ACIMA PRIVATE WEALTH, LLC
•CIK: 1761961•Filing: Q4 2025
**ACIMA PRIVATE WEALTH, LLC** manages $322M across a diversified portfolio of 176 holdings. The strategy exhibits notable allocations to core indices and fixed income, highlighted by a $29.4M position in IVV and $13.0M each in BOND and GTO. Top concentration includes significant exposure to GSLC ($18.4M) and IJH ($15.8M). This positioning suggests a tactical blend of broad market equity exposure with defensive fixed-income components.
Total AUM
$322.2M
QoQ Performance
+0.9%
Positions
176
Top 10 Concentration
46.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
GSLC
IVV9.1%
GSLC5.7%
IJH4.9%
IEMG4.5%
JCPB4.0%
BOND4.0%
GTO4.0%
VSLU3.8%
📈 Biggest Buys
📉 Biggest Sells
GSLC
GS ACTIVEBETA US LARGE CAP EQUITY ETF
-14.8%
5.7% of portfolio
IJH
ISHARES CORE S&P MID-CAP ETF
-14.9%
4.9% of portfolio
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
-13.9%
3.2% of portfolio
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-4.3%
4.5% of portfolio
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
-7.8%
2.4% of portfolio
Sector Breakdown
Other78.0%
ETF9.4%
Technology5.0%
Consumer2.0%
Healthcare1.7%
Industrial1.3%
Financial1.1%
Materials0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑17 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023