ACIMA PRIVATE WEALTH, LLC
Q4 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
176
- Value ($000)
$322,232
- Date Filed01/15/2026
- Form type13F-HR
- CIK0001761961
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES CORE S&P 500 ETF | ETF | 464287200 | $29.42 M | 9 % | 42,953 | ||
G GS ACTIVEBETA US LARGE CAP EQUITY ETF | ETF | 381430503 | $18.41 M | 6 % | 139,061 | ||
I ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $15.85 M | 5 % | 240,088 | ||
I ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | $14.39 M | 5 % | 214,091 | ||
J JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $13.05 M | 4 % | 275,547 | ||
B PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $13.02 M | 4 % | 139,883 | ||
G INVESCO TOTAL RETURN BOND ETF | ETF | 46090A804 | $13.01 M | 4 % | 274,278 | ||
V APPLIED FINANCE VALUATION LARGE CAP ETF | ETF | 26923N405 | $12.19 M | 4 % | 275,450 | ||
R INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $10.61 M | 3 % | 55,404 | ||
J JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | ETF | 46641Q852 | $10.29 M | 3 % | 211,317 |
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