Institutional Fund
Acima Private Wealth, LLC
Richmond, VACIK 17619615 filings on record
Portfolio Value
$318.63M
Q1 2026
Holdings
177
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-1.1%
from $322.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.0%
- Goldman Sachs ETF Tr5.5%
- Ishares Tr5.1%
- Ishares Inc4.7%
- J P Morgan Exchange Traded F4.1%
- Pimco ETF Tr4.1%
- Other67.5%
Portfolio Holdings
177 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 43.8K | $28.62M | 9.0% | +855 | Added |
| 2 | Goldman Sachs ETF Tr | 139.6K | $17.46M | 5.5% | +506 | Added |
| 3 | Ishares Tr | 240.2K | $16.22M | 5.1% | +101 | Added |
| 4 | Ishares Inc | 214.3K | $14.95M | 4.7% | +219 | Added |
| 5 | J P Morgan Exchange Traded F | 279.7K | $13.17M | 4.1% | +4.2K | Added |
| 6 | Pimco ETF Tr | 142.4K | $13.14M | 4.1% | +2.5K | Added |
| 7 | Invesco Actively Managed Exc | 278.8K | $13.06M | 4.1% | +4.6K | Added |
| 8 | ETF Opportunities Trust | 278.2K | $11.63M | 3.7% | +2.8K | Added |
| 9 | Invesco Exchange Traded Fd T | 55.5K | $10.66M | 3.3% | +118 | Added |
| 10 | J P Morgan Exchange Traded F | 211.0K | $10.09M | 3.2% | −269 | Reduced |
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