ACIMA PRIVATE WEALTH, LLC

Q2 2025 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    180

  • Value ($000)

    $293,447

  • Date Filed
    07/24/2025
  • Form type
    13F-HR
  • CIK
    0001761961
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
$26.24 M
9 %

42,258

GSLC
GSLC

GS ACTIVEBETA US LARGE CAP EQUITY ETF

ETF
$20.36 M
7 %

167,697

IJH
IJH

ISHARES CORE S&P MID-CAP ETF

ETF
$17.55 M
6 %

282,928

IEMG
IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

ETF
$13.29 M
5 %

221,436

JPIB
JPIB

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST

ETF
$10.28 M
4 %

211,503

RSP
RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

ETF
$9.85 M
3 %

54,177

JCPB
JCPB

JPMORGAN CORE PLUS BOND ETF

ETF
$9.79 M
3 %

208,007

BOND
BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

ETF
$9.77 M
3 %

105,935

GTO
GTO

INVESCO TOTAL RETURN BOND ETF

ETF
$9.74 M
3 %

207,755

VSLU
VSLU

APPLIED FINANCE VALUATION LARGE CAP ETF

ETF
$9.13 M
3 %

233,264

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