Acima Private Wealth, LLC holds a diversified book of 173 stocks worth $344.3M as of Q2 2026 (disclosed Jul 6, 2026, a ~6-day 13F lag). This quarter they opened Ishares Core 60/40 Balanced and trimmed Ishares Core Msci Emerging. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Acima Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $440.6B |
| LPL Financial LLC | 80 / 80 | $74.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.0B |
| Farther Finance Advisors, LLC | 80 / 80 | $2.4B |
| MORGAN STANLEY | 79 / 80 | $470.4B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $161.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $131.0B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $87.1B |
Ranked by how many of Acima Private Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P 500 ETF ETF | $33.8M | 45.2K | 9.8% | ▲+3.1% Added · +1K sh | |
| 2 | GS Activebeta US Large Cap Equity ETF ETF | $20.1M | 142.0K | 5.8% | ▲+1.7% Added · +2K sh | |
| 3 | Ishares Core Msci Emerging Markets ETF ETF | $16.9M | 204.6K | 4.9% | ▼−4.5% Reduced · −10K sh | |
| 4 | Ishares Core S&P Mid-Cap ETF ETF | $15.4M | 199.5K | 4.5% | ▼−17% Reduced · −41K sh | |
| 5 | Applied Finance Valuation Large Cap ETF ETF | $14.5M | 312.9K | 4.2% | ▲+12% Added · +35K sh | |
| 6 | JPMorgan Core Plus Bond ETF ETF | $13.7M | 291.6K | 4.0% | ▲+4.3% Added · +12K sh | |
| 7 | Pimco Active Bond Exchange-Traded Fund ETF | $13.7M | 148.4K | 4.0% | ▲+4.2% Added · +6K sh | |
| 8 | Invesco Total Return Bond ETF ETF | $13.6M | 290.9K | 4.0% | ▲+4.3% Added · +12K sh | |
| 9 | Invesco S&P 500 Equal Weight ETF ETF | $10.6M | 49.8K | 3.1% | ▼−10% Reduced · −6K sh | |
| 10 | JPMorgan International Bond Opportunities Fund ETF | $10.4M | 215.4K | 3.0% | ▲+2.1% Added · +4K sh | |
| 11 | Ishares Core U.S. Aggregate Bond ETF ETF | $10.3M | 104.0K | 3.0% | ▲+2.8% Added · +3K sh | |
| 12 | Ishares Msci Eurozone ETF ETF | $9.7M | 139.8K | 2.8% | ▲+1.6% Added · +2K sh | |
| 13 | Ishares Core Msci Eafe ETF ETF | $9.6M | 99.3K | 2.8% | ▲+0.3% Added · +277 sh | |
| 14 | Apple Inc Com Stock | $9.1M | 31.4K | 2.6% | ▼−0.1% Reduced · −34 sh | |
| 15 | Avantis Emerging Markets Equity ETF ETF | $8.8M | 91.1K | 2.6% | ▼−7.4% Reduced · −7K sh | |
| 16 | Vanguard Total Stock Market ETF ETF | $8.5M | 22.9K | 2.5% | ▼−0.6% Reduced · −144 sh | |
| 17 | Vaneck J. P. Morgan Em Local Currency Bond ETF ETF | $8.4M | 329.4K | 2.4% | ▲+1.9% Added · +6K sh | |
| 18 | Ishares Expanded Tech Sector ETF ETF | $7.2M | 43.7K | 2.1% | —Held | |
| 19 | Ipath Bloomberg Commodity Index Total Return Etn ETF | $7.1M | 162.6K | 2.1% | ▼−6.7% Reduced · −12K sh | |
| 20 | Ishares Core Msci Europe ETF ETF | $6.5M | 86.5K | 1.9% | ▼−1.9% Reduced · −2K sh | |
| 21 | Ishares Russell Mid-Cap Growth ETF ETF | $5.4M | 37.1K | 1.6% | —Held | |
| 22 | State Street Financial Select Sector SPDR ETF ETF | $4.4M | 82.3K | 1.3% | —Held | |
| 23 | JPMorgan Betabuilders Japan ETF ETF | $3.4M | 44.8K | 1.0% | ▼−0.5% Reduced · −213 sh | |
| 24 | Ishares Msci All Country Asia Ex Japan ETF ETF | $3.0M | 25.0K | 0.9% | ▲183× Added · +25K sh | |
| 25 | State Street Technology Select Sector SPDR ETF ETF | $3.0M | 15.6K | 0.9% | —Held | |
| 26 | Vanguard Tax-Exempt Bond ETF ETF | $2.8M | 54.5K | 0.8% | ▲+3.9% Added · +2K sh | |
| 27 | JPMorgan Betabuilders Canada ETF ETF | $2.7M | 27.4K | 0.8% | ▼−2.4% Reduced · −663 sh | |
| 28 | State Street SPDR S&P Oil & Gas Exploration & Production ETF ETF | $2.7M | 17.3K | 0.8% | —Held | |
| 29 | Ishares National Muni Bond ETF ETF | $2.7M | 24.8K | 0.8% | ▲+6.8% Added · +2K sh | |
| 30 | Franklin International Aggregate Bond ETF ETF | $2.5M | 119.9K | 0.7% | ▲+2.2% Added · +3K sh | |
| 31 | Vanguard Dividend Appreciation ETF ETF | $2.4M | 10.2K | 0.7% | —Held | |
| 32 | State Street Consumer Staples Select Sector SPDR ETF ETF | $2.2M | 26.3K | 0.6% | —Held | |
| 33 | Microsoft Corp Com Stock | $2.1M | 5.7K | 0.6% | —Held | |
| 34 | Abbvie Inc Com Stock | $1.7M | 6.8K | 0.5% | —Held | |
| 35 | Johnson & Johnson Com Stock | $1.7M | 6.6K | 0.5% | —Held | |
| 36 | Lowes Cos Inc Com Stock | $1.5M | 6.9K | 0.4% | —Held | |
| 37 | Caterpillar Inc Com Stock | $1.5M | 1.4K | 0.4% | —Held | |
| 38 | Servicenow Inc Com Stock | $1.5M | 14.8K | 0.4% | —Held | |
| 39 | Booking Holdings Inc Com Stock | $1.4M | 8.1K | 0.4% | ▲25× Added · +8K sh | |
| 40 | Sherwin Williams Co Com Stock | $1.4M | 4.1K | 0.4% | —Held | |
| 41 | Ishares Msci Australia ETF ETF | $1.4M | 49.8K | 0.4% | ▼−2.8% Reduced · −1K sh | |
| 42 | Visa Inc Com CL A Stock | $1.3M | 3.8K | 0.4% | —Held | |
| 43 | Mercadolibre Inc Com Stock | $1.3M | 739 | 0.4% | —Held | |
| 44 | Ishares Russell 2000 Growth ETF ETF | $1.2M | 3.2K | 0.4% | —Held | |
| 45 | Lockheed Martin Corp Com Stock | $1.1M | 2.2K | 0.3% | —Held | |
| 46 | Amazon Com Inc Com Stock | $1.1M | 4.4K | 0.3% | ▼−1.5% Reduced · −66 sh | |
| 47 | Progressive Corp Com Stock | $1.0M | 4.7K | 0.3% | —Held | |
| 48 | Alphabet Inc Cap STK CL C Stock | $1.0M | 2.9K | 0.3% | —Held | |
| 49 | Exxon Mobil Corp Com Stock | $1.0M | 7.4K | 0.3% | —Held | |
| 50 | Union Pac Corp Com Stock | $999K | 3.7K | 0.3% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1761961/holdings"
Use Arkolith to show ACIMA PRIVATE WEALTH, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 6, 2026 | 173 | $344.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 6, 2026 | 177 | $318.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 176 | $322.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 179 | $319.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 180 | $293.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 180 | $278.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 184 | $297.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 184 | $298.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.