Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $319 Billion
  • Q3 2025

Acima Private Wealth, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $319 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.2B, Goldman Sachs ETF Tr Activebet with a value of $21.3B, Ishares Core S&P Mid Cap ETF with a value of $18.4B, Ishares Inc with a value of $14.7B, and Jpmorgan International Bond Op with a value of $12B.

Examining the 13F form we can see an increase of $25.9B in the current position value, from $293B to 319B.

Acima Private Wealth, LLC is based out at Richmond, VA

Below you can find more details about Acima Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $319 Billion
ETFs: $252 Billion
Technology: $18.3 Billion
Consumer Cyclical: $8.29 Billion
Healthcare: $7.44 Billion
Industrials: $6.67 Billion
Financial Services: $6.17 Billion
Consumer Defensive: $3.77 Billion
Basic Materials: $2.09 Billion
Other: $3.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$935 Million 0.29% of portfolio
8,292
Q2 2025 Added 62.84%
$0
$922 Million 0.29% of portfolio
18,178
Q2 2025 Added 27.87%
$346B
$908 Million 0.28% of portfolio
5,907
Q1 2025 Reduced 14.48%
$0
$864 Million 0.27% of portfolio
20,597
Q3 2025 Reduced 0.09%
$0
$857 Million 0.27% of portfolio
1,829
Q1 2024 Reduced 20.03%
$136B
$876 Million 0.27% of portfolio
3,708
Q2 2025 Added 629.92%
$74.9B
$834 Million 0.26% of portfolio
3,200
Q1 2025 Reduced 30.43%
$258B
$785 Million 0.25% of portfolio
4,694
Q4 2023 Reduced 7.42%
$204B
$731 Million 0.23% of portfolio
5,206
Q1 2025 Reduced 16.11%
$0
$745 Million 0.23% of portfolio
3,081
Q1 2024 Reduced 56.4%
$152B
$690 Million 0.22% of portfolio
2,800
Q4 2023 Reduced 0.88%
$111B
$707 Million 0.22% of portfolio
1,806
Q4 2024 Reduced 41.38%
$1.74T
$700 Million 0.22% of portfolio
2,873
Q1 2025 Reduced 8.03%
$367B
$706 Million 0.22% of portfolio
1,743
Q3 2025 Added 1.34%
$0
$666 Million 0.21% of portfolio
999
Q1 2019 New
$291B
$668 Million 0.21% of portfolio
1,400
Q3 2025 Reduced 4.96%
$151B
$640 Million 0.2% of portfolio
1,815
Q1 2024 Reduced 1.36%
$306B
$606 Million 0.19% of portfolio
9,132
Q2 2025 Added 199.9%
$1.65T
$545 Million 0.17% of portfolio
2,240
Q1 2025 Reduced 42.27%
$183B
$534 Million 0.17% of portfolio
1,892
Q2 2023 Reduced 5.02%
$113B
$516 Million 0.16% of portfolio
5,450
Q2 2025 Added 3.81%
$177B
$465 Million 0.15% of portfolio
2,530
Q4 2023 Reduced 1.4%
$0
$464 Million 0.15% of portfolio
4,970
Q3 2024 Reduced 43.04%
$174B
$483 Million 0.15% of portfolio
3,251
Q3 2024 Reduced 3.47%
Blackrock Inc Com
-
$442 Million 0.14% of portfolio
-
Q3 2024 New
$228B
$458 Million 0.14% of portfolio
3,420
Q3 2025 Added 1.12%
$53.4B
$459 Million 0.14% of portfolio
5,904
Q2 2023 Reduced 2.67%
$27.9B
$443 Million 0.14% of portfolio
232
Q2 2025 Reduced 7.94%
$319B
$451 Million 0.14% of portfolio
6,591
Q4 2024 Reduced 6.39%
$77.2B
$445 Million 0.14% of portfolio
2,095
Q2 2025 Added 1,995.0%
$0
$427 Million 0.13% of portfolio
4,066
Q1 2025 Reduced 5.24%
$159B
$402 Million 0.13% of portfolio
826
Q2 2023 Reduced 2.59%
$57.5B
$409 Million 0.13% of portfolio
1,500
Q1 2025 Reduced 16.67%
$0
$425 Million 0.13% of portfolio
1,380
Q3 2023 Reduced 10.1%
$143B
$420 Million 0.13% of portfolio
12,522
Q3 2025 Reduced 5.65%
$512B
$418 Million 0.13% of portfolio
734
Q2 2025 Reduced 6.38%
$72.3B
$406 Million 0.13% of portfolio
3,638
Q1 2019 New
$235B
$400 Million 0.13% of portfolio
4,764
Q1 2024 Reduced 12.51%
$279B
$402 Million 0.13% of portfolio
3,900
Q1 2024 Added 200.0%
$303B
$391 Million 0.12% of portfolio
2,521
Q3 2025 Added 4.13%
$141B
$371 Million 0.12% of portfolio
14,542
Q2 2024 Reduced 7.58%
$89.7B
$386 Million 0.12% of portfolio
1,917
Q3 2025 Added 1.91%
$21.3B
$381 Million 0.12% of portfolio
2,000
Q1 2024 Reduced 3.8%
$222B
$350 Million 0.11% of portfolio
722
Q1 2024 Reduced 1.63%
$255B
$365 Million 0.11% of portfolio
1,100
Q3 2025 Added 10.0%
$0
$347 Million 0.11% of portfolio
1,782
Q3 2025 Reduced 4.55%
$0
$361 Million 0.11% of portfolio
2,585
Q4 2023 Reduced 76.35%
$0
$355 Million 0.11% of portfolio
1,743
Q2 2024 Reduced 35.94%
$662B
$341 Million 0.11% of portfolio
679
Q4 2022 Reduced 54.49%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $319 Billion
  • Prior Value $293 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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