StockDriftsStockDriftsTop 50 Acima Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 9.82% | 45.2K | $33.8M | +3.10%(+1.36K) | $438.06(+77.81%) | 2026-06-30 | |
| GSLC | GS ACTIVEBETA US LARGE CAP EQUITY ETF | 5.85% | 142.0K | $20.1M | +1.71%(+2.39K) | $88.69(+67.72%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.92% | 204.6K | $16.9M | -4.53%(-9.72K) | $50.75(+62.83%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 4.47% | 199.5K | $15.4M | -16.96%(-40.73K) | $45.55(+72.44%) | 2026-06-30 | |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 4.2% | 312.9K | $14.5M | +12.46%(+34.66K) | $37.31(+32.09%) | 2026-06-30 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 3.98% | 291.6K | $13.7M | +4.25%(+11.90K) | $46.41(-0.42%) | 2026-06-30 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 3.97% | 148.4K | $13.7M | +4.23%(+6.01K) | $91.19(-0.66%) | 2026-06-30 | |
| GTO | INVESCO TOTAL RETURN BOND ETF | 3.96% | 290.9K | $13.6M | +4.34%(+12.09K) | $46.45(-0.50%) | 2026-06-30 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 3.08% | 49.8K | $10.6M | -10.30%(-5.72K) | $169.27(+31.01%) | 2026-06-30 | |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | 3.02% | 215.4K | $10.4M | +2.08%(+4.39K) | $47.85(+0.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.39% | +41.97% | +4.47% | +24.45% |
| Top 20 Holdings Unweighted | +12.84% | +43.69% | +4.70% | +25.84% |
Acima Private Wealth LLC reports $344.35M in US-listed equity holdings across 173 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.8%), GSLC (5.8%) and IEMG (4.9%). The top 20 holdings account for 72% of reported assets. Its disclosed equity book has returned +41.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Acima Private Wealth LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Acima Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1761961). View Acima Private Wealth LLC’s 13F filings on SEC