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APW

Acima Private Wealth Portfolio holdings

AUM $344M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
-0.39%
1 Year Est. Return
+17.02%
3 Year Est. Return
+45.2%
5 Year Est. Return
+44.08%
10 Year Est. Return
–
AUM
$319M
AUM Growth
-$3.6M
Cap. Flow
+$592K
Cap. Flow %
0.19%
Top 10 Hldgs %
46.76%
Holding
180
New
4
Increased
19
Reduced
22
Closed
3

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$584K
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$231K
3
GTO icon
Invesco Total Return Bond ETF
GTO
+$216K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$199K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$174K

Top Sells

1
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$944K
2
EZU icon
iShare MSCI Eurozone ETF
EZU
+$135K
3
CVX icon
Chevron
CVX
+$122K
4
JNJ icon
Johnson & Johnson
JNJ
+$82K
5
AAPL icon
Apple
AAPL
+$81.2K

Sector Composition

1 Technology 5.01%
2 Healthcare 2.42%
3 Consumer Discretionary 2.24%
4 Industrials 2%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
101
Berkshire Hathaway Class B
BRK.B
$1.06T
$325K 0.1%
679
– –
CVX icon
102
Chevron
CVX
$372B
$315K 0.1%
1,521
-667
-30% -$122K
GXC icon
103
State Street SPDR S&P China ETF
GXC
$442M
$309K 0.1%
3,315
– –
VO icon
104
Vanguard Mid-Cap ETF
VO
$105B
$289K 0.09%
4,028
– –
INTC icon
105
Intel
INTC
$478B
$278K 0.09%
6,297
– –
IDXX icon
106
Idexx Laboratories
IDXX
$44.6B
$277K 0.09%
493
– –
DOV icon
107
Dover
DOV
$28.9B
$261K 0.08%
1,250
– –
SYY icon
108
Sysco
SYY
$39B
$250K 0.08%
3,500
– –
UFOX
109
Defiance Space and Connective Tech ETF
UFOX
$864M
$237K 0.07%
3,473
– –
AFL icon
110
Aflac
AFL
$63.4B
$236K 0.07%
2,148
– –
MO icon
111
Altria Group
MO
$124B
$231K 0.07%
3,501
– –
BDX icon
112
Becton Dickinson
BDX
$43.5B
$220K 0.07%
1,400
– –
HEI.A icon
113
HEICO Corp Class A
HEI.A
$35B
$210K 0.07%
994
– –
PM icon
114
Philip Morris
PM
$299B
$186K 0.06%
1,123
– –
PPG icon
115
PPG Industries
PPG
$26.1B
$178K 0.06%
1,667
– –
AFG icon
116
American Financial Group
AFG
$11.7B
$175K 0.06%
1,371
– –
CL icon
117
Colgate-Palmolive
CL
$74.2B
$170K 0.05%
2,000
– –
BIIB icon
118
Biogen
BIIB
$30.2B
$168K 0.05%
916
– –
AEP icon
119
American Electric Power
AEP
$71.9B
$160K 0.05%
1,224
– –
NEE icon
120
NextEra Energy
NEE
$185B
$148K 0.05%
1,592
– –
SO icon
121
Southern Company
SO
$108B
$145K 0.05%
1,500
– –
MMM icon
122
3M
MMM
$83.7B
$142K 0.04%
975
– –
VTWO icon
123
Vanguard Russell 2000 ETF
VTWO
$17.5B
$128K 0.04%
1,275
– –
KMB icon
124
Kimberly-Clark
KMB
$35.8B
$120K 0.04%
1,244
– –
COR icon
125
Cencora
COR
$59.8B
$99.6K 0.03%
317
– –
3 4
5
6 7

Similar funds

SEEDPG
S.E.E.D. Planning Group Binghamton, New York $344M AUM 15.24% 1-Year Est. Return
ICM
III Capital Management Boca Raton, Florida $344M AUM 11.22% 1-Year Est. Return
GLCM
Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $345M AUM 48.39% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $345M AUM 10.59% 1-Year Est. Return
FMB
Field & Main Bank Henderson, Kentucky $344M AUM 23.98% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return

Acima Private Wealth's Q1 2026 Portfolio in Review

As of Q1 2026, Acima Private Wealth held 180 positions worth $319M, down 1.1% from $322M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 3.9%. Acima Private Wealth opened 4 new positions and exited 3, leaving the 180-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.8% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Acima Private Wealth's largest Q1 2026 buy was Waters Corp: 189 shares worth $56.3K.
  • Acima Private Wealth added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $584K increase.
  • Acima Private Wealth's biggest Q1 2026 reduction was iShares Expanded Tech Sector ETF, cutting an estimated $944K.
  • Acima Private Wealth fully exited D.R. Horton in Q1 2026, selling an estimated $6.34K.
  • Acima Private Wealth's ten largest holdings make up 47% of its $319M portfolio in Q1 2026.
  • Acima Private Wealth opened 4 new positions and closed 3 in Q1 2026.
  • Acima Private Wealth's portfolio value fell 1.1% quarter-over-quarter to $319M.

Based on Acima Private Wealth's 13F filing for Q1 2026, filed 6 Apr 2026.