Acima Private Wealth, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Acima Private Wealth, LLC reported 184 stock positions worth $297.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.2% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 6.9%) and iShares Core S&P Midcap ETF (IJH, 6.2%). Compared with Q3 2024, it added to 19 and reduced 15. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +49222%) and the biggest sale Avantis Emerging Markets Eq (AVEM, shares −52%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001761961
Portfolio Value
$297.1M (Q4 2024)
SEC Filing
0001761961-25-000001 ↗ filed Feb 5, 2025

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 Q3 2024 Q4 2024: $297.1M $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

Holdings 184 stocks · $297.1M
IVV iShares Core S&P 500 ETF 7.25% 36,586 $21.5M Reduce -6.5%
GSLC Goldman Activebeta US LC ETF 6.94% 178,890 $20.6M Reduce -8.7%
IJH iShares Core S&P Midcap ETF 6.18% 294,630 $18.4M Add +0.2%
GTO Invesco Total Return Bond Et 4.38% 280,422 $13.0M Add +9.3%
BOND PIMCO Active Bond Exchange-T 4.37% 143,656 $13.0M Add +9.8%
JCPB JPMorgan Core Plus Bond ETF 4.37% 281,866 $13.0M Add +9.7%
AAPL Apple Inc. 3.14% 37,221 $9.3M Reduce -0.5%
IEMG iShares Core MSCI Emerging 3.09% 175,862 $9.2M Reduce -19.9%
JPIB JPMorgan Intl BND ETF 2.93% 184,274 $8.7M Add +1.2%
EZU iShares MSCI Eurozone ETF 2.82% 177,757 $8.4M Add +15.2%
VWO Vanguard Ftse Emerging Marke 2.67% 180,027 $7.9M Add +49222.5%
AGG iShares Core U.S. Aggregate 2.48% 76,186 $7.4M Add +10.4%
EMLC Vaneck JPM Em Local Curr BND 2.46% 315,834 $7.3M Add +5.8%
RSP Invesco S&P 500 Equal Weight 2.38% 40,265 $7.1M Add +34.0%
VTI VG Morningstar TS MKT ETF-US 2.16% 22,151 $6.4M Add +2.9%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 1.96% 181,593 $5.8M Reduce -9.9%
IGM iShares Expanded Tech Sector 1.84% 53,400 $5.5M No change
IEFA iShares Core MSCI Eafe ETF 1.71% 72,179 $5.1M Add +3.6%
IEUR iShares Core MSCI Europe ETF 1.63% 89,480 $4.8M Add +14.4%
IWP iShares Russell Mid-Cap Grow 1.58% 37,139 $4.7M No change
XLF SS Financial Select Sector 1.54% 94,607 $4.6M No change
NOW ServiceNow Inc. 1.19% 3,324 $3.5M No change
VSLU Applied Finance Valuat ETF 1.11% 90,069 $3.3M Add +31.2%
MSFT Microsoft Corp. 1.04% 7,357 $3.1M No change
BBJP JPMorgan Betabuilders Japan 1.00% 54,082 $3.0M Add +10.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.90% 53,135 $2.7M Add +16.1%
AVEM Avantis Emerging Markets Eq 0.89% 45,112 $2.7M Reduce -52.4%
FLIA Franklin International Aggre 0.87% 127,475 $2.6M Add +3.5%
XLP SS Consumer Staples Sel Sect 0.86% 32,625 $2.6M No change
XOP SS SPDR S&P Og Exp & Prod 0.80% 17,944 $2.4M No change
LOW Lowe's Cos Inc. 0.74% 8,905 $2.2M No change
MUB iShares National Muni Bond E 0.70% 19,590 $2.1M Add +6.4%
BBCA JPMorgan Betabuilders Canada 0.70% 29,286 $2.1M Reduce -12.9%
XLK SS Technology Select Sector 0.68% 8,701 $2.0M No change
VIG Vanguard Dividend Apprec ETF 0.67% 10,225 $2.0M No change
JMUB JPMorgan Municipal ETF 0.57% 33,727 $1.7M No change
ASHR Xtrackers Harvest Csi 300 CH 0.55% 61,569 $1.6M Reduce -26.1%
BKNG Booking Holdings Inc. 0.54% 324 $1.6M No change
MELI MercadoLibre Inc. 0.51% 884 $1.5M No change
MCHI iShares MSCI China ETF 0.51% 32,023 $1.5M Reduce -22.5%
EWU iShares MSCI United Kingdom 0.47% 41,626 $1.4M Add +85.0%
SHW The Sherwin-Williams Co. 0.47% 4,110 $1.4M No change
XLV SS Health Care Select Sector 0.44% 9,515 $1.3M No change
MCD McDonald's Corp. 0.42% 4,329 $1.3M No change
JNJ Johnson & Johnson 0.41% 8,526 $1.2M No change
V Visa Inc. Class A 0.41% 3,895 $1.2M No change
ABBV Abbvie Inc. 0.41% 6,811 $1.2M No change
ITW Illinois Tool Works 0.39% 4,600 $1.2M No change
PG The Procter & Gamble Co. 0.39% 6,907 $1.2M No change
ADP Automatic Data Processing 0.38% 3,888 $1.1M No change
EWA iShares MSCI Australia ETF 0.38% 47,471 $1.1M Reduce -37.2%
PGR Progressive Corp. 0.38% 4,680 $1.1M No change
LMT Lockheed Martin Corp. 0.36% 2,231 $1.1M No change
CGCP Cap Group Core Plus Income 0.35% 46,795 $1.0M Reduce -59.0%
ACN Accenture PLC Class A 0.33% 2,800 $985K No change
AMZN Amazon.com Inc. 0.32% 4,303 $944K No change
PEP Pepsico Inc. 0.32% 6,206 $944K No change
IWO iShares Russell 2000 Growth 0.31% 3,170 $912K No change
AXP American Express Co. 0.30% 3,000 $890K No change
ADBE Adobe Inc. 0.27% 1,815 $807K No change
IWF iShares Russell 1000 Growth 0.25% 1,829 $734K No change
GOOGL Alphabet Inc. Class A 0.25% 3,880 $734K No change
VRTX Vertex Pharmaceuticals Inc. 0.24% 1,806 $727K Reduce -41.4%
HON Honeywell International Inc. 0.24% 3,093 $699K No change
HD Home Depot Inc. 0.23% 1,775 $690K No change
IWM iShares Russell 2000 ETF 0.23% 3,081 $681K No change
JPST JPMorgan Ultra-Short Income 0.22% 13,091 $659K No change
ABT Abbott Laboratories 0.20% 5,382 $609K No change
GOOG Alphabet Inc. Class C 0.20% 3,124 $595K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 999 $585K No change
XOM Exxon Mobil Corp. 0.18% 5,092 $548K No change
RTX RTX Corp. 0.18% 4,694 $543K No change
CAT Caterpillar Inc. 0.18% 1,473 $534K No change
ITGR Integer Holdings Corp. 0.18% 4,000 $530K No change
APD Air Products & Chemicals Inc. 0.18% 1,800 $522K No change
COP Conocophillips 0.18% 5,250 $521K No change
BDX Becton Dickinson and Co. 0.17% 2,200 $499K No change
AMGN Amgen Inc. 0.17% 1,892 $493K No change
MKL Markel Group Inc. 0.16% 276 $476K No change
TXN Texas Instruments Inc. 0.16% 2,530 $474K No change
MRK Merck & Co. Inc. 0.16% 4,764 $474K No change
EW Edwards Lifesciences Corp. 0.15% 5,904 $437K No change
XLE SS Energy Select Sector 0.14% 4,922 $422K No change
MA Mastercard Inc. Class A 0.14% 784 $413K No change
SPGI S&P Global Inc. 0.14% 826 $411K No change
ORCL Oracle Corp. 0.13% 2,400 $400K No change
MRSH Marsh & McLennan Cos 0.13% 1,881 $400K No change
CSCO Cisco Systems Inc. 0.13% 6,591 $390K Reduce -6.4%
BLK BlackRock Inc. 0.13% 379 $389K No change
PFE Pfizer Inc. 0.13% 14,542 $386K No change
AFL Aflac Inc. 0.13% 3,638 $376K No change
EFA iShares MSCI Eafe ETF 0.13% 4,970 $376K No change
TMO Thermo Fisher Scientific Inc. 0.13% 722 $376K No change
DRI Darden Restaurants Inc. 0.13% 2,000 $373K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,380 $372K No change
DFS Discover Financial Services 0.12% 2,056 $356K No change
WMT Walmart Inc. 0.12% 3,900 $352K No change
CVX Chevron Corp. 0.12% 2,421 $351K No change
SHOP Shopify Inc. Class A 0.12% 3,251 $346K No change
IWS iShares Russell Mid-Cap Valu 0.11% 2,585 $334K No change
QUAL iShares MSCI USA Quality Fac 0.11% 1,867 $332K No change
INTC Intel Corp. 0.11% 16,272 $326K No change
GXC State Street SPDR S&P China 0.11% 4,291 $326K Reduce -21.1%
IWD iShares Russell 1000 Value E 0.11% 1,743 $323K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 679 $308K No change
IWR iShares Russell Mid-Cap ETF 0.10% 3,404 $301K No change
PPG PPG Industries Inc. 0.10% 2,500 $299K No change
UNH Unitedhealth Group Inc. 0.09% 538 $272K No change
DHR Danaher Corp. 0.09% 1,185 $272K No change
SYY Sysco Corp. 0.09% 3,500 $268K No change
UNP Union Pacific Corp. 0.09% 1,172 $267K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 1,007 $266K No change
HUBS HubSpot Inc. 0.09% 366 $255K No change
DOV Dover Corp. 0.08% 1,250 $235K No change
CL Colgate-Palmolive Co. 0.08% 2,486 $226K No change
NOC Northrop Grumman Corp. 0.08% 480 $225K No change
IDXX Idexx Laboratories Inc. 0.07% 493 $204K No change
LLY Eli Lilly & Co. 0.07% 263 $203K No change
KO The Coca-Cola Co. 0.06% 3,045 $190K No change
HEI.A Heico Corp. Class A 0.06% 994 $185K No change
MO Altria Group Inc. 0.06% 3,452 $181K No change
VEEV Veeva Systems Inc. Class A 0.06% 792 $167K No change
UFOX Defiance Space and Connectiv 0.06% 3,473 $165K No change
MMM 3M Co. 0.06% 1,275 $165K No change
KMB Kimberly-Clark Corp. 0.05% 1,244 $163K No change
VZ Verizon Communications Inc. 0.05% 3,840 $154K No change
GLW Corning Inc. 0.05% 3,200 $152K No change
BIIB Biogen Inc. 0.05% 916 $140K No change
JPM JPMorgan Chase & Co. 0.05% 569 $136K No change
PM Philip Morris International 0.05% 1,123 $135K No change
BND Vanguard Total Bond Market 0.04% 1,734 $125K Reduce -15.9%
OKTA Okta Inc. 0.04% 1,579 $124K No change
SO The Southern Co. 0.04% 1,500 $123K No change
NEE Nextera Energy Inc. 0.04% 1,592 $114K No change
VTWO Vanguard Russell 2000 ETF 0.04% 1,275 $114K No change
AEP American Electric Power 0.04% 1,224 $113K No change
COST Costco Wholesale Corp. 0.04% 121 $111K No change
SPGM State Street SPDR Portfolio 0.03% 1,622 $103K No change
IJR iShares Core S&P Small-Cap E 0.03% 830 $96K No change
MSCI MSCI Inc. 0.03% 153 $92K No change
NSC Norfolk Southern Corp. 0.03% 383 $90K No change
MDT Medtronic PLC 0.03% 1,125 $90K No change
CARR Carrier Global Corp. 0.03% 1,300 $89K No change
VOO Vanguard S&P 500 ETF 0.03% 150 $81K No change
META Meta Platforms Inc. Class A 0.03% 137 $80K No change
CB Chubb Ltd. 0.02% 264 $73K No change
COR Cencora Inc. 0.02% 317 $71K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 470 $64K No change
OTIS Otis Worldwide Corp. 0.02% 650 $60K No change
CSX CSX Corp. 0.02% 1,800 $58K No change
PSX Phillips 66 0.02% 500 $57K No change
NVDA Nvidia Corp. 0.02% 410 $55K No change
VB Vanguard Most SM-Cap ETF-Usd 0.02% 217 $52K No change
IJS iShares S&P Small-Cap 600 Va 0.02% 465 $51K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.01% 210 $45K No change
DUK Duke Energy Corp. 0.01% 368 $40K No change
ESGV Vanguard ESG US Stock ETF 0.01% 352 $37K No change
DOW Dow Inc. 0.01% 852 $34K No change
ORLY O'reilly Automotive Inc. 0.01% 28 $33K No change
EWJ iShares MSCI Japan ETF 0.01% 430 $29K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 364 $28K No change
XLI SS Industrial Select Sector 0.01% 196 $26K No change
ELV Elevance Health Inc. 0.01% 66 $24K No change
SBUX Starbucks Corp. 0.01% 261 $24K No change
SOLV Solventum Corp. 0.01% 300 $20K No change
UDR Udr Inc. 0.01% 455 $20K No change
USMV iShares MSCI USA Min Vol Fac 0.01% 220 $20K No change
COF Capital One Financial Corp. 0.01% 100 $18K No change
NKE Nike Inc. Class B 0.01% 200 $15K No change
SNPS Synopsys Inc. 0.00% 29 $14K No change
CMCSA Comcast Corp. Class A 0.00% 360 $14K No change
ACWI iShares MSCI Acwi ETF 0.00% 107 $13K No change
CNC Centene Corp. 0.00% 200 $12K No change
USB US Bancorp 0.00% 252 $12K No change
FNF Fidelity National Financial 0.00% 200 $11K No change
C Citigroup Inc. 0.00% 110 $8K No change
FXD First Trust Consumer Discret 0.00% 75 $5K No change
HIG Hartford Insurance Group Inc. 0.00% 42 $5K No change
VIK Viking Holdings Ltd. 0.00% 100 $4K No change
MS Morgan Stanley 0.00% 26 $3K No change
EBAY eBay Inc. 0.00% 46 $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 Q3 2024 → Q4 2024
AVEM Avantis Emerging Markets Eq Reduce -52.4% 0.89% −1.16
IEMG iShares Core MSCI Emerging Reduce -19.9% 3.09% −1.14
CGCP Cap Group Core Plus Income Reduce -59.0% 0.35% −0.54
GSLC Goldman Activebeta US LC ETF Reduce -8.7% 6.94% −0.48
IVV iShares Core S&P 500 ETF Reduce -6.5% 7.25% −0.31
EWA iShares MSCI Australia ETF Reduce -37.2% 0.38% −0.31
ASHR Xtrackers Harvest Csi 300 CH Reduce -26.1% 0.55% −0.25
VRTX Vertex Pharmaceuticals Inc. Reduce -41.4% 0.24% −0.24
DJP Ipath Bloomberg Commodity Inc. Reduce -9.9% 1.96% −0.22
MCHI iShares MSCI China ETF Reduce -22.5% 0.51% −0.20
BBCA JPMorgan Betabuilders Canada Reduce -12.9% 0.70% −0.12
GXC State Street SPDR S&P China Reduce -21.1% 0.11% −0.04
BND Vanguard Total Bond Market Reduce -15.9% 0.04% −0.01
CSCO Cisco Systems Inc. Reduce -6.4% 0.13% +0.01
AAPL Apple Inc. Reduce -0.5% 3.14% +0.22

Portfolio Buys Q3 2024 → Q4 2024
VWO Vanguard Ftse Emerging Marke Add +49222.5% 2.67% +2.66
RSP Invesco S&P 500 Equal Weight Add +34.0% 2.38% +0.57
VSLU Applied Finance Valuat ETF Add +31.2% 1.11% +0.28
GTO Invesco Total Return Bond Et Add +9.3% 4.38% +0.23
BOND PIMCO Active Bond Exchange-T Add +9.8% 4.37% +0.22
JCPB JPMorgan Core Plus Bond ETF Add +9.7% 4.37% +0.22
EWU iShares MSCI United Kingdom Add +85.0% 0.47% +0.19
AGG iShares Core U.S. Aggregate Add +10.4% 2.48% +0.14
EZU iShares MSCI Eurozone ETF Add +15.2% 2.82% +0.12
VTI VG Morningstar TS MKT ETF-US Add +2.9% 2.16% +0.12
VTEB Vanguard Tax-Exempt Bond ETF Add +16.1% 0.90% +0.11
IJH iShares Core S&P Midcap ETF Add +0.2% 6.18% +0.04
MUB iShares National Muni Bond E Add +6.4% 0.70% +0.03
IEUR iShares Core MSCI Europe ETF Add +14.4% 1.63% +0.03
BBJP JPMorgan Betabuilders Japan Add +10.1% 1.00% +0.02
FLIA Franklin International Aggre Add +3.5% 0.87% +0.01
JPIB JPMorgan Intl BND ETF Add +1.2% 2.93% −0.04
EMLC Vaneck JPM Em Local Curr BND Add +5.8% 2.46% −0.08
IEFA iShares Core MSCI Eafe ETF Add +3.6% 1.71% −0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
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