ACIMA PRIVATE WEALTH, LLC
CIK: 1761961SEC EDGAR →
Portfolio Value
$186.9B
Holdings
173
As of
Q2 2026
New Positions
176
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE MSCI EMERGING MARKETS ETF | 204,594 | $16.9B | 9.07% |
| 2 | ISHARES CORE S&P MID-CAP ETF | 199,457 | $15.4B | 8.23% |
| 3 | APPLIED FINANCE VALUATION LARGE CAP ETF | 312,859 | $14.5B | 7.74% |
| 4 | JPMORGAN CORE PLUS BOND ETF | 291,629 | $13.7B | 7.32% |
| 5 | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 148,379 | $13.7B | 7.32% |
| 6 | INVESCO TOTAL RETURN BOND ETF | 290,933 | $13.6B | 7.30% |
| 7 | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | 215,439 | $10.4B | 5.57% |
| 8 | ISHARES CORE U.S. AGGREGATE BOND ETF | 103,994 | $10.3B | 5.51% |
| 9 | ISHARES MSCI EUROZONE ETF | 139,812 | $9.7B | 5.20% |
| 10 | ISHARES CORE MSCI EAFE ETF | 99,334 | $9.6B | 5.13% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 82 | $163.2B | 87.3% |
| Unknown | 11 | $11.8B | 6.3% |
| Technology | 13 | $8.6B | 4.6% |
| Consumer Defensive | 9 | $1.5B | 0.8% |
| Healthcare | 16 | $1.2B | 0.6% |
| Utilities | 5 | $298.0M | 0.2% |
| Industrials | 13 | $210.1M | 0.1% |
| Energy | 6 | $49.8M | 0.0% |
| Basic Materials | 4 | $37.4M | 0.0% |
| Consumer Cyclical | 9 | $23.9M | 0.0% |
| Communication Services | 4 | $4.2M | 0.0% |
| Real Estate | 1 | $12K | 0.0% |