ACIMA PRIVATE WEALTH, LLC

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
7/6/2026
Form type
13F-HR
Num holdings
173
Total value ($000)
$344,347
Net value change ($000)
+25,719 (8.1%)
New positions
1
Sold out positions
5
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 5,209 18.2%
AAXJ 2,976 22892.3%
VSLU 2,837 24.4%
GSLC 2,679 15.3%
IEMG 2,001 13.4%
IGM 1,971 38.0%
AAPL 1,109 13.9%
EZU 1,093 12.7%
VTI 1,081 14.6%
XLK 898 43.3%
Top Reduces (Value $000, Stocks/ETFs)
ATMP -1,282 -15.3%
ASHR -995 -55.9%
IJH -840 -5.2%
MCHI -831 -59.8%
XOP -477 -15.2%
HON -364 -100.0%
GXC -291 -94.2%
INTC -278 -100.0%
XOM -244 -19.4%
LMT -211 -15.7%
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