ACIMA PRIVATE WEALTH, LLC

CIK 0001761961 • 6 13F filings • May 9, 2025 – Jul 6, 2026

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Filer information

Filed by: ACIMA PRIVATE WEALTH, LLC, CEO
Address: 1801 BAYBERRY COURT, SUITE 301, RICHMOND, VA, 23226
Phone: 8044228450
AUM: $322.2M

AUM over time

$344.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $318.6M177 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$142K	0.0%Prev: 0.1%	975 SH	Decreased-300 SH
ABBOTT LABORATORIES COM	Stock	$347K	0.1%	3,382 SH	New
ABBVIE INC COM	Stock	$1.5M	0.5%Prev: 0.5%	6,848 SH	Increased+37 SH
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$555K	0.2%Prev: 0.3%	2,800 SH	Decreased
ADOBE INC COM	Stock	$441K	0.1%Prev: 0.2%	1,815 SH	Decreased
AFLAC INC COM	Stock	$236K	0.1%Prev: 0.1%	2,148 SH	Decreased-1,490 SH
AIR PRODUCTS AND CHEMICALS INC COM	Stock	$436K	0.1%	1,500 SH	New
ALPHABET INC CAP STK CL A	Stock	$644K	0.2%Prev: 0.1%	2,240 SH	Increased
ALPHABET INC CAP STK CL C	Stock	$824K	0.3%Prev: 0.2%	2,873 SH	Increased
ALTRIA GROUP INC COM	Stock	$231K	0.1%Prev: 0.1%	3,501 SH	Increased+49 SH
AMAZON COM INC COM	Stock	$940K	0.3%Prev: 0.3%	4,513 SH	Increased+210 SH
AMERICAN ELEC PWR CO INC COM	Stock	$160K	0.1%Prev: 0.0%	1,224 SH	Increased
AMERICAN EXPRESS CO COM	Stock	$333K	0.1%Prev: 0.1%	1,100 SH	Increased+100 SH
AMERICAN FINANCIAL GROUP INC COM	Stock	$175K	0.1%	1,371 SH	New
AMERICAN TOWER CORP COM	REIT	$13K	0.0%	75 SH	New
AMERIPRISE FINL INC COM	Stock	$10K	0.0%	23 SH	New
AMGEN INC COM	Stock	$666K	0.2%Prev: 0.2%	1,892 SH	Increased
ANALOG DEVICES INC COM	Stock	$14K	0.0%	44 SH	New
APPLE INC COM	Stock	$8.0M	2.5%Prev: 2.5%	31,455 SH	Increased-534 SH
APPLIED FINANCE VALUATION LARGE CAP ETF	ETF	$11.6M	3.7%Prev: 2.6%	278,202 SH	Increased+73,084 SH
AT&T INC COM	Stock	$3K	0.0%Prev: 0.0%	116 SH	Increased
AUTOMATIC DATA PROCESSING INC COM	Stock	$790K	0.2%Prev: 0.4%	3,888 SH	Decreased
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$7.9M	2.5%Prev: 2.2%	98,386 SH	Increased-5,174 SH
BANK AMERICA CORP COM	Stock	$34K	0.0%	706 SH	New
BECTON DICKINSON & CO COM	Stock	$220K	0.1%Prev: 0.1%	1,400 SH	Decreased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$325K	0.1%Prev: 0.1%	679 SH	Decreased
BIOGEN INC COM	Stock	$168K	0.1%Prev: 0.0%	916 SH	Increased
BLACKROCK INC COM	Stock	$364K	0.1%Prev: 0.1%	379 SH	Increased
BOOKING HOLDINGS INC COM	Stock	$1.4M	0.4%Prev: 0.5%	324 SH	Decreased
BP PLC SPONSORED ADR	ADR	$50K	0.0%	1,058 SH	New
CAPITAL ONE FINL CORP COM	Stock	$382K	0.1%Prev: 0.0%	2,095 SH	Increased+1,995 SH
CARRIER GLOBAL CORPORATION COM	Stock	$54K	0.0%Prev: 0.0%	967 SH	Decreased-333 SH
CATERPILLAR INC COM	Stock	$992K	0.3%Prev: 0.2%	1,400 SH	Increased-73 SH
CENCORA INC COM	Stock	$100K	0.0%Prev: 0.0%	317 SH	Increased
CHEVRON CORPORATION COM	Stock	$315K	0.1%	1,521 SH	New
CISCO SYS INC COM	Stock	$511K	0.2%Prev: 0.1%	6,591 SH	Increased
COCA COLA CO COM	Stock	$689K	0.2%Prev: 0.1%	9,066 SH	Increased+6,021 SH
COLGATE PALMOLIVE CO COM	Stock	$170K	0.1%Prev: 0.1%	2,000 SH	Decreased-486 SH
CONOCOPHILLIPS COM	Stock	$719K	0.2%Prev: 0.2%	5,450 SH	Increased+200 SH
CORNING INC COM	Stock	$435K	0.1%Prev: 0.1%	3,200 SH	Increased
COSTCO WHOLESALE CORPORATION COM	Stock	$72K	0.0%	72 SH	New
CSX CORP COM	Stock	$74K	0.0%Prev: 0.0%	1,800 SH	Increased
DANAHER CORP DEL COM	Stock	$35K	0.0%	185 SH	New
DARDEN RESTAURANTS INC COM	Stock	$392K	0.1%Prev: 0.1%	2,000 SH	Decreased
DEFIANCE CONNECTIVE TECHNOLOGIES ETF	ETF	$237K	0.1%Prev: 0.1%	3,473 SH	Increased
DOMINION ENERGY INC COM	Stock	$13K	0.0%	213 SH	New
DOVER CORP COM	Stock	$261K	0.1%Prev: 0.1%	1,250 SH	Increased
DUKE ENERGY CORP NEW COM NEW	Stock	$14K	0.0%Prev: 0.0%	110 SH	Decreased-258 SH
EBAY INC. COM	Stock	$4K	0.0%Prev: 0.0%	46 SH	Increased
EDWARDS LIFESCIENCES CORP COM	Stock	$473K	0.1%Prev: 0.2%	5,904 SH	Increased
ELI LILLY & CO COM	Stock	$69K	0.0%Prev: 0.1%	75 SH	Decreased-188 SH
ENERGY SELECT SECTOR SPDR ETF	ETF	$50K	0.0%Prev: 0.0%	816 SH	Decreased-196 SH
EXXON MOBIL CORP COM	Stock	$1.3M	0.4%Prev: 0.2%	7,423 SH	Increased+2,331 SH
FRANKLIN INTERNATIONAL AGGREGATE BOND ETF	ETF	$2.4M	0.7%Prev: 0.9%	117,340 SH	Decreased-6,399 SH
GOLDMAN SACHS GROUP INC COM	Stock	$4K	0.0%	5 SH	New
GS ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$17.5M	5.5%Prev: 6.7%	139,567 SH	Decreased-31,108 SH
HARTFORD INSURANCE GROUP INC COM	Stock	$6K	0.0%Prev: 0.0%	42 SH	Increased
HEICO CORP NEW CL A	Stock	$210K	0.1%Prev: 0.1%	994 SH	Increased
HOME DEPOT INC COM	Stock	$547K	0.2%Prev: 0.2%	1,664 SH	Decreased-56 SH
HONEYWELL INTL INC COM	Stock	$364K	0.1%Prev: 0.2%	1,610 SH	Decreased-1,483 SH
IDEXX LABS INC COM	Stock	$277K	0.1%Prev: 0.1%	493 SH	Increased
ILLINOIS TOOL WKS INC COM	Stock	$764K	0.2%Prev: 0.3%	2,934 SH	Decreased-266 SH
INTEL CORP COM	Stock	$278K	0.1%Prev: 0.1%	6,297 SH	Decreased-6,975 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$10.7M	3.3%Prev: 3.2%	55,522 SH	Increased+3,717 SH
INVESCO TOTAL RETURN BOND ETF	ETF	$13.1M	4.1%Prev: 3.8%	278,841 SH	Increased+50,650 SH
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN	ETF	$8.4M	2.6%Prev: 2.1%	174,272 SH	Increased+8,945 SH
ISHARES CORE MSCI EAFE ETF	ETF	$9.0M	2.8%Prev: 1.8%	99,057 SH	Increased+33,887 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$14.9M	4.7%Prev: 4.3%	214,310 SH	Increased-9,166 SH
ISHARES CORE MSCI EUROPE ETF	ETF	$6.2M	1.9%Prev: 1.9%	88,113 SH	Increased-1,510 SH
ISHARES CORE S&P 500 ETF	ETF	$28.6M	9.0%Prev: 8.5%	43,808 SH	Increased+1,698 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$16.2M	5.1%Prev: 5.4%	240,189 SH	Increased-19,236 SH
ISHARES CORE S&P SMALL CAP ETF	ETF	$58K	0.0%Prev: 0.0%	465 SH	Decreased-488 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$10.0M	3.2%Prev: 2.7%	101,121 SH	Increased+25,149 SH
ISHARES EXPANDED TECH SECTOR ETF	ETF	$5.2M	1.6%Prev: 1.7%	43,740 SH	Increased-9,660 SH
ISHARES MSCI ACWI ETF	ETF	$15K	0.0%	105 SH	New
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF	ETF	$13K	0.0%	137 SH	New
ISHARES MSCI AUSTRALIA ETF	ETF	$1.4M	0.4%Prev: 0.4%	51,236 SH	Increased+2,133 SH
ISHARES MSCI CHINA ETF	ETF	$1.4M	0.4%Prev: 0.5%	24,748 SH	Decreased-3,037 SH
ISHARES MSCI EAFE ETF	ETF	$483K	0.2%Prev: 0.1%	4,970 SH	Increased
ISHARES MSCI EUROZONE ETF	ETF	$8.6M	2.7%Prev: 2.1%	137,674 SH	Increased+29,125 SH
ISHARES MSCI UNITED KINGDOM ETF	ETF	$875K	0.3%Prev: 0.3%	19,206 SH	Increased-2,003 SH
ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$10K	0.0%Prev: 0.0%	106 SH	Decreased-114 SH
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$342K	0.1%Prev: 0.1%	1,782 SH	Increased-85 SH
ISHARES NATIONAL MUNI BOND ETF	ETF	$2.5M	0.8%Prev: 0.8%	23,226 SH	Increased+2,874 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$780K	0.2%Prev: 0.2%	1,829 SH	Increased
ISHARES RUSSELL 1000 VALUE ETF	ETF	$335K	0.1%Prev: 0.1%	1,570 SH	Increased-173 SH
ISHARES RUSSELL 2000 ETF	ETF	$764K	0.2%Prev: 0.2%	3,081 SH	Increased
ISHARES RUSSELL 2000 GROWTH ETF	ETF	$995K	0.3%Prev: 0.3%	3,170 SH	Increased
ISHARES RUSSELL MID-CAP GROWTH ETF	ETF	$4.8M	1.5%Prev: 1.6%	37,139 SH	Increased
ISHARES RUSSELL MID-CAP VALUE ETF	ETF	$377K	0.1%Prev: 0.1%	2,585 SH	Increased
ISHARES RUSSELL MIDCAP ETF	ETF	$331K	0.1%Prev: 0.1%	3,404 SH	Increased
ISHARES S&P SMALL-CAP 600 GROWTH ETF	ETF	$68K	0.0%Prev: 0.0%	470 SH	Increased
JOHNSON & JOHNSON COM	Stock	$1.6M	0.5%Prev: 0.4%	6,648 SH	Increased-878 SH
JPMORGAN BETABUILDERS CANADA ETF	ETF	$2.6M	0.8%Prev: 0.7%	28,055 SH	Increased-469 SH
JPMORGAN BETABUILDERS JAPAN ETF	ETF	$3.1M	1.0%Prev: 1.1%	45,024 SH	Increased-10,070 SH
JPMORGAN CHASE & CO COM	Stock	$87K	0.0%	296 SH	New
JPMORGAN CORE PLUS BOND ETF	ETF	$13.2M	4.1%Prev: 3.9%	279,732 SH	Increased+50,012 SH
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST	ETF	$10.1M	3.2%	211,048 SH	New
JPMORGAN MUNICIPAL ETF	ETF	$430K	0.1%Prev: 0.1%	8,599 SH	Increased+2,364 SH
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$378K	0.1%Prev: 0.3%	7,477 SH	Decreased-6,739 SH
KIMBERLY-CLARK CORP COM	Stock	$120K	0.0%Prev: 0.1%	1,244 SH	Decreased
LOCKHEED MARTIN CORP COM	Stock	$1.3M	0.4%Prev: 0.4%	2,231 SH	Increased
LOWES COS INC COM	Stock	$1.6M	0.5%Prev: 0.6%	6,905 SH	Increased
MARKEL GROUP INC COM	Stock	$373K	0.1%Prev: 0.2%	195 SH	Decreased-57 SH
MARSH & MCLENNAN COS INC COM	Stock	$326K	0.1%Prev: 0.2%	1,881 SH	Decreased
MASTERCARD INCORPORATED CL A	Stock	$367K	0.1%Prev: 0.2%	734 SH	Decreased-50 SH
MCDONALDS CORP COM	Stock	$964K	0.3%Prev: 0.4%	3,101 SH	Decreased-28 SH
MERCADOLIBRE INC COM	Stock	$1.3M	0.4%Prev: 0.6%	739 SH	Decreased-145 SH
MERCK & CO INC COM	Stock	$573K	0.2%Prev: 0.2%	4,764 SH	Increased
META PLATFORMS INC CL A	Stock	$572	0.0%Prev: 0.0%	1 SH	Decreased-136 SH
MICROSOFT CORP COM	Stock	$2.1M	0.7%Prev: 0.7%	5,697 SH	Increased+192 SH
MORGAN STANLEY COM NEW	Stock	$4K	0.0%Prev: 0.0%	26 SH	Increased
NASDAQ INC COM	Stock	$4K	0.0%	46 SH	New
NEXTERA ENERGY INC COM	Stock	$148K	0.0%Prev: 0.0%	1,592 SH	Increased
NORTHROP GRUMMAN CORP COM	Stock	$327K	0.1%Prev: 0.1%	480 SH	Increased
NVIDIA CORPORATION COM	Stock	$72K	0.0%Prev: 0.0%	410 SH	Increased
OCCIDENTAL PETE CORP COM	Stock	$12K	0.0%	181 SH	New
OCCIDENTAL PETE CORP WT EXP 080327	Stock	$944	0.0%	22 SH	New
ORACLE CORP COM	Stock	$353K	0.1%Prev: 0.1%	2,400 SH	Increased
OREILLY AUTOMOTIVE INC COM	Stock	$18K	0.0%Prev: 0.0%	195 SH	Decreased+167 SH
OTIS WORLDWIDE CORP COM	Stock	$50K	0.0%Prev: 0.0%	650 SH	Decreased
PEPSICO INC COM	Stock	$808K	0.3%Prev: 0.3%	5,206 SH	Increased
PFIZER INC COM	Stock	$393K	0.1%Prev: 0.1%	14,009 SH	Increased-533 SH
PHILIP MORRIS INTL INC COM	Stock	$186K	0.1%Prev: 0.1%	1,123 SH	Increased
PHILLIPS 66 COM	Stock	$91K	0.0%Prev: 0.0%	500 SH	Increased
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	ETF	$13.1M	4.1%Prev: 3.9%	142,364 SH	Increased+25,441 SH
PPG INDS INC COM	Stock	$178K	0.1%Prev: 0.1%	1,667 SH	Decreased-833 SH
PRICE T ROWE GROUP INC COM	Stock	$2K	0.0%Prev: 0.0%	17 SH	Decreased
PROCTER & GAMBLE CO COM	Stock	$853K	0.3%	5,907 SH	New
PROGRESSIVE CORP COM	Stock	$928K	0.3%Prev: 0.5%	4,680 SH	Decreased
RTX CORPORATION COM	Stock	$905K	0.3%Prev: 0.2%	4,694 SH	Increased
S&P GLOBAL INC COM	Stock	$351K	0.1%Prev: 0.2%	826 SH	Decreased
SCHWAB CHARLES CORP COM	Stock	$16K	0.0%	169 SH	New
SERVICENOW INC COM	Stock	$1.5M	0.5%Prev: 0.9%	14,785 SH	Decreased+11,461 SH
SHERWIN WILLIAMS CO COM	Stock	$1.3M	0.4%Prev: 0.5%	4,110 SH	Decreased
SHOPIFY INC CL A SUB VTG SHS	Stock	$386K	0.1%Prev: 0.1%	3,251 SH	Increased
SOLSTICE ADVANCED MATLS INC COM SHS	Stock	$30K	0.0%	399 SH	New
SOLVENTUM CORP COM SHS	Stock	$20K	0.0%Prev: 0.0%	300 SH	Decreased
SOUTHERN CO COM	Stock	$145K	0.0%Prev: 0.0%	1,500 SH	Increased
SPDR GOLD SHARES	ETF	$22K	0.0%	50 SH	New
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	ETF	$2.2M	0.7%	26,284 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$4.1M	1.3%	82,253 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$766K	0.2%	5,228 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$32K	0.0%	196 SH	New
STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF	ETF	$92K	0.0%	1,218 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$650K	0.2%	999 SH	New
STATE STREET SPDR S&P CHINA ETF	ETF	$309K	0.1%	3,315 SH	New
STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF	ETF	$3.1M	1.0%	17,313 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$2.1M	0.7%	15,602 SH	New
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	$33K	0.0%	728 SH	New
SYSCO CORP COM	Stock	$250K	0.1%Prev: 0.1%	3,500 SH	Decreased
TARGET CORP COM	Stock	$14K	0.0%	112 SH	New
TEXAS INSTRS INC COM	Stock	$491K	0.2%Prev: 0.2%	2,530 SH	Increased
THERMO FISHER SCIENTIFIC INC COM	Stock	$355K	0.1%Prev: 0.1%	722 SH	Decreased
UNION PAC CORP COM	Stock	$891K	0.3%Prev: 0.0%	3,671 SH	Increased+3,163 SH
UNITEDHEALTH GROUP INC COM	Stock	$54K	0.0%Prev: 0.1%	200 SH	Decreased-338 SH
US BANCORP COM NEW	Stock	$13K	0.0%	252 SH	New
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF	ETF	$8.1M	2.5%Prev: 2.5%	323,296 SH	Increased+36,839 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$2.2M	0.7%Prev: 0.7%	10,225 SH	Increased
VANGUARD ESG U.S. STOCK ETF	ETF	$18K	0.0%Prev: 0.0%	158 SH	Decreased-194 SH
VANGUARD FTSE EMERGING MARKETS ETF	ETF	$20K	0.0%Prev: 0.0%	365 SH	Increased
VANGUARD LARGE-CAP ETF	ETF	$412K	0.1%Prev: 0.1%	1,380 SH	Increased
VANGUARD MEGA CAP ETF	ETF	$50K	0.0%Prev: 0.0%	210 SH	Increased
VANGUARD MID-CAP ETF	ETF	$289K	0.1%Prev: 0.1%	1,007 SH	Increased
VANGUARD RUSSELL 2000 ETF	ETF	$128K	0.0%Prev: 0.0%	1,275 SH	Increased
VANGUARD S&P 500 ETF	ETF	$90K	0.0%Prev: 0.0%	150 SH	Increased
VANGUARD SMALL-CAP ETF	ETF	$57K	0.0%Prev: 0.0%	217 SH	Increased
VANGUARD TAX-EXEMPT BOND ETF	ETF	$2.6M	0.8%Prev: 0.9%	52,448 SH	Increased+2,531 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$93K	0.0%Prev: 0.0%	1,261 SH	Decreased-275 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$7.4M	2.3%Prev: 2.2%	23,041 SH	Increased+244 SH
VERIZON COMMUNICATIONS INC COM	Stock	$52K	0.0%Prev: 0.0%	1,040 SH	Increased
VERTEX PHARMACEUTICALS INC COM	Stock	$806K	0.3%Prev: 0.3%	1,806 SH	Decreased
VIKING HOLDINGS LTD ORD SHS	Stock	$7K	0.0%Prev: 0.0%	100 SH	Increased
VISA INC COM CL A	Stock	$1.2M	0.4%Prev: 0.5%	3,810 SH	Decreased-85 SH
WALMART INC COM	Stock	$485K	0.2%Prev: 0.1%	3,900 SH	Increased
WATERS CORP COM	Stock	$56K	0.0%	189 SH	New
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF	ETF	$1.8M	0.6%Prev: 0.6%	54,522 SH	Increased-8,327 SH

Sold (vs prior filing)

ABBOTT LABS COM — $449K
AIR PRODS & CHEMS INC COM — $442K
CAPITAL GROUP CORE PLUS INCOME ETF — $141K
CENTENE CORP DEL COM — $12K
CHEVRON CORP NEW COM — $405K
CHUBB LIMITED COM — $80K
CITIGROUP INC COM NEW — $8K
COMCAST CORP NEW CL A — $13K
CONSUMER STAPLES SELECT SECTOR SPDR FUND — $2.7M
COSTCO WHSL CORP NEW COM — $114K
DANAHER CORPORATION COM — $38K
DISCOVER FINL SVCS COM — $351K
ELEVANCE HEALTH INC COM — $29K
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM — $13K
FINANCIAL SELECT SECTOR SPDR FUND — $4.1M
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND — $4K
HEALTH CARE SELECT SECTOR SPDR FUND — $1.3M
HUBSPOT INC COM — $209K
INDUSTRIAL SELECT SECTOR SPDR FUND — $26K
INTEGER HLDGS CORP COM — $472K
… and 20 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 15, 2026	Q4 2025	13F-HR	0001761961-26-000001	$322.2M	View
Oct 5, 2026	Q3 2026	13F-HR	0001761961-26-000005	$344.4M	View
Nov 10, 2025	Q3 2025