ACIMA PRIVATE WEALTH, LLC

Q4 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$322,232
Net value change ($000)
+2,859 (0.9%)
New positions
0
Sold out positions
3
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: 4/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EZU 2,378 36.1%
GTO 2,059 18.8%
AGG 2,050 26.0%
BOND 2,036 18.5%
IEFA 2,006 29.5%
VSLU 1,926 18.8%
JCPB 1,407 12.1%
EMLC 710 9.3%
ATMP 506 8.4%
AAPL 478 5.9%
Top Reduces (Value $000, Stocks/ETFs)
GSLC -2,865 -13.5%
IJH -2,573 -14.0%
JPIB -1,741 -14.5%
BBJP -637 -17.7%
XLP -515 -20.1%
JPST -494 -53.6%
NOW -456 -16.8%
AVEM -435 -5.4%
FLIA -406 -14.6%
XLV -404 -33.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type