ACIMA PRIVATE WEALTH, LLC - Portfolio overview

ACIMA PRIVATE WEALTH, LLC has 184 reported holdings in this dataset, with the latest filing dated 2026-04-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES CORE S&P 500 ETF, 8.95%
  2. GSLC - GS ACTIVEBETA US LARGE CAP EQUITY ETF, 5.46%
  3. IJH - ISHARES CORE S&P MID-CAP ETF, 5.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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