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
- IVV - ISHARES CORE S&P 500 ETF, 8.95%
- GSLC - GS ACTIVEBETA US LARGE CAP EQUITY ETF, 5.46%
- 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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