Notify me when ACIMA PRIVATE WEALTH, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 176 | $322,231,991 | +$17,314,103 | -$15,074,785 | +$2,239,318 | IVV, GSLC, IJH, IEMG, JCPB | 13F-HR | 15 Jan 2026, 11:18 |
| Q3 2025 | 179 | $319,372,554 | +$11,451,407 | -$1,303,301 | +$10,148,106 | IVV, GSLC, IJH, IEMG, JPIB | 13F-HR | 10 Nov 2025, 14:37 |
| Q2 2025 | 180 | $293,446,867 | +$5,783,466 | -$8,199,428 | -$2,415,962 | IVV, GSLC, IJH, IEMG, JPIB | 13F-HR | 24 Jul 2025, 15:16 |
| Q1 2025 | 180 | $278,658,739 | +$17,286,602 | -$34,327,473 | -$17,040,871 | IVV, GSLC, IJH, IEMG, BOND | 13F-HR | 09 May 2025, 14:46 |
| Q4 2024 | 184 | $297,080,423 | +$18,716,580 | -$13,489,968 | +$5,226,612 | IVV, GSLC, IJH, GTO, BOND | 13F-HR | 05 Feb 2025, 12:35 |
| Q3 2024 | 184 | $298,367,291 | +$12,566,381 | -$3,126,477 | +$9,439,904 | IVV, GSLC, IJH, IEMG, GTO | 13F-HR | 12 Nov 2024, 09:28 |
| Q2 2024 | 183 | $272,178,689 | +$19,182,332 | -$19,676,526 | -$494,194 | IVV, GSLC, IJH, BOND, JCPB | 13F-HR | 30 Jul 2024, 16:09 |
| Q1 2024 | 195 | $271,234,369 | +$52,849,401 | -$32,465,455 | +$20,383,946 | GSLC, IVV, IJH, JPIB, BOND | 13F-HR | 14 May 2024, 16:58 |
| Q4 2023 | 238 | $256,126,990 | +$63,167,497 | -$48,812,352 | +$14,355,145 | IVV, IJH, GSLC, GTO, BOND | 13F-HR | 28 Feb 2024, 21:56 |
| Q3 2023 | 249 | $224,775,110 | +$25,664,545 | -$2,170,522 | +$23,494,023 | IVV, IJH, PICB, SPSB, AAPL | 13F-HR | 28 Feb 2024, 21:53 |
| Q2 2023 | 261 | $208,944,360 | +$585,923 | -$2,219,405 | -$1,633,482 | AAPL, IJH, IVV, PICB, GSLC | 13F-HR | 28 Feb 2024, 21:49 |
| Q1 2023 | 282 | $203,658,796 | +$13,365,455 | -$13,423,882 | -$58,427 | IJH, AAPL, PICB, IVV, GSLC | 13F-HR | 28 Feb 2024, 21:46 |
| Q4 2022 | 223 | $195,070,504 | +$14,077,691 | -$27,568,424 | -$13,490,733 | GIGB, IJH, PICB, IVV, SPSB | 13F-HR | 28 Feb 2024, 21:41 |
| Q3 2022 | 228 | $194,557,389 | +$10,145,134 | -$2,588,833 | +$7,556,301 | GIGB, SPSB, EMB, IJH, AAPL | 13F-HR | 28 Feb 2024, 21:37 |
| Q2 2022 | 235 | $200,361,952 | +$20,484,705 | -$10,397,029 | +$10,087,676 | GIGB, IJH, SPSB, AAPL, IVV | 13F-HR | 28 Feb 2024, 21:33 |
| Q1 2022 | 235 | $216,515,000 | +$18,665,046 | -$24,098,181 | -$5,433,135 | GIGB, IJH, AAPL, IVV, EZU | 13F-HR | 02 May 2022, 16:10 |
| Q4 2021 | 236 | $232,419,000 | +$11,576,911 | -$5,611,516 | +$5,965,395 | IJH, SPSB, EZU, AAPL, IVV | 13F-HR | 09 Mar 2022, 17:38 |
| Q3 2021 | 232 | $217,589,000 | +$4,690,640 | -$1,609,582 | +$3,081,058 | SPSB, IJH, EZU, AAPL, IEFA | 13F-HR | 09 Nov 2021, 14:48 |
| Q2 2021 | 232 | $217,872,000 | +$7,648,050 | -$7,165,043 | +$483,007 | IJH, SPSB, EZU, AAPL, MCHI | 13F-HR | 13 Aug 2021, 13:50 |
| Q1 2021 | 232 | $203,498,000 | +$7,153,062 | -$3,118,116 | +$4,034,946 | IJH, EZU, SPSB, IEFA, AAPL | 13F-HR | 14 May 2021, 17:03 |
| Q4 2020 | 235 | $193,098,000 | +$12,875,090 | -$3,538,779 | +$9,336,311 | IJH, EZU, SPSB, AAPL, IEFA | 13F-HR | 14 May 2021, 16:54 |
| Q3 2020 | 222 | $165,828,000 | +$25,008,707 | -$19,677,876 | +$5,330,831 | SPSB, IJH, EZU, AAPL, MCHI | 13F-HR | 14 May 2021, 16:37 |
| Q2 2020 | 241 | $154,802,000 | +$12,957,738 | -$8,510,972 | +$4,446,766 | SPSB, FXE, SHV, IBND, XLP | 13F-HR | 14 May 2021, 16:23 |
| Q1 2020 | 263 | $129,672,000 | +$26,264,705 | -$16,747,526 | +$9,517,179 | SPSB, FXE, IBND, XLP, SHV | 13F-HR | 01 May 2020, 16:24 |
| Q4 2019 | 295 | $144,736,000 | +$7,503,536 | -$1,904,685 | +$5,598,851 | FXE, IBND, XLP, HYEM, SPSB | 13F-HR | 23 Jan 2020, 18:00 |
| Q3 2019 | 269 | $130,842,000 | +$11,935,015 | -$7,306,868 | +$4,628,147 | IBND, FXE, XLP, HYEM, PICB | 13F-HR | 29 Oct 2019, 21:27 |
| Q2 2019 | 255 | $126,777,000 | +$9,879,086 | -$3,546,556 | +$6,332,530 | IBND, FXE, HYEM, XLP, PICB | 13F-HR | 23 Jul 2019, 14:29 |
| Q1 2019 | 260 | $116,868,000 | +$21,155,237 | -$16,016,897 | +$5,138,340 | IBND, GIGB, HYEM, XLP, FXE | 13F-HR | 06 May 2019, 15:06 |
| Q4 2018 | 292 | $102,067,000 | $0 | $0 | $0 | VWOB, PICB, IBND, GIGB, XLP | 13F-HR | 07 Feb 2019, 13:06 |