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
$222B
$914 Million 0.31% of portfolio
3,129
Q1 2025 Reduced 27.72%
$0
$906 Million 0.31% of portfolio
3,170
Q1 2019 New
$442B
$894 Million 0.3% of portfolio
8,292
Q2 2025 Added 62.84%
$150B
$837 Million 0.29% of portfolio
2,800
Q4 2023 Reduced 0.88%
$135B
$853 Million 0.29% of portfolio
3,708
Q2 2025 Added 629.92%
$0
$819 Million 0.28% of portfolio
20,615
Q2 2025 Reduced 2.8%
$99.5B
$804 Million 0.27% of portfolio
1,806
Q4 2024 Reduced 41.38%
$80B
$791 Million 0.27% of portfolio
3,200
Q1 2025 Reduced 30.43%
$0
$777 Million 0.26% of portfolio
1,829
Q1 2024 Reduced 20.03%
$157B
$702 Million 0.24% of portfolio
1,815
Q1 2024 Reduced 1.36%
$202B
$687 Million 0.23% of portfolio
5,206
Q1 2025 Reduced 16.11%
$0
$665 Million 0.23% of portfolio
3,081
Q1 2024 Reduced 56.4%
$229B
$685 Million 0.23% of portfolio
4,694
Q4 2023 Reduced 7.42%
$306B
$646 Million 0.22% of portfolio
9,132
Q2 2025 Added 199.9%
$0
$617 Million 0.21% of portfolio
999
Q1 2019 New
$405B
$631 Million 0.21% of portfolio
1,720
Q1 2025 Reduced 3.1%
$177B
$525 Million 0.18% of portfolio
2,530
Q4 2023 Reduced 1.4%
$152B
$528 Million 0.18% of portfolio
1,892
Q2 2023 Reduced 5.02%
$684B
$525 Million 0.18% of portfolio
2,400
Q1 2024 Reduced 2.68%
$120B
$489 Million 0.17% of portfolio
5,450
Q2 2025 Added 3.81%
$1.24T
$510 Million 0.17% of portfolio
2,873
Q1 2025 Reduced 8.03%
$47.6B
$462 Million 0.16% of portfolio
5,904
Q2 2023 Reduced 2.67%
$293B
$457 Million 0.16% of portfolio
6,591
Q4 2024 Reduced 6.39%
$229B
$460 Million 0.16% of portfolio
3,382
Q1 2025 Reduced 37.16%
$26.1B
$463 Million 0.16% of portfolio
232
Q2 2025 Reduced 7.94%
$25.1B
$436 Million 0.15% of portfolio
2,000
Q1 2024 Reduced 3.8%
$182B
$436 Million 0.15% of portfolio
826
Q2 2023 Reduced 2.59%
$0
$444 Million 0.15% of portfolio
4,970
Q3 2024 Reduced 43.04%
$83.2B
$446 Million 0.15% of portfolio
2,095
Q2 2025 Added 1,995.0%
$64.2B
$423 Million 0.14% of portfolio
1,500
Q1 2025 Reduced 16.67%
$101B
$411 Million 0.14% of portfolio
1,881
Q1 2019 New
Blackrock Inc Com
-
$398 Million 0.14% of portfolio
-
Q3 2024 New
$548B
$412 Million 0.14% of portfolio
734
Q2 2025 Reduced 6.38%
$65.4B
$384 Million 0.13% of portfolio
3,638
Q1 2019 New
$281B
$381 Million 0.13% of portfolio
3,900
Q1 2024 Added 200.0%
$146B
$375 Million 0.13% of portfolio
1,610
Q2 2025 Reduced 47.95%
$178B
$375 Million 0.13% of portfolio
3,251
Q3 2024 Reduced 3.47%
$0
$394 Million 0.13% of portfolio
1,380
Q3 2023 Reduced 10.1%
$203B
$377 Million 0.13% of portfolio
4,764
Q1 2024 Reduced 12.51%
$1.21T
$395 Million 0.13% of portfolio
2,240
Q1 2025 Reduced 42.27%
$302B
$347 Million 0.12% of portfolio
2,421
Q1 2024 Reduced 3.55%
$138B
$352 Million 0.12% of portfolio
14,542
Q2 2024 Reduced 7.58%
$0
$341 Million 0.12% of portfolio
1,867
Q4 2023 Reduced 22.76%
$0
$342 Million 0.12% of portfolio
2,585
Q4 2023 Reduced 76.35%
$0
$339 Million 0.12% of portfolio
1,743
Q2 2024 Reduced 35.94%
$0
$356 Million 0.12% of portfolio
4,066
Q1 2025 Reduced 5.24%
$0
$313 Million 0.11% of portfolio
3,404
Q2 2023 Reduced 19.79%
$606B
$330 Million 0.11% of portfolio
679
Q4 2022 Reduced 54.49%
$0
$310 Million 0.11% of portfolio
6,235
Q1 2025 Reduced 81.51%

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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