ACIMA PRIVATE WEALTH, LLC

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
4/6/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$318,628
Net value change ($000)
-3,604 (-1.1%)
New positions
4
Sold out positions
3
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ATMP 1,834 28.0%
XOP 962 44.0%
IEMG 557 3.9%
IJH 374 2.4%
AVEM 350 4.6%
XOM 341 37.1%
LMT 269 24.9%
COP 209 41.0%
CAT 190 23.7%
JNJ 176 12.1%
Top Reduces (Value $000, Stocks/ETFs)
IGM -1,434 -21.7%
GSLC -944 -5.1%
IVV -804 -2.7%
NOW -719 -31.7%
AAPL -653 -7.6%
MSFT -646 -23.4%
VSLU -559 -4.6%
XLF -444 -9.9%
BKNG -371 -21.4%
EZU -333 -3.7%
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