Holders — by stockHoldings — by fund
ACIMA PRIVATE WEALTH, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001761961
$344.3M
disclosed book value
173
positions
9.8%
largest position share
Positions, as of 2026-06-30
top 100 of 173 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES CORE S&P 500 ETF | 45,167 | $33.8M | 9.8% |
| 2 | GSLCGS ACTIVEBETA US LARGE CAP EQUITY ETF | 141,960 | $20.1M | 5.8% |
| 3 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 204,594 | $16.9M | 4.9% |
| 4 | IJHISHARES CORE S&P MID-CAP ETF | 199,457 | $15.4M | 4.5% |
| 5 | VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF | 312,859 | $14.5M | 4.2% |
| 6 | JCPBJPMORGAN CORE PLUS BOND ETF | 291,629 | $13.7M | 4% |
| 7 | BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 148,379 | $13.7M | 4% |
| 8 | GTOINVESCO TOTAL RETURN BOND ETF | 290,933 | $13.6M | 4% |
| 9 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 49,806 | $10.6M | 3.1% |
| 10 | JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | 215,439 | $10.4M | 3% |
| 11 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 103,994 | $10.3M | 3% |
| 12 | EZUISHARES MSCI EUROZONE ETF | 139,812 | $9.7M | 2.8% |
| 13 | IEFAISHARES CORE MSCI EAFE ETF | 99,334 | $9.6M | 2.8% |
| 14 | AAPLAPPLE INC COM | 31,421 | $9.1M | 2.6% |
| 15 | AVEMAVANTIS EMERGING MARKETS EQUITY ETF | 91,106 | $8.8M | 2.6% |
| 16 | VTIVANGUARD TOTAL STOCK MARKET ETF | 22,897 | $8.5M | 2.5% |
| 17 | EMLCVANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | 329,409 | $8.4M | 2.4% |
| 18 | IGMISHARES EXPANDED TECH SECTOR ETF | 43,740 | $7.2M | 2.1% |
| 19 | DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 162,587 | $7.1M | 2.1% |
| 20 | IEURISHARES CORE MSCI EUROPE ETF | 86,471 | $6.5M | 1.9% |
| 21 | IWPISHARES RUSSELL MID-CAP GROWTH ETF | 37,139 | $5.4M | 1.6% |
| 22 | XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 82,253 | $4.4M | 1.3% |
| 23 | BBJPJPMORGAN BETABUILDERS JAPAN ETF | 44,811 | $3.4M | 1% |
| 24 | AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | 25,048 | $3.0M | 0.9% |
| 25 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 15,602 | $3.0M | 0.9% |
| 26 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 54,499 | $2.8M | 0.8% |
| 27 | BBCAJPMORGAN BETABUILDERS CANADA ETF | 27,392 | $2.7M | 0.8% |
| 28 | XOPSTATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 17,313 | $2.7M | 0.8% |
| 29 | MUBISHARES NATIONAL MUNI BOND ETF | 24,795 | $2.7M | 0.8% |
| 30 | FLIAFRANKLIN INTERNATIONAL AGGREGATE BOND ETF | 119,895 | $2.5M | 0.7% |
| 31 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 10,225 | $2.4M | 0.7% |
| 32 | XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 26,284 | $2.2M | 0.6% |
| 33 | MSFTMICROSOFT CORP COM | 5,697 | $2.1M | 0.6% |
| 34 | ABBVABBVIE INC COM | 6,848 | $1.7M | 0.5% |
| 35 | JNJJOHNSON & JOHNSON COM | 6,648 | $1.7M | 0.5% |
| 36 | LOWLOWES COS INC COM | 6,905 | $1.5M | 0.4% |
| 37 | CATCATERPILLAR INC COM | 1,400 | $1.5M | 0.4% |
| 38 | NOWSERVICENOW INC COM | 14,785 | $1.5M | 0.4% |
| 39 | BKNGBOOKING HOLDINGS INC COM | 8,100 | $1.4M | 0.4% |
| 40 | SHWSHERWIN WILLIAMS CO COM | 4,110 | $1.4M | 0.4% |
| 41 | EWAISHARES MSCI AUSTRALIA ETF | 49,781 | $1.4M | 0.4% |
| 42 | VVISA INC COM CL A | 3,810 | $1.3M | 0.4% |
| 43 | MELIMERCADOLIBRE INC COM | 739 | $1.3M | 0.4% |
| 44 | IWOISHARES RUSSELL 2000 GROWTH ETF | 3,170 | $1.2M | 0.4% |
| 45 | LMTLOCKHEED MARTIN CORP COM | 2,231 | $1.1M | 0.3% |
| 46 | AMZNAMAZON COM INC COM | 4,447 | $1.1M | 0.3% |
| 47 | PGRPROGRESSIVE CORP COM | 4,680 | $1.0M | 0.3% |
| 48 | GOOGALPHABET INC CAP STK CL C | 2,873 | $1.0M | 0.3% |
| 49 | EXMOCEXXON MOBIL CORP COM | 7,423 | $1.0M | 0.3% |
| 50 | UNPUNION PAC CORP COM | 3,671 | $998,512 | 0.3% |
| 51 | IWFISHARES RUSSELL 1000 GROWTH ETF | 7,316 | $908,428 | 0.3% |
| 52 | IWMISHARES RUSSELL 2000 ETF | 2,988 | $897,745 | 0.3% |
| 53 | VRTXVERTEX PHARMACEUTICALS INC COM | 1,806 | $897,094 | 0.3% |
| 54 | RTXRTX CORPORATION COM | 4,694 | $890,593 | 0.3% |
| 55 | ADPAUTOMATIC DATA PROCESSING INC COM | 3,888 | $870,718 | 0.3% |
| 56 | PGPROCTER & GAMBLE CO COM | 5,907 | $866,202 | 0.3% |
| 57 | EWUISHARES MSCI UNITED KINGDOM ETF | 18,479 | $852,621 | 0.2% |
| 58 | MCDMCDONALDS CORP COM | 3,101 | $838,231 | 0.2% |
| 59 | XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 5,228 | $829,474 | 0.2% |
| 60 | GLWCORNING INC COM | 3,200 | $817,376 | 0.2% |
| 61 | GOOGLALPHABET INC CAP STK CL A | 2,240 | $800,509 | 0.2% |
| 62 | ITWILLINOIS TOOL WKS INC COM | 2,934 | $793,559 | 0.2% |
| 63 | ASHRXTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | 21,404 | $784,671 | 0.2% |
| 64 | CSCOCISCO SYS INC COM | 6,591 | $774,179 | 0.2% |
| 65 | TXNTEXAS INSTRS INC COM | 2,530 | $754,117 | 0.2% |
| 66 | SPYSTATE STREET SPDR S&P 500 ETF | 999 | $746,023 | 0.2% |
| 67 | KOCOCA COLA CO COM | 9,066 | $736,794 | 0.2% |
| 68 | PEPPEPSICO INC COM | 5,206 | $704,892 | 0.2% |
| 69 | AMGNAMGEN INC COM | 1,892 | $685,131 | 0.2% |
| 70 | MRKMERCK & CO INC COM | 4,764 | $612,174 | 0.2% |
| 71 | HDHOME DEPOT INC COM | 1,664 | $586,860 | 0.2% |
| 72 | COPCONOCOPHILLIPS COM | 5,450 | $566,582 | 0.2% |
| 73 | MCHIISHARES MSCI CHINA ETF | 10,946 | $558,520 | 0.2% |
| 74 | EWEDWARDS LIFESCIENCES CORP COM | 5,904 | $534,076 | 0.2% |
| 75 | JMUBJPMORGAN MUNICIPAL ETF | 10,285 | $520,987 | 0.2% |
| 76 | EFAISHARES MSCI EAFE ETF | 4,970 | $516,284 | 0.1% |
| 77 | VVVANGUARD LARGE-CAP ETF | 1,380 | $474,596 | 0.1% |
| 78 | WMTWALMART INC COM | 3,900 | $441,714 | 0.1% |
| 79 | APDAIR PRODUCTS AND CHEMICALS INC COM | 1,500 | $439,770 | 0.1% |
| 80 | IWSISHARES RUSSELL MID-CAP VALUE ETF | 2,585 | $425,491 | 0.1% |
| 81 | COFCAPITAL ONE FINL CORP COM | 2,095 | $420,299 | 0.1% |
| 82 | DRIDARDEN RESTAURANTS INC COM | 2,000 | $412,020 | 0.1% |
| 83 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 1,782 | $391,024 | 0.1% |
| 84 | IWDISHARES RUSSELL 1000 VALUE ETF | 1,570 | $380,615 | 0.1% |
| 85 | MAMASTERCARD INCORPORATED CL A | 734 | $376,982 | 0.1% |
| 86 | ADBEADOBE INC COM | 1,815 | $372,111 | 0.1% |
| 87 | SHOPSHOPIFY INC CL A SUB VTG SHS | 3,251 | $371,199 | 0.1% |
| 88 | BLKBLACKROCK INC COM | 379 | $364,431 | 0.1% |
| 89 | TMOTHERMO FISHER SCIENTIFIC INC COM | 722 | $361,982 | 0.1% |
| 90 | AXPAMERICAN EXPRESS CO COM | 1,056 | $357,192 | 0.1% |
| 91 | ORCLORACLE CORP COM | 2,400 | $351,720 | 0.1% |
| 92 | MKLMARKEL GROUP INC COM | 180 | $351,542 | 0.1% |
| 93 | ACCENTURE PLC IRELAND SHS CLASS A | 2,800 | $348,432 | 0.1% |
| 94 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 679 | $339,765 | 0.1% |
| 95 | PFEPFIZER INC COM | 14,009 | $337,337 | 0.1% |
| 96 | SPGIS&P GLOBAL INC COM | 826 | $336,397 | 0.1% |
| 97 | UFOXDEFIANCE CONNECTIVE TECHNOLOGIES ETF | 3,473 | $330,065 | 0.1% |
| 98 | VOVANGUARD MID-CAP ETF | 4,028 | $324,536 | 0.1% |
| 99 | IWRISHARES RUSSELL MIDCAP ETF | 2,915 | $321,583 | 0.1% |
| 100 | MRSHMARSH & MCLENNAN COS INC COM | 1,881 | $313,506 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.