DOSSIER · 13F-HR · Q2 2026

ACIMA PRIVATE WEALTH, LLC

$344M in tracked AUM across 173 positions as of Q2 2026.

AP
CIK 0001761961 · last filed Jun 30, 2026
Total AUM
$344M
as of Q2 2026
Holdings
173
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ACIMA PRIVATE WEALTH, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$34M45K9.8%
02
GSLC
GS ACTIVEBETA US LARGE CAP EQUITY ETF
$20M142K5.8%
03
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
$17M205K4.9%
04
IJH
ISHARES CORE S&P MID-CAP ETF
$15M199K4.5%
05
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
$14M313K4.2%
06
JCPB
JPMORGAN CORE PLUS BOND ETF
$14M292K4.0%
07
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$14M148K4.0%
08
GTO
INVESCO TOTAL RETURN BOND ETF
$14M291K4.0%
09
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
$11M50K3.1%
10
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND
$10M215K3.0%

Filing history

2026Q2Jun 30
$344M 8.1%
173 positionsView →
2026Q1Mar 31
$319M 1.1%
177 positionsView →
2025Q4Dec 31
$322M 0.9%
176 positionsView →
2025Q3Sep 30
$319M 8.8%
179 positionsView →
2025Q2Jun 30
$293M 5.3%
180 positionsLocked
2025Q1Mar 31
$279M 6.2%
180 positionsLocked
2024Q4Dec 31
$297M 0.4%
184 positionsLocked
2024Q3Sep 30
$298M 9.6%
184 positionsLocked
2024Q2Jun 30
$272M 0.3%
183 positionsLocked
2024Q1Mar 31
$271M 5.9%
198 positionsLocked
2023Q4Dec 31
$256M 13.9%
240 positionsLocked
2023Q3Sep 30
$225M 7.6%
250 positionsLocked
Showing 12 of 31