Q3 2026 13F · SEC CIK 1761961

Acima Private Wealth, LLC

Wealth managerFiled 2026-10-05 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $344.4M
Reported positions: 174
Top holdings a year, 3 yrs: +13.7%
Assets under management: $420.4M

Acima Private Wealth, LLC is a wealth manager that reported 174 positions worth $344.4M in its Q3 2026 13F, filed 2026-10-05. Its largest holdings were Ishares Tr (IVV, 10.1%), Goldman Sachs ETF Tr (GSLC, 5.9%), Ishares Inc (IEMG, 4.8%). A portfolio copying its top holdings returned 13.7% a year over the last 3 years, against 18.4% for the S&P 500.

Acima Private Wealth, LLC holdings largest 50 of 174 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Acima Private Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	10.1%	9.8%	45,306	+0.3%	$34.7M
GSLCGoldman Sachs ETF Tr	5.9%	5.8%	141,260	-0.5%	$20.5M
IEMGIshares Inc	4.8%	4.9%	204,452	-0.1%	$16.6M
VSLUETF Opportunities Trust	4.4%	4.2%	311,939	-0.3%	$15.1M
IJHIshares Tr	4.1%	4.5%	198,529	-0.5%	$14.3M
JCPBJ P Morgan Exchange Traded F	3.9%	4.0%	298,268	+2.3%	$13.4M
46090A804Invesco Actively Managed Exc	3.9%	4.0%	297,666	+2.3%	$13.3M
BONDPimco ETF Tr	3.8%	4.0%	151,802	+2.3%	$13.2M
AAPLApple Inc	3.0%	2.6%	31,421	+0.0%	$10.5M
RSPInvesco Exchange Traded Fd T	3.0%	3.1%	49,209	-1.2%	$10.2M
IEFAIshares Tr	2.9%	2.8%	104,553	+5.3%	$10.1M
JPIBJ P Morgan Exchange Traded F	2.9%	3.0%	212,010	-1.6%	$9.9M
AGGIshares Tr	2.8%	3.0%	103,603	-0.4%	$9.8M
EZUIshares Inc	2.7%	2.8%	139,300	-0.4%	$9.4M
AVEMAmerican Centy ETF Tr	2.7%	2.6%	98,961	+8.6%	$9.3M
VTIVanguard Index Fds	2.5%	2.5%	23,005	+0.5%	$8.6M
DJPIpath Bloomberg Commodity Index Total Re	2.4%	2.1%	159,321	-2.0%	$8.2M
EMLCVaneck ETF Trust	2.4%	2.4%	328,293	-0.3%	$8.2M
IGMIshares Tr	2.1%	2.1%	43,740	+0.0%	$7.4M
IEURIshares Core Msci Europeetf	1.8%	1.9%	86,169	-0.3%	$6.4M
IWPIshares Tr	1.5%	1.6%	37,139	+0.0%	$5.1M
XLFSelect Sector Spdr Tr	1.3%	1.3%	82,253	+0.0%	$4.4M
BBJPJpmorgan Betabuilders Japan ETF	1.0%	1.0%	44,648	-0.4%	$3.5M
XOPSpdr Series Trust	0.9%	0.8%	17,313	+0.0%	$3.1M
XLKSelect Sector Spdr Tr	0.9%	0.9%	15,602	+0.0%	$3.1M
AAXJIshares Tr Msci Ac Asia ETF	0.9%	0.9%	25,241	+0.8%	$2.9M
MSFTMicrosoft Corp	0.8%	0.6%	5,697	+0.0%	$2.9M
VTEBVanguard Mun Bd Fds	0.8%	0.8%	60,068	+10.2%	$2.8M
MUBIshares Tr	0.8%	0.8%	27,462	+10.8%	$2.8M
BBCAJ P Morgan Exchange Traded F	0.8%	0.8%	27,328	-0.2%	$2.7M
VIGVanguard Specialized Funds	0.7%	0.7%	10,225	+0.0%	$2.4M
FLIAFranklin Templeton ETF Tr	0.7%	0.7%	119,117	-0.6%	$2.4M
XLPSelect Sector Spdr Tr	0.6%	0.6%	26,108	-0.7%	$2.1M
NOWServicenow Inc	0.6%	0.4%	14,785	+0.0%	$2.0M
ABBVAbbvie Inc	0.5%	0.5%	6,469	-5.5%	$1.7M
JNJJohnson & Johnson	0.5%	0.5%	6,210	-6.6%	$1.6M
EWAIshares Inc	0.4%	0.4%	49,649	-0.3%	$1.4M
SHWSherwin Williams Co	0.4%	0.4%	4,110	+0.0%	$1.3M
BKNGBooking Holdings Inc	0.4%	0.4%	8,100	+0.0%	$1.3M
LOWLowes Cos Inc	0.4%	0.4%	6,905	+0.0%	$1.3M
VVisa Inc	0.4%	0.4%	3,512	-7.8%	$1.3M
XOMExxonmobil Holdings Corp	0.4%	—	7,423	—	$1.2M
LMTLockheed Martin Corp	0.3%	0.3%	2,231	+0.0%	$1.1M
CATCaterpillar Inc	0.3%	0.4%	1,400	+0.0%	$1.1M
IWOIshares Tr	0.3%	0.4%	3,170	+0.0%	$1.1M
AMZNAmazon Com Inc	0.3%	0.3%	4,447	+0.0%	$1.1M
ADPAutomatic Data Processing in	0.3%	—	3,888	—	$1.0M
UNPUnion Pac Corp	0.3%	0.3%	3,671	+0.0%	$999K
GOOGAlphabet Inc	0.3%	0.3%	2,873	+0.0%	$979K
PGRProgressive Corp	0.3%	0.3%	4,680	+0.0%	$970K

What Acima Private Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: +13.7% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$344.4M	174
Q2 2026	$344.3M	173
Q1 2026	$318.6M	177
Q4 2025	$322.2M	176
Q3 2025	$319.4M	179
Q2 2025	$293.4M	180
Q1 2025	$278.7M	180
Q4 2024	$297.1M	184
Q3 2024	$298.4M	184
Q2 2024	$272.2M	183
Q1 2024	$271.2M	196
Q4 2023	$256.1M	238

Questions about Acima Private Wealth, LLC's portfolio

What stocks does Acima Private Wealth, LLC own?

Acima Private Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 5, 2026, lists 174 positions worth $344.4M. The largest are Ishares Tr (IVV) at 10.1%, Goldman Sachs ETF Tr (GSLC) at 5.9%, Ishares Inc (IEMG) at 4.8%, ETF Opportunities Trust (VSLU) at 4.4% and Ishares Tr (IJH) at 4.1%.

What did Acima Private Wealth, LLC buy last quarter?

In Q3 2026, Acima Private Wealth, LLC added Ishares Tr (MUB) (+10.8% shares), Vanguard Mun Bd Fds (VTEB) (+10.2% shares) and American Centy ETF Tr (AVEM) (+8.6% shares), compared with its Q2 2026 filing.

What did Acima Private Wealth, LLC sell last quarter?

In Q3 2026, Acima Private Wealth, LLC cut from its top 50 Mercadolibre Inc (MELI), cut from its top 50 Exxon Mobil Corp (XOM), Visa Inc (V) (-7.8% shares), Johnson & Johnson (JNJ) (-6.6% shares) and Abbvie Inc (ABBV) (-5.5% shares), compared with its Q2 2026 filing.

How has Acima Private Wealth, LLC's portfolio performed?

A portfolio copying Acima Private Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.7% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +17.0% against +20.1%.

When is Acima Private Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Acima Private Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Acima Private Wealth, LLC manage?

Acima Private Wealth, LLC reported $420.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $344.4M.