ACIMA PRIVATE WEALTH, LLC: 13F holdings

CIK 17619612026Q2

Positions173
Reported value$344.3m
Filed2026-07-06

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES CORE S&P 500 ETF45,167$33.8m9.8%
GSLC GS ACTIVEBETA US LARGE CAP EQUITY ETF141,960$20.1m5.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF204,594$16.9m4.9%
IJH ISHARES CORE S&P MID-CAP ETF199,457$15.4m4.5%
TRY=X APPLIED FINANCE VALUATION LARGE CAP ETF312,859$14.5m4.2%
JCPB JPMORGAN CORE PLUS BOND ETF291,629$13.7m4.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND148,379$13.7m4.0%
GTO INVESCO TOTAL RETURN BOND ETF290,933$13.6m4.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF49,806$10.6m3.1%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND215,439$10.4m3.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1761961")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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