Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $293 Billion
  • Q2 2025

Acima Private Wealth, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $293 Billion distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.2B, Goldman Sachs ETF Tr Activebet with a value of $20.4B, Ishares Core S&P Mid Cap ETF with a value of $17.5B, Ishares Inc with a value of $13.3B, and Jpmorgan International Bond Op with a value of $10.3B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $279B to 293B.

Acima Private Wealth, LLC is based out at Richmond, VA

Below you can find more details about Acima Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $293 Billion
ETFs: $230 Billion
Technology: $16.7 Billion
Consumer Cyclical: $8.32 Billion
Healthcare: $6.94 Billion
Financial Services: $6.4 Billion
Industrials: $6.39 Billion
Consumer Defensive: $3.79 Billion
Basic Materials: $2.12 Billion
Other: $3.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.2 Billion 8.94% of portfolio
42,258
Q2 2025 Added 0.35%
$0
$20.4 Billion 6.94% of portfolio
167,697
Q2 2025 Reduced 1.74%
$0
$17.5 Billion 5.98% of portfolio
282,928
Q2 2025 Added 9.06%
$0
$13.3 Billion 4.53% of portfolio
221,436
Q2 2025 Reduced 0.91%
$0
$10.3 Billion 3.5% of portfolio
211,503
Q2 2025 Reduced 2.86%
$0
$9.85 Billion 3.36% of portfolio
54,177
Q2 2025 Added 4.58%
$0
$9.79 Billion 3.34% of portfolio
208,007
Q2 2025 Reduced 9.45%
$0
$9.77 Billion 3.33% of portfolio
105,935
Q2 2025 Reduced 9.4%
$0
$9.74 Billion 3.32% of portfolio
207,755
Q2 2025 Reduced 8.96%
$0
$9.13 Billion 3.11% of portfolio
233,264
Q2 2025 Added 13.72%
$0
$7.03 Billion 2.4% of portfolio
23,144
Q2 2025 Added 1.52%
$0
$7.02 Billion 2.39% of portfolio
277,066
Q2 2025 Reduced 3.28%
$0
$6.94 Billion 2.37% of portfolio
101,278
Q2 2025 Reduced 2.2%
$0
$6.74 Billion 2.3% of portfolio
67,907
Q2 2025 Reduced 10.62%
$3.69T
$6.56 Billion 2.24% of portfolio
31,989
Q1 2025 Reduced 14.06%
$0
$6.28 Billion 2.14% of portfolio
105,632
Q2 2025 Reduced 2.69%
$0
$5.8 Billion 1.98% of portfolio
87,607
Q2 2025 Reduced 2.25%
$0
$5.56 Billion 1.89% of portfolio
163,502
Q2 2025 Reduced 1.1%
$0
$5.47 Billion 1.86% of portfolio
65,466
Q2 2025 Added 0.45%
$0
$5.15 Billion 1.76% of portfolio
37,139
Q4 2023 Reduced 41.35%
$0
$4.31 Billion 1.47% of portfolio
82,253
Q1 2025 Reduced 13.06%
$0
$3.33 Billion 1.14% of portfolio
53,970
Q2 2025 Reduced 2.04%
$172B
$3.04 Billion 1.04% of portfolio
2,957
Q2 2025 Reduced 11.04%
$3.95T
$2.79 Billion 0.95% of portfolio
5,605
Q2 2025 Added 1.82%
$0
$2.64 Billion 0.9% of portfolio
32,625
Q4 2023 Reduced 24.64%
$0
$2.47 Billion 0.84% of portfolio
50,430
Q2 2025 Added 1.03%
$0
$2.47 Billion 0.84% of portfolio
120,339
Q2 2025 Reduced 2.75%
$0
$2.27 Billion 0.77% of portfolio
28,104
Q2 2025 Reduced 1.47%
$0
$2.26 Billion 0.77% of portfolio
17,944
Q1 2024 Reduced 0.05%
$0
$2.2 Billion 0.75% of portfolio
8,701
Q1 2021 Reduced 20.9%
$0
$2.15 Billion 0.73% of portfolio
20,593
Q2 2025 Added 1.18%
$0
$2.09 Billion 0.71% of portfolio
10,225
Q2 2024 Reduced 0.65%
$118B
$1.93 Billion 0.66% of portfolio
740
Q2 2025 Reduced 16.29%
$217B
$1.88 Billion 0.64% of portfolio
324
Q4 2020 Reduced 0.92%
$0
$1.68 Billion 0.57% of portfolio
61,020
Q2 2025 Reduced 2.91%
$152B
$1.53 Billion 0.52% of portfolio
6,905
Q1 2025 Reduced 22.46%
$0
$1.48 Billion 0.5% of portfolio
26,845
Q2 2025 Reduced 3.38%
$92.8B
$1.41 Billion 0.48% of portfolio
4,110
Q4 2023 Reduced 24.67%
$551B
$1.38 Billion 0.47% of portfolio
3,895
Q2 2024 Reduced 0.33%
$0
$1.27 Billion 0.43% of portfolio
48,245
Q2 2025 Reduced 1.75%
$142B
$1.25 Billion 0.43% of portfolio
4,680
Q3 2023 Reduced 1.04%
$351B
$1.26 Billion 0.43% of portfolio
6,811
Q2 2024 Reduced 3.13%
$124B
$1.2 Billion 0.41% of portfolio
3,888
Q3 2019 Added 3.32%
$0
$1.17 Billion 0.4% of portfolio
8,715
Q1 2025 Reduced 8.41%
$452B
$1.08 Billion 0.37% of portfolio
7,096
Q2 2025 Reduced 5.71%
$113B
$1.03 Billion 0.35% of portfolio
2,231
Q1 2019 New
$2.26T
$944 Million 0.32% of portfolio
4,303
Q1 2024 Reduced 3.0%
$368B
$941 Million 0.32% of portfolio
5,907
Q1 2025 Reduced 14.48%
$0
$921 Million 0.31% of portfolio
18,178
Q2 2025 Added 27.87%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $293 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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