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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.16B
$37.9 Million 0.01% of portfolio
420
Q2 2025 Added 1,400.0%

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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