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: $344.4M174 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$160K	0.0%Prev: 0.1%	975 SH	Decreased-300 SH
ABBOTT LABORATORIES COM	Stock	$325K	0.1%	3,291 SH	New
ABBVIE INC COM	Stock	$1.7M	0.5%Prev: 0.5%	6,469 SH	Increased-379 SH
ADOBE INC COM	Stock	$435K	0.1%Prev: 0.2%	1,815 SH	Decreased
AFLAC INC COM	Stock	$240K	0.1%Prev: 0.1%	2,148 SH	Decreased-1,490 SH
AIR PRODUCTS AND CHEMICALS INC COM	Stock	$417K	0.1%	1,500 SH	New
ALPHABET INC CAP STK CL A	Stock	$771K	0.2%Prev: 0.2%	2,240 SH	Increased
ALPHABET INC CAP STK CL C	Stock	$979K	0.3%Prev: 0.2%	2,873 SH	Increased
ALTRIA GROUP INC COM	Stock	$220K	0.1%Prev: 0.1%	3,272 SH	Decreased-229 SH
AMAZON COM INC COM	Stock	$1.1M	0.3%Prev: 0.3%	4,447 SH	Increased-66 SH
AMERICAN ELEC PWR CO INC COM	Stock	$145K	0.0%Prev: 0.0%	1,224 SH	Increased
AMERICAN EXPRESS CO COM	Stock	$294K	0.1%Prev: 0.1%	966 SH	Decreased-134 SH
AMERICAN FINANCIAL GROUP INC COM	Stock	$187K	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%Prev: 0.0%	23 SH	Increased
AMGEN INC COM	Stock	$727K	0.2%Prev: 0.2%	1,725 SH	Increased-167 SH
ANALOG DEVICES INC COM	Stock	$17K	0.0%Prev: 0.0%	44 SH	Increased-6 SH
APPLE INC COM	Stock	$10.5M	3.0%Prev: 2.6%	31,421 SH	Increased-619 SH
APPLIED FINANCE VALUATION LARGE CAP ETF	ETF	$15.1M	4.4%Prev: 3.2%	311,939 SH	Increased+71,507 SH
AT&T INC COM	Stock	$3K	0.0%Prev: 0.0%	116 SH	Decreased
AUTOMATIC DATA PROCESSING INC COM	Stock	$1.0M	0.3%Prev: 0.4%	3,888 SH	Decreased-38 SH
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$9.3M	2.7%Prev: 2.5%	98,961 SH	Increased-7,716 SH
BANK OF AMER CORP COM	Stock	$38K	0.0%	706 SH	New
BECTON DICKINSON & CO COM	Stock	$228K	0.1%Prev: 0.1%	1,274 SH	Decreased-126 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$327K	0.1%Prev: 0.1%	657 SH	Decreased-22 SH
BIOGEN INC COM	Stock	$188K	0.1%Prev: 0.0%	834 SH	Increased-82 SH
BLACKROCK INC COM	Stock	$368K	0.1%Prev: 0.1%	348 SH	Decreased-31 SH
BOOKING HOLDINGS INC COM	Stock	$1.3M	0.4%Prev: 0.5%	8,100 SH	Decreased+7,776 SH
BP PLC SPONSORED ADR	ADR	$47K	0.0%Prev: 0.0%	1,058 SH	Increased
CAPITAL ONE FINL CORP COM	Stock	$404K	0.1%Prev: 0.1%	2,095 SH	Decreased
CARRIER GLOBAL CORPORATION COM	Stock	$53K	0.0%Prev: 0.0%	967 SH	Decreased-333 SH
CATERPILLAR INC COM	Stock	$1.1M	0.3%Prev: 0.2%	1,400 SH	Increased
CENCORA INC COM	Stock	$87K	0.0%Prev: 0.0%	289 SH	Decreased-28 SH
CHEVRON CORPORATION COM	Stock	$311K	0.1%	1,521 SH	New
CISCO SYS INC COM	Stock	$709K	0.2%Prev: 0.1%	6,591 SH	Increased
COCA COLA CO COM	Stock	$780K	0.2%Prev: 0.2%	9,066 SH	Increased-66 SH
COLGATE PALMOLIVE CO COM	Stock	$171K	0.0%Prev: 0.1%	2,000 SH	Increased
CONOCOPHILLIPS COM	Stock	$682K	0.2%Prev: 0.2%	5,450 SH	Increased
CORNING INC COM	Stock	$492K	0.1%Prev: 0.1%	3,200 SH	Increased
COSTCO WHOLESALE CORPORATION COM	Stock	$66K	0.0%	72 SH	New
CSX CORP COM	Stock	$84K	0.0%Prev: 0.0%	1,800 SH	Increased
DARDEN RESTAURANTS INC COM	Stock	$387K	0.1%Prev: 0.1%	2,000 SH	Increased
DEFIANCE SPACE AND CONNECTIVE TECH ETF	ETF	$295K	0.1%	3,473 SH	New
DOMINION ENERGY INC COM	Stock	$13K	0.0%Prev: 0.0%	213 SH	Decreased
DOVER CORP COM	Stock	$234K	0.1%Prev: 0.1%	1,250 SH	Increased
DUKE ENERGY CORP NEW COM NEW	Stock	$13K	0.0%Prev: 0.0%	110 SH	Decreased
EBAY INC. COM	Stock	$5K	0.0%Prev: 0.0%	46 SH	Increased
EDWARDS LIFESCIENCES CORP COM	Stock	$464K	0.1%Prev: 0.1%	5,373 SH	Increased-531 SH
ELI LILLY & CO COM	Stock	$37K	0.0%Prev: 0.0%	32 SH	Decreased-43 SH
ENERGY SELECT SECTOR SPDR ETF	ETF	$50K	0.0%Prev: 0.0%	816 SH	Increased+408 SH
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$1.2M	0.4%	7,423 SH	New
FRANKLIN INTERNATIONAL AGGREGATE BOND ETF	ETF	$2.4M	0.7%Prev: 0.9%	119,117 SH	Decreased-16,174 SH
GS ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$20.5M	5.9%Prev: 6.7%	141,260 SH	Decreased-22,028 SH
HARTFORD INSURANCE GROUP INC COM	Stock	$5K	0.0%Prev: 0.0%	42 SH	Decreased
HEICO CORP NEW CL A	Stock	$227K	0.1%Prev: 0.1%	994 SH	Decreased
HOME DEPOT INC COM	Stock	$473K	0.1%Prev: 0.2%	1,664 SH	Decreased-79 SH
HONEYWELL AEROSPACE INC COM	Stock	$125K	0.0%	804 SH	New
HONEYWELL INTL INC COM	Stock	$158K	0.0%Prev: 0.1%	747 SH	Decreased-863 SH
IDEXX LABS INC COM	Stock	$234K	0.1%Prev: 0.1%	449 SH	Decreased-44 SH
ILLINOIS TOOL WKS INC COM	Stock	$755K	0.2%Prev: 0.3%	2,934 SH	Decreased-266 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$10.2M	3.0%Prev: 3.2%	49,209 SH	Decreased-4,927 SH
INVESCO TOTAL RETURN BOND ETF	ETF	$13.3M	3.9%Prev: 3.4%	297,666 SH	Increased+67,246 SH
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN	ETF	$8.2M	2.4%Prev: 1.9%	159,321 SH	Increased-11,355 SH
ISHARES 1-3 YEAR TREASURY BOND ETF	ETF	$248K	0.1%	3,049 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$10.1M	2.9%Prev: 2.1%	104,553 SH	Increased+26,753 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$16.6M	4.8%Prev: 4.6%	204,452 SH	Increased-19,281 SH
ISHARES CORE MSCI EUROPE ETF	ETF	$6.4M	1.8%Prev: 1.9%	86,169 SH	Increased-1,903 SH
ISHARES CORE S&P 500 ETF	ETF	$34.7M	10.1%Prev: 9.2%	45,306 SH	Increased+1,606 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$14.3M	4.1%Prev: 5.8%	198,529 SH	Decreased-83,705 SH
ISHARES CORE S&P SMALL CAP ETF	ETF	$61K	0.0%Prev: 0.0%	449 SH	Decreased-504 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$9.8M	2.8%Prev: 2.5%	103,603 SH	Increased+25,043 SH
ISHARES EXPANDED TECH SECTOR ETF	ETF	$7.4M	2.1%Prev: 2.1%	43,740 SH	Increased-9,660 SH
ISHARES MSCI ACWI ETF	ETF	$17K	0.0%	107 SH	New
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF	ETF	$2.9M	0.9%	25,241 SH	New
ISHARES MSCI AUSTRALIA ETF	ETF	$1.4M	0.4%Prev: 0.4%	49,649 SH	Increased+876 SH
ISHARES MSCI CHINA ETF	ETF	$560K	0.2%Prev: 0.6%	10,738 SH	Decreased-16,788 SH
ISHARES MSCI EAFE ETF	ETF	$516K	0.1%Prev: 0.1%	4,970 SH	Increased
ISHARES MSCI EUROZONE ETF	ETF	$9.4M	2.7%Prev: 2.1%	139,300 SH	Increased+33,089 SH
ISHARES MSCI UNITED KINGDOM ETF	ETF	$856K	0.2%Prev: 0.3%	18,404 SH	Decreased-2,193 SH
ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$10K	0.0%Prev: 0.0%	106 SH	Decreased-82 SH
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$396K	0.1%Prev: 0.1%	1,782 SH	Increased
ISHARES NATIONAL MUNI BOND ETF	ETF	$2.8M	0.8%Prev: 0.7%	27,462 SH	Increased+5,490 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$916K	0.3%Prev: 0.3%	7,316 SH	Increased+5,487 SH
ISHARES RUSSELL 1000 VALUE ETF	ETF	$389K	0.1%Prev: 0.1%	1,570 SH	Increased-173 SH
ISHARES RUSSELL 2000 ETF	ETF	$830K	0.2%Prev: 0.2%	2,988 SH	Increased-93 SH
ISHARES RUSSELL 2000 GROWTH ETF	ETF	$1.1M	0.3%Prev: 0.3%	3,170 SH	Increased
ISHARES RUSSELL MID-CAP GROWTH ETF	ETF	$5.1M	1.5%Prev: 1.7%	37,139 SH	Decreased
ISHARES RUSSELL MID-CAP VALUE ETF	ETF	$416K	0.1%Prev: 0.1%	2,585 SH	Increased
ISHARES RUSSELL MIDCAP ETF	ETF	$311K	0.1%Prev: 0.1%	2,915 SH	Decreased-489 SH
ISHARES S&P SMALL-CAP 600 GROWTH ETF	ETF	$75K	0.0%Prev: 0.0%	470 SH	Increased
JOHNSON & JOHNSON COM	Stock	$1.6M	0.5%Prev: 0.4%	6,210 SH	Increased-890 SH
JPMORGAN BETABUILDERS CANADA ETF	ETF	$2.7M	0.8%Prev: 0.8%	27,328 SH	Increased-1,415 SH
JPMORGAN BETABUILDERS JAPAN ETF	ETF	$3.5M	1.0%Prev: 1.1%	44,648 SH	Decreased-9,684 SH
JPMORGAN CHASE & CO COM	Stock	$98K	0.0%	296 SH	New
JPMORGAN CORE PLUS BOND ETF	ETF	$13.4M	3.9%Prev: 3.6%	298,268 SH	Increased+53,465 SH
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND	ETF	$9.9M	2.9%	212,010 SH	New
JPMORGAN MUNICIPAL ETF	ETF	$523K	0.2%Prev: 0.1%	10,997 SH	Increased+4,762 SH
JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$247K	0.1%Prev: 0.3%	4,903 SH	Decreased-13,275 SH
KIMBERLY-CLARK CORP COM	Stock	$110K	0.0%Prev: 0.0%	1,132 SH	Decreased-112 SH
LOCKHEED MARTIN CORP COM	Stock	$1.1M	0.3%Prev: 0.3%	2,231 SH	Increased
LOWES COS INC COM	Stock	$1.3M	0.4%Prev: 0.5%	6,905 SH	Decreased
MARKEL GROUP INC COM	Stock	$308K	0.1%Prev: 0.1%	180 SH	Decreased-52 SH
MARSH & MCLENNAN COS INC COM	Stock	$292K	0.1%Prev: 0.1%	1,712 SH	Decreased-205 SH
MASTERCARD INCORPORATED CL A	Stock	$368K	0.1%Prev: 0.1%	668 SH	Decreased-66 SH
MCDONALDS CORP COM	Stock	$716K	0.2%Prev: 0.3%	3,101 SH	Decreased
MERCADOLIBRE INC COM	Stock	$550K	0.2%Prev: 0.5%	318 SH	Decreased-422 SH
MERCK & CO INC COM	Stock	$607K	0.2%Prev: 0.1%	4,176 SH	Increased-588 SH
META PLATFORMS INC CL A	Stock	$725	0.0%Prev: 0.0%	1 SH	Decreased-137 SH
MICROSOFT CORP COM	Stock	$2.9M	0.8%Prev: 0.9%	5,697 SH	Decreased
MOBILITY GLOBAL INC COM SHS	Stock	$14K	0.0%	826 SH	New
MORGAN STANLEY COM NEW	Stock	$5K	0.0%Prev: 0.0%	26 SH	Increased
NASDAQ INC COM	Stock	$4K	0.0%Prev: 0.0%	46 SH	Increased
NEXTERA ENERGY INC COM	Stock	$121K	0.0%Prev: 0.0%	1,592 SH	Increased
NORTHROP GRUMMAN CORP COM	Stock	$232K	0.1%Prev: 0.1%	480 SH	Decreased
NVIDIA CORPORATION COM	Stock	$94K	0.0%Prev: 0.0%	410 SH	Increased
OCCIDENTAL PETE CORP COM	Stock	$10K	0.0%Prev: 0.0%	181 SH	Increased
OCCIDENTAL PETE CORP WT EXP 080327	Stock	$732	0.0%Prev: 0.0%	22 SH	Increased
ORACLE CORP COM	Stock	$330K	0.1%Prev: 0.2%	2,400 SH	Decreased
OREILLY AUTOMOTIVE INC COM	Stock	$17K	0.0%Prev: 0.0%	195 SH	Decreased-225 SH
OTIS WORLDWIDE CORP COM	Stock	$42K	0.0%Prev: 0.0%	650 SH	Decreased
PEPSICO INC COM	Stock	$624K	0.2%Prev: 0.2%	4,921 SH	Decreased-285 SH
PFIZER INC COM	Stock	$379K	0.1%Prev: 0.1%	13,294 SH	Increased-1,248 SH
PHILIP MORRIS INTL INC COM	Stock	$214K	0.1%Prev: 0.1%	1,123 SH	Increased
PHILLIPS 66 COM	Stock	$128K	0.0%Prev: 0.0%	500 SH	Increased
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	ETF	$13.2M	3.8%Prev: 3.4%	151,802 SH	Increased+34,141 SH
PPG INDS INC COM	Stock	$174K	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	$799K	0.2%	5,501 SH	New
PROGRESSIVE CORP COM	Stock	$970K	0.3%Prev: 0.4%	4,680 SH	Decreased
RTX CORPORATION COM	Stock	$871K	0.3%Prev: 0.2%	4,694 SH	Increased
S&P GLOBAL INC COM	Stock	$297K	0.1%Prev: 0.1%	752 SH	Decreased-74 SH
SERVICENOW INC COM	Stock	$2.0M	0.6%Prev: 0.9%	14,785 SH	Decreased+11,828 SH
SHERWIN WILLIAMS CO COM	Stock	$1.3M	0.4%Prev: 0.4%	4,110 SH	Decreased
SHOPIFY INC CL A SUB VTG SHS	Stock	$482K	0.1%Prev: 0.2%	3,251 SH	Decreased
SOLVENTUM CORP COM SHS	Stock	$26K	0.0%Prev: 0.0%	300 SH	Increased
SOUTHERN CO COM	Stock	$124K	0.0%Prev: 0.0%	1,500 SH	Decreased
SPDR GOLD SHARES	ETF	$19K	0.0%Prev: 0.0%	50 SH	Increased
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	ETF	$2.1M	0.6%	26,108 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	$881K	0.3%	5,228 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$33K	0.0%	196 SH	New
STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF	ETF	$105K	0.0%	1,218 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$762K	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	$3.1M	0.9%Prev: 0.7%	17,313 SH	Increased-631 SH
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$3.1M	0.9%	15,602 SH	New
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	$29K	0.0%	728 SH	New
SYSCO CORP COM	Stock	$248K	0.1%Prev: 0.1%	3,185 SH	Decreased-315 SH
TARGET CORP COM	Stock	$18K	0.0%Prev: 0.0%	112 SH	Increased
TEXAS INSTRS INC COM	Stock	$709K	0.2%Prev: 0.1%	2,530 SH	Increased
THERMO FISHER SCIENTIFIC INC COM	Stock	$444K	0.1%Prev: 0.1%	657 SH	Increased-65 SH
UNION PAC CORP COM	Stock	$999K	0.3%Prev: 0.3%	3,671 SH	Increased-37 SH
UNITEDHEALTH GROUP INC COM	Stock	$73K	0.0%Prev: 0.0%	200 SH	Decreased-152 SH
US BANCORP COM NEW	Stock	$15K	0.0%	252 SH	New
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF	ETF	$8.2M	2.4%Prev: 2.4%	328,293 SH	Increased+28,766 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	Increased
VANGUARD FTSE EMERGING MARKETS ETF	ETF	$22K	0.0%Prev: 0.0%	365 SH	Increased
VANGUARD MORNINGSTAR LARGE-CAP ETF	ETF	$486K	0.1%	1,380 SH	New
VANGUARD MORNINGSTAR MEGA CAP ETF	ETF	$59K	0.0%	210 SH	New
VANGUARD MORNINGSTAR MID-CAP ETF	ETF	$316K	0.1%	4,028 SH	New
VANGUARD MORNINGSTAR SMALL-CAP ETF	ETF	$62K	0.0%	217 SH	New
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	ETF	$8.6M	2.5%	23,005 SH	New
VANGUARD RUSSELL 2000 ETF	ETF	$137K	0.0%Prev: 0.0%	1,225 SH	Increased-50 SH
VANGUARD S&P 500 ETF	ETF	$105K	0.0%Prev: 0.0%	150 SH	Increased
VANGUARD TAX-EXEMPT BOND ETF	ETF	$2.8M	0.8%Prev: 0.8%	60,068 SH	Increased+8,614 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$81K	0.0%Prev: 0.0%	1,159 SH	Decreased-148 SH
VERIZON COMMUNICATIONS INC COM	Stock	$48K	0.0%Prev: 0.0%	1,040 SH	Increased
VERTEX PHARMACEUTICALS INC COM	Stock	$860K	0.2%Prev: 0.2%	1,644 SH	Increased-162 SH
VIKING HOLDINGS LTD ORD SHS	Stock	$8K	0.0%Prev: 0.0%	100 SH	Increased
VISA INC COM CL A	Stock	$1.3M	0.4%Prev: 0.4%	3,512 SH	Decreased-351 SH
WALMART INC COM	Stock	$362K	0.1%Prev: 0.1%	3,486 SH	Decreased-414 SH
WATERS CORP COM	Stock	$83K	0.0%	189 SH	New
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF	ETF	$687K	0.2%Prev: 0.6%	21,040 SH	Decreased-40,540 SH

Sold (vs prior filing)

ABBOTT LABS COM — $458K
ACCENTURE PLC IRELAND SHS CLASS A — $690K
AIR PRODS & CHEMS INC COM — $409K
AMERICAN FINL GROUP INC OHIO COM — $200K
AMERICAN TOWER CORP NEW COM — $19K
BANK AMERICA CORP COM — $36K
CHEVRON CORP NEW COM — $391K
CONSUMER STAPLES SELECT SECTOR SPDR FUND — $2.6M
COSTCO WHSL CORP NEW COM — $95K
D R HORTON INC COM — $7K
DANAHER CORPORATION COM — $37K
DEFIANCE CONNECTIVE TECHNOLOGIES ETF — $214K
EXXON MOBIL CORP COM — $935K
FINANCIAL SELECT SECTOR SPDR FUND — $4.4M
GOLDMAN SACHS GROUP INC COM — $4K
HEALTH CARE SELECT SECTOR SPDR FUND — $1.2M
HUBSPOT INC COM — $171K
INDUSTRIAL SELECT SECTOR SPDR FUND — $30K
INTEL CORP COM — $420K
JPMORGAN CHASE & CO. COM — $179K
… 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