Filed: 11/10/2025ACC: 0001761961-25-000006
📋 What this filing means
ACIMA PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 179 equity positions with a total reported market value of $319.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$319.37M
Total AUM (reported)
3.84M
Total Shares
Allocation by class
ETF$262.10M82.1%
STOCK$57.21M17.9%
ADR$36.5K0.0%
REIT$19.2K0.0%
Portfolio Concentration
Top 3$68.94M21.6%
4–10$80.89M25.3%
11–25$90.50M28.3%
Rest$79.04M24.7%
Top 3 weight
21.6%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 3.84M
Sole
Full voting authority
3.84M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole179
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings179
Rows:
ISHARES CORE S&P 500 ETF
SOLEShares43.70K
TypeSH
Market value$29.25M
9.16%
Sole
43.70K
Shared
0.00
None
0.00
GS ACTIVEBETA US LARGE CAP EQUITY ETF
SOLEShares163.29K
TypeSH
Market value$21.27M
6.66%
Sole
163.29K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares282.23K
TypeSH
Market value$18.42M
5.77%
Sole
282.23K
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MARKETS ETF
SOLEShares223.73K
TypeSH
Market value$14.75M
4.62%
Sole
223.73K
Shared
0.00
None
0.00
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
SOLEShares245.41K
TypeSH
Market value$12.03M
3.77%
Sole
245.41K
Shared
0.00
None
0.00
JPMORGAN CORE PLUS BOND ETF
SOLEShares244.80K
TypeSH
Market value$11.64M
3.64%
Sole
244.80K
Shared
0.00
None
0.00
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
SOLEShares117.66K
TypeSH
Market value$10.98M
3.44%
Sole
117.66K
Shared
0.00
None
0.00
INVESCO TOTAL RETURN BOND ETF
SOLEShares230.42K
TypeSH
Market value$10.95M
3.43%
Sole
230.42K
Shared
0.00
None
0.00
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares54.14K
TypeSH
Market value$10.27M
3.22%
Sole
54.14K
Shared
0.00
None
0.00
APPLIED FINANCE VALUATION LARGE CAP ETF
SOLEShares240.43K
TypeSH
Market value$10.26M
3.21%
Sole
240.43K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares32.04K
TypeSH
Market value$8.16M
2.55%
Sole
32.04K
Shared
0.00
None
0.00
AVANTIS EMERGING MARKETS EQUITY ETF
SOLEShares106.68K
TypeSH
Market value$8.01M
2.51%
Sole
106.68K
Shared
0.00
None
0.00
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares78.56K
TypeSH
Market value$7.88M
2.47%
Sole
78.56K
Shared
0.00
None
0.00
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
SOLEShares299.53K
TypeSH
Market value$7.64M
2.39%
Sole
299.53K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares23.22K
TypeSH
Market value$7.62M
2.39%
Sole
23.22K
Shared
0.00
None
0.00
ISHARES CORE MSCI EAFE ETF
SOLEShares77.80K
TypeSH
Market value$6.79M
2.13%
Sole
77.80K
Shared
0.00
None
0.00
ISHARES EXPANDED TECH SECTOR ETF
SOLEShares53.40K
TypeSH
Market value$6.73M
2.11%
Sole
53.40K
Shared
0.00
None
0.00
ISHARES MSCI EUROZONE ETF
SOLEShares106.21K
TypeSH
Market value$6.58M
2.06%
Sole
106.21K
Shared
0.00
None
0.00
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
SOLEShares170.68K
TypeSH
Market value$6.05M
1.89%
Sole
170.68K
Shared
0.00
None
0.00
ISHARES CORE MSCI EUROPE ETF
SOLEShares88.07K
TypeSH
Market value$6.00M
1.88%
Sole
88.07K
Shared
0.00
None
0.00
ISHARES RUSSELL MID-CAP GROWTH ETF
SOLEShares37.14K
TypeSH
Market value$5.29M
1.66%
Sole
37.14K
Shared
0.00
None
0.00
FINANCIAL SELECT SECTOR SPDR FUND
SOLEShares82.25K
TypeSH
Market value$4.43M
1.39%
Sole
82.25K
Shared
0.00
None
0.00
JPMORGAN BETABUILDERS JAPAN ETF
SOLEShares54.33K
TypeSH
Market value$3.60M
1.13%
Sole
54.33K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares5.70K
TypeSH
Market value$2.95M
0.92%
Sole
5.70K
Shared
0.00
None
0.00
FRANKLIN INTERNATIONAL AGGREGATE BOND ETF
SOLEShares135.29K
TypeSH
Market value$2.77M
0.87%
Sole
135.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 43.70K | SH | $29.25M 9.16% | 43.70K | 0.00 | 0.00 |
GS ACTIVEBETA US LARGE CAP EQUITY ETFSOLE | ETF | 163.29K | SH | $21.27M 6.66% | 163.29K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 282.23K | SH | $18.42M 5.77% | 282.23K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 223.73K | SH | $14.75M 4.62% | 223.73K | 0.00 | 0.00 |
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTERESTSOLE | ETF | 245.41K | SH | $12.03M 3.77% | 245.41K | 0.00 | 0.00 |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 244.80K | SH | $11.64M 3.64% | 244.80K | 0.00 | 0.00 |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDSOLE | ETF | 117.66K | SH | $10.98M 3.44% | 117.66K | 0.00 | 0.00 |
INVESCO TOTAL RETURN BOND ETFSOLE | ETF | 230.42K | SH | $10.95M 3.43% | 230.42K | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 54.14K | SH | $10.27M 3.22% | 54.14K | 0.00 | 0.00 |
APPLIED FINANCE VALUATION LARGE CAP ETFSOLE | ETF | 240.43K | SH | $10.26M 3.21% | 240.43K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 32.04K | SH | $8.16M 2.55% | 32.04K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | ETF | 106.68K | SH | $8.01M 2.51% | 106.68K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 78.56K | SH | $7.88M 2.47% | 78.56K | 0.00 | 0.00 |
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETFSOLE | ETF | 299.53K | SH | $7.64M 2.39% | 299.53K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 23.22K | SH | $7.62M 2.39% | 23.22K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 77.80K | SH | $6.79M 2.13% | 77.80K | 0.00 | 0.00 |
ISHARES EXPANDED TECH SECTOR ETFSOLE | ETF | 53.40K | SH | $6.73M 2.11% | 53.40K | 0.00 | 0.00 |
ISHARES MSCI EUROZONE ETFSOLE | ETF | 106.21K | SH | $6.58M 2.06% | 106.21K | 0.00 | 0.00 |
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNSOLE | ETF | 170.68K | SH | $6.05M 1.89% | 170.68K | 0.00 | 0.00 |
ISHARES CORE MSCI EUROPE ETFSOLE | ETF | 88.07K | SH | $6.00M 1.88% | 88.07K | 0.00 | 0.00 |
ISHARES RUSSELL MID-CAP GROWTH ETFSOLE | ETF | 37.14K | SH | $5.29M 1.66% | 37.14K | 0.00 | 0.00 |
FINANCIAL SELECT SECTOR SPDR FUNDSOLE | ETF | 82.25K | SH | $4.43M 1.39% | 82.25K | 0.00 | 0.00 |
JPMORGAN BETABUILDERS JAPAN ETFSOLE | ETF | 54.33K | SH | $3.60M 1.13% | 54.33K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 5.70K | SH | $2.95M 0.92% | 5.70K | 0.00 | 0.00 |
FRANKLIN INTERNATIONAL AGGREGATE BOND ETFSOLE | ETF | 135.29K | SH | $2.77M 0.87% | 135.29K | 0.00 | 0.00 |
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