ACIMA PRIVATE WEALTH, LLC

Registered adviser

CIK

1761961

Location

RICHMOND, VA

Portfolio Value

Small $201,000,630

Diversification

Diversified

Filing Date

Global Rank

#6,227 / 8,807 ▼ 462 · as of Jun 2026

Top Industry

Consumer Electronics 18.9%

Period ended 20 days ago

Filed Oct 5, 2026 · 15d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 281496

Roster of Oct 1, 2026

Regulatory AUM

$420,356,892

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$420,356,892	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$379,224,979	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$343,613,288	Individuals and high net worth (98%)
May 2023 to Mar 2024	$277,824,418	Individuals and high net worth (97%)
Apr 2023	$277,824,418	Individuals and high net worth (97%)
May 2022 to Mar 2023	$307,111,010	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 62.5% of the book (60%+)

Turnover

Low turnover

7.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.7 quarters (12+), a floor since 57.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 77.6%; sector active share 62.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

173 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.1%

+0.4 pts

Top 5

46.0%

+3.8 pts

Top 10

68.7%

+6.2 pts

HHI

602

Diversified+69

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.4%	$145,540,133	67
Technology	9.8%	$19,652,923	13
Healthcare	4.0%	$8,098,969	17
Industrials	3.1%	$6,210,161	14
Consumer Cyclical	2.9%	$5,855,135	10
Financial Services	2.7%	$5,497,266	21
Consumer Defensive	1.8%	$3,612,391	11
Energy	1.2%	$2,384,971	6
Basic Materials	1.0%	$1,919,902	3
Communication Services	0.9%	$1,800,944	5
Utilities	0.2%	$415,559	5
Real Estate	0.0%	$12,276	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
AVEM	Avantis Emerging Markets Equity ETF	+7,855	98,961	$9,304,313
GTO	Invesco Total Return Bond ETF	+6,733	297,666	$13,272,926
JCPB	JPMorgan Core Plus Bond ETF	+6,639	298,268	$13,356,441
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+5,569	60,068	$2,844,820
IEFA	iShares Core MSCI EAFE ETF	+5,219	104,553	$0
BOND	PIMCO Active Bond Exchange-Traded Fund	+3,423	151,802	$13,205,255
MUB	iShares National Muni Bond ETF	+2,667	27,462	$0
JMUB	JPMorgan Municipal ETF	+712	10,997	$523,237
AAXJ	iShares Trust	+193	25,241	$2,939,062
IVV	iShares Core S&P 500 ETF	+139	45,306	$0
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+108	23,005	$8,609,391
ACWI	iShares MSCI ACWI ETF	+2	107	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPIB	JPMorgan International Bond Opportunities ETF	−3,429	212,010	$9,900,867
DJP		−3,266	159,321	$8,208,217
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	−1,116	328,293	$8,151,515
IJH	iShares Core S&P Mid-Cap ETF	−928	198,529	$0
VSLU	Applied Finance Valuation Large Cap ETF	−920	311,939	$15,138,399
FLIA	Franklin International Aggregate Bond ETF	−778	119,117	$2,384,722
PFE	Pfizer Inc	−715	13,294	$379,144
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−700	141,260	$20,488,350
RSP	Victory Portfolios II	−597	49,209	$0
MRK	Merck & Co., Inc.	−588	4,176	$606,814
EW	Edwards Lifesciences Corp	−531	5,373	$463,797
EZU	iShares Trust	−512	139,300	$0
JNJ	Johnson & Johnson	−438	6,210	$1,644,035
MELI	Mercadolibre Inc	−421	318	$549,672
WMT	Walmart Inc.	−414	3,486	$362,265
PG	PROCTER & GAMBLE Co	−406	5,501	$799,185
AGG	iShares Core U.S. Aggregate Bond ETF	−391	103,603	$0
ABBV	AbbVie Inc.	−379	6,469	$1,692,225
ASHR	DBX ETF Trust	−364	21,040	$687,376
SYY	Sysco Corp	−315	3,185	$248,302
IEUR	iShares Core MSCI Europe ETF	−302	86,169	$0
V	Visa Inc.	−298	3,512	$1,261,966
PEP	Pepsico Inc	−285	4,921	$623,589
MO	Altria Group, Inc.	−229	3,272	$220,336
MCHI	iShares MSCI China ETF	−208	10,738	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	747	$157,572
HONA	Honeywell Aerospace Inc.	804	$124,595
MBGL	Mobility Global Inc.	826	$14,165
SHY	iShares 1-3 Year Treasury Bond ETF	3,049	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	2,800	$348,432
SOLS	Solstice Advanced Materials Inc.	399	$35,351
—		131	$9,104
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

173 tracked positions · $201,000,630 total · filing declares 174 positions · $344,380,808 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 173 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	141,260	-700	$20,488,350	+1.7%	10.19%
VSLU	Applied Finance Valuation Large Cap ETF	Reduced	311,939	-920	$15,138,399	—	7.53%
JCPB	JPMorgan Core Plus Bond ETF	Added	298,268	+6,639	$13,356,441	−2.4%	6.64%
GTO	Invesco Total Return Bond ETF	Added	297,666	+6,733	$13,272,926	−2.7%	6.60%
BOND	PIMCO Active Bond Exchange-Traded Fund	Added	151,802	+3,423	$13,205,255	−3.5%	6.57%
AAPL	Apple Inc. Technology	Held	31,421	0	$10,463,821	+15.1%	5.21%
JPIB	JPMorgan International Bond Opportunities ETF	Reduced	212,010	-3,429	$9,900,867	−4.9%	4.93%
AVEM	Avantis Emerging Markets Equity ETF	Added	98,961	+7,855	$9,304,313	+5.8%	4.63%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	23,005	+108	$8,609,391	+1.6%	4.28%
DJP		Reduced	159,321	-3,266	$8,208,217	+15.5%	4.08%
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	Reduced	328,293	-1,116	$8,151,515	−3.2%	4.06%
BBJP	JPMorgan BetaBuilders Japan ETF	Reduced	44,648	-163	$3,504,868	+3.9%	1.74%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	15,602	0	$3,054,091	+2.7%	1.52%
AAXJ	iShares Trust	Added	25,241	+193	$2,939,062	−1.7%	1.46%
MSFT	Microsoft Corp Technology	Held	5,697	0	$2,921,991	+37.5%	1.45%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	60,068	+5,569	$2,844,820	+3.2%	1.42%
BBCA	JPMorgan BetaBuilders Canada ETF	Reduced	27,328	-64	$2,742,638	+0.7%	1.36%
VIG	Vanguard Specialized Funds	Held	10,225	0	$2,385,594	−1.4%	1.19%
FLIA	Franklin International Aggregate Bond ETF	Reduced	119,117	-778	$2,384,722	−2.9%	1.19%
NOW	ServiceNow, Inc. Technology	Held	14,785	0	$1,981,337	+35.0%	0.99%
ABBV	AbbVie Inc. Healthcare	Reduced	6,469	-379	$1,692,225	−1.8%	0.84%
JNJ	Johnson & Johnson Healthcare	Reduced	6,210	-438	$1,644,035	−2.6%	0.82%
EWA	iShares MSCI Australia ETF	Reduced	49,649	-132	$1,405,563	+0.3%	0.70%
SHW	Sherwin Williams Co Basic Materials	Held	4,110	0	$1,328,639	−6.1%	0.66%
BKNG	Booking Holdings Inc. Consumer Cyclical	Held	8,100	0	$1,319,571	−8.6%	0.66%
LOW	Lowes Companies Inc Consumer Cyclical	Held	6,905	0	$1,272,522	−16.4%	0.63%
V	Visa Inc. Financial Services	Reduced	3,512	-298	$1,261,966	−3.5%	0.63%
XOM	ExxonMobil Holdings Corp Energy	Held	7,423	0	$1,208,093	+19.0%	0.60%
LMT	Lockheed Martin Corp Industrials	Held	2,231	0	$1,136,136	−0.0%	0.57%
CAT	Caterpillar Inc Industrials	Held	1,400	0	$1,135,106	−23.9%	0.56%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,447	0	$1,107,970	+4.5%	0.55%
ADP	Automatic Data Processing Inc Technology	Held	3,888	0	$1,003,337	+15.2%	0.50%
UNP	Union Pacific Corp Industrials	Held	3,671	0	$998,989	+0.0%	0.50%
GOOG	Alphabet Inc. Communication Services	Held	2,873	0	$978,946	−3.6%	0.49%
PGR	Progressive Corp/Oh/ Financial Services	Held	4,680	0	$970,210	−5.1%	0.48%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Held	5,228	0	$880,499	+6.2%	0.44%
RTX	RTX Corp Industrials	Held	4,694	0	$871,441	−2.2%	0.43%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	1,644	-162	$859,499	−4.2%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,501	-406	$799,185	−7.7%	0.40%
KO	Coca Cola Co Consumer Defensive	Held	9,066	0	$780,401	+5.9%	0.39%
GOOGL	Alphabet Inc. Communication Services	Held	2,240	0	$770,739	−3.7%	0.38%
SPY	Spdr S&P 500 ETF Trust	Held	999	0	$761,867	+2.1%	0.38%
ITW	Illinois Tool Works Inc Industrials	Held	2,934	0	$754,859	−4.9%	0.38%
AMGN	Amgen Inc Healthcare	Reduced	1,725	-167	$727,104	+6.1%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Held	3,101	0	$716,144	−14.6%	0.36%
CSCO	Cisco Systems, Inc. Technology	Held	6,591	0	$709,389	−8.4%	0.35%
TXN	Texas Instruments Inc Technology	Held	2,530	0	$708,627	−6.0%	0.35%
ASHR	DBX ETF Trust	Reduced	21,040	-364	$687,376	−12.4%	0.34%
COP	Conocophillips Energy	Held	5,450	0	$682,067	+20.4%	0.34%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,921	-285	$623,589	−11.5%	0.31%

Showing the top 50 of 173 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.