Acima Private Wealth, LLC
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.1ptsvs SPY
Invested
$637.3M
Holdings
176
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES CORE S&P 500 ETF
Held since at least Q1 2024
9.0%
02
$GSLC
GS ACTIVEBETA US LARGE CAP EQUITY ETF
Held since at least Q1 2024
5.5%
03
$IJH
ISHARES CORE S&P MID-CAP ETF
Held since at least Q1 2024
5.1%
04
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Held since at least Q1 2024
4.7%
05
$JCPB
JPMORGAN CORE PLUS BOND ETF
Held since at least Q1 2024
4.1%
06
$BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Held since at least Q1 2024
4.1%
07
$GTO
INVESCO TOTAL RETURN BOND ETF
Held since at least Q1 2024
4.1%
08
$VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
Held since at least Q1 2024
3.7%
09
$RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
Held since at least Q1 2024
3.3%
10
$JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.