Acima Private Wealth, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 6, 2026), Acima Private Wealth, LLC reported 176 stock positions worth $318.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.0% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 5.5%) and iShares Core S&P Midcap ETF (IJH, 5.1%). Compared with Q4 2025, it opened 4 new positions, sold out of 3, added to 19 and reduced 22. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +0%) and the biggest sale iShares Expanded Tech Sector (IGM, shares −15%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001761961
Portfolio Value
$318.6M (Q1 2026)
SEC Filing
0001761961-26-000003 ↗ filed Apr 6, 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 Q4 2025 Q1 2026: $318.6M $318.6M Q1 2026 Q2 2026: $344.3M Q2 2026

Holdings 176 stocks · $318.6M
IVV iShares Core S&P 500 ETF 8.98% 43,808 $28.6M Add +2.0%
GSLC Goldman Activebeta US LC ETF 5.48% 139,567 $17.5M Add +0.4%
IJH iShares Core S&P Midcap ETF 5.09% 240,189 $16.2M Add +0.0%
IEMG iShares Core MSCI Emerging 4.69% 214,310 $14.9M Add +0.1%
JCPB JPMorgan Core Plus Bond ETF 4.13% 279,732 $13.2M Add +1.5%
BOND PIMCO Active Bond Exchange-T 4.12% 142,364 $13.1M Add +1.8%
GTO Invesco Total Return Bond Et 4.10% 278,841 $13.1M Add +1.7%
VSLU Applied Finance Valuat ETF 3.65% 278,202 $11.6M Add +1.0%
RSP Invesco S&P 500 Equal Weight 3.34% 55,522 $10.7M Add +0.2%
JPIB JPMorgan Intl BND ETF 3.17% 211,048 $10.1M Reduce -0.1%
AGG iShares Core U.S. Aggregate 3.15% 101,121 $10.0M Add +1.8%
IEFA iShares Core MSCI Eafe ETF 2.81% 99,057 $9.0M Add +0.7%
EZU iShares MSCI Eurozone ETF 2.71% 137,674 $8.6M Reduce -1.5%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 2.63% 174,272 $8.4M Reduce -0.0%
EMLC Vaneck JPM Em Local Curr BND 2.55% 323,296 $8.1M Reduce -0.0%
AAPL Apple Inc. 2.51% 31,455 $8.0M Reduce -1.0%
AVEM Avantis Emerging Markets Eq 2.49% 98,386 $7.9M Reduce -0.0%
VTI VG Morningstar TS MKT ETF-US 2.32% 23,041 $7.4M Add +0.2%
IEUR iShares Core MSCI Europe ETF 1.94% 88,113 $6.2M Add +2.7%
IGM iShares Expanded Tech Sector 1.63% 43,740 $5.2M Reduce -14.6%
IWP iShares Russell Mid-Cap Grow 1.49% 37,139 $4.8M No change
XLF SS Financial Select Sector 1.27% 82,253 $4.1M No change
XOP SS SPDR S&P Og Exp & Prod 0.99% 17,313 $3.1M No change
BBJP JPMorgan Betabuilders Japan 0.97% 45,024 $3.1M Add +0.1%
BBCA JPMorgan Betabuilders Canada 0.83% 28,055 $2.6M Reduce -0.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.82% 52,448 $2.6M Add +1.9%
MUB iShares National Muni Bond E 0.77% 23,226 $2.5M Add +4.8%
FLIA Franklin International Aggre 0.75% 117,340 $2.4M Reduce -0.0%
VIG Vanguard Dividend Apprec ETF 0.69% 10,225 $2.2M No change
XLP SS Consumer Staples Sel Sect 0.68% 26,284 $2.2M No change
MSFT Microsoft Corp. 0.66% 5,697 $2.1M No change
XLK SS Technology Select Sector 0.65% 15,602 $2.1M Reduce -2.5%
ASHR Xtrackers Harvest Csi 300 CH 0.56% 54,522 $1.8M Reduce -0.2%
LOW Lowe's Cos Inc. 0.51% 6,905 $1.6M No change
JNJ Johnson & Johnson 0.51% 6,648 $1.6M Reduce -5.0%
NOW ServiceNow Inc. 0.49% 14,785 $1.5M No change
ABBV Abbvie Inc. 0.47% 6,848 $1.5M No change
EWA iShares MSCI Australia ETF 0.45% 51,236 $1.4M Add +0.2%
MCHI iShares MSCI China ETF 0.44% 24,748 $1.4M Add +0.2%
BKNG Booking Holdings Inc. 0.43% 324 $1.4M No change
LMT Lockheed Martin Corp. 0.42% 2,231 $1.3M No change
SHW The Sherwin-Williams Co. 0.41% 4,110 $1.3M No change
MELI MercadoLibre Inc. 0.40% 739 $1.3M No change
XOM Exxon Mobil Corp. 0.40% 7,423 $1.3M Reduce -2.7%
V Visa Inc. Class A 0.36% 3,810 $1.2M No change
IWO iShares Russell 2000 Growth 0.31% 3,170 $995K No change
CAT Caterpillar Inc. 0.31% 1,400 $992K No change
MCD McDonald's Corp. 0.30% 3,101 $964K No change
AMZN Amazon.com Inc. 0.29% 4,513 $940K No change
PGR Progressive Corp. 0.29% 4,680 $928K No change
RTX RTX Corp. 0.28% 4,694 $905K No change
UNP Union Pacific Corp. 0.28% 3,671 $891K No change
EWU iShares MSCI United Kingdom 0.27% 19,206 $875K Add +0.1%
PG The Procter & Gamble Co. 0.27% 5,907 $853K No change
GOOG Alphabet Inc. Class C 0.26% 2,873 $824K No change
PEP Pepsico Inc. 0.25% 5,206 $808K No change
VRTX Vertex Pharmaceuticals Inc. 0.25% 1,806 $806K No change
ADP Automatic Data Processing 0.25% 3,888 $790K Reduce -1.0%
IWF iShares Russell 1000 Growth 0.24% 1,829 $780K No change
XLV SS Health Care Select Sector 0.24% 5,228 $766K No change
IWM iShares Russell 2000 ETF 0.24% 3,081 $764K No change
ITW Illinois Tool Works 0.24% 2,934 $764K No change
COP Conocophillips 0.23% 5,450 $719K No change
KO The Coca-Cola Co. 0.22% 9,066 $689K No change
AMGN Amgen Inc. 0.21% 1,892 $666K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 999 $650K No change
GOOGL Alphabet Inc. Class A 0.20% 2,240 $644K No change
MRK Merck & Co. Inc. 0.18% 4,764 $573K No change
ACN Accenture PLC Class A 0.17% 2,800 $555K No change
HD Home Depot Inc. 0.17% 1,664 $547K Reduce -1.1%
CSCO Cisco Systems Inc. 0.16% 6,591 $511K No change
TXN Texas Instruments Inc. 0.15% 2,530 $491K No change
WMT Walmart Inc. 0.15% 3,900 $485K No change
EFA iShares MSCI Eafe ETF 0.15% 4,970 $483K No change
EW Edwards Lifesciences Corp. 0.15% 5,904 $473K No change
ADBE Adobe Inc. 0.14% 1,815 $441K No change
APD Air Products & Chemicals Inc. 0.14% 1,500 $436K No change
GLW Corning Inc. 0.14% 3,200 $435K No change
JMUB JPMorgan Municipal ETF 0.13% 8,599 $430K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,380 $412K No change
PFE Pfizer Inc. 0.12% 14,009 $393K No change
DRI Darden Restaurants Inc. 0.12% 2,000 $392K No change
SHOP Shopify Inc. Class A 0.12% 3,251 $386K No change
COF Capital One Financial Corp. 0.12% 2,095 $382K No change
JPST JPMorgan Ultra-Short Income 0.12% 7,477 $378K Reduce -11.7%
IWS iShares Russell Mid-Cap Valu 0.12% 2,585 $377K No change
MKL Markel Group Inc. 0.12% 195 $373K No change
MA Mastercard Inc. Class A 0.12% 734 $367K No change
BLK BlackRock Inc. 0.11% 379 $364K No change
HON Honeywell International Inc. 0.11% 1,610 $364K No change
TMO Thermo Fisher Scientific Inc. 0.11% 722 $355K No change
ORCL Oracle Corp. 0.11% 2,400 $353K No change
SPGI S&P Global Inc. 0.11% 826 $351K No change
ABT Abbott Laboratories 0.11% 3,382 $347K Reduce -1.1%
QUAL iShares MSCI USA Quality Fac 0.11% 1,782 $342K No change
IWD iShares Russell 1000 Value E 0.11% 1,570 $335K No change
AXP American Express Co. 0.10% 1,100 $333K No change
IWR iShares Russell Mid-Cap ETF 0.10% 3,404 $331K No change
NOC Northrop Grumman Corp. 0.10% 480 $327K No change
MRSH Marsh & McLennan Cos 0.10% 1,881 $326K Reduce -1.9%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 679 $325K No change
CVX Chevron Corp. 0.10% 1,521 $315K Reduce -30.5%
GXC State Street SPDR S&P China 0.10% 3,315 $309K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 1,007 $289K No change
INTC Intel Corp. 0.09% 6,297 $278K No change
IDXX Idexx Laboratories Inc. 0.09% 493 $277K No change
DOV Dover Corp. 0.08% 1,250 $261K No change
SYY Sysco Corp. 0.08% 3,500 $250K No change
UFOX Defiance Space and Connectiv 0.07% 3,473 $237K No change
AFL Aflac Inc. 0.07% 2,148 $236K No change
MO Altria Group Inc. 0.07% 3,501 $231K No change
BDX Becton Dickinson and Co. 0.07% 1,400 $220K No change
HEI.A Heico Corp. Class A 0.07% 994 $210K No change
PM Philip Morris International 0.06% 1,123 $186K No change
PPG PPG Industries Inc. 0.06% 1,667 $178K No change
AFG American Financial Group Inc. 0.06% 1,371 $175K No change
CL Colgate-Palmolive Co. 0.05% 2,000 $170K No change
BIIB Biogen Inc. 0.05% 916 $168K No change
AEP American Electric Power 0.05% 1,224 $160K No change
NEE Nextera Energy Inc. 0.05% 1,592 $148K No change
SO The Southern Co. 0.05% 1,500 $145K No change
MMM 3M Co. 0.04% 975 $142K No change
VTWO Vanguard Russell 2000 ETF 0.04% 1,275 $128K No change
KMB Kimberly-Clark Corp. 0.04% 1,244 $120K No change
COR Cencora Inc. 0.03% 317 $100K No change
BND Vanguard Total Bond Market 0.03% 1,261 $93K Reduce -1.3%
SPGM State Street SPDR Portfolio 0.03% 1,218 $92K Reduce -15.9%
PSX Phillips 66 0.03% 500 $91K No change
VOO Vanguard S&P 500 ETF 0.03% 150 $90K No change
JPM JPMorgan Chase & Co. 0.03% 296 $87K No change
CSX CSX Corp. 0.02% 1,800 $74K No change
COST Costco Wholesale Corp. 0.02% 72 $72K No change
NVDA Nvidia Corp. 0.02% 410 $72K No change
LLY Eli Lilly & Co. 0.02% 75 $69K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 470 $68K No change
IJR iShares Core S&P Small-Cap E 0.02% 465 $58K No change
VB Vanguard Most SM-Cap ETF-Usd 0.02% 217 $57K No change
WAT Waters Corp. 0.02% 189 $56K New
CARR Carrier Global Corp. 0.02% 967 $54K No change
UNH Unitedhealth Group Inc. 0.02% 200 $54K No change
VZ Verizon Communications Inc. 0.02% 1,040 $52K No change
OTIS Otis Worldwide Corp. 0.02% 650 $50K No change
XLE SS Energy Select Sector 0.02% 816 $50K No change
BP BP PLC-Spons ADR 0.02% 1,058 $50K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.02% 210 $50K No change
DHR Danaher Corp. 0.01% 185 $35K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 706 $34K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 728 $33K No change
XLI SS Industrial Select Sector 0.01% 196 $32K No change
SOLS Solstice Adv Materials Inc. 0.01% 399 $30K New
GLD SPDR Gold Shares 0.01% 50 $22K No change
VWO Vanguard Ftse Emerging Marke 0.01% 365 $20K No change
SOLV Solventum Corp. 0.01% 300 $20K No change
ORLY O'reilly Automotive Inc. 0.01% 195 $18K No change
ESGV Vanguard ESG US Stock ETF 0.01% 158 $18K No change
SCHW Schwab (charles) Corp. 0.01% 169 $16K No change
ACWI iShares MSCI Acwi ETF 0.00% 105 $15K New
DUK Duke Energy Corp. 0.00% 110 $14K No change
ADI Analog Devices Inc. 0.00% 44 $14K No change
TGT Target Corp. 0.00% 112 $14K No change
AAXJ iShares MSCI All Country Asi 0.00% 137 $13K New
D Dominion Energy Inc. 0.00% 213 $13K No change
USB US Bancorp 0.00% 252 $13K No change
AMT American Tower Corp. 0.00% 75 $13K No change
OXY Occidental Petroleum Corp. 0.00% 181 $12K No change
AMP Ameriprise Financial Inc. 0.00% 23 $10K No change
USMV iShares MSCI USA Min Vol Fac 0.00% 106 $10K Reduce -43.6%
VIK Viking Holdings Ltd. 0.00% 100 $7K No change
HIG Hartford Insurance Group Inc. 0.00% 42 $6K No change
MS Morgan Stanley 0.00% 26 $4K No change
GS Goldman Sachs Group Inc. 0.00% 5 $4K No change
EBAY eBay Inc. 0.00% 46 $4K No change
NDAQ Nasdaq 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 $572 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $944 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 22$944No change

Total filed on the 13F, all lines: $318.6M.

Portfolio Sells Q4 2025 → Q1 2026
IGM iShares Expanded Tech Sector Reduce -14.6% 1.63% −0.43
AAPL Apple Inc. Reduce -1.0% 2.51% −0.17
EZU iShares MSCI Eurozone ETF Reduce -1.5% 2.71% −0.07
ADP Automatic Data Processing Reduce -1.0% 0.25% −0.07
XLK SS Technology Select Sector Reduce -2.5% 0.65% −0.06
EMLC Vaneck JPM Em Local Curr BND Reduce -0.0% 2.55% −0.04
JPIB JPMorgan Intl BND ETF Reduce -0.1% 3.17% −0.03
ABT Abbott Laboratories Reduce -1.1% 0.11% −0.02
JPST JPMorgan Ultra-Short Income Reduce -11.7% 0.12% −0.01
MRSH Marsh & McLennan Cos Reduce -1.9% 0.10% −0.01
HD Home Depot Inc. Reduce -1.1% 0.17% −0.01
SPGM State Street SPDR Portfolio Reduce -15.9% 0.03% −0.01
CVX Chevron Corp. Reduce -30.5% 0.10% −0.00
USMV iShares MSCI USA Min Vol Fac Reduce -43.6% 0.00% −0.00
DHI D.R. Horton Inc. Sold out 0.00% −0.00
RJF Raymond James Financial Inc. Sold out 0.00% −0.00
MET Metlife Inc. Sold out 0.00% −0.00
BND Vanguard Total Bond Market Reduce -1.3% 0.03% −0.00
ASHR Xtrackers Harvest Csi 300 CH Reduce -0.2% 0.56% +0.00
FLIA Franklin International Aggre Reduce -0.0% 0.75% +0.01
BBCA JPMorgan Betabuilders Canada Reduce -0.0% 0.83% +0.02
JNJ Johnson & Johnson Reduce -5.0% 0.51% +0.06
XOM Exxon Mobil Corp. Reduce -2.7% 0.40% +0.11
AVEM Avantis Emerging Markets Eq Reduce -0.0% 2.49% +0.14
DJP Ipath Bloomberg Commodity Inc. Reduce -0.0% 2.63% +0.60

Portfolio Buys Q4 2025 → Q1 2026
IEMG iShares Core MSCI Emerging Add +0.1% 4.69% +0.23
IJH iShares Core S&P Midcap ETF Add +0.0% 5.09% +0.17
JCPB JPMorgan Core Plus Bond ETF Add +1.5% 4.13% +0.08
IEFA iShares Core MSCI Eafe ETF Add +0.7% 2.81% +0.08
BOND PIMCO Active Bond Exchange-T Add +1.8% 4.12% +0.08
AGG iShares Core U.S. Aggregate Add +1.8% 3.15% +0.07
GTO Invesco Total Return Bond Et Add +1.7% 4.10% +0.06
IEUR iShares Core MSCI Europe ETF Add +2.7% 1.94% +0.05
BBJP JPMorgan Betabuilders Japan Add +0.1% 0.97% +0.05
RSP Invesco S&P 500 Equal Weight Add +0.2% 3.34% +0.05
MUB iShares National Muni Bond E Add +4.8% 0.77% +0.04
EWA iShares MSCI Australia ETF Add +0.2% 0.45% +0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +1.9% 0.82% +0.02
WAT Waters Corp. New 0.02% +0.02
EWU iShares MSCI United Kingdom Add +0.1% 0.27% +0.01
SOLS Solstice Adv Materials Inc. New 0.01% +0.01
ACWI iShares MSCI Acwi ETF New 0.00% +0.00
AAXJ iShares MSCI All Country Asi New 0.00% +0.00
MCHI iShares MSCI China ETF Add +0.2% 0.44% −0.02
VTI VG Morningstar TS MKT ETF-US Add +0.2% 2.32% −0.07
VSLU Applied Finance Valuat ETF Add +1.0% 3.65% −0.13
IVV iShares Core S&P 500 ETF Add +2.0% 8.98% −0.15
GSLC Goldman Activebeta US LC ETF Add +0.4% 5.48% −0.23

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