Investor
ACIMA PRIVATE WEALTH, LLC
CIK 0001761961 · filed 2026-04-06 · SEC filing
13F book
$318.6M
Positions
177
4 new · 3 sold
Largest name
9.0%
Ishares Tr
Est. mark
−$4.14M
Price effect on 173 names still held. Flow $538.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 43.8K | $28.6M | 9.0% | −$1.36M | Added−$804.4K |
| Goldman Sachs Etf Tr | — | 139.6K | $17.5M | 5.5% | −$1.01M | Added−$943.5K |
| Ishares Tr | — | 240.2K | $16.2M | 5.1% | $367.3K | Added$374.2K |
| Ishares Inc | — | 214.3K | $14.9M | 4.7% | $541.7K | Added$556.9K |
| J P Morgan Exchange Traded F | — | 279.7K | $13.2M | 4.1% | −$74.4K | Added$122.6K |
| Pimco Etf Tr | — | 142.4K | $13.1M | 4.1% | −$111.9K | Added$117K |
| Invesco Actively Managed Exc | — | 278.8K | $13.1M | 4.1% | −$161.8K | Added$51.9K |
| Etf Opportunities Trust | — | 278.2K | $11.6M | 3.7% | −$674.9K | Added−$559.8K |
| Invesco Exchange Traded Fd T | — | 55.5K | $10.7M | 3.3% | $19.9K | Added$42.6K |
| J P Morgan Exchange Traded F | — | 211K | $10.1M | 3.2% | −$185.7K | Cut−$198.8K |
| Ishares Tr | — | 101.1K | $10M | 3.1% | −$60.6K | Added$112.5K |
| Ishares Tr | — | 99.1K | $8.97M | 2.8% | $105.2K | Added$168.9K |
| Ishares Inc | — | 137.7K | $8.62M | 2.7% | −$201K | Cut−$332.9K |
| Barclays Bank Plc | — | 174.3K | $8.39M | 2.6% | $1.84M | Cut$1.83M |
| Vaneck Etf Trust | — | 323.3K | $8.12M | 2.5% | −$229.5K | Cut−$233K |
| Apple Inc. | AAPL | 31.5K | $7.98M | 2.5% | −$568.4K | Cut−$653.2K |
| American Centy Etf Tr | — | 98.4K | $7.93M | 2.5% | $350.3K | Cut$349.7K |
| Vanguard Index Fds | — | 23K | $7.39M | 2.3% | −$332.4K | Added−$315.4K |
| Ishares Tr | — | 88.1K | $6.19M | 1.9% | −$60.9K | Added$102.5K |
| Ishares Tr | — | 43.7K | $5.18M | 1.6% | −$465.8K | Cut−$1.43M |
| Ishares Tr | — | 37.1K | $4.76M | 1.5% | −$327.6K | Held |
| Select Sector Spdr Tr | — | 82.3K | $4.06M | 1.3% | −$444.2K | Held |
| Spdr Series Trust | — | 17.3K | $3.15M | 1.0% | $962.1K | Held |
| J P Morgan Exchange Traded F | — | 45K | $3.1M | 1.0% | $135K | Added$136.5K |
| J P Morgan Exchange Traded F | — | 28.1K | $2.64M | 0.8% | $29.7K | Cut$28.8K |
| Vanguard Mun Bd Fds | — | 52.4K | $2.62M | 0.8% | −$20.6K | Added$29K |
| Ishares Tr | — | 23.2K | $2.47M | 0.8% | −$21.3K | Added$92K |
| Franklin Templeton Etf Tr | — | 117.3K | $2.38M | 0.7% | $9.39K | Cut$8.56K |
| Vanguard Specialized Funds | — | 10.2K | $2.2M | 0.7% | −$48.3K | Held |
| Select Sector Spdr Tr | — | 26.3K | $2.15M | 0.7% | $113K | Held |
| Microsoft Corp | MSFT | 5.7K | $2.11M | 0.7% | −$646.3K | Held |
| Select Sector Spdr Tr | — | 15.6K | $2.07M | 0.7% | −$172.7K | Cut−$230.3K |
| Dbx Etf Tr | — | 54.5K | $1.78M | 0.6% | −$11.4K | Cut−$14.5K |
| Lowes Cos Inc | — | 6.91K | $1.63M | 0.5% | −$33.7K | Held |
| Johnson & Johnson | JNJ | 6.65K | $1.63M | 0.5% | $249.2K | Cut$176.4K |
| ServiceNow, Inc. | NOW | 14.8K | $1.55M | 0.5% | −$719.1K | Held |
| AbbVie Inc. | ABBV | 6.85K | $1.49M | 0.5% | −$75.3K | Held |
| Ishares Inc | — | 51.2K | $1.42M | 0.4% | $80.2K | Added$83.6K |
| Ishares Tr | — | 24.7K | $1.39M | 0.4% | −$96.1K | Added−$93K |
| Booking Holdings Inc. | BKNG | 324 | $1.36M | 0.4% | −$371K | Held |
| Lockheed Martin Corp | LMT | 2.23K | $1.35M | 0.4% | $269.3K | Held |
| Sherwin Williams Co | SHW | 4.11K | $1.32M | 0.4% | −$14.3K | Held |
| Mercadolibre Inc | MELI | 739 | $1.28M | 0.4% | −$210.8K | Held |
| Exxon Mobil Corp | — | 7.42K | $1.26M | 0.4% | $366.1K | Cut$341.6K |
| Visa Inc. | V | 3.81K | $1.15M | 0.4% | −$184.7K | Held |
| Ishares Tr | — | 3.17K | $994.8K | 0.3% | −$29.2K | Held |
| Caterpillar Inc | CAT | 1.4K | $991.8K | 0.3% | $189.8K | Held |
| Mcdonalds Corp | MCD | 3.1K | $963.8K | 0.3% | $16K | Held |
| Amazon Com Inc | AMZN | 4.51K | $939.9K | 0.3% | −$101.8K | Held |
| Progressive Corp | — | 4.68K | $927.8K | 0.3% | −$138K | Held |
| RTX Corp | RTX | 4.69K | $905.5K | 0.3% | $44.6K | Held |
| Union Pac Corp | — | 3.67K | $890.7K | 0.3% | $41.5K | Held |
| Ishares Tr | — | 19.2K | $875K | 0.3% | $30.3K | Added$31.3K |
| Procter And Gamble Co | PG | 5.91K | $853.2K | 0.3% | $6.68K | Held |
| Alphabet Inc | — | 2.87K | $824.1K | 0.3% | −$77.4K | Held |
| Pepsico Inc | PEP | 5.21K | $808.4K | 0.3% | $61.3K | Held |
| Vertex Pharmaceuticals Inc | — | 1.81K | $806.5K | 0.3% | −$12.3K | Held |
| Automatic Data Processing In | — | 3.89K | $790K | 0.2% | −$210.1K | Cut−$219.9K |
| Ishares Tr | — | 1.83K | $779.9K | 0.2% | −$85.8K | Held |
| Select Sector Spdr Tr | — | 5.23K | $766.5K | 0.2% | −$42.8K | Held |
| Ishares Tr | — | 3.08K | $764.1K | 0.2% | $5.67K | Held |
| Illinois Tool Wks Inc | — | 2.93K | $763.7K | 0.2% | $41K | Held |
| Conocophillips | COP | 5.45K | $719.4K | 0.2% | $209.2K | Held |
| Coca Cola Co | KO | 9.07K | $689.5K | 0.2% | $55.7K | Held |
| Amgen Inc | AMGN | 1.89K | $665.7K | 0.2% | $46.4K | Held |
| Spdr S&P 500 Etf Tr | — | 999 | $649.7K | 0.2% | −$31.5K | Held |
| Alphabet Inc | — | 2.24K | $644.1K | 0.2% | −$57K | Held |
| Merck & Co., Inc. | MRK | 4.76K | $573.1K | 0.2% | $71.6K | Held |
| Accenture Plc Ireland | — | 2.8K | $555.2K | 0.2% | −$196K | Held |
| Home Depot, Inc. | HD | 1.66K | $547.3K | 0.2% | −$25.3K | Cut−$31.5K |
| Cisco Sys Inc | — | 6.59K | $511.4K | 0.2% | $3.69K | Held |
| Texas Instrs Inc | — | 2.53K | $491.2K | 0.2% | $52.2K | Held |
| Walmart Inc. | WMT | 3.9K | $484.7K | 0.2% | $50.2K | Held |
| Ishares Tr | — | 4.97K | $482.7K | 0.2% | $5.47K | Held |
| Edwards Lifesciences Corp | EW | 5.9K | $472.8K | 0.1% | −$30.5K | Held |
| Adobe Inc. | ADBE | 1.81K | $441.2K | 0.1% | −$194K | Held |
| Air Prods & Chems Inc | — | 1.5K | $435.7K | 0.1% | $65.2K | Held |
| Corning Inc | — | 3.2K | $435.1K | 0.1% | $154.9K | Held |
| J P Morgan Exchange Traded F | — | 8.6K | $429.9K | 0.1% | −$4.39K | Held |
| Vanguard Index Fds | — | 1.38K | $412.4K | 0.1% | −$22K | Held |
| Pfizer Inc | PFE | 14K | $393.4K | 0.1% | $44.5K | Held |
| Darden Restaurants Inc | DRI | 2K | $392.1K | 0.1% | $24K | Held |
| Shopify Inc. | SHOP | 3.25K | $385.6K | 0.1% | −$137.7K | Held |
| Capital One Finl Corp | — | 2.1K | $382.2K | 0.1% | −$125.6K | Held |
| J P Morgan Exchange Traded F | — | 7.48K | $378.4K | 0.1% | $150 | Cut−$49.7K |
| Ishares Tr | — | 2.58K | $376.7K | 0.1% | $12.1K | Held |
| Markel Group Inc. | MKL | 195 | $373.2K | 0.1% | −$45.9K | Held |
| Mastercard Inc | MA | 734 | $366.8K | 0.1% | −$52.3K | Held |
| BlackRock, Inc. | BLK | 379 | $364.5K | 0.1% | −$41.2K | Held |
| Honeywell Intl Inc | — | 1.61K | $363.9K | 0.1% | $49.8K | Held |
| Thermo Fisher Scientific Inc. | TMO | 722 | $354.9K | 0.1% | −$63.5K | Held |
| Oracle Corp | — | 2.4K | $353.1K | 0.1% | −$114.7K | Held |
| S&P Global Inc. | SPGI | 826 | $351.3K | 0.1% | −$80.3K | Held |
| Abbott Labs | ABT | 3.38K | $347.2K | 0.1% | −$76.5K | Cut−$81.3K |
| Ishares Tr | — | 1.78K | $341.8K | 0.1% | −$12.1K | Held |
| Ishares Tr | — | 1.57K | $335.5K | 0.1% | $5.23K | Held |
| American Express Co | AXP | 1.1K | $332.7K | 0.1% | −$74.2K | Held |
| Ishares Tr | — | 3.4K | $331K | 0.1% | $3.27K | Held |
| Northrop Grumman Corp | — | 480 | $327.5K | 0.1% | $53.8K | Held |
| Marsh & Mclennan Cos Inc | — | 1.88K | $326.3K | 0.1% | −$22.7K | Cut−$29.4K |
| Berkshire Hathaway Inc Del | — | 679 | $325.4K | 0.1% | −$15.9K | Held |
| Chevron Corp New | CVX | 1.52K | $314.7K | 0.1% | $82.9K | Cut−$18.8K |
| Spdr Index Shs Fds | — | 3.31K | $308.7K | 0.1% | −$12.2K | Held |
| Vanguard Index Fds | — | 1.01K | $289.2K | 0.1% | −$3.06K | Held |
| Intel Corp | INTC | 6.3K | $277.9K | 0.1% | $45.5K | Held |
| Idexx Labs Inc | — | 493 | $277K | 0.1% | −$56.5K | Held |
| Dover Corp | DOV | 1.25K | $260.6K | 0.1% | $16.5K | Held |
| Sysco Corp | SYY | 3.5K | $249.7K | 0.1% | −$8.26K | Held |
| Etf Ser Solutions | — | 3.47K | $236.8K | 0.1% | $15.1K | Held |
| Aflac Inc | AFL | 2.15K | $235.7K | 0.1% | −$1.2K | Held |
| Altria Group, Inc. | MO | 3.5K | $231K | 0.1% | $29.2K | Held |
| Becton Dickinson & Co | BDX | 1.4K | $220.1K | 0.1% | −$51.6K | Held |
| Heico Corp New | — | 994 | $209.8K | 0.1% | −$41.1K | Held |
| Philip Morris Intl Inc | — | 1.12K | $185.7K | 0.1% | $5.55K | Held |
| Ppg Inds Inc | — | 1.67K | $178.2K | 0.1% | $7.37K | Held |
| American Finl Group Inc Ohio | — | 1.37K | $175.1K | 0.1% | −$12.3K | Held |
| Colgate Palmolive Co | CL | 2K | $170.5K | 0.1% | $12.4K | Held |
| Biogen Inc. | BIIB | 916 | $167.9K | 0.1% | $6.72K | Held |
| American Elec Pwr Co Inc | — | 1.22K | $160.4K | 0.1% | $19.3K | Held |
| Nextera Energy Inc | — | 1.59K | $147.9K | 0.0% | $20.1K | Held |
| Southern Co | — | 1.5K | $144.8K | 0.0% | $14K | Held |
| 3M CO | MMM | 975 | $141.6K | 0.0% | −$14.5K | Held |
| Vanguard Scottsdale Fds | — | 1.27K | $127.7K | 0.0% | $829 | Held |
| Kimberly Clark Corp | KMB | 1.24K | $120K | 0.0% | −$5.5K | Held |
| Cencora, Inc. | COR | 317 | $99.6K | 0.0% | −$7.48K | Held |
| Vanguard Bd Index Fds | — | 1.26K | $92.9K | 0.0% | −$542 | Cut−$1.8K |
| Spdr Index Shs Fds | — | 1.22K | $92.2K | 0.0% | −$1.22K | Cut−$18.9K |
| Phillips 66 | PSX | 500 | $91.1K | 0.0% | $26.6K | Held |
| Vanguard Index Fds | — | 150 | $89.6K | 0.0% | −$4.44K | Held |
| Jpmorgan Chase & Co. | — | 296 | $87.1K | 0.0% | −$8.31K | Held |
| Csx Corp | CSX | 1.8K | $73.9K | 0.0% | $8.64K | Held |
| Costco Whsl Corp New | — | 72 | $71.7K | 0.0% | $9.65K | Held |
| Nvidia Corp | NVDA | 410 | $71.5K | 0.0% | −$4.96K | Held |
| Eli Lilly & Co | LLY | 75 | $69K | 0.0% | −$11.6K | Held |
| Ishares Tr | — | 470 | $68K | 0.0% | $1.67K | Held |
| Ishares Tr | — | 465 | $57.8K | 0.0% | $1.92K | Held |
| Vanguard Index Fds | — | 217 | $56.8K | 0.0% | $862 | Held |
| Waters Corp | — | 189 | $56.3K | 0.0% | — | New |
| CARRIER GLOBAL Corp | CARR | 967 | $54.5K | 0.0% | $3.36K | Held |
| Unitedhealth Group Inc | UNH | 200 | $54.1K | 0.0% | −$11.9K | Held |
| Verizon Communications Inc | VZ | 1.04K | $52.2K | 0.0% | $9.85K | Held |
| Otis Worldwide Corp | OTIS | 650 | $50.1K | 0.0% | −$6.68K | Held |
| Select Sector Spdr Tr | — | 816 | $50K | 0.0% | $13.5K | Held |
| Bp Plc | — | 1.06K | $49.7K | 0.0% | $13K | Held |
| Vanguard World Fd | — | 210 | $49.6K | 0.0% | −$3.11K | Held |
| Danaher Corporation | — | 185 | $35.1K | 0.0% | −$7.27K | Held |
| Bank America Corp | — | 706 | $34.4K | 0.0% | −$4.41K | Held |
| Select Sector Spdr Tr | — | 728 | $33.4K | 0.0% | $2.33K | Held |
| Select Sector Spdr Tr | — | 196 | $31.7K | 0.0% | $1.3K | Held |
| Solstice Advanced Matls Inc | — | 399 | $30.4K | 0.0% | — | New |
| Spdr Gold Tr | — | 50 | $21.5K | 0.0% | $1.7K | Held |
| Vanguard Intl Equity Index F | — | 365 | $19.7K | 0.0% | $106 | Held |
| Solventum Corp | SOLV | 300 | $19.6K | 0.0% | −$4.18K | Held |
| Oreilly Automotive Inc | — | 195 | $18K | 0.0% | $214 | Held |
| Vanguard World Fd | — | 158 | $17.7K | 0.0% | −$1.37K | Held |
| Schwab Charles Corp | — | 169 | $15.9K | 0.0% | −$1K | Held |
| Ishares Tr | — | 105 | $14.5K | 0.0% | — | New |
| Duke Energy Corp New | — | 110 | $14.4K | 0.0% | $1.51K | Held |
| Analog Devices Inc | ADI | 44 | $14K | 0.0% | $2.06K | Held |
| Target Corp | TGT | 112 | $13.6K | 0.0% | $2.63K | Held |
| Ishares Tr | — | 137 | $13.2K | 0.0% | — | New |
| Dominion Energy, Inc | D | 213 | $13.2K | 0.0% | $688 | Held |
| Us Bancorp Del | — | 252 | $13.1K | 0.0% | −$340 | Held |
| American Tower Corp New | — | 75 | $12.9K | 0.0% | −$224 | Held |
| Occidental Pete Corp | — | 181 | $11.8K | 0.0% | $4.32K | Held |
| Ameriprise Finl Inc | — | 23 | $10.2K | 0.0% | −$1.06K | Held |
| Ishares Tr | — | 106 | $9.83K | 0.0% | −$151 | Cut−$7.87K |
| Viking Holdings Ltd | VIK | 100 | $7.35K | 0.0% | $207 | Held |
| Hartford Insurance Group Inc | — | 42 | $5.68K | 0.0% | −$108 | Held |
| Morgan Stanley | — | 26 | $4.28K | 0.0% | −$337 | Held |
| Goldman Sachs Group Inc | — | 5 | $4.23K | 0.0% | −$165 | Held |
| Ebay Inc | EBAY | 46 | $4.19K | 0.0% | $180 | Held |
| Nasdaq, Inc. | NDAQ | 46 | $3.9K | 0.0% | −$563 | Held |
| At&T Inc | — | 116 | $3.36K | 0.0% | $482 | Held |
| Price T Rowe Group Inc | TROW | 17 | $1.53K | 0.0% | −$208 | Held |
| Occidental Pete Corp | — | 22 | $944 | 0.0% | $520 | Held |
| Meta Platforms, Inc. | META | 1 | $572 | 0.0% | −$88 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.