ACIMA PRIVATE WEALTH, LLC
CIK: 1761961SEC EDGAR →
Portfolio Value
$179.4B
Holdings
177
As of
Q1 2026
New Positions
177
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE S&P MID-CAP ETF | 240,189 | $16.2B | 9.04% |
| 2 | ISHARES CORE MSCI EMERGING MARKETS ETF | 214,310 | $14.9B | 8.33% |
| 3 | JPMORGAN CORE PLUS BOND ETF | 279,732 | $13.2B | 7.34% |
| 4 | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 142,364 | $13.1B | 7.32% |
| 5 | INVESCO TOTAL RETURN BOND ETF | 278,841 | $13.1B | 7.28% |
| 6 | APPLIED FINANCE VALUATION LARGE CAP ETF | 278,202 | $11.6B | 6.48% |
| 7 | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 211,048 | $10.1B | 5.63% |
| 8 | ISHARES CORE U.S. AGGREGATE BOND ETF | 101,121 | $10.0B | 5.59% |
| 9 | ISHARES CORE MSCI EAFE ETF | 99,057 | $9.0B | 5.00% |
| 10 | ISHARES MSCI EUROZONE ETF | 137,674 | $8.6B | 4.81% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $156.1B | 87.0% |
| Unknown | 11 | $11.1B | 6.2% |
| Technology | 14 | $9.2B | 5.1% |
| Consumer Defensive | 9 | $1.5B | 0.8% |
| Healthcare | 17 | $892.5M | 0.5% |
| Utilities | 5 | $306.0M | 0.2% |
| Industrials | 14 | $185.4M | 0.1% |
| Energy | 6 | $63.9M | 0.0% |
| Basic Materials | 4 | $32.3M | 0.0% |
| Consumer Cyclical | 9 | $31.3M | 0.0% |
| Communication Services | 4 | $4.8M | 0.0% |
| Real Estate | 1 | $13K | 0.0% |