ACIMA PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 344,347
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/6/2026 | 173 | 344,347 | 13F-HR | ACIMA PRIVATE WEALTH, LLC |
| Q1 2026 | 4/6/2026 | 177 | 318,628 | 13F-HR | ACIMA PRIVATE WEALTH, LLC |
| Q4 2025 | 1/15/2026 | 176 | 322,232 | 13F-HR | ACIMA PRIVATE WEALTH, LLC |
| Q3 2025 | 11/10/2025 | 179 | 319,373 | 13F-HR | ACIMA PRIVATE WEALTH, LLC |
| Q2 2025 | 7/24/2025 | 180 | 293,447 | 13F-HR | ACIMA PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.35 K | 16.1% | 2.334 K | 0 | 2.334 K |
| ETFs | 289 K | 83.9% | 23.39 K | 0 | 23.39 K |
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Fund Snapshot
Q2 2026
Latest filed
7/6/2026
Total value ($000)
344,347
Holdings
173
QoQ value change ($000)
25,719
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.