account_balance

Investment manager · 13F filer · SEC CIK 1761961

Acima Private Wealth, LLC

Reported value$344Mas of Sep 30, 2026
Positions174 4 new, 3 sold out
Top 10 weight47.0%IVV alone is 10%
FiledOct 55 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Core S&P 500 ETF 10.1% Held
GSLC Gs Activebeta US Large Cap Equity ETF 5.9% Held
IEMG iShares Core MSCI Emerging Markets ETF 4.8% Held
VSLU Applied Finance Valuation Large Cap ETF 4.4% Held
IJH iShares Core S&P Mid-Cap ETF 4.1% Held
JCPB JPMorgan Core Plus Bond ETF 3.9% Added +2%
GTO Invesco Total Return Bond ETF 3.9% Added +2%
BOND Pimco Active Bond Exchange-Traded Fund 3.8% Added +2%
AAPL Apple Inc. 3.0% Held
RSP Invesco S&P 500 Equal Weight ETF 3.0% Held
IEFA iShares Core MSCI EAFE ETF 2.9% Added +5%
JPIB JPMorgan International Bond Opportunities Fund 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 5, 2026, compared with the Jul 6, 2026 filing
add_circleNew
arrow_upwardAdded
  • MUB +11%
  • VTEB +10%
  • AVEM +9%
  • IEFA +5%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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