AI Portfolio Summary
In 2026 Q1, ACIMA PRIVATE WEALTH, LLC maintained a portfolio of 180 distinct positions. They heavily accumulated shares in ISHARES CORE S&P 500, increasing their position by 2.0%. The fund also reduced its exposure to ISHARES EXPANDED TEC by 14.6%.
Total Positions
180
Quarter
2026 Q1
Top Holding
IVV (9.0%)
Top 10 Concentration
46.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 180
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES CORE S&...
|
ETF | 8.98% | 9.13% |
#1
Prev: #1
|
6.1 | 855 | 2.0% |
P
S
|
43,808 | $28,615,824 |
$451.04
+46.1%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | ||
|
GSLC
GS ACTIVEBETA U...
|
ETF | 5.48% | 5.71% |
#2
Prev: #2
|
4.2 | 506 | 0.4% |
P
S
|
139,567 | $17,464,019 |
$86.37
+46.2%
|
2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | ||
|
IJH
ISHARES CORE S&...
|
ETF | 5.09% | 4.92% |
#3
Prev: #3
|
3.5 | 101 | 0.0% |
P
S
|
240,189 | $16,219,963 |
$56.49
+20.7%
|
2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-06 | ||
|
IEMG
ISHARES CORE MS...
|
ETF | 4.69% | 4.47% |
#4
Prev: #4
|
2.9 | 219 | 0.1% |
P
S
|
214,310 | $14,948,123 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
JCPB
JPMORGAN CORE P...
|
ETF | 4.13% | 4.05% |
#5
Prev: #5
|
2.7 | 4,185 | 1.5% |
P
S
|
279,732 | $13,169,795 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BOND
PIMCO ACTIVE BO...
|
ETF | 4.12% | 4.04% |
#6
Prev: #6
|
2.1 | 2,481 | 1.8% |
P
S
|
142,364 | $13,137,320 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
GTO
INVESCO TOTAL R...
|
ETF | 4.10% | 4.04% |
#7
Prev: #7
|
2.1 | 4,563 | 1.7% |
P
S
|
278,841 | $13,058,113 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VSLU
APPLIED FINANCE...
|
ETF | 3.65% | 3.78% |
#8
Prev: #8
|
2.0 | 2,752 | 1.0% |
P
S
|
278,202 | $11,631,626 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
RSP
INVESCO S&P 500...
|
ETF | 3.34% | 3.29% |
#9
Prev: #9
|
1.8 | 118 | 0.2% |
P
S
|
55,522 | $10,655,782 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
JPIB
JPMORGAN INTERN...
|
ETF | 3.17% | 3.19% |
#10
Prev: #10
|
1.8 | -269 | -0.1% |
P
S
|
211,048 | $10,092,334 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AGG
ISHARES CORE U....
|
ETF | 3.15% | 3.08% |
#11
Prev: #11
|
1.8 | 1,744 | 1.8% |
P
S
|
101,121 | $10,038,324 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IEFA
ISHARES CORE MS...
|
ETF | 2.81% | 2.73% |
#12
1
Prev: #13
|
1.6 | 703 | 0.7% |
P
S
|
99,057 | $8,967,630 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
EZU
ISHARES MSCI EU...
|
ETF | 2.71% | 2.78% |
#13
1
Prev: #12
|
1.6 | -2,058 | -1.5% |
P
S
|
137,674 | $8,623,899 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
DJP
IPATH BLOOMBERG...
|
ETF | 2.63% | 2.03% |
#14
5
Prev: #19
|
1.6 | -19 | -0.0% |
P
S
|
174,272 | $8,389,454 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
EMLC
VANECK J. P. MO...
|
ETF | 2.55% | 2.59% |
#15
Prev: #15
|
1.5 | -136 | -0.0% |
P
S
|
323,296 | $8,117,973 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AAPL
APPLE INC COM
|
Technology | 2.51% | 2.68% |
#16
2
Prev: #14
|
1.5 | -312 | -1.0% |
P
S
|
31,455 | $7,982,964 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AVEM
AVANTIS EMERGIN...
|
ETF | 2.49% | 2.35% |
#17
Prev: #17
|
1.5 | -7 | -0.0% |
P
S
|
98,386 | $7,927,944 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 2.32% | 2.39% |
#18
2
Prev: #16
|
1.4 | 53 | 0.2% |
P
S
|
23,041 | $7,391,783 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IEUR
ISHARES CORE MS...
|
ETF | 1.94% | 1.89% |
#19
1
Prev: #20
|
1.3 | 2,325 | 2.7% |
P
S
|
88,113 | $6,191,701 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IGM
ISHARES EXPANDE...
|
ETF | 1.63% | 2.05% |
#20
2
Prev: #18
|
1.2 | -7,500 | -14.6% |
P
S
|
43,740 | $5,183,627 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IWP
ISHARES RUSSELL...
|
ETF | 1.49% | 1.58% |
#21
Prev: #21
|
1.6 | no change | no change |
P
S
|
37,139 | $4,758,249 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
XLF
STATE STREET FI...
|
ETF | 1.27% | 1.40% |
#22
Prev: #22
|
1.5 | no change | no change |
P
S
|
82,253 | $4,060,831 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
XOP
STATE STREET SP...
|
ETF | 0.99% | 0.68% |
#23
9
Prev: #32
|
1.4 | no change | no change |
P
S
|
17,313 | $3,148,023 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BBJP
JPMORGAN BETABU...
|
ETF | 0.97% | 0.92% |
#24
1
Prev: #23
|
0.9 | 21 | 0.0% |
P
S
|
45,024 | $3,102,604 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BBCA
JPMORGAN BETABU...
|
ETF | 0.83% | 0.81% |
#25
Prev: #25
|
0.8 | -10 | -0.0% |
P
S
|
28,055 | $2,638,866 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VTEB
VANGUARD TAX-EX...
|
ETF | 0.82% | 0.80% |
#26
Prev: #26
|
0.8 | 994 | 1.9% |
P
S
|
52,448 | $2,616,631 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MUB
ISHARES NATIONA...
|
ETF | 0.77% | 0.74% |
#27
Prev: #27
|
0.8 | 1,067 | 4.8% |
P
S
|
23,226 | $2,465,440 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
FLIA
FRANKLIN INTERN...
|
ETF | 0.75% | 0.74% |
#28
Prev: #28
|
0.8 | -41 | -0.0% |
P
S
|
117,340 | $2,377,303 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 0.69% | 0.70% |
#29
2
Prev: #31
|
1.3 | no change | no change |
P
S
|
10,225 | $2,198,989 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
XLP
STATE STREET CO...
|
ETF | 0.68% | 0.63% |
#30
3
Prev: #33
|
1.3 | no change | no change |
P
S
|
26,284 | $2,154,762 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.66% | 0.86% |
#31
7
Prev: #24
|
1.3 | no change | no change |
P
S
|
5,697 | $2,108,858 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
XLK
STATE STREET TE...
|
ETF | 0.65% | 0.71% |
#32
3
Prev: #29
|
0.8 | -400 | -2.5% |
P
S
|
15,602 | $2,073,506 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ASHR
XTRACKERS HARVE...
|
ETF | 0.56% | 0.56% |
#33
1
Prev: #34
|
0.7 | -93 | -0.2% |
P
S
|
54,522 | $1,779,598 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
LOW
LOWES COS INC C...
|
Consumer Cyclical | 0.51% | 0.52% |
#34
2
Prev: #36
|
1.2 | no change | no change |
P
S
|
6,905 | $1,631,513 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.51% | 0.45% |
#35
5
Prev: #40
|
0.7 | -352 | -5.0% |
P
S
|
6,648 | $1,625,037 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
NOW
SERVICENOW INC ...
|
Technology | 0.49% | 0.70% |
#36
6
Prev: #30
|
1.2 | no change | no change |
P
S
|
14,785 | $1,545,772 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 0.47% | 0.49% |
#37
Prev: #37
|
1.2 | no change | no change |
P
S
|
6,848 | $1,489,372 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
EWA
ISHARES MSCI AU...
|
ETF | 0.45% | 0.42% |
#38
3
Prev: #41
|
0.7 | 122 | 0.2% |
P
S
|
51,236 | $1,422,311 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MCHI
ISHARES MSCI CH...
|
ETF | 0.44% | 0.46% |
#39
Prev: #39
|
0.7 | 54 | 0.2% |
P
S
|
24,748 | $1,390,343 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.43% | 0.54% |
#40
5
Prev: #35
|
1.2 | no change | no change |
P
S
|
324 | $1,364,144 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.42% | 0.33% |
#41
3
Prev: #44
|
1.2 | no change | no change |
P
S
|
2,231 | $1,348,394 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.41% | 0.41% |
#42
1
Prev: #43
|
1.2 | no change | no change |
P
S
|
4,110 | $1,317,461 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.40% | 0.46% |
#43
5
Prev: #38
|
1.2 | no change | no change |
P
S
|
739 | $1,277,746 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.40% | 0.28% |
#44
6
Prev: #50
|
0.7 | -204 | -2.7% |
P
S
|
7,423 | $1,259,386 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
V
VISA INC COM CL...
|
Financial Services | 0.36% | 0.41% |
#45
3
Prev: #42
|
1.1 | no change | no change |
P
S
|
3,810 | $1,151,534 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IWO
ISHARES RUSSELL...
|
ETF | 0.31% | 0.32% |
#46
1
Prev: #47
|
1.1 | no change | no change |
P
S
|
3,170 | $994,778 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.31% | 0.25% |
#47
12
Prev: #59
|
1.1 | no change | no change |
P
S
|
1,400 | $991,844 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 0.30% | 0.29% |
#48
1
Prev: #49
|
1.1 | no change | no change |
P
S
|
3,101 | $963,760 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 0.29% | 0.32% |
#49
3
Prev: #46
|
1.1 | no change | no change |
P
S
|
4,513 | $939,923 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.29% | 0.33% |
#50
5
Prev: #45
|
1.1 | no change | no change |
P
S
|
4,680 | $927,763 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 |
Showing 1-50 of 180 holdings