Acima Private Wealth, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 6, 2026), Acima Private Wealth, LLC reported 172 stock positions worth $344.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.8% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 5.8%) and iShares Core MSCI Emerging (IEMG, 4.9%). Compared with Q1 2026, it opened 1 new position, sold out of 5, added to 16 and reduced 23. The biggest buy was iShares MSCI All Country Asi (AAXJ, shares +18183%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −17%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001761961
Portfolio Value
$344.3M (Q2 2026)
SEC Filing
0001761961-26-000004 ↗ filed Jul 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 Q1 2026 Q2 2026: $344.3M $344.3M Q2 2026

Holdings 172 stocks · $344.3M
IVV iShares Core S&P 500 ETF 9.82% 45,167 $33.8M Add +3.1%
GSLC Goldman Activebeta US LC ETF 5.85% 141,960 $20.1M Add +1.7%
IEMG iShares Core MSCI Emerging 4.92% 204,594 $16.9M Reduce -4.5%
IJH iShares Core S&P Midcap ETF 4.47% 199,457 $15.4M Reduce -17.0%
VSLU Applied Finance Valuat ETF 4.20% 312,859 $14.5M Add +12.5%
JCPB JPMorgan Core Plus Bond ETF 3.98% 291,629 $13.7M Add +4.3%
BOND PIMCO Active Bond Exchange-T 3.97% 148,379 $13.7M Add +4.2%
GTO Invesco Total Return Bond Et 3.96% 290,933 $13.6M Add +4.3%
RSP Invesco S&P 500 Equal Weight 3.08% 49,806 $10.6M Reduce -10.3%
JPIB JPMorgan Intl BND ETF 3.02% 215,439 $10.4M Add +2.1%
AGG iShares Core U.S. Aggregate 2.99% 103,994 $10.3M Add +2.8%
EZU iShares MSCI Eurozone ETF 2.82% 139,812 $9.7M Add +1.6%
IEFA iShares Core MSCI Eafe ETF 2.79% 99,334 $9.6M Add +0.3%
AAPL Apple Inc. 2.64% 31,421 $9.1M Reduce -0.1%
AVEM Avantis Emerging Markets Eq 2.55% 91,106 $8.8M Reduce -7.4%
VTI VG Morningstar TS MKT ETF-US 2.46% 22,897 $8.5M Reduce -0.6%
EMLC Vaneck JPM Em Local Curr BND 2.45% 329,409 $8.4M Add +1.9%
IGM iShares Expanded Tech Sector 2.08% 43,740 $7.2M No change
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 2.06% 162,587 $7.1M Reduce -6.7%
IEUR iShares Core MSCI Europe ETF 1.89% 86,471 $6.5M Reduce -1.9%
IWP iShares Russell Mid-Cap Grow 1.58% 37,139 $5.4M No change
XLF SS Financial Select Sector 1.28% 82,253 $4.4M No change
BBJP JPMorgan Betabuilders Japan 0.98% 44,811 $3.4M Reduce -0.5%
AAXJ iShares MSCI All Country Asi 0.87% 25,048 $3.0M Add +18183.2%
XLK SS Technology Select Sector 0.86% 15,602 $3.0M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.80% 54,499 $2.8M Add +3.9%
BBCA JPMorgan Betabuilders Canada 0.79% 27,392 $2.7M Reduce -2.4%
XOP SS SPDR S&P Og Exp & Prod 0.78% 17,313 $2.7M No change
MUB iShares National Muni Bond E 0.77% 24,795 $2.7M Add +6.8%
FLIA Franklin International Aggre 0.71% 119,895 $2.5M Add +2.2%
VIG Vanguard Dividend Apprec ETF 0.70% 10,225 $2.4M No change
XLP SS Consumer Staples Sel Sect 0.63% 26,284 $2.2M No change
MSFT Microsoft Corp. 0.62% 5,697 $2.1M No change
ABBV Abbvie Inc. 0.50% 6,848 $1.7M No change
JNJ Johnson & Johnson 0.49% 6,648 $1.7M No change
LOW Lowe's Cos Inc. 0.44% 6,905 $1.5M No change
CAT Caterpillar Inc. 0.43% 1,400 $1.5M No change
NOW ServiceNow Inc. 0.43% 14,785 $1.5M No change
BKNG Booking Holdings Inc. 0.42% 8,100 $1.4M No change
SHW The Sherwin-Williams Co. 0.41% 4,110 $1.4M No change
EWA iShares MSCI Australia ETF 0.41% 49,781 $1.4M Reduce -2.8%
V Visa Inc. Class A 0.38% 3,810 $1.3M No change
MELI MercadoLibre Inc. 0.36% 739 $1.3M No change
IWO iShares Russell 2000 Growth 0.36% 3,170 $1.2M No change
LMT Lockheed Martin Corp. 0.33% 2,231 $1.1M No change
AMZN Amazon.com Inc. 0.31% 4,447 $1.1M Reduce -1.5%
PGR Progressive Corp. 0.30% 4,680 $1.0M No change
GOOG Alphabet Inc. Class C 0.29% 2,873 $1.0M No change
XOM Exxon Mobil Corp. 0.29% 7,423 $1.0M No change
UNP Union Pacific Corp. 0.29% 3,671 $999K No change
IWF iShares Russell 1000 Growth 0.26% 7,316 $908K No change
IWM iShares Russell 2000 ETF 0.26% 2,988 $898K Reduce -3.0%
VRTX Vertex Pharmaceuticals Inc. 0.26% 1,806 $897K No change
RTX RTX Corp. 0.26% 4,694 $891K No change
ADP Automatic Data Processing 0.25% 3,888 $871K No change
PG The Procter & Gamble Co. 0.25% 5,907 $866K No change
EWU iShares MSCI United Kingdom 0.25% 18,479 $853K Reduce -3.8%
MCD McDonald's Corp. 0.24% 3,101 $838K No change
XLV SS Health Care Select Sector 0.24% 5,228 $829K No change
GLW Corning Inc. 0.24% 3,200 $817K No change
GOOGL Alphabet Inc. Class A 0.23% 2,240 $801K No change
ITW Illinois Tool Works 0.23% 2,934 $794K No change
ASHR Xtrackers Harvest Csi 300 CH 0.23% 21,404 $785K Reduce -60.7%
CSCO Cisco Systems Inc. 0.22% 6,591 $774K No change
TXN Texas Instruments Inc. 0.22% 2,530 $754K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 999 $746K No change
KO The Coca-Cola Co. 0.21% 9,066 $737K No change
PEP Pepsico Inc. 0.20% 5,206 $705K No change
AMGN Amgen Inc. 0.20% 1,892 $685K No change
MRK Merck & Co. Inc. 0.18% 4,764 $612K No change
HD Home Depot Inc. 0.17% 1,664 $587K No change
COP Conocophillips 0.16% 5,450 $567K No change
MCHI iShares MSCI China ETF 0.16% 10,946 $559K Reduce -55.8%
EW Edwards Lifesciences Corp. 0.16% 5,904 $534K No change
JMUB JPMorgan Municipal ETF 0.15% 10,285 $521K Add +19.6%
EFA iShares MSCI Eafe ETF 0.15% 4,970 $516K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.14% 1,380 $475K No change
WMT Walmart Inc. 0.13% 3,900 $442K No change
APD Air Products & Chemicals Inc. 0.13% 1,500 $440K No change
IWS iShares Russell Mid-Cap Valu 0.12% 2,585 $425K No change
COF Capital One Financial Corp. 0.12% 2,095 $420K No change
DRI Darden Restaurants Inc. 0.12% 2,000 $412K No change
QUAL iShares MSCI USA Quality Fac 0.11% 1,782 $391K No change
IWD iShares Russell 1000 Value E 0.11% 1,570 $381K No change
MA Mastercard Inc. Class A 0.11% 734 $377K No change
ADBE Adobe Inc. 0.11% 1,815 $372K No change
SHOP Shopify Inc. Class A 0.11% 3,251 $371K No change
BLK BlackRock Inc. 0.11% 379 $364K No change
TMO Thermo Fisher Scientific Inc. 0.11% 722 $362K No change
AXP American Express Co. 0.10% 1,056 $357K Reduce -4.0%
ORCL Oracle Corp. 0.10% 2,400 $352K No change
MKL Markel Group Inc. 0.10% 180 $352K Reduce -7.7%
ACN Accenture PLC Class A 0.10% 2,800 $348K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 679 $340K No change
PFE Pfizer Inc. 0.10% 14,009 $337K No change
SPGI S&P Global Inc. 0.10% 826 $336K No change
UFOX Defiance Space and Connectiv 0.10% 3,473 $330K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 4,028 $325K No change
IWR iShares Russell Mid-Cap ETF 0.09% 2,915 $322K Reduce -14.4%
MRSH Marsh & McLennan Cos 0.09% 1,881 $314K No change
ABT Abbott Laboratories 0.09% 3,382 $307K No change
SYY Sysco Corp. 0.09% 3,500 $293K No change
DOV Dover Corp. 0.08% 1,250 $280K No change
IDXX Idexx Laboratories Inc. 0.08% 493 $260K No change
HEI.A Heico Corp. Class A 0.07% 994 $256K No change
CVX Chevron Corp. 0.07% 1,521 $252K No change
MO Altria Group Inc. 0.07% 3,501 $252K No change
AFL Aflac Inc. 0.07% 2,148 $252K No change
JPST JPMorgan Ultra-Short Income 0.07% 4,903 $248K Reduce -34.4%
NOC Northrop Grumman Corp. 0.07% 480 $244K No change
BDX Becton Dickinson and Co. 0.06% 1,400 $212K No change
PM Philip Morris International 0.06% 1,123 $203K No change
PPG PPG Industries Inc. 0.06% 1,667 $202K No change
BIIB Biogen Inc. 0.06% 916 $198K No change
AFG American Financial Group Inc. 0.06% 1,371 $192K No change
CL Colgate-Palmolive Co. 0.05% 2,000 $183K No change
AEP American Electric Power 0.05% 1,224 $167K No change
MMM 3M Co. 0.05% 975 $158K No change
VTWO Vanguard Russell 2000 ETF 0.04% 1,225 $149K Reduce -3.9%
SO The Southern Co. 0.04% 1,500 $144K No change
NEE Nextera Energy Inc. 0.04% 1,592 $140K No change
KMB Kimberly-Clark Corp. 0.04% 1,244 $137K No change
SPGM State Street SPDR Portfolio 0.03% 1,218 $104K No change
VOO Vanguard S&P 500 ETF 0.03% 150 $103K No change
JPM JPMorgan Chase & Co. 0.03% 296 $97K No change
LLY Eli Lilly & Co. 0.03% 75 $90K No change
COR Cencora Inc. 0.03% 317 $90K No change
CSX CSX Corp. 0.02% 1,800 $86K No change
BND Vanguard Total Bond Market 0.02% 1,159 $85K Reduce -8.1%
PSX Phillips 66 0.02% 500 $85K No change
IJT iShares S&P Small-Cap 600 GR 0.02% 470 $84K No change
UNH Unitedhealth Group Inc. 0.02% 200 $83K No change
NVDA Nvidia Corp. 0.02% 410 $82K No change
CARR Carrier Global Corp. 0.02% 967 $71K No change
WAT Waters Corp. 0.02% 189 $71K No change
IJR iShares Core S&P Small-Cap E 0.02% 465 $69K No change
COST Costco Wholesale Corp. 0.02% 72 $67K No change
VB Vanguard Most SM-Cap ETF-Usd 0.02% 217 $66K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.02% 210 $57K No change
OTIS Otis Worldwide Corp. 0.01% 650 $47K No change
VZ Verizon Communications Inc. 0.01% 1,040 $44K No change
XLE SS Energy Select Sector 0.01% 816 $43K No change
BAC Bank of America Corp. 0.01% 706 $40K No change
BP BP PLC-Spons ADR 0.01% 1,058 $39K No change
XLI SS Industrial Select Sector 0.01% 196 $36K No change
SOLS Solstice Adv Materials Inc. 0.01% 399 $35K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 728 $33K No change
SOLV Solventum Corp. 0.01% 300 $23K No change
VWO Vanguard Ftse Emerging Marke 0.01% 365 $22K No change
ESGV Vanguard ESG US Stock ETF 0.01% 158 $21K No change
GLD SPDR Gold Shares 0.01% 50 $18K No change
ORLY O'reilly Automotive Inc. 0.01% 195 $18K No change
GXC State Street SPDR S&P China 0.01% 204 $18K Reduce -93.8%
ADI Analog Devices Inc. 0.01% 44 $17K No change
ACWI iShares MSCI Acwi ETF 0.00% 105 $16K No change
USB US Bancorp 0.00% 252 $15K No change
TGT Target Corp. 0.00% 112 $15K No change
D Dominion Energy Inc. 0.00% 213 $15K No change
DUK Duke Energy Corp. 0.00% 110 $14K No change
AMT American Tower Corp. 0.00% 75 $12K No change
AMP Ameriprise Financial Inc. 0.00% 23 $11K No change
VIK Viking Holdings Ltd. 0.00% 100 $10K No change
USMV iShares MSCI USA Min Vol Fac 0.00% 106 $10K No change
AOR iShares Core 60/40 Balanced 0.00% 131 $9K New
OXY Occidental Petroleum Corp. 0.00% 181 $9K No change
HIG Hartford Insurance Group Inc. 0.00% 42 $6K No change
MS Morgan Stanley 0.00% 26 $5K No change
EBAY eBay Inc. 0.00% 46 $5K No change
NDAQ Nasdaq Inc. 0.00% 46 $4K No change
T AT&T Inc. 0.00% 116 $2K 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 $563 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $586 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 22$586No change

Total filed on the 13F, all lines: $344.3M.

Portfolio Sells Q1 2026 → Q2 2026
IJH iShares Core S&P Midcap ETF Reduce -17.0% 4.47% −0.62
DJP Ipath Bloomberg Commodity Inc. Reduce -6.7% 2.06% −0.57
ASHR Xtrackers Harvest Csi 300 CH Reduce -60.7% 0.23% −0.33
MCHI iShares MSCI China ETF Reduce -55.8% 0.16% −0.27
RSP Invesco S&P 500 Equal Weight Reduce -10.3% 3.08% −0.27
HON Honeywell International Inc. Sold out 0.00% −0.11
GXC State Street SPDR S&P China Reduce -93.8% 0.01% −0.09
INTC Intel Corp. Sold out 0.00% −0.09
IEUR iShares Core MSCI Europe ETF Reduce -1.9% 1.89% −0.06
JPST JPMorgan Ultra-Short Income Reduce -34.4% 0.07% −0.05
EWA iShares MSCI Australia ETF Reduce -2.8% 0.41% −0.04
BBCA JPMorgan Betabuilders Canada Reduce -2.4% 0.79% −0.04
EWU iShares MSCI United Kingdom Reduce -3.8% 0.25% −0.03
MKL Markel Group Inc. Reduce -7.7% 0.10% −0.02
DHR Danaher Corp. Sold out 0.00% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -14.4% 0.09% −0.01
SCHW Schwab (charles) Corp. Sold out 0.00% −0.01
BND Vanguard Total Bond Market Reduce -8.1% 0.02% −0.00
GS Goldman Sachs Group Inc. Sold out 0.00% −0.00
AXP American Express Co. Reduce -4.0% 0.10% −0.00
VTWO Vanguard Russell 2000 ETF Reduce -3.9% 0.04% +0.00
BBJP JPMorgan Betabuilders Japan Reduce -0.5% 0.98% +0.01
AMZN Amazon.com Inc. Reduce -1.5% 0.31% +0.01
IWM iShares Russell 2000 ETF Reduce -3.0% 0.26% +0.02
AVEM Avantis Emerging Markets Eq Reduce -7.4% 2.55% +0.06
AAPL Apple Inc. Reduce -0.1% 2.64% +0.13
VTI VG Morningstar TS MKT ETF-US Reduce -0.6% 2.46% +0.14
IEMG iShares Core MSCI Emerging Reduce -4.5% 4.92% +0.23

Portfolio Buys Q1 2026 → Q2 2026
AAXJ iShares MSCI All Country Asi Add +18183.2% 0.87% +0.86
IVV iShares Core S&P 500 ETF Add +3.1% 9.82% +0.84
VSLU Applied Finance Valuat ETF Add +12.5% 4.20% +0.55
GSLC Goldman Activebeta US LC ETF Add +1.7% 5.85% +0.37
EZU iShares MSCI Eurozone ETF Add +1.6% 2.82% +0.12
JMUB JPMorgan Municipal ETF Add +19.6% 0.15% +0.02
AOR iShares Core 60/40 Balanced New 0.00% +0.00
MUB iShares National Muni Bond E Add +6.8% 0.77% +0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +3.9% 0.80% −0.02
IEFA iShares Core MSCI Eafe ETF Add +0.3% 2.79% −0.03
FLIA Franklin International Aggre Add +2.2% 0.71% −0.03
EMLC Vaneck JPM Em Local Curr BND Add +1.9% 2.45% −0.10
GTO Invesco Total Return Bond Et Add +4.3% 3.96% −0.14
JPIB JPMorgan Intl BND ETF Add +2.1% 3.02% −0.14
BOND PIMCO Active Bond Exchange-T Add +4.2% 3.97% −0.15
JCPB JPMorgan Core Plus Bond ETF Add +4.3% 3.98% −0.16
AGG iShares Core U.S. Aggregate Add +2.8% 2.99% −0.16

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