Acima Private Wealth, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Acima Private Wealth, LLC reported 179 stock positions worth $293.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.9% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 6.9%) and iShares Core S&P Midcap ETF (IJH, 6.0%). Compared with Q1 2025, it opened 6 new positions, sold out of 7, added to 15 and reduced 31. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +9%) and the biggest sale PIMCO Active Bond Exchange-T (BOND, shares −9%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001761961
Portfolio Value
$293.4M (Q2 2025)
SEC Filing
0001761961-25-000003 ↗ filed Jul 24, 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 Q1 2025 Q2 2025: $293.4M $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 179 stocks · $293.4M
IVV iShares Core S&P 500 ETF 8.94% 42,258 $26.2M Add +0.3%
GSLC Goldman Activebeta US LC ETF 6.94% 167,697 $20.4M Reduce -1.7%
IJH iShares Core S&P Midcap ETF 5.98% 282,928 $17.5M Add +9.1%
IEMG iShares Core MSCI Emerging 4.53% 221,436 $13.3M Reduce -0.9%
JPIB JPMorgan Intl BND ETF 3.50% 211,503 $10.3M Reduce -2.9%
RSP Invesco S&P 500 Equal Weight 3.36% 54,177 $9.8M Add +4.6%
JCPB JPMorgan Core Plus Bond ETF 3.34% 208,007 $9.8M Reduce -9.4%
BOND PIMCO Active Bond Exchange-T 3.33% 105,935 $9.8M Reduce -9.4%
GTO Invesco Total Return Bond Et 3.32% 207,755 $9.7M Reduce -9.0%
VSLU Applied Finance Valuat ETF 3.11% 233,264 $9.1M Add +13.7%
VTI VG Morningstar TS MKT ETF-US 2.40% 23,144 $7.0M Add +1.5%
EMLC Vaneck JPM Em Local Curr BND 2.39% 277,066 $7.0M Reduce -3.3%
AVEM Avantis Emerging Markets Eq 2.37% 101,278 $6.9M Reduce -2.2%
AGG iShares Core U.S. Aggregate 2.30% 67,907 $6.7M Reduce -10.6%
AAPL Apple Inc. 2.24% 31,989 $6.6M No change
EZU iShares MSCI Eurozone ETF 2.14% 105,632 $6.3M Reduce -2.7%
IGM iShares Expanded Tech Sector 2.04% 53,400 $6.0M No change
IEUR iShares Core MSCI Europe ETF 1.98% 87,607 $5.8M Reduce -2.3%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 1.89% 163,502 $5.6M Reduce -1.1%
IEFA iShares Core MSCI Eafe ETF 1.86% 65,466 $5.5M Add +0.5%
IWP iShares Russell Mid-Cap Grow 1.76% 37,139 $5.2M No change
XLF SS Financial Select Sector 1.47% 82,253 $4.3M No change
BBJP JPMorgan Betabuilders Japan 1.14% 53,970 $3.3M Reduce -2.0%
NOW ServiceNow Inc. 1.04% 2,957 $3.0M Reduce -11.0%
MSFT Microsoft Corp. 0.95% 5,605 $2.8M Add +1.8%
XLP SS Consumer Staples Sel Sect 0.90% 32,625 $2.6M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.84% 50,430 $2.5M Add +1.0%
FLIA Franklin International Aggre 0.84% 120,339 $2.5M Reduce -2.8%
BBCA JPMorgan Betabuilders Canada 0.77% 28,104 $2.3M Reduce -1.5%
XOP SS SPDR S&P Og Exp & Prod 0.77% 17,944 $2.3M No change
XLK SS Technology Select Sector 0.75% 8,701 $2.2M No change
MUB iShares National Muni Bond E 0.73% 20,593 $2.2M Add +1.2%
VIG Vanguard Dividend Apprec ETF 0.71% 10,225 $2.1M No change
MELI MercadoLibre Inc. 0.66% 740 $1.9M Reduce -16.3%
BKNG Booking Holdings Inc. 0.64% 324 $1.9M No change
ASHR Xtrackers Harvest Csi 300 CH 0.57% 61,020 $1.7M Reduce -2.9%
LOW Lowe's Cos Inc. 0.52% 6,905 $1.5M No change
MCHI iShares MSCI China ETF 0.50% 26,845 $1.5M Reduce -3.4%
SHW The Sherwin-Williams Co. 0.48% 4,110 $1.4M No change
V Visa Inc. Class A 0.47% 3,895 $1.4M No change
EWA iShares MSCI Australia ETF 0.43% 48,245 $1.3M Reduce -1.8%
ABBV Abbvie Inc. 0.43% 6,811 $1.3M No change
PGR Progressive Corp. 0.43% 4,680 $1.2M No change
ADP Automatic Data Processing 0.41% 3,888 $1.2M No change
XLV SS Health Care Select Sector 0.40% 8,715 $1.2M No change
JNJ Johnson & Johnson 0.37% 7,096 $1.1M Reduce -5.7%
LMT Lockheed Martin Corp. 0.35% 2,231 $1.0M No change
AMZN Amazon.com Inc. 0.32% 4,303 $944K No change
PG The Procter & Gamble Co. 0.32% 5,907 $941K No change
JPST JPMorgan Ultra-Short Income 0.31% 18,178 $921K Add +27.9%
MCD McDonald's Corp. 0.31% 3,129 $914K No change
IWO iShares Russell 2000 Growth 0.31% 3,170 $906K No change
XOM Exxon Mobil Corp. 0.30% 8,292 $894K Add +62.8%
UNP Union Pacific Corp. 0.29% 3,708 $853K Add +629.9%
ACN Accenture PLC Class A 0.29% 2,800 $837K No change
EWU iShares MSCI United Kingdom 0.28% 20,615 $819K Reduce -2.8%
VRTX Vertex Pharmaceuticals Inc. 0.27% 1,806 $804K No change
ITW Illinois Tool Works 0.27% 3,200 $791K No change
IWF iShares Russell 1000 Growth 0.26% 1,829 $777K No change
ADBE Adobe Inc. 0.24% 1,815 $702K No change
PEP Pepsico Inc. 0.23% 5,206 $687K No change
RTX RTX Corp. 0.23% 4,694 $685K No change
IWM iShares Russell 2000 ETF 0.23% 3,081 $665K No change
KO The Coca-Cola Co. 0.22% 9,132 $646K Add +199.9%
HD Home Depot Inc. 0.21% 1,720 $631K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 999 $617K No change
CAT Caterpillar Inc. 0.19% 1,473 $572K No change
AMGN Amgen Inc. 0.18% 1,892 $528K No change
TXN Texas Instruments Inc. 0.18% 2,530 $525K No change
ORCL Oracle Corp. 0.18% 2,400 $525K No change
GOOG Alphabet Inc. Class C 0.17% 2,873 $510K No change
COP Conocophillips 0.17% 5,450 $489K Add +3.8%
MKL Markel Group Inc. 0.16% 232 $463K Reduce -7.9%
EW Edwards Lifesciences Corp. 0.16% 5,904 $462K No change
ABT Abbott Laboratories 0.16% 3,382 $460K No change
CSCO Cisco Systems Inc. 0.16% 6,591 $457K No change
COF Capital One Financial Corp. 0.15% 2,095 $446K Add +1995.0%
EFA iShares MSCI Eafe ETF 0.15% 4,970 $444K No change
DRI Darden Restaurants Inc. 0.15% 2,000 $436K No change
SPGI S&P Global Inc. 0.15% 826 $436K No change
APD Air Products & Chemicals Inc. 0.14% 1,500 $423K No change
MA Mastercard Inc. Class A 0.14% 734 $412K Reduce -6.4%
MRSH Marsh & McLennan Cos 0.14% 1,881 $411K No change
BLK BlackRock Inc. 0.14% 379 $398K No change
GOOGL Alphabet Inc. Class A 0.13% 2,240 $395K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,380 $394K No change
AFL Aflac Inc. 0.13% 3,638 $384K No change
WMT Walmart Inc. 0.13% 3,900 $381K No change
MRK Merck & Co. Inc. 0.13% 4,764 $377K No change
SHOP Shopify Inc. Class A 0.13% 3,251 $375K No change
HON Honeywell International Inc. 0.13% 1,610 $375K Reduce -48.0%
GXC State Street SPDR S&P China 0.12% 4,066 $356K No change
PFE Pfizer Inc. 0.12% 14,542 $352K No change
CVX Chevron Corp. 0.12% 2,421 $347K No change
IWS iShares Russell Mid-Cap Valu 0.12% 2,585 $342K No change
QUAL iShares MSCI USA Quality Fac 0.12% 1,867 $341K No change
IWD iShares Russell 1000 Value E 0.12% 1,743 $339K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 679 $330K No change
AXP American Express Co. 0.11% 1,000 $319K No change
IWR iShares Russell Mid-Cap ETF 0.11% 3,404 $313K No change
JMUB JPMorgan Municipal ETF 0.11% 6,235 $310K No change
INTC Intel Corp. 0.10% 13,272 $297K No change
TMO Thermo Fisher Scientific Inc. 0.10% 722 $293K No change
PPG PPG Industries Inc. 0.10% 2,500 $284K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.10% 1,007 $282K No change
SYY Sysco Corp. 0.09% 3,500 $265K No change
IDXX Idexx Laboratories Inc. 0.09% 493 $264K No change
HEI.A Heico Corp. Class A 0.09% 994 $257K No change
BDX Becton Dickinson and Co. 0.08% 1,400 $241K No change
NOC Northrop Grumman Corp. 0.08% 480 $240K No change
DOV Dover Corp. 0.08% 1,250 $229K No change
VEEV Veeva Systems Inc. Class A 0.08% 792 $228K No change
PM Philip Morris International 0.07% 1,123 $205K No change
HUBS HubSpot Inc. 0.07% 366 $204K No change
MO Altria Group Inc. 0.07% 3,452 $202K No change
MMM 3M Co. 0.07% 1,275 $194K No change
UFOX Defiance Space and Connectiv 0.06% 3,473 $183K No change
CL Colgate-Palmolive Co. 0.06% 2,000 $182K Reduce -19.6%
AFG American Financial Group Inc. 0.06% 1,371 $173K New
GLW Corning Inc. 0.06% 3,200 $168K No change
UNH Unitedhealth Group Inc. 0.06% 538 $168K No change
JPM JPMorgan Chase & Co. 0.06% 569 $165K No change
KMB Kimberly-Clark Corp. 0.05% 1,244 $160K No change
OKTA Okta Inc. 0.05% 1,579 $158K No change
CGCP Cap Group Core Plus Income 0.05% 6,275 $141K No change
SO The Southern Co. 0.05% 1,500 $138K No change
AEP American Electric Power 0.04% 1,224 $127K No change
COST Costco Wholesale Corp. 0.04% 121 $120K No change
BIIB Biogen Inc. 0.04% 916 $115K No change
VTWO Vanguard Russell 2000 ETF 0.04% 1,275 $111K No change
NEE Nextera Energy Inc. 0.04% 1,592 $111K No change
IJR iShares Core S&P Small-Cap E 0.04% 953 $104K No change
META Meta Platforms Inc. Class A 0.03% 137 $101K No change
SPGM State Street SPDR Portfolio 0.03% 1,462 $101K Reduce -9.9%
MDT Medtronic PLC 0.03% 1,125 $98K No change
BND Vanguard Total Bond Market 0.03% 1,307 $96K Reduce -14.9%
CARR Carrier Global Corp. 0.03% 1,300 $95K No change
COR Cencora Inc. 0.03% 317 $95K No change
MSCI MSCI Inc. 0.03% 153 $88K No change
VOO Vanguard S&P 500 ETF 0.03% 150 $85K No change
CB Chubb Ltd. 0.03% 264 $76K No change
NVDA Nvidia Corp. 0.02% 410 $65K No change
OTIS Otis Worldwide Corp. 0.02% 650 $64K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 470 $63K No change
PSX Phillips 66 0.02% 500 $60K No change
CSX CSX Corp. 0.02% 1,800 $59K No change
LLY Eli Lilly & Co. 0.02% 75 $58K Reduce -71.5%
VB Vanguard Most SM-Cap ETF-Usd 0.02% 217 $51K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.02% 210 $47K No change
VZ Verizon Communications Inc. 0.02% 1,040 $45K No change
ESGV Vanguard ESG US Stock ETF 0.01% 352 $39K No change
ORLY O'reilly Automotive Inc. 0.01% 420 $38K No change
DHR Danaher Corp. 0.01% 185 $37K No change
XLE SS Energy Select Sector 0.01% 408 $35K Reduce -59.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 706 $33K New
BP BP PLC-Spons ADR 0.01% 1,058 $32K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 364 $30K No change
XLI SS Industrial Select Sector 0.01% 196 $29K No change
SOLV Solventum Corp. 0.01% 300 $23K No change
AMT American Tower Corp. 0.01% 100 $22K New
USMV iShares MSCI USA Min Vol Fac 0.01% 220 $21K No change
VWO Vanguard Ftse Emerging Marke 0.01% 365 $18K No change
SNPS Synopsys Inc. 0.01% 29 $15K No change
NKE Nike Inc. Class B 0.00% 200 $14K No change
DUK Duke Energy Corp. 0.00% 110 $13K Reduce -70.1%
CMCSA Comcast Corp. Class A 0.00% 360 $13K No change
D Dominion Energy Inc. 0.00% 213 $12K New
USB US Bancorp 0.00% 252 $11K No change
CNC Centene Corp. 0.00% 200 $11K No change
C Citigroup Inc. 0.00% 110 $9K No change
OXY Occidental Petroleum Corp. 0.00% 180 $8K New
HIG Hartford Insurance Group Inc. 0.00% 42 $5K No change
VIK Viking Holdings Ltd. 0.00% 100 $5K No change
FXD First Trust Consumer Discret 0.00% 75 $5K No change
MS Morgan Stanley 0.00% 26 $4K 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
Other holdings (1): bonds, preferreds, convertibles and warrants · $456 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 22$456New

Total filed on the 13F, all lines: $293.4M.

Portfolio Sells Q1 2025 → Q2 2025
BOND PIMCO Active Bond Exchange-T Reduce -9.4% 3.33% −0.55
JCPB JPMorgan Core Plus Bond ETF Reduce -9.4% 3.34% −0.54
GTO Invesco Total Return Bond Et Reduce -9.0% 3.32% −0.52
AGG iShares Core U.S. Aggregate Reduce -10.6% 2.30% −0.40
JPIB JPMorgan Intl BND ETF Reduce -2.9% 3.50% −0.24
DJP Ipath Bloomberg Commodity Inc. Reduce -1.1% 1.89% −0.20
ITGR Integer Holdings Corp. Sold out 0.00% −0.17
DFS Discover Financial Services Sold out 0.00% −0.13
HON Honeywell International Inc. Reduce -48.0% 0.13% −0.11
JNJ Johnson & Johnson Reduce -5.7% 0.37% −0.08
EMLC Vaneck JPM Em Local Curr BND Reduce -3.3% 2.39% −0.06
LLY Eli Lilly & Co. Reduce -71.5% 0.02% −0.06
FLIA Franklin International Aggre Reduce -2.8% 0.84% −0.06
MCHI iShares MSCI China ETF Reduce -3.4% 0.50% −0.04
NSC Norfolk Southern Corp. Sold out 0.00% −0.03
ASHR Xtrackers Harvest Csi 300 CH Reduce -2.9% 0.57% −0.03
XLE SS Energy Select Sector Reduce -59.7% 0.01% −0.02
CL Colgate-Palmolive Co. Reduce -19.6% 0.06% −0.02
MA Mastercard Inc. Class A Reduce -6.4% 0.14% −0.01
DUK Duke Energy Corp. Reduce -70.1% 0.00% −0.01
MKL Markel Group Inc. Reduce -7.9% 0.16% −0.01
ELV Elevance Health Inc. Sold out 0.00% −0.01
SBUX Starbucks Corp. Sold out 0.00% −0.01
BND Vanguard Total Bond Market Reduce -14.9% 0.03% −0.01
UDR Udr Inc. Sold out 0.00% −0.01
EWU iShares MSCI United Kingdom Reduce -2.8% 0.28% −0.01
FNF Fidelity National Financial Sold out 0.00% −0.00
SPGM State Street SPDR Portfolio Reduce -9.9% 0.03% −0.00
EWA iShares MSCI Australia ETF Reduce -1.8% 0.43% +0.02
BBJP JPMorgan Betabuilders Japan Reduce -2.0% 1.14% +0.03
MELI MercadoLibre Inc. Reduce -16.3% 0.66% +0.04
BBCA JPMorgan Betabuilders Canada Reduce -1.5% 0.77% +0.04
IEUR iShares Core MSCI Europe ETF Reduce -2.3% 1.98% +0.04
EZU iShares MSCI Eurozone ETF Reduce -2.7% 2.14% +0.07
NOW ServiceNow Inc. Reduce -11.0% 1.04% +0.09
AVEM Avantis Emerging Markets Eq Reduce -2.2% 2.37% +0.13
GSLC Goldman Activebeta US LC ETF Reduce -1.7% 6.94% +0.19
IEMG iShares Core MSCI Emerging Reduce -0.9% 4.53% +0.20

Portfolio Buys Q1 2025 → Q2 2025
IJH iShares Core S&P Midcap ETF Add +9.1% 5.98% +0.55
VSLU Applied Finance Valuat ETF Add +13.7% 3.11% +0.53
IVV iShares Core S&P 500 ETF Add +0.3% 8.94% +0.45
UNP Union Pacific Corp. Add +629.9% 0.29% +0.25
MSFT Microsoft Corp. Add +1.8% 0.95% +0.21
VTI VG Morningstar TS MKT ETF-US Add +1.5% 2.40% +0.15
COF Capital One Financial Corp. Add +1995.0% 0.15% +0.15
KO The Coca-Cola Co. Add +199.9% 0.22% +0.14
RSP Invesco S&P 500 Equal Weight Add +4.6% 3.36% +0.13
IEFA iShares Core MSCI Eafe ETF Add +0.5% 1.86% +0.09
XOM Exxon Mobil Corp. Add +62.8% 0.30% +0.09
AFG American Financial Group Inc. New 0.06% +0.06
JPST JPMorgan Ultra-Short Income Add +27.9% 0.31% +0.06
BAC Bank of America Corp. New 0.01% +0.01
BP BP PLC-Spons ADR New 0.01% +0.01
AMT American Tower Corp. New 0.01% +0.01
D Dominion Energy Inc. New 0.00% +0.00
OXY Occidental Petroleum Corp. New 0.00% +0.00
COP Conocophillips Add +3.8% 0.17% −0.03
MUB iShares National Muni Bond E Add +1.2% 0.73% −0.04
VTEB Vanguard Tax-Exempt Bond ETF Add +1.0% 0.84% −0.05

Notes & Other Activity Q1 2025 → Q2 2025
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 New 22 $456

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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