ACIMA PRIVATE WEALTH, LLC

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
10/5/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$344,381
Net value change ($000)
+34 (0.0%)
New positions
5
Sold out positions
4
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 1,372 15.1%
EXXONMOBIL HOLDINGS CORP COM SHS 1,208 NEW
ATMP 1,101 15.5%
IVV 873 2.6%
MSFT 797 37.5%
VSLU 669 4.6%
IEFA 535 5.6%
AVEM 513 5.8%
NOW 513 34.9%
XOP 434 16.2%
Top Reduces (Value $000, Stocks/ETFs)
IJH -1,096 -7.1%
XOM -1,015 -100.0%
MELI -704 -56.1%
JPIB -515 -4.9%
AGG -498 -4.8%
BOND -477 -3.5%
GTO -363 -2.7%
RSP -361 -3.4%
CAT -356 -23.9%
IEMG -356 -2.1%
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