Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ACIMA PRIVATE WEALTH, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

ACIMA PRIVATE WEALTH, LLC (CIK 1761961) reported $318.6M across 176 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($28.6M, 8.98%), GSLC ($17.5M, 5.48%), IJH ($16.2M, 5.09%), IEMG ($14.9M, 4.69%), JCPB ($13.2M, 4.13%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES CORE S&P 500 ETF$28.6M8.98%43,808Added
2GSLCGS ACTIVEBETA US LARGE CAP EQUITY ETF$17.5M5.48%139,567Added
3IJHISHARES CORE S&P MID-CAP ETF$16.2M5.09%240,189Added
4IEMGISHARES CORE MSCI EMERGING MARKETS ETF$14.9M4.69%214,310Added
5JCPBJPMORGAN CORE PLUS BOND ETF$13.2M4.13%279,732Added
6BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$13.1M4.12%142,364Added
7GTOINVESCO TOTAL RETURN BOND ETF$13.1M4.10%278,841Added
8VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF$11.6M3.65%278,202Added
9RSPINVESCO S&P 500 EQUAL WEIGHT ETF$10.7M3.34%55,522Added
10JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST$10.1M3.17%211,048Trimmed
11AGGISHARES CORE U.S. AGGREGATE BOND ETF$10.0M3.15%101,121Added
12IEFAISHARES CORE MSCI EAFE ETF$9.0M2.81%99,057Added
13EZUISHARES MSCI EUROZONE ETF$8.6M2.71%137,674Trimmed
14DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN$8.4M2.63%174,272Trimmed
15EMLCVANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF$8.1M2.55%323,296Trimmed
16AAPLAPPLE INC COM$8.0M2.51%31,455Trimmed
17AVEMAVANTIS EMERGING MARKETS EQUITY ETF$7.9M2.49%98,386Trimmed
18VTIVANGUARD TOTAL STOCK MARKET ETF$7.4M2.32%23,041Added
19IEURISHARES CORE MSCI EUROPE ETF$6.2M1.94%88,113Added
20IGMISHARES EXPANDED TECH SECTOR ETF$5.2M1.63%43,740Trimmed
21IWPISHARES RUSSELL MID-CAP GROWTH ETF$4.8M1.49%37,139Hold
22XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF$4.1M1.27%82,253Hold
23XOPSTATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF$3.1M0.99%17,313Hold
24BBJPJPMORGAN BETABUILDERS JAPAN ETF$3.1M0.97%45,024Added
25BBCAJPMORGAN BETABUILDERS CANADA ETF$2.6M0.83%28,055Trimmed

Source: SEC Form 13F filings · as of 2026-03-31