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Acima Private Wealth, Llc

Portfolio Manager
Acima Private Wealth, Llc
Performance
-1.03% (2026 Q1)
AUM (13F)
$318.63M
# of Holdings
177
Performance Rank
Allocation (Top 20)
71.49%

Acima Private Wealth, Llc Holdings Map

Top 50 Acima Private Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES CORE S&P 500 ETF
8.98%43.8K$28.6M
+1.99%(+855)
2025-Q1: 42.1K shares2025-Q2: 42.3K shares2025-Q3: 43.7K shares2025-Q4: 43.0K shares2026-Q1: 43.8K shares
$430.19(+68.99%)
2026-03-31
GSLC
GS ACTIVEBETA US LARGE CAP EQUITY ETF
5.48%139.6K$17.5M
+0.36%(+506)
2025-Q1: 170.7K shares2025-Q2: 167.7K shares2025-Q3: 163.3K shares2025-Q4: 139.1K shares2026-Q1: 139.6K shares
$87.95(+57.00%)
2026-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
5.09%240.2K$16.2M
+0.04%(+101)
2025-Q1: 259.4K shares2025-Q2: 282.9K shares2025-Q3: 282.2K shares2025-Q4: 240.1K shares2026-Q1: 240.2K shares
$45.55(+60.85%)
2026-03-31
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
4.69%214.3K$14.9M
+0.10%(+219)
2025-Q1: 223.5K shares2025-Q2: 221.4K shares2025-Q3: 223.7K shares2025-Q4: 214.1K shares2026-Q1: 214.3K shares
$50.75(+57.94%)
2026-03-31
JCPB
JPMORGAN CORE PLUS BOND ETF
4.13%279.7K$13.2M
+1.52%(+4.18K)
2025-Q1: 229.7K shares2025-Q2: 208.0K shares2025-Q3: 244.8K shares2025-Q4: 275.5K shares2026-Q1: 279.7K shares
$46.39(+0.87%)
2026-03-31
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
4.12%142.4K$13.1M
+1.77%(+2.48K)
2025-Q1: 116.9K shares2025-Q2: 105.9K shares2025-Q3: 117.7K shares2025-Q4: 139.9K shares2026-Q1: 142.4K shares
$91.15(+0.76%)
2026-03-31
GTO
INVESCO TOTAL RETURN BOND ETF
4.1%278.8K$13.1M
+1.66%(+4.56K)
2025-Q1: 228.2K shares2025-Q2: 207.8K shares2025-Q3: 230.4K shares2025-Q4: 274.3K shares2026-Q1: 278.8K shares
$46.43(+0.97%)
2026-03-31
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
3.65%278.2K$11.6M
+1.00%(+2.75K)
2025-Q1: 205.1K shares2025-Q2: 233.3K shares2025-Q3: 240.4K shares2025-Q4: 275.4K shares2026-Q1: 278.2K shares
$36.54(+24.16%)
2026-03-31
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
3.34%55.5K$10.7M
+0.21%(+118)
2025-Q1: 51.8K shares2025-Q2: 54.2K shares2025-Q3: 54.1K shares2025-Q4: 55.4K shares2026-Q1: 55.5K shares
$169.27(+20.07%)
2026-03-31
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
3.17%211.0K$10.1M
-0.13%(-269)
2025-Q1: 217.7K shares2025-Q2: 211.5K shares2025-Q3: 245.4K shares2025-Q4: 211.3K shares2026-Q1: 211.0K shares
$47.84(+0.12%)
2026-03-31

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