan ETF 0.01% 430 $31K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 364 $29K No change
XLI SS Industrial Select Sector 0.01% 196 $27K No change
SBUX Starbucks Corp. 0.01% 261 $25K No change
SOLV Solventum Corp. 0.01% 300 $21K No change
UDR Udr Inc. 0.01% 455 $21K No change
USMV iShares MSCI USA Min Vol Fac 0.01% 220 $20K No change
NKE Nike Inc. Class B 0.01% 200 $18K No change
VWO Vanguard Ftse Emerging Marke 0.01% 365 $17K No change
CNC Centene Corp. 0.01% 200 $15K No change
CMCSA Comcast Corp. Class A 0.01% 360 $15K No change
COF Capital One Financial Corp. 0.01% 100 $15K No change
SNPS Synopsys Inc. 0.00% 29 $15K No change
ACWI iShares MSCI Acwi ETF 0.00% 107 $13K Add +0.9%
FNF Fidelity National Financial 0.00% 200 $12K No change
USB US Bancorp 0.00% 252 $12K No change
C Citigroup Inc. 0.00% 110 $7K No change
HIG Hartford Insurance Group Inc. 0.00% 42 $5K No change
FXD First Trust Consumer Discret 0.00% 75 $5K No change
VIK Viking Holdings Ltd. 0.00% 100 $3K No change
EBAY eBay Inc. 0.00% 46 $3K No change
MS Morgan Stanley 0.00% 26 $3K No change
T AT&T Inc. 0.00% 116 $3K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 17 $2K No change
CI The Cigna Group 0.00% 4 $1K No change

Portfolio Sells Q2 2024 → Q3 2024
JPIB JPMorgan Intl BND ETF Reduce -9.7% 2.97% −0.52
NOW ServiceNow Inc. Reduce -23.1% 1.00% −0.25
CGCP Cap Group Core Plus Income Reduce -11.5% 0.89% −0.17
EFA iShares MSCI Eafe ETF Reduce -43.0% 0.14% −0.11
JPST JPMorgan Ultra-Short Income Reduce -8.3% 0.22% −0.04
LLY Eli Lilly & Co. Reduce -26.3% 0.08% −0.04
VZ Verizon Communications Inc. Reduce -27.6% 0.06% −0.02
ESGV Vanguard ESG US Stock ETF Reduce -27.0% 0.01% −0.01
BND Vanguard Total Bond Market Reduce -4.0% 0.05% −0.01
EWA iShares MSCI Australia ETF Reduce -1.3% 0.69% −0.00
SHOP Shopify Inc. Class A Reduce -3.5% 0.09% +0.01
MELI MercadoLibre Inc. Reduce -3.3% 0.61% +0.06

Portfolio Buys Q2 2024 → Q3 2024
BBCA JPMorgan Betabuilders Canada Add +5210.7% 0.81% +0.80
IEUR iShares Core MSCI Europe ETF Add +39.9% 1.60% +0.43
EMLC Vaneck JPM Em Local Curr BND Add +20.4% 2.54% +0.38
EZU iShares MSCI Eurozone ETF Add +15.3% 2.70% +0.30
EWU iShares MSCI United Kingdom New 0.28% +0.28
BBJP JPMorgan Betabuilders Japan Add +39.2% 0.98% +0.24
RSP Invesco S&P 500 Equal Weight Add +9.6% 1.80% +0.15
IEFA iShares Core MSCI Eafe ETF Add +7.5% 1.82% +0.09
ASHR Xtrackers Harvest Csi 300 CH Add +1.7% 0.80% +0.09
MCHI iShares MSCI China ETF Add +2.3% 0.71% +0.08
VTEB Vanguard Tax-Exempt Bond ETF Add +12.3% 0.78% +0.03
IEMG iShares Core MSCI Emerging Add +2.6% 4.23% +0.02
MUB iShares National Muni Bond E Add +8.8% 0.67% +0.01
ACWI iShares MSCI Acwi ETF Add +0.9% 0.00% −0.00
FLIA Franklin International Aggre Add +4.5% 0.86% −0.01
VSLU Applied Finance Valuat ETF Add +0.9% 0.83% −0.03
JMUB JPMorgan Municipal ETF Add +2.7% 0.58% −0.03
AGG iShares Core U.S. Aggregate Add +3.4% 2.34% −0.04
VTI VG Morningstar TS MKT ETF-US Add +1.6% 2.04% −0.04
AVEM Avantis Emerging Markets Eq Add +1.5% 2.05% −0.04
GTO Invesco Total Return Bond Et Add +3.2% 4.15% −0.08
JCPB JPMorgan Core Plus Bond ETF Add +3.2% 4.15% −0.09
IJH iShares Core S&P Midcap ETF Add +1.5% 6.14% −0.09
BOND PIMCO Active Bond Exchange-T Add +3.3% 4.15% −0.09
DJP Ipath Bloomberg Commodity Inc. Add +4.5% 2.18% −0.09
GSLC Goldman Activebeta US LC ETF Add +1.0% 7.42% −0.21
IVV iShares Core S&P 500 ETF Add +1.1% 7.56% −0.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2026 173$344.4MIVV, GSLC, IEMG, VSLU, IJH
Q2 2026 172$344.3MIVV, GSLC, IEMG, IJH, VSLU
Q1 2026 176$318.6MIVV, GSLC, IJH, IEMG, JCPB
Q4 2025 175$322.2MIVV, GSLC, IJH, IEMG, JCPB
Q3 2025 178$319.4MIVV, GSLC, IJH, IEMG, JPIB
Q2 2025 179$293.4MIVV, GSLC, IJH, IEMG, JPIB
Q1 2025 180$278.7MIVV, GSLC, IJH, IEMG, BOND
Q4 2024 184$297.1MIVV, GSLC, IJH, GTO, BOND
Q3 2024 184$298.4MIVV, GSLC, IJH, IEMG, GTO
Q2 2024 183$272.2MIVV, GSLC, IJH, BOND, JCPB
Q1 2024 194$271.2MGSLC, IVV, IJH, JPIB, BOND