StockDriftsStockDriftsTop 50 Acima Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 10.08% | 45.3K | $34.7M | +0.31%(+139) | $439.04(+75.38%) | 2026-09-30 | |
| GSLC | GS ACTIVEBETA US LARGE CAP EQUITY ETF | 5.95% | 141.3K | $20.5M | -0.49%(-700) | $88.69(+65.04%) | 2026-09-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.82% | 204.5K | $16.6M | -0.07%(-142) | $50.75(+52.41%) | 2026-09-30 | |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | 4.4% | 311.9K | $15.1M | -0.29%(-920) | $37.31(+32.79%) | 2026-09-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 4.15% | 198.5K | $14.3M | -0.47%(-928) | $45.55(+58.90%) | 2026-09-30 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 3.88% | 298.3K | $13.4M | +2.28%(+6.64K) | $46.40(-3.03%) | 2026-09-30 | |
| GTO | INVESCO TOTAL RETURN BOND ETF | 3.85% | 297.7K | $13.3M | +2.31%(+6.73K) | $46.43(-3.66%) | 2026-09-30 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 3.83% | 151.8K | $13.2M | +2.31%(+3.42K) | $91.15(-3.90%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 3.04% | 31.4K | $10.5M | +0.00%(+0) | $67.00(+411.82%) | 2026-09-30 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 2.97% | 49.2K | $10.2M | -1.20%(-597) | $169.27(+26.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.97% | +44.17% | +4.76% | +26.20% |
| Top 20 Holdings Unweighted | +13.58% | +46.53% | +5.03% | +27.82% |
Acima Private Wealth LLC reports $344.38M in US-listed equity holdings across 174 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.1%), GSLC (6.0%) and IEMG (4.8%). The top 20 holdings account for 72.28% of reported assets. Its disclosed equity book has returned +44.17% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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