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: $344.3M173 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$158K	0.0%Prev: 0.1%	975 SH	Decreased-300 SH
ABBOTT LABORATORIES COM	Stock	$307K	0.1%	3,382 SH	New
ABBVIE INC COM	Stock	$1.7M	0.5%Prev: 0.4%	6,848 SH	Increased+37 SH
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$348K	0.1%Prev: 0.3%	2,800 SH	Decreased
ADOBE INC COM	Stock	$372K	0.1%Prev: 0.2%	1,815 SH	Decreased
AFLAC INC COM	Stock	$252K	0.1%Prev: 0.1%	2,148 SH	Decreased-1,490 SH
AIR PRODUCTS AND CHEMICALS INC COM	Stock	$440K	0.1%	1,500 SH	New
ALPHABET INC CAP STK CL A	Stock	$801K	0.2%Prev: 0.1%	2,240 SH	Increased
ALPHABET INC CAP STK CL C	Stock	$1.0M	0.3%Prev: 0.2%	2,873 SH	Increased
ALTRIA GROUP INC COM	Stock	$252K	0.1%Prev: 0.1%	3,501 SH	Increased+49 SH
AMAZON COM INC COM	Stock	$1.1M	0.3%Prev: 0.3%	4,447 SH	Increased+144 SH
AMERICAN ELEC PWR CO INC COM	Stock	$167K	0.0%Prev: 0.0%	1,224 SH	Increased
AMERICAN EXPRESS CO COM	Stock	$357K	0.1%Prev: 0.1%	1,056 SH	Increased+56 SH
AMERICAN FINANCIAL GROUP INC COM	Stock	$192K	0.1%	1,371 SH	New
AMERICAN TOWER CORP COM	REIT	$12K	0.0%	75 SH	New
AMERIPRISE FINL INC COM	Stock	$11K	0.0%	23 SH	New
AMGEN INC COM	Stock	$685K	0.2%Prev: 0.2%	1,892 SH	Increased
ANALOG DEVICES INC COM	Stock	$17K	0.0%	44 SH	New
APPLE INC COM	Stock	$9.1M	2.6%Prev: 2.2%	31,421 SH	Increased-568 SH
APPLIED FINANCE VALUATION LARGE CAP ETF	ETF	$14.5M	4.2%Prev: 3.1%	312,859 SH	Increased+79,595 SH
AT&T INC COM	Stock	$2K	0.0%Prev: 0.0%	116 SH	Decreased
AUTOMATIC DATA PROCESSING INC COM	Stock	$871K	0.3%Prev: 0.4%	3,888 SH	Decreased
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$8.8M	2.6%Prev: 2.4%	91,106 SH	Increased-10,172 SH
BANK OF AMER CORP COM	Stock	$40K	0.0%	706 SH	New
BECTON DICKINSON & CO COM	Stock	$212K	0.1%Prev: 0.1%	1,400 SH	Decreased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$340K	0.1%Prev: 0.1%	679 SH	Increased
BIOGEN INC COM	Stock	$198K	0.1%Prev: 0.0%	916 SH	Increased
BLACKROCK INC COM	Stock	$364K	0.1%Prev: 0.1%	379 SH	Decreased
BOOKING HOLDINGS INC COM	Stock	$1.4M	0.4%Prev: 0.6%	8,100 SH	Decreased+7,776 SH
BP PLC SPONSORED ADR	ADR	$39K	0.0%Prev: 0.0%	1,058 SH	Increased
CAPITAL ONE FINL CORP COM	Stock	$420K	0.1%Prev: 0.2%	2,095 SH	Decreased
CARRIER GLOBAL CORPORATION COM	Stock	$71K	0.0%Prev: 0.0%	967 SH	Decreased-333 SH
CATERPILLAR INC COM	Stock	$1.5M	0.4%Prev: 0.2%	1,400 SH	Increased-73 SH
CENCORA INC COM	Stock	$90K	0.0%Prev: 0.0%	317 SH	Decreased
CHEVRON CORPORATION COM	Stock	$252K	0.1%	1,521 SH	New
CISCO SYS INC COM	Stock	$774K	0.2%Prev: 0.2%	6,591 SH	Increased
COCA COLA CO COM	Stock	$737K	0.2%Prev: 0.2%	9,066 SH	Increased-66 SH
COLGATE PALMOLIVE CO COM	Stock	$183K	0.1%Prev: 0.1%	2,000 SH	Increased
CONOCOPHILLIPS COM	Stock	$567K	0.2%Prev: 0.2%	5,450 SH	Increased
CORNING INC COM	Stock	$817K	0.2%Prev: 0.1%	3,200 SH	Increased
COSTCO WHOLESALE CORPORATION COM	Stock	$67K	0.0%	72 SH	New
CSX CORP COM	Stock	$86K	0.0%Prev: 0.0%	1,800 SH	Increased
DARDEN RESTAURANTS INC COM	Stock	$412K	0.1%Prev: 0.1%	2,000 SH	Decreased
DEFIANCE CONNECTIVE TECHNOLOGIES ETF	ETF	$330K	0.1%Prev: 0.1%	3,473 SH	Increased
DOMINION ENERGY INC COM	Stock	$15K	0.0%Prev: 0.0%	213 SH	Increased
DOVER CORP COM	Stock	$280K	0.1%Prev: 0.1%	1,250 SH	Increased
DUKE ENERGY CORP NEW COM NEW	Stock	$14K	0.0%Prev: 0.0%	110 SH	Increased
EBAY INC. COM	Stock	$5K	0.0%Prev: 0.0%	46 SH	Increased
EDWARDS LIFESCIENCES CORP COM	Stock	$534K	0.2%Prev: 0.2%	5,904 SH	Increased
ELI LILLY & CO COM	Stock	$90K	0.0%Prev: 0.0%	75 SH	Increased
ENERGY SELECT SECTOR SPDR ETF	ETF	$43K	0.0%Prev: 0.0%	816 SH	Increased+408 SH
EXXON MOBIL CORP COM	Stock	$1.0M	0.3%Prev: 0.3%	7,423 SH	Increased-869 SH
FRANKLIN INTERNATIONAL AGGREGATE BOND ETF	ETF	$2.5M	0.7%Prev: 0.8%	119,895 SH	Decreased-444 SH
GS ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$20.1M	5.8%Prev: 6.9%	141,960 SH	Decreased-25,737 SH
HARTFORD INSURANCE GROUP INC COM	Stock	$6K	0.0%Prev: 0.0%	42 SH	Increased
HEICO CORP NEW CL A	Stock	$256K	0.1%Prev: 0.1%	994 SH	Decreased
HOME DEPOT INC COM	Stock	$587K	0.2%Prev: 0.2%	1,664 SH	Decreased-56 SH
IDEXX LABS INC COM	Stock	$260K	0.1%Prev: 0.1%	493 SH	Decreased
ILLINOIS TOOL WKS INC COM	Stock	$794K	0.2%Prev: 0.3%	2,934 SH	Increased-266 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$10.6M	3.1%Prev: 3.4%	49,806 SH	Increased-4,371 SH
INVESCO TOTAL RETURN BOND ETF	ETF	$13.6M	4.0%Prev: 3.3%	290,933 SH	Increased+83,178 SH
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN	ETF	$7.1M	2.1%Prev: 1.9%	162,587 SH	Increased-915 SH
ISHARES CORE 60/40 BALANCED ALLOCATION ETF	ETF	$9K	0.0%	131 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$9.6M	2.8%Prev: 1.9%	99,334 SH	Increased+33,868 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$16.9M	4.9%Prev: 4.5%	204,594 SH	Increased-16,842 SH
ISHARES CORE MSCI EUROPE ETF	ETF	$6.5M	1.9%Prev: 2.0%	86,471 SH	Increased-1,136 SH
ISHARES CORE S&P 500 ETF	ETF	$33.8M	9.8%Prev: 8.9%	45,167 SH	Increased+2,909 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$15.4M	4.5%Prev: 6.0%	199,457 SH	Decreased-83,471 SH
ISHARES CORE S&P SMALL CAP ETF	ETF	$69K	0.0%Prev: 0.0%	465 SH	Decreased-488 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$10.3M	3.0%Prev: 2.3%	103,994 SH	Increased+36,087 SH
ISHARES EXPANDED TECH SECTOR ETF	ETF	$7.2M	2.1%Prev: 2.0%	43,740 SH	Increased-9,660 SH
ISHARES MSCI ACWI ETF	ETF	$16K	0.0%	105 SH	New
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF	ETF	$3.0M	0.9%	25,048 SH	New
ISHARES MSCI AUSTRALIA ETF	ETF	$1.4M	0.4%Prev: 0.4%	49,781 SH	Increased+1,536 SH
ISHARES MSCI CHINA ETF	ETF	$559K	0.2%Prev: 0.5%	10,946 SH	Decreased-15,899 SH
ISHARES MSCI EAFE ETF	ETF	$516K	0.1%Prev: 0.2%	4,970 SH	Increased
ISHARES MSCI EUROZONE ETF	ETF	$9.7M	2.8%Prev: 2.1%	139,812 SH	Increased+34,180 SH
ISHARES MSCI UNITED KINGDOM ETF	ETF	$853K	0.2%Prev: 0.3%	18,479 SH	Increased-2,136 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	$391K	0.1%Prev: 0.1%	1,782 SH	Increased-85 SH
ISHARES NATIONAL MUNI BOND ETF	ETF	$2.7M	0.8%Prev: 0.7%	24,795 SH	Increased+4,202 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$908K	0.3%Prev: 0.3%	7,316 SH	Increased+5,487 SH
ISHARES RUSSELL 1000 VALUE ETF	ETF	$381K	0.1%Prev: 0.1%	1,570 SH	Increased-173 SH
ISHARES RUSSELL 2000 ETF	ETF	$898K	0.3%Prev: 0.2%	2,988 SH	Increased-93 SH
ISHARES RUSSELL 2000 GROWTH ETF	ETF	$1.2M	0.4%Prev: 0.3%	3,170 SH	Increased
ISHARES RUSSELL MID-CAP GROWTH ETF	ETF	$5.4M	1.6%Prev: 1.8%	37,139 SH	Increased
ISHARES RUSSELL MID-CAP VALUE ETF	ETF	$425K	0.1%Prev: 0.1%	2,585 SH	Increased
ISHARES RUSSELL MIDCAP ETF	ETF	$322K	0.1%Prev: 0.1%	2,915 SH	Increased-489 SH
ISHARES S&P SMALL-CAP 600 GROWTH ETF	ETF	$84K	0.0%Prev: 0.0%	470 SH	Increased
JOHNSON & JOHNSON COM	Stock	$1.7M	0.5%Prev: 0.4%	6,648 SH	Increased-448 SH
JPMORGAN BETABUILDERS CANADA ETF	ETF	$2.7M	0.8%Prev: 0.8%	27,392 SH	Increased-712 SH
JPMORGAN BETABUILDERS JAPAN ETF	ETF	$3.4M	1.0%Prev: 1.1%	44,811 SH	Increased-9,159 SH
JPMORGAN CHASE & CO COM	Stock	$97K	0.0%	296 SH	New
JPMORGAN CORE PLUS BOND ETF	ETF	$13.7M	4.0%Prev: 3.3%	291,629 SH	Increased+83,622 SH
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND	ETF	$10.4M	3.0%	215,439 SH	New
JPMORGAN MUNICIPAL ETF	ETF	$521K	0.2%Prev: 0.1%	10,285 SH	Increased+4,050 SH
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$248K	0.1%Prev: 0.3%	4,903 SH	Decreased-13,275 SH
KIMBERLY-CLARK CORP COM	Stock	$137K	0.0%Prev: 0.1%	1,244 SH	Decreased
LOCKHEED MARTIN CORP COM	Stock	$1.1M	0.3%Prev: 0.4%	2,231 SH	Increased
LOWES COS INC COM	Stock	$1.5M	0.4%Prev: 0.5%	6,905 SH	Decreased
MARKEL GROUP INC COM	Stock	$352K	0.1%Prev: 0.2%	180 SH	Decreased-52 SH
MARSH & MCLENNAN COS INC COM	Stock	$314K	0.1%Prev: 0.1%	1,881 SH	Decreased
MASTERCARD INCORPORATED CL A	Stock	$377K	0.1%Prev: 0.1%	734 SH	Decreased
MCDONALDS CORP COM	Stock	$838K	0.2%Prev: 0.3%	3,101 SH	Decreased-28 SH
MERCADOLIBRE INC COM	Stock	$1.3M	0.4%Prev: 0.7%	739 SH	Decreased-1 SH
MERCK & CO INC COM	Stock	$612K	0.2%Prev: 0.1%	4,764 SH	Increased
META PLATFORMS INC CL A	Stock	$563	0.0%Prev: 0.0%	1 SH	Decreased-136 SH
MICROSOFT CORP COM	Stock	$2.1M	0.6%Prev: 1.0%	5,697 SH	Decreased+92 SH
MORGAN STANLEY COM NEW	Stock	$5K	0.0%Prev: 0.0%	26 SH	Increased
NASDAQ INC COM	Stock	$4K	0.0%	46 SH	New
NEXTERA ENERGY INC COM	Stock	$140K	0.0%Prev: 0.0%	1,592 SH	Increased
NORTHROP GRUMMAN CORP COM	Stock	$244K	0.1%Prev: 0.1%	480 SH	Increased
NVIDIA CORPORATION COM	Stock	$82K	0.0%Prev: 0.0%	410 SH	Increased
OCCIDENTAL PETE CORP COM	Stock	$9K	0.0%Prev: 0.0%	181 SH	Increased+1 SH
OCCIDENTAL PETE CORP WT EXP 080327	Stock	$586	0.0%Prev: 0.0%	22 SH	Increased
ORACLE CORP COM	Stock	$352K	0.1%Prev: 0.2%	2,400 SH	Decreased
OREILLY AUTOMOTIVE INC COM	Stock	$18K	0.0%Prev: 0.0%	195 SH	Decreased-225 SH
OTIS WORLDWIDE CORP COM	Stock	$47K	0.0%Prev: 0.0%	650 SH	Decreased
PEPSICO INC COM	Stock	$705K	0.2%Prev: 0.2%	5,206 SH	Increased
PFIZER INC COM	Stock	$337K	0.1%Prev: 0.1%	14,009 SH	Decreased-533 SH
PHILIP MORRIS INTL INC COM	Stock	$203K	0.1%Prev: 0.1%	1,123 SH	Decreased
PHILLIPS 66 COM	Stock	$85K	0.0%Prev: 0.0%	500 SH	Increased
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	ETF	$13.7M	4.0%Prev: 3.3%	148,379 SH	Increased+42,444 SH
PPG INDS INC COM	Stock	$202K	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	Increased
PROCTER & GAMBLE CO COM	Stock	$866K	0.3%	5,907 SH	New
PROGRESSIVE CORP COM	Stock	$1.0M	0.3%Prev: 0.4%	4,680 SH	Decreased
RTX CORPORATION COM	Stock	$891K	0.3%Prev: 0.2%	4,694 SH	Increased
S&P GLOBAL INC COM	Stock	$336K	0.1%Prev: 0.1%	826 SH	Decreased
SERVICENOW INC COM	Stock	$1.5M	0.4%Prev: 1.0%	14,785 SH	Decreased+11,828 SH
SHERWIN WILLIAMS CO COM	Stock	$1.4M	0.4%Prev: 0.5%	4,110 SH	Increased
SHOPIFY INC CL A SUB VTG SHS	Stock	$371K	0.1%Prev: 0.1%	3,251 SH	Decreased
SOLSTICE ADVANCED MATLS INC COM SHS	Stock	$35K	0.0%	399 SH	New
SOLVENTUM CORP COM SHS	Stock	$23K	0.0%Prev: 0.0%	300 SH	Increased
SOUTHERN CO COM	Stock	$144K	0.0%Prev: 0.0%	1,500 SH	Increased
SPDR GOLD SHARES	ETF	$18K	0.0%	50 SH	New
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	ETF	$2.2M	0.6%	26,284 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$4.4M	1.3%	82,253 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$829K	0.2%	5,228 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$36K	0.0%	196 SH	New
STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF	ETF	$104K	0.0%	1,218 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$746K	0.2%	999 SH	New
STATE STREET SPDR S&P CHINA ETF	ETF	$18K	0.0%	204 SH	New
STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF	ETF	$2.7M	0.8%	17,313 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$3.0M	0.9%	15,602 SH	New
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	$33K	0.0%	728 SH	New
SYSCO CORP COM	Stock	$293K	0.1%Prev: 0.1%	3,500 SH	Increased
TARGET CORP COM	Stock	$15K	0.0%	112 SH	New
TEXAS INSTRS INC COM	Stock	$754K	0.2%Prev: 0.2%	2,530 SH	Increased
THERMO FISHER SCIENTIFIC INC COM	Stock	$362K	0.1%Prev: 0.1%	722 SH	Increased
UNION PAC CORP COM	Stock	$999K	0.3%Prev: 0.3%	3,671 SH	Increased-37 SH
UNITEDHEALTH GROUP INC COM	Stock	$83K	0.0%Prev: 0.1%	200 SH	Decreased-338 SH
US BANCORP COM NEW	Stock	$15K	0.0%	252 SH	New
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF	ETF	$8.4M	2.4%Prev: 2.4%	329,409 SH	Increased+52,343 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$2.4M	0.7%Prev: 0.7%	10,225 SH	Increased
VANGUARD ESG U.S. STOCK ETF	ETF	$21K	0.0%Prev: 0.0%	158 SH	Decreased-194 SH
VANGUARD FTSE EMERGING MARKETS ETF	ETF	$22K	0.0%Prev: 0.0%	365 SH	Increased
VANGUARD LARGE-CAP ETF	ETF	$475K	0.1%Prev: 0.1%	1,380 SH	Increased
VANGUARD MEGA CAP ETF	ETF	$57K	0.0%Prev: 0.0%	210 SH	Increased
VANGUARD MID-CAP ETF	ETF	$325K	0.1%Prev: 0.1%	4,028 SH	Increased+3,021 SH
VANGUARD RUSSELL 2000 ETF	ETF	$149K	0.0%Prev: 0.0%	1,225 SH	Increased-50 SH
VANGUARD S&P 500 ETF	ETF	$103K	0.0%Prev: 0.0%	150 SH	Increased
VANGUARD SMALL-CAP ETF	ETF	$66K	0.0%Prev: 0.0%	217 SH	Increased
VANGUARD TAX-EXEMPT BOND ETF	ETF	$2.8M	0.8%Prev: 0.8%	54,499 SH	Increased+4,069 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$85K	0.0%Prev: 0.0%	1,159 SH	Decreased-148 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$8.5M	2.5%Prev: 2.4%	22,897 SH	Increased-247 SH
VERIZON COMMUNICATIONS INC COM	Stock	$44K	0.0%Prev: 0.0%	1,040 SH	Decreased
VERTEX PHARMACEUTICALS INC COM	Stock	$897K	0.3%Prev: 0.3%	1,806 SH	Increased
VIKING HOLDINGS LTD ORD SHS	Stock	$10K	0.0%Prev: 0.0%	100 SH	Increased
VISA INC COM CL A	Stock	$1.3M	0.4%Prev: 0.5%	3,810 SH	Decreased-85 SH
WALMART INC COM	Stock	$442K	0.1%Prev: 0.1%	3,900 SH	Increased
WATERS CORP COM	Stock	$71K	0.0%	189 SH	New
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF	ETF	$785K	0.2%Prev: 0.6%	21,404 SH	Decreased-39,616 SH

Sold (vs prior filing)

ABBOTT LABS COM — $460K
AIR PRODS & CHEMS INC COM — $423K
AMERICAN FINL GROUP INC OHIO COM — $173K
AMERICAN TOWER CORP NEW COM — $22K
BANK AMERICA CORP COM — $33K
CAPITAL GROUP CORE PLUS INCOME ETF — $141K
CENTENE CORP DEL COM — $11K
CHEVRON CORP NEW COM — $347K
CHUBB LIMITED COM — $76K
CITIGROUP INC COM NEW — $9K
COMCAST CORP NEW CL A — $13K
CONSUMER STAPLES SELECT SECTOR SPDR FUND — $2.6M
COSTCO WHSL CORP NEW COM — $120K
DANAHER CORPORATION COM — $37K
FINANCIAL SELECT SECTOR SPDR FUND — $4.3M
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND — $5K
HEALTH CARE SELECT SECTOR SPDR FUND — $1.2M
HONEYWELL INTL INC COM — $375K
HUBSPOT INC COM — $204K
INDUSTRIAL SELECT SECTOR SPDR FUND — $29K
… and 18 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