ACIMA PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, ACIMA PRIVATE WEALTH, LLC held in its portfolio 176 assets valued at $322,231,991 (i.e. $322.23M).
The most valuable assets in the portfolio included: ISHARES CORE S&P 500 ETF ($29.42M), GS ACTIVEBETA US LARGE CAP EQUITY ETF ($18.41M), and ISHARES CORE S&P MID-CAP ETF ($15.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 176 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ACIMA PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 42953 | 29420228 | ETF |
| GS ACTIVEBETA US LARGE CAP EQUITY ETF | 139061 | 18407505 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 240088 | 15845808 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 214091 | 14391197 | ETF |
| JPMORGAN CORE PLUS BOND ETF | 275547 | 13047163 | ETF |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 139883 | 13020279 | ETF |
| INVESCO TOTAL RETURN BOND ETF | 274278 | 13006251 | ETF |
| APPLIED FINANCE VALUATION LARGE CAP ETF | 275450 | 12191417 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 55404 | 10613190 | ETF |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 211317 | 10291154 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 99377 | 9925818 | ETF |
| ISHARES MSCI EUROZONE ETF | 139732 | 8956821 | ETF |
| ISHARES CORE MSCI EAFE ETF | 98354 | 8798749 | ETF |
| APPLE INC COM | 31767 | 8636177 | Stock |
| VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | 323432 | 8351020 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 22988 | 7707187 | ETF |
| AVANTIS EMERGING MARKETS EQUITY ETF | 98393 | 7578229 | ETF |
| ISHARES EXPANDED TECH SECTOR ETF | 51240 | 6618158 | ETF |
| IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 174291 | 6555085 | ETF |
| ISHARES CORE MSCI EUROPE ETF | 85788 | 6089232 | ETF |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 37139 | 5085815 | ETF |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 82253 | 4504997 | ETF |
| JPMORGAN BETABUILDERS JAPAN ETF | 45003 | 2966148 | ETF |
| MICROSOFT CORP COM | 5697 | 2755183 | Stock |
| JPMORGAN BETABUILDERS CANADA ETF | 28065 | 2610057 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 51454 | 2587622 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 22159 | 2373450 | ETF |
| FRANKLIN INTERNATIONAL AGGREGATE BOND ETF | 117381 | 2368744 | ETF |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 16002 | 2303808 | ETF |
| SERVICENOW INC COM | 14785 | 2264914 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 10225 | 2247251 | ETF |
| STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 17313 | 2185939 | ETF |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 26284 | 2041741 | ETF |
| XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | 54615 | 1794103 | ETF |
| BOOKING HOLDINGS INC COM | 324 | 1735127 | Stock |
| LOWES COS INC COM | 6905 | 1665210 | Stock |
| ABBVIE INC COM | 6848 | 1564700 | Stock |
| MERCADOLIBRE INC COM | 739 | 1488538 | Stock |
| ISHARES MSCI CHINA ETF | 24694 | 1483369 | ETF |
| JOHNSON & JOHNSON COM | 7000 | 1448650 | Stock |
| ISHARES MSCI AUSTRALIA ETF | 51114 | 1338676 | ETF |
| VISA INC COM CL A | 3810 | 1336205 | Stock |
| SHERWIN WILLIAMS CO COM | 4110 | 1331763 | Stock |
| LOCKHEED MARTIN CORP COM | 2231 | 1079068 | Stock |
| PROGRESSIVE CORP COM | 4680 | 1065730 | Stock |
| AMAZON COM INC COM | 4513 | 1041691 | Stock |
| ISHARES RUSSELL 2000 GROWTH ETF | 3170 | 1023942 | ETF |
| AUTOMATIC DATA PROCESSING INC COM | 3926 | 1009885 | Stock |
| MCDONALDS CORP COM | 3101 | 947759 | Stock |
| EXXON MOBIL CORP COM | 7627 | 917833 | Stock |
| ALPHABET INC CAP STK CL C | 2873 | 901547 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 1829 | 865666 | ETF |
| RTX CORPORATION COM | 4694 | 860880 | Stock |
| UNION PAC CORP COM | 3671 | 849176 | Stock |
| PROCTER AND GAMBLE CO COM | 5907 | 846532 | Stock |
| ISHARES MSCI UNITED KINGDOM ETF | 19184 | 843712 | ETF |
| VERTEX PHARMACEUTICALS INC COM | 1806 | 818768 | Stock |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 5228 | 809294 | ETF |
| CATERPILLAR INC COM | 1400 | 802018 | Stock |
| ISHARES RUSSELL 2000 ETF | 3081 | 758419 | ETF |
| ACCENTURE PLC IRELAND SHS CLASS A | 2800 | 751240 | Stock |
| PEPSICO INC COM | 5206 | 747165 | Stock |
| ILLINOIS TOOL WKS INC COM | 2934 | 722644 | Stock |
| ALPHABET INC CAP STK CL A | 2240 | 701120 | Stock |
| SPDR S&P 500 ETF TRUST | 999 | 681238 | ETF |
| ADOBE INC COM | 1815 | 635232 | Stock |
| COCA COLA CO COM | 9066 | 633804 | Stock |
| AMGEN INC COM | 1892 | 619271 | Stock |
| HOME DEPOT INC COM | 1682 | 578776 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 3251 | 523313 | Stock |
| CONOCOPHILLIPS COM | 5450 | 510175 | Stock |
| CAPITAL ONE FINL CORP COM | 2095 | 507744 | Stock |
| CISCO SYS INC COM | 6591 | 507705 | Stock |
| EDWARDS LIFESCIENCES CORP COM | 5904 | 503316 | Stock |
| MERCK & CO INC COM | 4764 | 501459 | Stock |
| ISHARES MSCI EAFE ETF | 4970 | 477269 | ETF |
| ORACLE CORP COM | 2400 | 467784 | Stock |
| TEXAS INSTRS INC COM | 2530 | 438930 | Stock |
| WALMART INC COM | 3900 | 434499 | Stock |
| VANGUARD LARGE-CAP ETF | 1380 | 434424 | ETF |
| JPMORGAN MUNICIPAL ETF | 8599 | 434250 | ETF |
| S&P GLOBAL INC COM | 826 | 431659 | Stock |
| ABBOTT LABS COM | 3420 | 428492 | Stock |
| JPMORGAN ULTRA-SHORT INCOME ETF | 8463 | 428143 | ETF |
| MARKEL GROUP INC COM | 195 | 419182 | Stock |
| MASTERCARD INCORPORATED CL A | 734 | 419026 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 722 | 418363 | Stock |
| AMERICAN EXPRESS CO COM | 1100 | 406945 | Stock |
| BLACKROCK INC COM | 379 | 405659 | Stock |
| AIR PRODS & CHEMS INC COM | 1500 | 370530 | Stock |
| DARDEN RESTAURANTS INC COM | 2000 | 368040 | Stock |
| ISHARES RUSSELL MID-CAP VALUE ETF | 2585 | 364614 | ETF |
| MARSH COM | 1917 | 355642 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 1782 | 353941 | ETF |
| PFIZER INC COM | 14009 | 348824 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 679 | 341299 | Stock |
| IDEXX LABS INC COM | 493 | 333529 | Stock |
| CHEVRON CORP NEW COM | 2188 | 333473 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 1570 | 330234 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 3404 | 327703 | ETF |
| SPDR S&P CHINA ETF | 3315 | 320925 | ETF |
| HONEYWELL INTL INC COM | 1610 | 314095 | Stock |
| VANGUARD MID-CAP ETF | 1007 | 292252 | ETF |
| CORNING INC COM | 3200 | 280192 | Stock |
| NORTHROP GRUMMAN CORP COM | 480 | 273701 | Stock |
| BECTON DICKINSON & CO COM | 1400 | 271698 | Stock |
| SYSCO CORP COM | 3500 | 257915 | Stock |
| HEICO CORP NEW CL A | 994 | 250915 | Stock |
| DOVER CORP COM | 1250 | 244050 | Stock |
| AFLAC INC COM | 2148 | 236860 | Stock |
| INTEL CORP COM | 6297 | 232359 | Stock |
| DEFIANCE CONNECTIVE TECHNOLOGIES ETF | 3473 | 221702 | ETF |
| ALTRIA GROUP INC COM | 3501 | 201868 | Stock |
| AMERICAN FINL GROUP INC OHIO COM | 1371 | 187388 | Stock |
| PHILIP MORRIS INTL INC COM | 1123 | 180129 | Stock |
| PPG INDS INC COM | 1667 | 170801 | Stock |
| BIOGEN INC COM | 916 | 161207 | Stock |
| COLGATE PALMOLIVE CO COM | 2000 | 158040 | Stock |
| 3M CO COM | 975 | 156098 | Stock |
| AMERICAN ELEC PWR CO INC COM | 1224 | 141139 | Stock |
| SOUTHERN CO COM | 1500 | 130800 | Stock |
| NEXTERA ENERGY INC COM | 1592 | 127806 | Stock |
| VANGUARD RUSSELL 2000 ETF | 1275 | 126888 | ETF |
| KIMBERLY-CLARK CORP COM | 1244 | 125507 | Stock |
| SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 1448 | 111076 | ETF |
| CENCORA INC COM | 317 | 107067 | Stock |
| JPMORGAN CHASE & CO. COM | 296 | 95377 | Stock |
| VANGUARD TOTAL BOND MARKET ETF | 1278 | 94661 | ETF |
| VANGUARD S&P 500 ETF | 150 | 94070 | ETF |
| ELI LILLY & CO COM | 75 | 80601 | Stock |
| NVIDIA CORPORATION COM | 410 | 76465 | Stock |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | 470 | 66345 | ETF |
| UNITEDHEALTH GROUP INC COM | 200 | 66022 | Stock |
| CSX CORP COM | 1800 | 65250 | Stock |
| PHILLIPS 66 COM | 500 | 64520 | Stock |
| COSTCO WHSL CORP NEW COM | 72 | 62088 | Stock |
| OTIS WORLDWIDE CORP COM | 650 | 56778 | Stock |
| VANGUARD SMALL-CAP ETF | 217 | 55975 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 465 | 55884 | ETF |
| VANGUARD MEGA CAP ETF | 210 | 52746 | ETF |
| CARRIER GLOBAL CORPORATION COM | 967 | 51096 | Stock |
| VERIZON COMMUNICATIONS INC COM | 1040 | 42359 | Stock |
| DANAHER CORPORATION COM | 185 | 42350 | Stock |
| BANK AMERICA CORP COM | 706 | 38830 | Stock |
| BP PLC SPONSORED ADR | 1058 | 36744 | ADR |
| ENERGY SELECT SECTOR SPDR ETF | 816 | 36483 | ETF |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 728 | 31078 | ETF |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 196 | 30404 | ETF |
| SOLVENTUM CORP COM SHS | 300 | 23772 | Stock |
| SPDR GOLD SHARES | 50 | 19816 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 365 | 19622 | ETF |
| VANGUARD ESG U.S. STOCK ETF | 158 | 19112 | ETF |
| OREILLY AUTOMOTIVE INC COM | 195 | 17786 | Stock |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 188 | 17702 | ETF |
| SCHWAB CHARLES CORP COM | 169 | 16885 | Stock |
| US BANCORP DEL COM NEW | 252 | 13447 | Stock |
| AMERICAN TOWER CORP NEW COM | 75 | 13168 | REIT |
| DUKE ENERGY CORP NEW COM NEW | 110 | 12893 | Stock |
| DOMINION ENERGY INC COM | 213 | 12480 | Stock |
| ANALOG DEVICES INC COM | 44 | 11933 | Stock |
| AMERIPRISE FINL INC COM | 23 | 11278 | Stock |
| TARGET CORP COM | 112 | 10948 | Stock |
| OCCIDENTAL PETE CORP COM | 181 | 7443 | Stock |
| VIKING HOLDINGS LTD ORD SHS | 100 | 7141 | Stock |
| D R HORTON INC COM | 44 | 6337 | Stock |
| RAYMOND JAMES FINL INC COM | 38 | 6102 | Stock |
| HARTFORD INSURANCE GROUP INC COM | 42 | 5788 | Stock |
| METLIFE INC COM | 67 | 5289 | Stock |
| MORGAN STANLEY COM NEW | 26 | 4616 | Stock |
| NASDAQ INC COM | 46 | 4468 | Stock |
| GOLDMAN SACHS GROUP INC COM | 5 | 4395 | Stock |
| EBAY INC. COM | 46 | 4007 | Stock |
| AT&T INC COM | 116 | 2881 | Stock |
| PRICE T ROWE GROUP INC COM | 17 | 1740 | Stock |
| META PLATFORMS INC CL A | 1 | 660 | Stock |
| OCCIDENTAL PETE CORP WT EXP 080327 | 22 | 424 | Stock |
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