Acima Private Wealth, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Acima Private Wealth, LLC reported 175 stock positions worth $322.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.1% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 5.7%) and iShares Core S&P Midcap ETF (IJH, 4.9%). Compared with Q3 2025, it sold out of 3, added to 13 and reduced 49. The biggest buy was iShares MSCI Eurozone ETF (EZU, shares +32%) and the biggest sale Goldman Activebeta US LC ETF (GSLC, shares −15%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001761961
Portfolio Value
$322.2M (Q4 2025)
SEC Filing
0001761961-26-000001 ↗ filed Jan 15, 2026

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 Q2 2025 Q3 2025: $319.4M Q3 2025 Q4 2025: $322.2M $322.2M Q4 2025 Q1 2026: $318.6M Q1 2026 Q2 2026: $344.3M Q2 2026

Holdings 175 stocks · $322.2M
IVV iShares Core S&P 500 ETF 9.13% 42,953 $29.4M Reduce -1.7%
GSLC Goldman Activebeta US LC ETF 5.71% 139,061 $18.4M Reduce -14.8%
IJH iShares Core S&P Midcap ETF 4.92% 240,088 $15.8M Reduce -14.9%
IEMG iShares Core MSCI Emerging 4.47% 214,091 $14.4M Reduce -4.3%
JCPB JPMorgan Core Plus Bond ETF 4.05% 275,547 $13.0M Add +12.6%
BOND PIMCO Active Bond Exchange-T 4.04% 139,883 $13.0M Add +18.9%
GTO Invesco Total Return Bond Et 4.04% 274,278 $13.0M Add +19.0%
VSLU Applied Finance Valuat ETF 3.78% 275,450 $12.2M Add +14.6%
RSP Invesco S&P 500 Equal Weight 3.29% 55,404 $10.6M Add +2.3%
JPIB JPMorgan Intl BND ETF 3.19% 211,317 $10.3M Reduce -13.9%
AGG iShares Core U.S. Aggregate 3.08% 99,377 $9.9M Add +26.5%
EZU iShares MSCI Eurozone ETF 2.78% 139,732 $9.0M Add +31.6%
IEFA iShares Core MSCI Eafe ETF 2.73% 98,354 $8.8M Add +26.4%
AAPL Apple Inc. 2.68% 31,767 $8.6M Reduce -0.8%
EMLC Vaneck JPM Em Local Curr BND 2.59% 323,432 $8.4M Add +8.0%
VTI VG Morningstar TS MKT ETF-US 2.39% 22,988 $7.7M Reduce -1.0%
AVEM Avantis Emerging Markets Eq 2.35% 98,393 $7.6M Reduce -7.8%
IGM iShares Expanded Tech Sector 2.05% 51,240 $6.6M Reduce -4.0%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 2.03% 174,291 $6.6M Add +2.1%
IEUR iShares Core MSCI Europe ETF 1.89% 85,788 $6.1M Reduce -2.6%
IWP iShares Russell Mid-Cap Grow 1.58% 37,139 $5.1M No change
XLF SS Financial Select Sector 1.40% 82,253 $4.5M No change
BBJP JPMorgan Betabuilders Japan 0.92% 45,003 $3.0M Reduce -17.2%
MSFT Microsoft Corp. 0.85% 5,697 $2.8M No change
BBCA JPMorgan Betabuilders Canada 0.81% 28,065 $2.6M Reduce -2.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.80% 51,454 $2.6M No change
MUB iShares National Muni Bond E 0.74% 22,159 $2.4M Add +0.8%
FLIA Franklin International Aggre 0.74% 117,381 $2.4M Reduce -13.2%
XLK SS Technology Select Sector 0.71% 16,002 $2.3M Reduce -8.1%
NOW ServiceNow Inc. 0.70% 14,785 $2.3M No change
VIG Vanguard Dividend Apprec ETF 0.70% 10,225 $2.2M No change
XOP SS SPDR S&P Og Exp & Prod 0.68% 17,313 $2.2M Reduce -3.5%
XLP SS Consumer Staples Sel Sect 0.63% 26,284 $2.0M Reduce -19.4%
ASHR Xtrackers Harvest Csi 300 CH 0.56% 54,615 $1.8M Reduce -11.3%
BKNG Booking Holdings Inc. 0.54% 324 $1.7M No change
LOW Lowe's Cos Inc. 0.52% 6,905 $1.7M No change
ABBV Abbvie Inc. 0.49% 6,848 $1.6M No change
MELI MercadoLibre Inc. 0.46% 739 $1.5M Reduce -0.1%
MCHI iShares MSCI China ETF 0.46% 24,694 $1.5M Reduce -10.3%
JNJ Johnson & Johnson 0.45% 7,000 $1.4M Reduce -1.4%
EWA iShares MSCI Australia ETF 0.42% 51,114 $1.3M Add +4.8%
V Visa Inc. Class A 0.41% 3,810 $1.3M Reduce -1.4%
SHW The Sherwin-Williams Co. 0.41% 4,110 $1.3M No change
LMT Lockheed Martin Corp. 0.33% 2,231 $1.1M No change
PGR Progressive Corp. 0.33% 4,680 $1.1M No change
AMZN Amazon.com Inc. 0.32% 4,513 $1.0M No change
IWO iShares Russell 2000 Growth 0.32% 3,170 $1.0M No change
ADP Automatic Data Processing 0.31% 3,926 $1.0M No change
MCD McDonald's Corp. 0.29% 3,101 $948K No change
XOM Exxon Mobil Corp. 0.28% 7,627 $918K Reduce -8.0%
GOOG Alphabet Inc. Class C 0.28% 2,873 $902K No change
IWF iShares Russell 1000 Growth 0.27% 1,829 $866K No change
RTX RTX Corp. 0.27% 4,694 $861K No change
UNP Union Pacific Corp. 0.26% 3,671 $849K Reduce -1.0%
PG The Procter & Gamble Co. 0.26% 5,907 $847K No change
EWU iShares MSCI United Kingdom 0.26% 19,184 $844K Reduce -6.9%
VRTX Vertex Pharmaceuticals Inc. 0.25% 1,806 $819K No change
XLV SS Health Care Select Sector 0.25% 5,228 $809K Reduce -40.0%
CAT Caterpillar Inc. 0.25% 1,400 $802K No change
IWM iShares Russell 2000 ETF 0.24% 3,081 $758K No change
ACN Accenture PLC Class A 0.23% 2,800 $751K No change
PEP Pepsico Inc. 0.23% 5,206 $747K No change
ITW Illinois Tool Works 0.22% 2,934 $723K Reduce -8.3%
GOOGL Alphabet Inc. Class A 0.22% 2,240 $701K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 999 $681K No change
ADBE Adobe Inc. 0.20% 1,815 $635K No change
KO The Coca-Cola Co. 0.20% 9,066 $634K Reduce -0.7%
AMGN Amgen Inc. 0.19% 1,892 $619K No change
HD Home Depot Inc. 0.18% 1,682 $579K Reduce -3.5%
SHOP Shopify Inc. Class A 0.16% 3,251 $523K No change
COP Conocophillips 0.16% 5,450 $510K No change
COF Capital One Financial Corp. 0.16% 2,095 $508K No change
CSCO Cisco Systems Inc. 0.16% 6,591 $508K No change
EW Edwards Lifesciences Corp. 0.16% 5,904 $503K No change
MRK Merck & Co. Inc. 0.16% 4,764 $501K No change
EFA iShares MSCI Eafe ETF 0.15% 4,970 $477K No change
ORCL Oracle Corp. 0.15% 2,400 $468K No change
TXN Texas Instruments Inc. 0.14% 2,530 $439K No change
WMT Walmart Inc. 0.13% 3,900 $434K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,380 $434K No change
JMUB JPMorgan Municipal ETF 0.13% 8,599 $434K Add +37.9%
SPGI S&P Global Inc. 0.13% 826 $432K No change
ABT Abbott Laboratories 0.13% 3,420 $428K No change
JPST JPMorgan Ultra-Short Income 0.13% 8,463 $428K Reduce -53.4%
MKL Markel Group Inc. 0.13% 195 $419K Reduce -15.9%
MA Mastercard Inc. Class A 0.13% 734 $419K No change
TMO Thermo Fisher Scientific Inc. 0.13% 722 $418K No change
AXP American Express Co. 0.13% 1,100 $407K No change
BLK BlackRock Inc. 0.13% 379 $406K No change
APD Air Products & Chemicals Inc. 0.12% 1,500 $371K No change
DRI Darden Restaurants Inc. 0.11% 2,000 $368K No change
IWS iShares Russell Mid-Cap Valu 0.11% 2,585 $365K No change
MRSH Marsh & McLennan Cos 0.11% 1,917 $356K No change
QUAL iShares MSCI USA Quality Fac 0.11% 1,782 $354K No change
PFE Pfizer Inc. 0.11% 14,009 $349K Reduce -3.7%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 679 $341K No change
IDXX Idexx Laboratories Inc. 0.10% 493 $334K No change
CVX Chevron Corp. 0.10% 2,188 $333K Reduce -13.2%
IWD iShares Russell 1000 Value E 0.10% 1,570 $330K Reduce -9.9%
IWR iShares Russell Mid-Cap ETF 0.10% 3,404 $328K No change
GXC State Street SPDR S&P China 0.10% 3,315 $321K Reduce -18.5%
HON Honeywell International Inc. 0.10% 1,610 $314K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 1,007 $292K No change
GLW Corning Inc. 0.09% 3,200 $280K No change
NOC Northrop Grumman Corp. 0.08% 480 $274K No change
BDX Becton Dickinson and Co. 0.08% 1,400 $272K No change
SYY Sysco Corp. 0.08% 3,500 $258K No change
HEI.A Heico Corp. Class A 0.08% 994 $251K No change
DOV Dover Corp. 0.08% 1,250 $244K No change
AFL Aflac Inc. 0.07% 2,148 $237K Reduce -41.0%
INTC Intel Corp. 0.07% 6,297 $232K Reduce -49.7%
UFOX Defiance Space and Connectiv 0.07% 3,473 $222K No change
MO Altria Group Inc. 0.06% 3,501 $202K No change
AFG American Financial Group Inc. 0.06% 1,371 $187K No change
PM Philip Morris International 0.06% 1,123 $180K No change
PPG PPG Industries Inc. 0.05% 1,667 $171K Reduce -33.3%
BIIB Biogen Inc. 0.05% 916 $161K No change
CL Colgate-Palmolive Co. 0.05% 2,000 $158K No change
MMM 3M Co. 0.05% 975 $156K Reduce -23.5%
AEP American Electric Power 0.04% 1,224 $141K No change
SO The Southern Co. 0.04% 1,500 $131K No change
NEE Nextera Energy Inc. 0.04% 1,592 $128K No change
VTWO Vanguard Russell 2000 ETF 0.04% 1,275 $127K No change
KMB Kimberly-Clark Corp. 0.04% 1,244 $126K No change
SPGM State Street SPDR Portfolio 0.03% 1,448 $111K Reduce -13.6%
COR Cencora Inc. 0.03% 317 $107K No change
JPM JPMorgan Chase & Co. 0.03% 296 $95K Reduce -48.0%
BND Vanguard Total Bond Market 0.03% 1,278 $95K Reduce -2.2%
VOO Vanguard S&P 500 ETF 0.03% 150 $94K No change
LLY Eli Lilly & Co. 0.03% 75 $81K No change
NVDA Nvidia Corp. 0.02% 410 $76K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 470 $66K No change
UNH Unitedhealth Group Inc. 0.02% 200 $66K Reduce -43.2%
CSX CSX Corp. 0.02% 1,800 $65K No change
PSX Phillips 66 0.02% 500 $65K No change
COST Costco Wholesale Corp. 0.02% 72 $62K Reduce -30.1%
OTIS Otis Worldwide Corp. 0.02% 650 $57K No change
VB Vanguard Most SM-Cap ETF-Usd 0.02% 217 $56K No change
IJR iShares Core S&P Small-Cap E 0.02% 465 $56K Reduce -51.2%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.02% 210 $53K No change
CARR Carrier Global Corp. 0.02% 967 $51K Reduce -25.6%
VZ Verizon Communications Inc. 0.01% 1,040 $42K No change
DHR Danaher Corp. 0.01% 185 $42K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 706 $39K No change
BP BP PLC-Spons ADR 0.01% 1,058 $37K No change
XLE SS Energy Select Sector 0.01% 816 $36K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 728 $31K No change
XLI SS Industrial Select Sector 0.01% 196 $30K No change
SOLV Solventum Corp. 0.01% 300 $24K No change
GLD SPDR Gold Shares 0.01% 50 $20K No change
VWO Vanguard Ftse Emerging Marke 0.01% 365 $20K No change
ESGV Vanguard ESG US Stock ETF 0.01% 158 $19K No change
ORLY O'reilly Automotive Inc. 0.01% 195 $18K Reduce -53.6%
USMV iShares MSCI USA Min Vol Fac 0.01% 188 $18K No change
SCHW Schwab (charles) Corp. 0.01% 169 $17K No change
USB US Bancorp 0.00% 252 $13K No change
AMT American Tower Corp. 0.00% 75 $13K Reduce -25.0%
DUK Duke Energy Corp. 0.00% 110 $13K No change
D Dominion Energy Inc. 0.00% 213 $12K No change
ADI Analog Devices Inc. 0.00% 44 $12K Reduce -12.0%
AMP Ameriprise Financial Inc. 0.00% 23 $11K No change
TGT Target Corp. 0.00% 112 $11K No change
OXY Occidental Petroleum Corp. 0.00% 181 $7K No change
VIK Viking Holdings Ltd. 0.00% 100 $7K No change
DHI D.R. Horton Inc. 0.00% 44 $6K No change
RJF Raymond James Financial Inc. 0.00% 38 $6K No change
HIG Hartford Insurance Group Inc. 0.00% 42 $6K No change
MET Metlife Inc. 0.00% 67 $5K No change
MS Morgan Stanley 0.00% 26 $5K No change
NDAQ Nasdaq Inc. 0.00% 46 $4K No change
GS Goldman Sachs Group Inc. 0.00% 5 $4K No change
EBAY eBay Inc. 0.00% 46 $4K 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
META Meta Platforms Inc. Class A 0.00% 1 $660 Reduce -99.3%
Other holdings (1): bonds, preferreds, convertibles and warrants · $424 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 22$424No change

Total filed on the 13F, all lines: $322.2M.

Portfolio Sells Q3 2025 → Q4 2025
GSLC Goldman Activebeta US LC ETF Reduce -14.8% 5.71% −0.95
IJH iShares Core S&P Midcap ETF Reduce -14.9% 4.92% −0.85
JPIB JPMorgan Intl BND ETF Reduce -13.9% 3.19% −0.57
BBJP JPMorgan Betabuilders Japan Reduce -17.2% 0.92% −0.21
XLP SS Consumer Staples Sel Sect Reduce -19.4% 0.63% −0.17
AVEM Avantis Emerging Markets Eq Reduce -7.8% 2.35% −0.16
JPST JPMorgan Ultra-Short Income Reduce -53.4% 0.13% −0.16
IEMG iShares Core MSCI Emerging Reduce -4.3% 4.47% −0.15
FLIA Franklin International Aggre Reduce -13.2% 0.74% −0.13
XLV SS Health Care Select Sector Reduce -40.0% 0.25% −0.13
MCHI iShares MSCI China ETF Reduce -10.3% 0.46% −0.11
MELI MercadoLibre Inc. Reduce -0.1% 0.46% −0.08
ASHR Xtrackers Harvest Csi 300 CH Reduce -11.3% 0.56% −0.08
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.07
XOP SS SPDR S&P Og Exp & Prod Reduce -3.5% 0.68% −0.06
INTC Intel Corp. Reduce -49.7% 0.07% −0.06
AFL Aflac Inc. Reduce -41.0% 0.07% −0.05
HUBS HubSpot Inc. Sold out 0.00% −0.05
XLK SS Technology Select Sector Reduce -8.1% 0.71% −0.05
IGM iShares Expanded Tech Sector Reduce -4.0% 2.05% −0.05
OKTA Okta Inc. Sold out 0.00% −0.05
HD Home Depot Inc. Reduce -3.5% 0.18% −0.04
ITW Illinois Tool Works Reduce -8.3% 0.22% −0.04
GXC State Street SPDR S&P China Reduce -18.5% 0.10% −0.03
META Meta Platforms Inc. Class A Reduce -99.3% 0.00% −0.03
PPG PPG Industries Inc. Reduce -33.3% 0.05% −0.03
IVV iShares Core S&P 500 ETF Reduce -1.7% 9.13% −0.03
JPM JPMorgan Chase & Co. Reduce -48.0% 0.03% −0.03
CVX Chevron Corp. Reduce -13.2% 0.10% −0.02
IJR iShares Core S&P Small-Cap E Reduce -51.2% 0.02% −0.02
UNH Unitedhealth Group Inc. Reduce -43.2% 0.02% −0.02
MMM 3M Co. Reduce -23.5% 0.05% −0.01
UNP Union Pacific Corp. Reduce -1.0% 0.26% −0.01
COST Costco Wholesale Corp. Reduce -30.1% 0.02% −0.01
EWU iShares MSCI United Kingdom Reduce -6.9% 0.26% −0.01
MKL Markel Group Inc. Reduce -15.9% 0.13% −0.01
ORLY O'reilly Automotive Inc. Reduce -53.6% 0.01% −0.01
IWD iShares Russell 1000 Value E Reduce -9.9% 0.10% −0.01
CARR Carrier Global Corp. Reduce -25.6% 0.02% −0.01
XOM Exxon Mobil Corp. Reduce -8.0% 0.28% −0.01
PFE Pfizer Inc. Reduce -3.7% 0.11% −0.01
SPGM State Street SPDR Portfolio Reduce -13.6% 0.03% −0.00
AMT American Tower Corp. Reduce -25.0% 0.00% −0.00
BND Vanguard Total Bond Market Reduce -2.2% 0.03% −0.00
ADI Analog Devices Inc. Reduce -12.0% 0.00% −0.00
V Visa Inc. Class A Reduce -1.4% 0.41% +0.00
VTI VG Morningstar TS MKT ETF-US Reduce -1.0% 2.39% +0.01
KO The Coca-Cola Co. Reduce -0.7% 0.20% +0.01
IEUR iShares Core MSCI Europe ETF Reduce -2.6% 1.89% +0.01
BBCA JPMorgan Betabuilders Canada Reduce -2.4% 0.81% +0.02

Portfolio Buys Q3 2025 → Q4 2025
EZU iShares MSCI Eurozone ETF Add +31.6% 2.78% +0.72
AGG iShares Core U.S. Aggregate Add +26.5% 3.08% +0.61
GTO Invesco Total Return Bond Et Add +19.0% 4.04% +0.61
IEFA iShares Core MSCI Eafe ETF Add +26.4% 2.73% +0.60
BOND PIMCO Active Bond Exchange-T Add +18.9% 4.04% +0.60
VSLU Applied Finance Valuat ETF Add +14.6% 3.78% +0.57
JCPB JPMorgan Core Plus Bond ETF Add +12.6% 4.05% +0.40
EMLC Vaneck JPM Em Local Curr BND Add +8.0% 2.59% +0.20
DJP Ipath Bloomberg Commodity Inc. Add +2.1% 2.03% +0.14
RSP Invesco S&P 500 Equal Weight Add +2.3% 3.29% +0.08
JMUB JPMorgan Municipal ETF Add +37.9% 0.13% +0.04
MUB iShares National Muni Bond E Add +0.8% 0.74% +0.00
EWA iShares MSCI Australia ETF Add +4.8% 0.42% +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