ACIMA PRIVATE WEALTH, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1761961
Institutional-grade research for retail investors
13F Reported Value
ⓘ$344.3M
Holdings
173
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ACIMA PRIVATE WEALTH, LLC disclosed 173 positions worth $344.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 5 and a full exit from $HON. The portfolio is most concentrated in Other (74.8% of disclosed assets). All figures are sourced directly from ACIMA PRIVATE WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 1761961.
AI Fund Analysis
StableISHARES CORE S&P 500 ETF -
9.8% weight
Held 10 quarters
GS ACTIVEBETA US LARGE CAP
5.8% weight
Held 10 quarters
ISHARES CORE MSCI EMERGING
4.9% weight
Held 10 quarters
ISHARES CORE S&P MID-CAP E
4.5% weight
Held 10 quarters
APPLIED FINANCE VALUATION
4.2% weight
Held 9 quarters
ISHARES NATIONAL MUNI BOND
9 quarters accumulating
APPLIED FINANCE VALUATION
8 quarters accumulating
ISHARES CORE MSCI EAFE ETF
5 quarters accumulating
JPMORGAN CORE PLUS BOND ET
4 quarters accumulating
PIMCO ACTIVE BOND EXCHANGE
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF - ETF
—Quality
$33.8M45,167 shGS ACTIVEBETA US LARGE CAP EQUITY ETF - ETF
—Quality
$20.1M141,960 shISHARES CORE MSCI EMERGING MARKETS ETF - ETF
—Quality
$16.9M204,594 shISHARES CORE S&P MID-CAP ETF - ETF
—Quality
$15.4M199,457 shAPPLIED FINANCE VALUATION LARGE CAP ETF - ETF
—Quality
$14.5M312,859 shJPMORGAN CORE PLUS BOND ETF - ETF
—Quality
$13.7M291,629 shPIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF
—Quality
$13.7M148,379 sh- —
Quality
$13.6M290,933 sh - —
Quality
$10.6M49,806 sh JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF
—Quality
$10.4M215,439 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF - ETF | — | $33.8M | 45,167 |
| GS ACTIVEBETA US LARGE CAP EQUITY ETF - ETF | — | $20.1M | 141,960 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | — | $16.9M | 204,594 |
| ISHARES CORE S&P MID-CAP ETF - ETF | — | $15.4M | 199,457 |
| APPLIED FINANCE VALUATION LARGE CAP ETF - ETF | — | $14.5M | 312,859 |
| JPMORGAN CORE PLUS BOND ETF - ETF | — | $13.7M | 291,629 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF | — | $13.7M | 148,379 |
 Invesco Ltd.$IVZ | — | $13.6M | 290,933 |
| Invesco Ltd.$IVZ | — | $10.6M | 49,806 |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF | — | $10.4M | 215,439 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ACIMA PRIVATE WEALTH, LLC's 173 positions.
Showing top 10 of 173 holdings.
Sector Allocation
Other
$257.6M
Financials
$37.2M
Technology
$18.8M
Consumer Discretionary
$9.4M
Healthcare
$7.8M
Industrials
$6.4M
Consumer Staples
$3.0M
Energy
$2.0M
Full Holdings — ACIMA PRIVATE WEALTH, LLC (Q2 2026)
All 173 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P 500 ETF - ETF | $33.8M | 9.8% | +3% | — |
| 2 | — | GS ACTIVEBETA US LARGE CAP EQUITY ETF - ETF | $20.1M | 5.8% | +2% | — |
| 3 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $16.9M | 4.9% | -5% | — |
| 4 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $15.4M | 4.5% | -17% | — |
| 5 | — | APPLIED FINANCE VALUATION LARGE CAP ETF - ETF | $14.5M | 4.2% | +12% | — |
| 6 | — | JPMORGAN CORE PLUS BOND ETF - ETF | $13.7M | 4.0% | +4% | — |
| 7 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF | $13.7M | 4.0% | +4% | — |
| 8 | $IVZ | Invesco Ltd. | $13.6M | 4.0% | +4% | — |
| 9 | $IVZ | Invesco Ltd. | $10.6M | 3.1% | -10% | — |
| 10 | — | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF | $10.4M | 3.0% | +2% | — |
| 11 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $10.3M | 3.0% | +3% | — |
| 12 | — | ISHARES MSCI EUROZONE ETF - ETF | $9.7M | 2.8% | +2% | — |
| 13 | — | ISHARES CORE MSCI EAFE ETF - ETF | $9.6M | 2.8% | +0% | — |
| 14 |  $AAPL | Apple Inc. | $9.1M | 2.6% | -0% | 76.1 |
| 15 | — | AVANTIS EMERGING MARKETS EQUITY ETF - ETF | $8.8M | 2.5% | -7% | — |
| 16 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $8.5M | 2.5% | -1% | — |
| 17 | — | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF - ETF | $8.4M | 2.5% | +2% | — |
| 18 | — | ISHARES EXPANDED TECH SECTOR ETF - ETF | $7.2M | 2.1% | +0% | — |
| 19 |  $DJP | BARCLAYS BANK PLC | $7.1M | 2.1% | -7% | — |
| 20 | — | ISHARES CORE MSCI EUROPE ETF - ETF | $6.5M | 1.9% | -2% | — |
| 21 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | $5.4M | 1.6% | +0% | — |
| 22 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $4.4M | 1.3% | +0% | — |
| 23 | — | JPMORGAN BETABUILDERS JAPAN ETF - ETF | $3.4M | 1.0% | -0% | — |
| 24 | — | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF - ETF | $3.0M | 0.9% | NEW | — |
| 25 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $3.0M | 0.9% | +0% | — |
| 26 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $2.8M | 0.8% | +4% | — |
| 27 | — | JPMORGAN BETABUILDERS CANADA ETF - ETF | $2.7M | 0.8% | -2% | — |
| 28 | — | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF - ETF | $2.7M | 0.8% | +0% | — |
| 29 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $2.7M | 0.8% | +7% | — |
| 30 | — | FRANKLIN INTERNATIONAL AGGREGATE BOND ETF - ETF | $2.5M | 0.7% | +2% | — |
| 31 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $2.4M | 0.7% | +0% | — |
| 32 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | $2.2M | 0.6% | +0% | — |
| 33 |  $MSFT | MICROSOFT CORP | $2.1M | 0.6% | +0% | 83.7 |
| 34 |  $ABBV | AbbVie Inc. | $1.7M | 0.5% | +0% | 59.3 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.5% | +0% | 72.8 |
| 36 |  $LOW | LOWES COMPANIES INC | $1.5M | 0.4% | +0% | 63.5 |
| 37 |  $CAT | CATERPILLAR INC | $1.5M | 0.4% | +0% | 67.8 |
| 38 |  $NOW | ServiceNow, Inc. | $1.5M | 0.4% | +0% | 76 |
| 39 |  $BKNG | Booking Holdings Inc. | $1.4M | 0.4% | +2400% | 55.3 |
| 40 |  $SHW | SHERWIN WILLIAMS CO | $1.4M | 0.4% | +0% | 65.3 |
| 41 | — | ISHARES MSCI AUSTRALIA ETF - ETF | $1.4M | 0.4% | -3% | — |
| 42 |  $V | VISA INC. | $1.3M | 0.4% | +0% | 83.5 |
| 43 |  $MELI | MERCADOLIBRE INC | $1.3M | 0.4% | +0% | 77.5 |
| 44 | — | ISHARES RUSSELL 2000 GROWTH ETF - ETF | $1.2M | 0.4% | +0% | — |
| 45 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.3% | +0% | 65 |
| 46 |  $AMZN | AMAZON COM INC | $1.1M | 0.3% | -1% | 74.6 |
| 47 |  $PGR | PROGRESSIVE CORP/OH/ | $1.0M | 0.3% | +0% | 83.6 |
| 48 |  $GOOGL | Alphabet Inc. | $1.0M | 0.3% | +0% | 80.2 |
| 49 |  $XOM | EXXON MOBIL CORP | $1.0M | 0.3% | +0% | 61.8 |
| 50 |  $UNP | UNION PACIFIC CORP | $998,512 | 0.3% | +0% | 74 |
| 51 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $908,428 | 0.3% | +300% | — |
| 52 | — | ISHARES RUSSELL 2000 ETF - ETF | $897,745 | 0.3% | -3% | — |
| 53 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $897,094 | 0.3% | +0% | 76.6 |
| 54 |  $RTX | RTX Corp | $890,593 | 0.3% | +0% | 70 |
| 55 |  $ADP | AUTOMATIC DATA PROCESSING INC | $870,718 | 0.3% | +0% | 77.9 |
| 56 |  $PG | PROCTER & GAMBLE Co | $866,202 | 0.3% | +0% | 72.9 |
| 57 | — | ISHARES MSCI UNITED KINGDOM ETF - ETF | $852,621 | 0.3% | -4% | — |
| 58 |  $MCD | MCDONALDS CORP | $838,231 | 0.2% | +0% | 73.9 |
| 59 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | $829,474 | 0.2% | +0% | — |
| 60 |  $GLW | CORNING INC /NY | $817,376 | 0.2% | +0% | 72.7 |
| 61 |  $GOOG | Alphabet Inc. | $800,509 | 0.2% | +0% | 80.2 |
| 62 |  $ITW | ILLINOIS TOOL WORKS INC | $793,559 | 0.2% | +0% | 71.2 |
| 63 | — | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF - ETF | $784,671 | 0.2% | -61% | — |
| 64 |  $CSCO | CISCO SYSTEMS, INC. | $774,179 | 0.2% | +0% | 72.3 |
| 65 |  $TXN | TEXAS INSTRUMENTS INC | $754,117 | 0.2% | +0% | 70.4 |
| 66 |  $SPY | SPDR S&P 500 ETF TRUST | $746,023 | 0.2% | +0% | — |
| 67 |  $KO | COCA COLA CO | $736,794 | 0.2% | +0% | 74 |
| 68 |  $PEP | PEPSICO INC | $704,892 | 0.2% | +0% | 62.7 |
| 69 |  $AMGN | AMGEN INC | $685,131 | 0.2% | +0% | 79.5 |
| 70 |  $MRK | Merck & Co., Inc. | $612,174 | 0.2% | +0% | 70.9 |
| 71 |  $HD | HOME DEPOT, INC. | $586,860 | 0.2% | +0% | 69.2 |
| 72 |  $COP | CONOCOPHILLIPS | $566,582 | 0.2% | +0% | 74.8 |
| 73 | — | ISHARES MSCI CHINA ETF - ETF | $558,520 | 0.2% | -56% | — |
| 74 |  $EW | Edwards Lifesciences Corp | $534,076 | 0.2% | +0% | 67.6 |
| 75 | — | JPMORGAN MUNICIPAL ETF - ETF | $520,987 | 0.1% | +20% | — |
| 76 | — | ISHARES MSCI EAFE ETF - ETF | $516,284 | 0.1% | +0% | — |
| 77 | — | VANGUARD LARGE-CAP ETF - ETF | $474,596 | 0.1% | +0% | — |
| 78 |  $WMT | Walmart Inc. | $441,714 | 0.1% | +0% | 63.2 |
| 79 |  $APD | Air Products & Chemicals, Inc. | $439,770 | 0.1% | +0% | 41.2 |
| 80 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | $425,491 | 0.1% | +0% | — |
| 81 |  $COF | CAPITAL ONE FINANCIAL CORP | $420,299 | 0.1% | +0% | 71 |
| 82 |  $DRI | DARDEN RESTAURANTS INC | $412,020 | 0.1% | +0% | 68.6 |
| 83 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $391,024 | 0.1% | +0% | — |
| 84 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $380,615 | 0.1% | +0% | — |
| 85 |  $MA | Mastercard Inc | $376,982 | 0.1% | +0% | 81.7 |
| 86 |  $ADBE | ADOBE INC. | $372,111 | 0.1% | +0% | 80.4 |
| 87 |  $SHOP | SHOPIFY INC. | $371,199 | 0.1% | +0% | — |
| 88 |  $BLK | BlackRock, Inc. | $364,431 | 0.1% | +0% | 70.3 |
| 89 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $361,982 | 0.1% | +0% | 63.7 |
| 90 |  $AXP | AMERICAN EXPRESS CO | $357,192 | 0.1% | -4% | 73.2 |
| 91 |  $ORCL | ORACLE CORP | $351,720 | 0.1% | +0% | 67.2 |
| 92 |  $MKL | MARKEL GROUP INC. | $351,542 | 0.1% | -8% | 68.2 |
| 93 |  $ACN | Accenture plc | $348,432 | 0.1% | +0% | — |
| 94 |  $BRK.B | BERKSHIRE HATHAWAY INC | $339,765 | 0.1% | +0% | 64.5 |
| 95 |  $PFE | PFIZER INC | $337,337 | 0.1% | +0% | 69 |
| 96 |  $SPGI | S&P Global Inc. | $336,397 | 0.1% | +0% | 79.4 |
| 97 | — | DEFIANCE CONNECTIVE TECHNOLOGIES ETF - ETF | $330,065 | 0.1% | +0% | — |
| 98 | — | VANGUARD MID-CAP ETF - ETF | $324,536 | 0.1% | +300% | — |
| 99 | — | ISHARES RUSSELL MIDCAP ETF - ETF | $321,583 | 0.1% | -14% | — |
| 100 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $313,506 | 0.1% | +0% | 71.5 |
| 101 |  $ABT | ABBOTT LABORATORIES | $306,883 | 0.1% | +0% | 67 |
| 102 |  $SYY | SYSCO CORP | $292,530 | 0.1% | +0% | 58.4 |
| 103 |  $DOV | DOVER Corp | $280,350 | 0.1% | +0% | 63.1 |
| 104 |  $IDXX | IDEXX LABORATORIES INC /DE | $259,535 | 0.1% | +0% | 73.6 |
| 105 |  $HEI.A | HEICO CORP | $256,363 | 0.1% | +0% | 79.2 |
| 106 |  $CVX | CHEVRON CORP | $252,121 | 0.1% | +0% | 54.7 |
| 107 |  $MO | ALTRIA GROUP, INC. | $251,897 | 0.1% | +0% | 72.1 |
| 108 |  $AFL | AFLAC INC | $251,853 | 0.1% | +0% | 60.3 |
| 109 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $247,945 | 0.1% | -34% | — |
| 110 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $244,469 | 0.1% | +0% | 60.5 |
| 111 |  $BDX | BECTON DICKINSON & CO | $211,862 | 0.1% | +0% | 50.7 |
| 112 |  $PM | Philip Morris International Inc. | $203,162 | 0.1% | +0% | 80.5 |
| 113 |  $PPG | PPG INDUSTRIES INC | $202,190 | 0.1% | +0% | 57.1 |
| 114 |  $BIIB | BIOGEN INC. | $197,911 | 0.1% | +0% | 65.6 |
| 115 |  $AFG | AMERICAN FINANCIAL GROUP INC | $191,858 | 0.1% | +0% | 59.9 |
| 116 |  $CL | COLGATE PALMOLIVE CO | $183,360 | 0.1% | +0% | 72.4 |
| 117 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $167,455 | 0.1% | +0% | 75.4 |
| 118 |  $MMM | 3M CO | $157,862 | 0.1% | +0% | 60.7 |
| 119 | — | VANGUARD RUSSELL 2000 ETF - ETF | $148,740 | 0.0% | -4% | — |
| 120 |  $SO | SOUTHERN CO | $143,565 | 0.0% | +0% | 65.1 |
| 121 |  $NEE | NEXTERA ENERGY INC | $139,730 | 0.0% | +0% | 71.7 |
| 122 |  $KMB | KIMBERLY CLARK CORP | $136,554 | 0.0% | +0% | 61.7 |
| 123 | — | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF - ETF | $104,346 | 0.0% | +0% | — |
| 124 | — | VANGUARD S&P 500 ETF - ETF | $103,022 | 0.0% | +0% | — |
| 125 |  $JPM | JPMORGAN CHASE & CO | $96,890 | 0.0% | +0% | 35.6 |
| 126 |  $LLY | ELI LILLY & Co | $89,957 | 0.0% | +0% | 89.3 |
| 127 |  $COR | Cencora, Inc. | $89,705 | 0.0% | +0% | 59.6 |
| 128 |  $CSX | CSX CORP | $85,554 | 0.0% | +0% | 66.4 |
| 129 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $85,082 | 0.0% | -8% | — |
| 130 |  $PSX | Phillips 66 | $84,525 | 0.0% | +0% | 47.6 |
| 131 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF | $83,942 | 0.0% | +0% | — |
| 132 |  $UNH | UNITEDHEALTH GROUP INC | $83,126 | 0.0% | +0% | 66.8 |
| 133 |  $NVDA | NVIDIA CORP | $82,037 | 0.0% | +0% | 90.2 |
| 134 |  $CARR | CARRIER GLOBAL Corp | $70,929 | 0.0% | +0% | 61.5 |
| 135 |  $WAT | WATERS CORP /DE/ | $70,883 | 0.0% | +0% | 69.9 |
| 136 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $68,964 | 0.0% | +0% | — |
| 137 |  $COST | COSTCO WHOLESALE CORP /NEW | $67,354 | 0.0% | +0% | 67 |
| 138 | — | VANGUARD SMALL-CAP ETF - ETF | $65,777 | 0.0% | +0% | — |
| 139 | — | VANGUARD MEGA CAP ETF - ETF | $57,462 | 0.0% | +0% | — |
| 140 |  $OTIS | Otis Worldwide Corp | $46,540 | 0.0% | +0% | 60.3 |
| 141 |  $VZ | VERIZON COMMUNICATIONS INC | $44,034 | 0.0% | +0% | 71.6 |
| 142 | — | ENERGY SELECT SECTOR SPDR ETF - ETF | $43,338 | 0.0% | +0% | — |
| 143 |  $BAC | BANK OF AMERICA CORP /DE/ | $40,228 | 0.0% | +0% | 68.4 |
| 144 |  $BP | BP PLC | $39,093 | 0.0% | +0% | — |
| 145 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | $36,305 | 0.0% | +0% | — |
| 146 |  $SOLS | Solstice Advanced Materials Inc. | $35,351 | 0.0% | +0% | — |
| 147 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $33,008 | 0.0% | +0% | — |
| 148 |  $SOLV | Solventum Corp | $23,145 | 0.0% | +0% | 55.7 |
| 149 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $21,787 | 0.0% | +0% | — |
| 150 | — | VANGUARD ESG U.S. STOCK ETF - ETF | $20,894 | 0.0% | +0% | — |
| 151 |  $GLD | SPDR GOLD TRUST | $18,419 | 0.0% | +0% | — |
| 152 |  $ORLY | O REILLY AUTOMOTIVE INC | $17,958 | 0.0% | +0% | 72.7 |
| 153 | — | STATE STREET SPDR S&P CHINA ETF - ETF | $17,650 | 0.0% | -94% | — |
| 154 |  $ADI | ANALOG DEVICES INC | $17,475 | 0.0% | +0% | 76.2 |
| 155 | — | ISHARES MSCI ACWI ETF - ETF | $16,482 | 0.0% | +0% | — |
| 156 |  $USB | US BANCORP DE | $15,221 | 0.0% | +0% | 71.4 |
| 157 |  $TGT | TARGET CORP | $14,628 | 0.0% | +0% | 53.1 |
| 158 |  $D | DOMINION ENERGY, INC | $14,546 | 0.0% | +0% | 74.9 |
| 159 |  $DUK | Duke Energy CORP | $13,924 | 0.0% | +0% | 64 |
| 160 |  $AMT | AMERICAN TOWER CORP /MA/ | $12,268 | 0.0% | +0% | 69.8 |
| 161 |  $AMP | AMERIPRISE FINANCIAL INC | $10,551 | 0.0% | +0% | 70.2 |
| 162 |  $VIK | Viking Holdings Ltd | $10,467 | 0.0% | +0% | — |
| 163 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $10,225 | 0.0% | +0% | — |
| 164 | — | ISHARES CORE 60/40 BALANCED ALLOCATION ETF - ETF | $9,105 | 0.0% | NEW | — |
| 165 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $8,791 | 0.0% | +0% | 66.3 |
| 166 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $5,566 | 0.0% | +0% | 69.5 |
| 167 |  $MS | MORGAN STANLEY | $5,435 | 0.0% | +0% | — |
| 168 |  $EBAY | EBAY INC | $5,141 | 0.0% | +0% | 69.3 |
| 169 |  $NDAQ | NASDAQ, INC. | $3,626 | 0.0% | +0% | 78.5 |
| 170 |  $T | AT&T INC. | $2,401 | 0.0% | +0% | 71.9 |
| 171 |  $TROW | PRICE T ROWE GROUP INC | $1,933 | 0.0% | +0% | 75.8 |
| 172 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $586 | 0.0% | +0% | 66.3 |
| 173 |  $META | Meta Platforms, Inc. | $563 | 0.0% | +0% | 80.9 |
New Positions (1)
ISHARES CORE 60/40 BALANCED ALLOCATION ETF - ETF$9,105
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AI-Powered Hedge Fund Analysis: ACIMA PRIVATE WEALTH, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For ACIMA PRIVATE WEALTH, LLC (SEC CIK: 1761961), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in ACIMA PRIVATE WEALTH, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.