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ACIMA PRIVATE WEALTH, LLC - Portfolio Stock Holdings

ACIMA PRIVATE WEALTH, LLC disclosed 177 stock positions in a recent SEC 13F filing. $344,346,481 of stock holdings were filed, with the largest holdings including IVV, GSLC, and IEMG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $420,356,892 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

177

Est. Stock Holding Value:

$344,346,481

Top Stock Holdings By Sector

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Portfolio Stock Holdings - ACIMA PRIVATE WEALTH, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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