Acima Private Wealth, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Acima Private Wealth, LLC reported 180 stock positions worth $278.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.5% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 6.7%) and iShares Core S&P Midcap ETF (IJH, 5.4%). Compared with Q4 2024, it sold out of 4, added to 14 and reduced 43. The biggest buy was Applied Finance Valuat ETF (VSLU, shares +128%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −100%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001761961
Portfolio Value
$278.7M (Q1 2025)
SEC Filing
0001761961-25-000002 ↗ filed May 9, 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 Q4 2024 Q1 2025: $278.7M $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 180 stocks · $278.7M
IVV iShares Core S&P 500 ETF 8.49% 42,110 $23.7M Add +15.1%
GSLC Goldman Activebeta US LC ETF 6.74% 170,675 $18.8M Reduce -4.6%
IJH iShares Core S&P Midcap ETF 5.43% 259,425 $15.1M Reduce -11.9%
IEMG iShares Core MSCI Emerging 4.33% 223,476 $12.1M Add +27.1%
BOND PIMCO Active Bond Exchange-T 3.88% 116,923 $10.8M Reduce -18.6%
JCPB JPMorgan Core Plus Bond ETF 3.88% 229,720 $10.8M Reduce -18.5%
GTO Invesco Total Return Bond Et 3.84% 228,191 $10.7M Reduce -18.6%
JPIB JPMorgan Intl BND ETF 3.74% 217,735 $10.4M Add +18.2%
RSP Invesco S&P 500 Equal Weight 3.22% 51,805 $9.0M Add +28.7%
AGG iShares Core U.S. Aggregate 2.70% 75,972 $7.5M Reduce -0.3%
VSLU Applied Finance Valuat ETF 2.58% 205,118 $7.2M Add +127.7%
AAPL Apple Inc. 2.55% 31,989 $7.1M Reduce -14.1%
EMLC Vaneck JPM Em Local Curr BND 2.45% 286,457 $6.8M Reduce -9.3%
VTI VG Morningstar TS MKT ETF-US 2.25% 22,797 $6.3M Add +2.9%
AVEM Avantis Emerging Markets Eq 2.24% 103,560 $6.2M Add +129.6%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 2.09% 165,327 $5.8M Reduce -9.0%
EZU iShares MSCI Eurozone ETF 2.07% 108,549 $5.8M Reduce -38.9%
IEUR iShares Core MSCI Europe ETF 1.93% 89,623 $5.4M Add +0.2%
IEFA iShares Core MSCI Eafe ETF 1.77% 65,170 $4.9M Reduce -9.7%
IGM iShares Expanded Tech Sector 1.74% 53,400 $4.8M No change
IWP iShares Russell Mid-Cap Grow 1.57% 37,139 $4.4M No change
XLF SS Financial Select Sector 1.47% 82,253 $4.1M Reduce -13.1%
BBJP JPMorgan Betabuilders Japan 1.11% 55,094 $3.1M Add +1.9%
XLP SS Consumer Staples Sel Sect 0.96% 32,625 $2.7M No change
NOW ServiceNow Inc. 0.95% 3,324 $2.6M No change
FLIA Franklin International Aggre 0.90% 123,739 $2.5M Reduce -2.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.89% 49,917 $2.5M Reduce -6.1%
XOP SS SPDR S&P Og Exp & Prod 0.85% 17,944 $2.4M No change
MUB iShares National Muni Bond E 0.77% 20,352 $2.1M Add +3.9%
MSFT Microsoft Corp. 0.74% 5,505 $2.1M Reduce -25.2%
BBCA JPMorgan Betabuilders Canada 0.73% 28,524 $2.0M Reduce -2.6%
VIG Vanguard Dividend Apprec ETF 0.71% 10,225 $2.0M No change
XLK SS Technology Select Sector 0.64% 8,701 $1.8M No change
MELI MercadoLibre Inc. 0.62% 884 $1.7M No change
ASHR Xtrackers Harvest Csi 300 CH 0.60% 62,849 $1.7M Add +2.1%
LOW Lowe's Cos Inc. 0.58% 6,905 $1.6M Reduce -22.5%
MCHI iShares MSCI China ETF 0.54% 27,785 $1.5M Reduce -13.2%
BKNG Booking Holdings Inc. 0.54% 324 $1.5M No change
SHW The Sherwin-Williams Co. 0.52% 4,110 $1.4M No change
ABBV Abbvie Inc. 0.51% 6,811 $1.4M No change
V Visa Inc. Class A 0.49% 3,895 $1.4M No change
PGR Progressive Corp. 0.48% 4,680 $1.3M No change
XLV SS Health Care Select Sector 0.46% 8,715 $1.3M Reduce -8.4%
JNJ Johnson & Johnson 0.45% 7,526 $1.2M Reduce -11.7%
ADP Automatic Data Processing 0.43% 3,888 $1.2M No change
EWA iShares MSCI Australia ETF 0.41% 49,103 $1.2M Add +3.4%
PG The Procter & Gamble Co. 0.36% 5,907 $1.0M Reduce -14.5%
LMT Lockheed Martin Corp. 0.36% 2,231 $997K No change
MCD McDonald's Corp. 0.35% 3,129 $977K Reduce -27.7%
VRTX Vertex Pharmaceuticals Inc. 0.31% 1,806 $876K No change
ACN Accenture PLC Class A 0.31% 2,800 $874K No change
AMZN Amazon.com Inc. 0.29% 4,303 $819K No change
IWO iShares Russell 2000 Growth 0.29% 3,170 $810K No change
EWU iShares MSCI United Kingdom 0.29% 21,209 $795K Reduce -49.0%
ITW Illinois Tool Works 0.28% 3,200 $794K Reduce -30.4%
PEP Pepsico Inc. 0.28% 5,206 $781K Reduce -16.1%
JPST JPMorgan Ultra-Short Income 0.26% 14,216 $720K Add +8.6%
ADBE Adobe Inc. 0.25% 1,815 $696K No change
IWF iShares Russell 1000 Growth 0.24% 1,829 $660K No change
HON Honeywell International Inc. 0.23% 3,093 $655K No change
HD Home Depot Inc. 0.23% 1,720 $630K Reduce -3.1%
RTX RTX Corp. 0.22% 4,694 $622K No change
IWM iShares Russell 2000 ETF 0.22% 3,081 $615K No change
XOM Exxon Mobil Corp. 0.22% 5,092 $606K No change
AMGN Amgen Inc. 0.21% 1,892 $589K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 999 $559K No change
COP Conocophillips 0.20% 5,250 $551K No change
CAT Caterpillar Inc. 0.17% 1,473 $486K No change
ITGR Integer Holdings Corp. 0.17% 4,000 $472K No change
MKL Markel Group Inc. 0.17% 252 $471K Reduce -8.7%
MRSH Marsh & McLennan Cos 0.16% 1,881 $459K No change
TXN Texas Instruments Inc. 0.16% 2,530 $455K No change
GOOG Alphabet Inc. Class C 0.16% 2,873 $449K Reduce -8.0%
ABT Abbott Laboratories 0.16% 3,382 $449K Reduce -37.2%
APD Air Products & Chemicals Inc. 0.16% 1,500 $442K Reduce -16.7%
MA Mastercard Inc. Class A 0.15% 784 $430K No change
EW Edwards Lifesciences Corp. 0.15% 5,904 $428K No change
MRK Merck & Co. Inc. 0.15% 4,764 $428K No change
SPGI S&P Global Inc. 0.15% 826 $420K No change
DRI Darden Restaurants Inc. 0.15% 2,000 $416K No change
CSCO Cisco Systems Inc. 0.15% 6,591 $407K No change
EFA iShares MSCI Eafe ETF 0.15% 4,970 $406K No change
CVX Chevron Corp. 0.15% 2,421 $405K No change
AFL Aflac Inc. 0.15% 3,638 $405K No change
PFE Pfizer Inc. 0.13% 14,542 $368K No change
BRK.B Berkshire Hathaway Inc. Class B 0.13% 679 $362K No change
TMO Thermo Fisher Scientific Inc. 0.13% 722 $359K No change
BLK BlackRock Inc. 0.13% 379 $359K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,380 $355K No change
DFS Discover Financial Services 0.13% 2,056 $351K No change
GXC State Street SPDR S&P China 0.13% 4,066 $350K Reduce -5.2%
GOOGL Alphabet Inc. Class A 0.12% 2,240 $346K Reduce -42.3%
WMT Walmart Inc. 0.12% 3,900 $342K No change
ORCL Oracle Corp. 0.12% 2,400 $336K No change
IWD iShares Russell 1000 Value E 0.12% 1,743 $328K No change
IWS iShares Russell Mid-Cap Valu 0.12% 2,585 $326K No change
BDX Becton Dickinson and Co. 0.12% 1,400 $321K Reduce -36.4%
QUAL iShares MSCI USA Quality Fac 0.11% 1,867 $319K No change
JMUB JPMorgan Municipal ETF 0.11% 6,235 $312K Reduce -81.5%
SHOP Shopify Inc. Class A 0.11% 3,251 $310K No change
INTC Intel Corp. 0.11% 13,272 $301K Reduce -18.4%
IWR iShares Russell Mid-Cap ETF 0.10% 3,404 $290K No change
UNH Unitedhealth Group Inc. 0.10% 538 $282K No change
PPG PPG Industries Inc. 0.10% 2,500 $273K No change
AXP American Express Co. 0.10% 1,000 $269K Reduce -66.7%
SYY Sysco Corp. 0.09% 3,500 $263K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 1,007 $260K No change
NOC Northrop Grumman Corp. 0.09% 480 $246K No change
CL Colgate-Palmolive Co. 0.08% 2,486 $233K No change
DOV Dover Corp. 0.08% 1,250 $220K No change
KO The Coca-Cola Co. 0.08% 3,045 $218K No change
LLY Eli Lilly & Co. 0.08% 263 $217K No change
HEI.A Heico Corp. Class A 0.08% 994 $210K No change
HUBS HubSpot Inc. 0.07% 366 $209K No change
MO Altria Group Inc. 0.07% 3,452 $207K No change
IDXX Idexx Laboratories Inc. 0.07% 493 $207K No change
MMM 3M Co. 0.07% 1,275 $187K No change
VEEV Veeva Systems Inc. Class A 0.07% 792 $183K No change
PM Philip Morris International 0.06% 1,123 $178K No change
KMB Kimberly-Clark Corp. 0.06% 1,244 $177K No change
OKTA Okta Inc. 0.06% 1,579 $166K No change
UFOX Defiance Space and Connectiv 0.05% 3,473 $148K No change
GLW Corning Inc. 0.05% 3,200 $146K No change
CGCP Cap Group Core Plus Income 0.05% 6,275 $141K Reduce -86.6%
JPM JPMorgan Chase & Co. 0.05% 569 $140K No change
SO The Southern Co. 0.05% 1,500 $138K No change
AEP American Electric Power 0.05% 1,224 $134K No change
BIIB Biogen Inc. 0.04% 916 $125K No change
UNP Union Pacific Corp. 0.04% 508 $120K Reduce -56.7%
COST Costco Wholesale Corp. 0.04% 121 $114K No change
NEE Nextera Energy Inc. 0.04% 1,592 $113K No change
BND Vanguard Total Bond Market 0.04% 1,536 $113K Reduce -11.4%
VTWO Vanguard Russell 2000 ETF 0.04% 1,275 $103K No change
SPGM State Street SPDR Portfolio 0.04% 1,622 $101K No change
MDT Medtronic PLC 0.04% 1,125 $101K No change
IJR iShares Core S&P Small-Cap E 0.04% 953 $100K Add +14.8%
XLE SS Energy Select Sector 0.03% 1,012 $95K Reduce -79.4%
NSC Norfolk Southern Corp. 0.03% 383 $91K No change
COR Cencora Inc. 0.03% 317 $88K No change
MSCI MSCI Inc. 0.03% 153 $87K No change
CARR Carrier Global Corp. 0.03% 1,300 $82K No change
CB Chubb Ltd. 0.03% 264 $80K No change
META Meta Platforms Inc. Class A 0.03% 137 $79K No change
VOO Vanguard S&P 500 ETF 0.03% 150 $77K No change
OTIS Otis Worldwide Corp. 0.02% 650 $67K No change
PSX Phillips 66 0.02% 500 $62K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 470 $59K No change
CSX CSX Corp. 0.02% 1,800 $53K No change
VB Vanguard Most SM-Cap ETF-Usd 0.02% 217 $48K No change
VZ Verizon Communications Inc. 0.02% 1,040 $47K Reduce -72.9%
DUK Duke Energy Corp. 0.02% 368 $45K No change
NVDA Nvidia Corp. 0.02% 410 $44K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.02% 210 $42K No change
ORLY O'reilly Automotive Inc. 0.01% 28 $40K No change
DHR Danaher Corp. 0.01% 185 $38K Reduce -84.4%
ESGV Vanguard ESG US Stock ETF 0.01% 352 $34K No change
ELV Elevance Health Inc. 0.01% 66 $29K 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 $26K No change
SBUX Starbucks Corp. 0.01% 261 $26K No change
SOLV Solventum Corp. 0.01% 300 $23K No change
USMV iShares MSCI USA Min Vol Fac 0.01% 220 $21K No change
UDR Udr Inc. 0.01% 455 $21K No change
COF Capital One Financial Corp. 0.01% 100 $18K No change
VWO Vanguard Ftse Emerging Marke 0.01% 365 $17K Reduce -99.8%
CMCSA Comcast Corp. Class A 0.00% 360 $13K No change
FNF Fidelity National Financial 0.00% 200 $13K No change
NKE Nike Inc. Class B 0.00% 200 $13K No change
SNPS Synopsys Inc. 0.00% 29 $12K No change
CNC Centene Corp. 0.00% 200 $12K No change
USB US Bancorp 0.00% 252 $11K No change
C Citigroup Inc. 0.00% 110 $8K No change
HIG Hartford Insurance Group Inc. 0.00% 42 $5K No change
FXD First Trust Consumer Discret 0.00% 75 $4K No change
VIK Viking Holdings Ltd. 0.00% 100 $4K No change
T AT&T Inc. 0.00% 116 $3K No change
EBAY eBay Inc. 0.00% 46 $3K No change
MS Morgan Stanley 0.00% 26 $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 Q4 2024 → Q1 2025
VWO Vanguard Ftse Emerging Marke Reduce -99.8% 0.01% −2.66
EZU iShares MSCI Eurozone ETF Reduce -38.9% 2.07% −0.75
IJH iShares Core S&P Midcap ETF Reduce -11.9% 5.43% −0.75
AAPL Apple Inc. Reduce -14.1% 2.55% −0.59
GTO Invesco Total Return Bond Et Reduce -18.6% 3.84% −0.54
JCPB JPMorgan Core Plus Bond ETF Reduce -18.5% 3.88% −0.49
BOND PIMCO Active Bond Exchange-T Reduce -18.6% 3.88% −0.49
JMUB JPMorgan Municipal ETF Reduce -81.5% 0.11% −0.46
MSFT Microsoft Corp. Reduce -25.2% 0.74% −0.30
CGCP Cap Group Core Plus Income Reduce -86.6% 0.05% −0.30
AXP American Express Co. Reduce -66.7% 0.10% −0.20
GSLC Goldman Activebeta US LC ETF Reduce -4.6% 6.74% −0.19
EWU iShares MSCI United Kingdom Reduce -49.0% 0.29% −0.19
LOW Lowe's Cos Inc. Reduce -22.5% 0.58% −0.16
GOOGL Alphabet Inc. Class A Reduce -42.3% 0.12% −0.12
XLE SS Energy Select Sector Reduce -79.4% 0.03% −0.11
ITW Illinois Tool Works Reduce -30.4% 0.28% −0.11
DHR Danaher Corp. Reduce -84.4% 0.01% −0.08
MCD McDonald's Corp. Reduce -27.7% 0.35% −0.07
XLF SS Financial Select Sector Reduce -13.1% 1.47% −0.07
BDX Becton Dickinson and Co. Reduce -36.4% 0.12% −0.05
UNP Union Pacific Corp. Reduce -56.7% 0.04% −0.05
ABT Abbott Laboratories Reduce -37.2% 0.16% −0.04
GOOG Alphabet Inc. Class C Reduce -8.0% 0.16% −0.04
PEP Pepsico Inc. Reduce -16.1% 0.28% −0.04
VZ Verizon Communications Inc. Reduce -72.9% 0.02% −0.03
PG The Procter & Gamble Co. Reduce -14.5% 0.36% −0.03
APD Air Products & Chemicals Inc. Reduce -16.7% 0.16% −0.02
IJS iShares S&P Small-Cap 600 Va Sold out 0.00% −0.02
DOW Dow Inc. Sold out 0.00% −0.01
EWJ iShares MSCI Japan ETF Sold out 0.00% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Reduce -6.1% 0.89% −0.01
HD Home Depot Inc. Reduce -3.1% 0.23% −0.01
ACWI iShares MSCI Acwi ETF Sold out 0.00% −0.00
EMLC Vaneck JPM Em Local Curr BND Reduce -9.3% 2.45% −0.00
INTC Intel Corp. Reduce -18.4% 0.11% −0.00
BND Vanguard Total Bond Market Reduce -11.4% 0.04% −0.00
MKL Markel Group Inc. Reduce -8.7% 0.17% +0.01
GXC State Street SPDR S&P China Reduce -5.2% 0.13% +0.02
XLV SS Health Care Select Sector Reduce -8.4% 0.46% +0.02
FLIA Franklin International Aggre Reduce -2.9% 0.90% +0.03
JNJ Johnson & Johnson Reduce -11.7% 0.45% +0.03
BBCA JPMorgan Betabuilders Canada Reduce -2.6% 0.73% +0.04
MCHI iShares MSCI China ETF Reduce -13.2% 0.54% +0.04
IEFA iShares Core MSCI Eafe ETF Reduce -9.7% 1.77% +0.06
DJP Ipath Bloomberg Commodity Inc. Reduce -9.0% 2.09% +0.13
AGG iShares Core U.S. Aggregate Reduce -0.3% 2.70% +0.21

Portfolio Buys Q4 2024 → Q1 2025
VSLU Applied Finance Valuat ETF Add +127.7% 2.58% +1.47
AVEM Avantis Emerging Markets Eq Add +129.6% 2.24% +1.34
IVV iShares Core S&P 500 ETF Add +15.1% 8.49% +1.24
IEMG iShares Core MSCI Emerging Add +27.1% 4.33% +1.24
RSP Invesco S&P 500 Equal Weight Add +28.7% 3.22% +0.85
JPIB JPMorgan Intl BND ETF Add +18.2% 3.74% +0.81
IEUR iShares Core MSCI Europe ETF Add +0.2% 1.93% +0.31
BBJP JPMorgan Betabuilders Japan Add +1.9% 1.11% +0.11
VTI VG Morningstar TS MKT ETF-US Add +2.9% 2.25% +0.09
MUB iShares National Muni Bond E Add +3.9% 0.77% +0.07
ASHR Xtrackers Harvest Csi 300 CH Add +2.1% 0.60% +0.05
JPST JPMorgan Ultra-Short Income Add +8.6% 0.26% +0.04
EWA iShares MSCI Australia ETF Add +3.4% 0.41% +0.03
IJR iShares Core S&P Small-Cap E Add +14.8% 0.04% +0.00

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