ACIMA PRIVATE WEALTH, LLC

CIK

1761961

Location

RICHMOND, VA

Portfolio Value

Micro $3,877,952

Diversification

Diversified

Filing Date

Global Rank

#6,414 / 8,232 ▲ 181

Top Industry

Consumer Electronics 15.4%

3Y Alpha vs SPY

-10.4%

Period ended 3 months ago

Filed Apr 6, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+32.8%

SPY

+74.2%

Annualised alpha

-10.4%

Max drawdown

−16.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

109 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.2%

−0.5 pts

Top 5

28.3%

−2.6 pts

Top 10

41.2%

−2.7 pts

HHI

376

Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$15,963,716	14
Healthcare	14.7%	$7,726,592	18
Consumer Cyclical	13.6%	$7,145,968	10
Industrials	11.7%	$6,172,045	12
Financial Services	10.4%	$5,492,727	22
Consumer Defensive	7.4%	$3,877,952	11
Energy	4.6%	$2,446,061	6
Basic Materials	3.7%	$1,961,750	4
Communication Services	1.3%	$700,276	4
Unclassified	1.3%	$671,203	2
Utilities	0.9%	$480,655	5
Real Estate	0.0%	$12,943	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	−667	1,521	$314,694
JNJ	Johnson & Johnson	−352	6,648	$1,625,037
AAPL	Apple Inc.	−312	31,455	$7,982,964
XOM	Exxon Mobil Corp	−204	7,423	$1,259,386
ADP	Automatic Data Processing Inc	−38	3,888	$789,963
ABT	Abbott Laboratories	−38	3,382	$347,229
MRSH	Marsh & Mclennan Companies, Inc.	−36	1,881	$326,259
HD	Home Depot, Inc.	−18	1,664	$547,272
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
WAT	Waters Corp /De/	189	$56,284
SOLS	Solstice Advanced Materials Inc.	399	$30,387
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DHI	Horton D R Inc /De/	44	$6,337
RJF	Raymond James Financial Inc	38	$6,102
MET	Metlife Inc	67	$5,288
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $3,877,952 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	5,907	$853,207	+0.8%	22.00%
PEP	Pepsico Inc Consumer Defensive	Held	5,206	$808,439	+8.2%	20.85%
KO	Coca Cola Co Consumer Defensive	Held	9,066	$689,469	+8.8%	17.78%
WMT	Walmart Inc. Consumer Defensive	Held	3,900	$484,692	+11.6%	12.50%
SYY	Sysco Corp Consumer Defensive	Held	3,500	$249,655	−3.2%	6.44%
MO	Altria Group, Inc. Consumer Defensive	Held	3,501	$231,030	+14.4%	5.96%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,123	$185,676	+3.1%	4.79%
CL	Colgate Palmolive Co Consumer Defensive	Held	2,000	$170,460	+7.9%	4.40%
KMB	Kimberly Clark Corp Consumer Defensive	Held	1,244	$120,008	−4.4%	3.09%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	72	$71,742	+15.5%	1.85%
TGT	Target Corp Consumer Defensive	Held	112	$13,574	+24.0%	0.35%