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 (2026-06-30)

ACIMA PRIVATE WEALTH, LLC (CIK 1761961) reported $344.3M across 173 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($33.8M, 9.82%), GSLC ($20.1M, 5.85%), IEMG ($16.9M, 4.92%), IJH ($15.4M, 4.47%), VSLU ($14.5M, 4.20%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES CORE S&P 500 ETF$33.8M9.82%45,167Added
2GSLCGS ACTIVEBETA US LARGE CAP EQUITY ETF$20.1M5.85%141,960Added
3IEMGISHARES CORE MSCI EMERGING MARKETS ETF$16.9M4.92%204,594Trimmed
4IJHISHARES CORE S&P MID-CAP ETF$15.4M4.47%199,457Trimmed
5VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF$14.5M4.20%312,859Added
6JCPBJPMORGAN CORE PLUS BOND ETF$13.7M3.98%291,629Added
7BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$13.7M3.97%148,379Added
8GTOINVESCO TOTAL RETURN BOND ETF$13.6M3.96%290,933Added
9RSPINVESCO S&P 500 EQUAL WEIGHT ETF$10.6M3.08%49,806Trimmed
10JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND$10.4M3.02%215,439Added
11AGGISHARES CORE U.S. AGGREGATE BOND ETF$10.3M2.99%103,994Added
12EZUISHARES MSCI EUROZONE ETF$9.7M2.82%139,812Added
13IEFAISHARES CORE MSCI EAFE ETF$9.6M2.79%99,334Added
14AAPLAPPLE INC COM$9.1M2.64%31,421Trimmed
15AVEMAVANTIS EMERGING MARKETS EQUITY ETF$8.8M2.55%91,106Trimmed
16VTIVANGUARD TOTAL STOCK MARKET ETF$8.5M2.46%22,897Trimmed
17EMLCVANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF$8.4M2.45%329,409Added
18IGMISHARES EXPANDED TECH SECTOR ETF$7.2M2.08%43,740Hold
19DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN$7.1M2.06%162,587Trimmed
20IEURISHARES CORE MSCI EUROPE ETF$6.5M1.89%86,471Trimmed
21IWPISHARES RUSSELL MID-CAP GROWTH ETF$5.4M1.58%37,139Hold
22XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF$4.4M1.28%82,253Hold
23BBJPJPMORGAN BETABUILDERS JAPAN ETF$3.4M0.98%44,811Trimmed
24AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF$3.0M0.87%25,048Added
25XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$3.0M0.86%15,602Hold

Source: SEC Form 13F filings · as of 2026-06-30