Arkolith/Funds/Acima Private Wealth, LLC

Acima Private Wealth, LLC

CIK 1761961
Holdings as of Jun 30, 2026·disclosed Jul 6, 2026·~6-day 13F lag·13F-HR
Active Filer

Acima Private Wealth, LLC holds a diversified book of 173 stocks worth $344.3M as of Q2 2026 (disclosed Jul 6, 2026, a ~45-day 13F lag). This quarter they opened ISHARES CORE 60/40 BALANCED ALLOCATION ETF and trimmed ISHARES CORE MSCI EMERGING MARKETS ETF. Their largest long position is ISHARES CORE S&P 500 ETF at 10% of the equity book.

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Use Arkolith to show ACIMA PRIVATE WEALTH, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
19
existing
Trimmed
23
reduced
Sold out
5
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
47%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF
    ▲183×$3.0M
  • APPLIED FINANCE VALUATION LARGE CAP ETF
    ▲+12%$1.6M
  • BOOKING HOLDINGS INC COM
    ▲25×$1.4M
  • ISHARES CORE S&P 500 ETF
    ▲+3.1%$1.0M
  • ISHARES RUSSELL 1000 GROWTH ETF
    ▲+300%$681K
  • INVESCO TOTAL RETURN BOND ETF
    ▲+4.3%$567K
Trimmed / exited
  • ISHARES CORE S&P MID-CAP ETF
    ▼−17%$3.1M
  • INVESCO S&P 500 EQUAL WEIGHT ETF
    ▼−10%$1.2M
  • XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF
    ▼−61%$1.2M
  • ISHARES CORE MSCI EMERGING MARKETS ETF
    ▼−4.5%$805K
  • ISHARES MSCI CHINA ETF
    ▼−56%$704K
  • AVANTIS EMERGING MARKETS EQUITY ETF
    ▼−7.4%$702K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

173 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core S&P 500 ETF
ETF
$33.8M45.2K
9.8%
▲+3.1%
Added · +1K sh
2GS Activebeta US Large Cap Equity ETF
ETF
$20.1M142.0K
5.8%
▲+1.7%
Added · +2K sh
3Ishares Core Msci Emerging Markets ETF
ETF
$16.9M204.6K
4.9%
▼−4.5%
Reduced · −10K sh
4Ishares Core S&P Mid-Cap ETF
ETF
$15.4M199.5K
4.5%
▼−17%
Reduced · −41K sh
5Applied Finance Valuation Large Cap ETF
ETF
$14.5M312.9K
4.2%
▲+12%
Added · +35K sh
6JPMorgan Core Plus Bond ETF
ETF
$13.7M291.6K
4.0%
▲+4.3%
Added · +12K sh
7Pimco Active Bond Exchange-Traded Fund
ETF
$13.7M148.4K
4.0%
▲+4.2%
Added · +6K sh
8Invesco Total Return Bond ETF
ETF
$13.6M290.9K
4.0%
▲+4.3%
Added · +12K sh
9Invesco S&P 500 Equal Weight ETF
ETF
$10.6M49.8K
3.1%
▼−10%
Reduced · −6K sh
10JPMorgan International Bond Opportunities Fund
ETF
$10.4M215.4K
3.0%
▲+2.1%
Added · +4K sh
11Ishares Core U.S. Aggregate Bond ETF
ETF
$10.3M104.0K
3.0%
▲+2.8%
Added · +3K sh
12Ishares Msci Eurozone ETF
ETF
$9.7M139.8K
2.8%
▲+1.6%
Added · +2K sh
13Ishares Core Msci Eafe ETF
ETF
$9.6M99.3K
2.8%
▲+0.3%
Added · +277 sh
14Apple Inc Com
Stock
$9.1M31.4K
2.6%
▼−0.1%
Reduced · −34 sh
15Avantis Emerging Markets Equity ETF
ETF
$8.8M91.1K
2.6%
▼−7.4%
Reduced · −7K sh
16Vanguard Total Stock Market ETF
ETF
$8.5M22.9K
2.5%
▼−0.6%
Reduced · −144 sh
17Vaneck J. P. Morgan Em Local Currency Bond ETF
ETF
$8.4M329.4K
2.4%
▲+1.9%
Added · +6K sh
18Ishares Expanded Tech Sector ETF
ETF
$7.2M43.7K
2.1%
—Held
19Ipath Bloomberg Commodity Index Total Return Etn
ETF
$7.1M162.6K
2.1%
▼−6.7%
Reduced · −12K sh
20Ishares Core Msci Europe ETF
ETF
$6.5M86.5K
1.9%
▼−1.9%
Reduced · −2K sh
21Ishares Russell Mid-Cap Growth ETF
ETF
$5.4M37.1K
1.6%
—Held
22State Street Financial Select Sector SPDR ETF
ETF
$4.4M82.3K
1.3%
—Held
23JPMorgan Betabuilders Japan ETF
ETF
$3.4M44.8K
1.0%
▼−0.5%
Reduced · −213 sh
24Ishares Msci All Country Asia Ex Japan ETF
ETF
$3.0M25.0K
0.9%
▲183×
Added · +25K sh
25State Street Technology Select Sector SPDR ETF
ETF
$3.0M15.6K
0.9%
—Held
26Vanguard Tax-Exempt Bond ETF
ETF
$2.8M54.5K
0.8%
▲+3.9%
Added · +2K sh
27JPMorgan Betabuilders Canada ETF
ETF
$2.7M27.4K
0.8%
▼−2.4%
Reduced · −663 sh
28State Street SPDR S&P Oil & Gas Exploration & Production ETF
ETF
$2.7M17.3K
0.8%
—Held
29Ishares National Muni Bond ETF
ETF
$2.7M24.8K
0.8%
▲+6.8%
Added · +2K sh
30Franklin International Aggregate Bond ETF
ETF
$2.5M119.9K
0.7%
▲+2.2%
Added · +3K sh
31Vanguard Dividend Appreciation ETF
ETF
$2.4M10.2K
0.7%
—Held
32State Street Consumer Staples Select Sector SPDR ETF
ETF
$2.2M26.3K
0.6%
—Held
33Microsoft Corp Com
Stock
$2.1M5.7K
0.6%
—Held
34Abbvie Inc Com
Stock
$1.7M6.8K
0.5%
—Held
35Johnson & Johnson Com
Stock
$1.7M6.6K
0.5%
—Held
36Lowes Cos Inc Com
Stock
$1.5M6.9K
0.4%
—Held
37Caterpillar Inc Com
Stock
$1.5M1.4K
0.4%
—Held
38Servicenow Inc Com
Stock
$1.5M14.8K
0.4%
—Held
39Booking Holdings Inc Com
Stock
$1.4M8.1K
0.4%
▲25×
Added · +8K sh
40Sherwin Williams Co Com
Stock
$1.4M4.1K
0.4%
—Held
41Ishares Msci Australia ETF
ETF
$1.4M49.8K
0.4%
▼−2.8%
Reduced · −1K sh
42Visa Inc Com CL A
Stock
$1.3M3.8K
0.4%
—Held
43Mercadolibre Inc Com
Stock
$1.3M739
0.4%
—Held
44Ishares Russell 2000 Growth ETF
ETF
$1.2M3.2K
0.4%
—Held
45Lockheed Martin Corp Com
Stock
$1.1M2.2K
0.3%
—Held
46Amazon Com Inc Com
Stock
$1.1M4.4K
0.3%
▼−1.5%
Reduced · −66 sh
47Progressive Corp Com
Stock
$1.0M4.7K
0.3%
—Held
48Alphabet Inc Cap STK CL C
Stock
$1.0M2.9K
0.3%
—Held
49Exxon Mobil Corp Com
Stock
$1.0M7.4K
0.3%
—Held
50Union Pac Corp Com
Stock
$999K3.7K
0.3%
—Held
Showing 50 of 173 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 6, 2026173$344.3M13F-HR
Q1 2026Mar 31, 2026Apr 6, 2026177$318.6M13F-HR
Q4 2025Dec 31, 2025Jan 15, 2026176$322.2M13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025179$319.4M13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025180$293.4M13F-HR
Q1 2025Mar 31, 2025May 9, 2025180$278.7M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025184$297.1M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024184$298.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.