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Acima Private Wealth, LLC

13F filer · CIK 0001761961
Reported Jul 6, 2026
Net seller this quarter
13F portfolio value$344MU.S. long equity reported on 13F
Positions1080 new · 5 closed
Net flow last quarter-$1.7MBuys minus sells
Top 10 positions weight8.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 6, 2026108 positions
AAPLApple Inc.$9.09M2.64%0.00%-0.1%Q4 2018
DJPBarclays Bank PLC$7.11M2.06%Not reported-6.7%Q4 2018
MSFTMicrosoft Corp$2.13M0.62%0.00%Not reportedQ4 2018
ABBVAbbVie Inc.$1.72M0.50%0.00%Not reportedQ4 2018
JNJJohnson & Johnson$1.69M0.49%0.00%Not reportedQ4 2018
LOWLowes Companies Inc$1.52M0.44%0.00%Not reportedQ4 2018
CATCaterpillar Inc$1.49M0.43%0.00%Not reportedQ4 2018
NOWServiceNow, Inc.$1.47M0.43%0.00%Not reportedQ4 2018
BKNGBooking Holdings Inc.$1.44M0.42%0.00%Not reportedQ4 2018
SHWSherwin Williams Co$1.42M0.41%0.00%Not reportedQ4 2018
VVisa Inc.$1.31M0.38%0.00%Not reportedQ4 2018
MELIMercadolibre Inc$1.25M0.36%0.00%Not reportedQ4 2018
LMTLockheed Martin Corp$1.14M0.33%0.00%Not reportedQ4 2018
AMZNAmazon Com Inc$1.06M0.31%0.00%-1.5%Q4 2018
PGRProgressive Corp$1.02M0.30%0.00%Not reportedQ4 2018
GOOGAlphabet Inc.$1.02M0.29%Not reportedNot reportedQ4 2018
XOMExxonMobil Holdings Corp$1.01M0.29%0.00%Not reportedQ4 2018
UNPUnion Pacific Corp$999K0.29%0.00%Not reportedQ4 2018
VRTXVertex Pharmaceuticals Inc / Ma$897K0.26%0.00%Not reportedQ4 2018
RTXRTX Corp$891K0.26%0.00%Not reportedQ1 2020
ADPAutomatic Data Processing Inc$871K0.25%0.00%Not reportedQ4 2018
PGPROCTER & GAMBLE Co$866K0.25%0.00%Not reportedQ4 2018
MCDMcdonalds Corp$838K0.24%0.00%Not reportedQ4 2018
GLWCorning Inc$817K0.24%0.00%Not reportedQ4 2018
GOOGLAlphabet Inc.$801K0.23%0.00%Not reportedQ4 2018
ITWIllinois Tool Works Inc$794K0.23%0.00%Not reportedQ4 2018
CSCOCisco Systems, Inc.$774K0.22%0.00%Not reportedQ4 2018
TXNTexas Instruments Inc$754K0.22%0.00%Not reportedQ4 2018
SPYSPDR S&P 500 ETF Trust$746K0.22%Not reportedNot reportedQ4 2018
KOCoca Cola Co$737K0.21%0.00%Not reportedQ4 2018
PEPPepsico Inc$705K0.20%0.00%Not reportedQ4 2018
AMGNAmgen Inc$685K0.20%0.00%Not reportedQ4 2018
MRKMerck & Co., Inc.$612K0.18%0.00%Not reportedQ4 2018
HDHome Depot, Inc.$587K0.17%0.00%Not reportedQ4 2018
COPConocophillips$567K0.16%0.00%Not reportedQ4 2018
EWEdwards Lifesciences Corp$534K0.16%0.00%Not reportedQ4 2018
WMTWalmart Inc.$442K0.13%0.00%Not reportedQ4 2018
APDAir Products & Chemicals, Inc.$440K0.13%0.00%Not reportedQ4 2018
IWSImageware Systems Inc$425K0.12%Not reportedNot reportedQ4 2018
COFCapital One Financial Corp$420K0.12%0.00%Not reportedQ4 2018
DRIDarden Restaurants Inc$412K0.12%0.00%Not reportedQ4 2018
MAMastercard Inc$377K0.11%0.00%Not reportedQ4 2018
ADBEAdobe Inc.$372K0.11%0.00%Not reportedQ4 2018
SHOPShopify Inc.$371K0.11%0.00%Not reportedQ1 2023
BLKBlackRock, Inc.$364K0.11%0.00%Not reportedQ4 2018
TMOThermo Fisher Scientific Inc.$362K0.11%0.00%Not reportedQ4 2018
AXPAmerican Express Co$357K0.10%0.00%-4.0%Q4 2018
ORCLOracle Corp$352K0.10%0.00%Not reportedQ4 2018
MKLMarkel Group Inc.$352K0.10%0.00%-7.7%Q4 2018
ACNAccenture plc$348K0.10%0.00%Not reportedQ4 2018
Q1 2026Reported Apr 6, 2026113 positions
DJPBarclays Bank PLC$8.39M2.63%Not reported0.0%Q4 2018
AAPLApple Inc.$7.98M2.51%0.00%-1.0%Q4 2018
MSFTMicrosoft Corp$2.11M0.66%0.00%Not reportedQ4 2018
LOWLowes Companies Inc$1.63M0.51%0.00%Not reportedQ4 2018
JNJJohnson & Johnson$1.63M0.51%0.00%-5.0%Q4 2018
NOWServiceNow, Inc.$1.55M0.49%0.00%Not reportedQ4 2018
ABBVAbbVie Inc.$1.49M0.47%0.00%Not reportedQ4 2018
BKNGBooking Holdings Inc.$1.36M0.43%0.00%Not reportedQ4 2018
LMTLockheed Martin Corp$1.35M0.42%0.00%Not reportedQ4 2018
SHWSherwin Williams Co$1.32M0.41%0.00%Not reportedQ4 2018
MELIMercadolibre Inc$1.28M0.40%0.00%Not reportedQ4 2018
XOMExxonMobil Holdings Corp$1.26M0.40%0.00%-2.7%Q4 2018
VVisa Inc.$1.15M0.36%0.00%Not reportedQ4 2018
CATCaterpillar Inc$992K0.31%0.00%Not reportedQ4 2018
MCDMcdonalds Corp$964K0.30%0.00%Not reportedQ4 2018
AMZNAmazon Com Inc$940K0.29%0.00%Not reportedQ4 2018
PGRProgressive Corp$928K0.29%0.00%Not reportedQ4 2018
RTXRTX Corp$905K0.28%0.00%Not reportedQ1 2020
UNPUnion Pacific Corp$891K0.28%0.00%Not reportedQ4 2018
PGPROCTER & GAMBLE Co$853K0.27%0.00%Not reportedQ4 2018
GOOGAlphabet Inc.$824K0.26%Not reportedNot reportedQ4 2018
PEPPepsico Inc$808K0.25%0.00%Not reportedQ4 2018
VRTXVertex Pharmaceuticals Inc / Ma$806K0.25%0.00%Not reportedQ4 2018
ADPAutomatic Data Processing Inc$790K0.25%0.00%-1.0%Q4 2018
ITWIllinois Tool Works Inc$764K0.24%0.00%Not reportedQ4 2018
COPConocophillips$719K0.23%0.00%Not reportedQ4 2018
KOCoca Cola Co$689K0.22%0.00%Not reportedQ4 2018
AMGNAmgen Inc$666K0.21%0.00%Not reportedQ4 2018
SPYSPDR S&P 500 ETF Trust$650K0.20%Not reportedNot reportedQ4 2018
GOOGLAlphabet Inc.$644K0.20%0.00%Not reportedQ4 2018
MRKMerck & Co., Inc.$573K0.18%0.00%Not reportedQ4 2018
ACNAccenture plc$555K0.17%0.00%Not reportedQ4 2018
HDHome Depot, Inc.$547K0.17%0.00%-1.1%Q4 2018
CSCOCisco Systems, Inc.$511K0.16%0.00%Not reportedQ4 2018
TXNTexas Instruments Inc$491K0.15%0.00%Not reportedQ4 2018
WMTWalmart Inc.$485K0.15%0.00%Not reportedQ4 2018
EWEdwards Lifesciences Corp$473K0.15%0.00%Not reportedQ4 2018
ADBEAdobe Inc.$441K0.14%0.00%Not reportedQ4 2018
APDAir Products & Chemicals, Inc.$436K0.14%0.00%Not reportedQ4 2018
GLWCorning Inc$435K0.14%0.00%Not reportedQ4 2018
PFEPfizer Inc$393K0.12%0.00%Not reportedQ4 2018
DRIDarden Restaurants Inc$392K0.12%0.00%Not reportedQ4 2018
SHOPShopify Inc.$386K0.12%0.00%Not reportedQ1 2023
COFCapital One Financial Corp$382K0.12%0.00%Not reportedQ4 2018
IWSImageware Systems Inc$377K0.12%Not reportedNot reportedQ4 2018
MKLMarkel Group Inc.$373K0.12%0.00%Not reportedQ4 2018
MAMastercard Inc$367K0.12%0.00%Not reportedQ4 2018
BLKBlackRock, Inc.$364K0.11%0.00%Not reportedQ4 2018
HONHoneywell International Inc$364K0.11%0.00%Not reportedQ4 2018
TMOThermo Fisher Scientific Inc.$355K0.11%0.00%Not reportedQ4 2018
Q4 2025Reported Jan 15, 2026114 positions
AAPLApple Inc.$8.64M2.68%0.00%-0.9%Q4 2018
DJPBarclays Bank PLC$6.56M2.03%Not reported+2.1%Q4 2018
MSFTMicrosoft Corp$2.76M0.86%0.00%Not reportedQ4 2018
NOWServiceNow, Inc.$2.26M0.70%0.00%Not reportedQ4 2018
BKNGBooking Holdings Inc.$1.74M0.54%0.00%Not reportedQ4 2018
LOWLowes Companies Inc$1.67M0.52%0.00%Not reportedQ4 2018
ABBVAbbVie Inc.$1.56M0.49%0.00%Not reportedQ4 2018
MELIMercadolibre Inc$1.49M0.46%0.00%-0.1%Q4 2018
JNJJohnson & Johnson$1.45M0.45%0.00%-1.4%Q4 2018
VVisa Inc.$1.34M0.41%0.00%-1.4%Q4 2018
SHWSherwin Williams Co$1.33M0.41%0.00%Not reportedQ4 2018
LMTLockheed Martin Corp$1.08M0.33%0.00%Not reportedQ4 2018
PGRProgressive Corp$1.07M0.33%0.00%Not reportedQ4 2018
AMZNAmazon Com Inc$1.04M0.32%0.00%Not reportedQ4 2018
ADPAutomatic Data Processing Inc$1.01M0.31%0.00%Not reportedQ4 2018
MCDMcdonalds Corp$948K0.29%0.00%Not reportedQ4 2018
XOMExxonMobil Holdings Corp$918K0.28%0.00%-8.0%Q4 2018
GOOGAlphabet Inc.$902K0.28%Not reportedNot reportedQ4 2018
RTXRTX Corp$861K0.27%0.00%Not reportedQ1 2020
UNPUnion Pacific Corp$849K0.26%0.00%-1.0%Q4 2018
PGPROCTER & GAMBLE Co$847K0.26%0.00%Not reportedQ4 2018
VRTXVertex Pharmaceuticals Inc / Ma$819K0.25%0.00%Not reportedQ4 2018
CATCaterpillar Inc$802K0.25%0.00%Not reportedQ4 2018
ACNAccenture plc$751K0.23%0.00%Not reportedQ4 2018
PEPPepsico Inc$747K0.23%0.00%Not reportedQ4 2018
ITWIllinois Tool Works Inc$723K0.22%0.00%-8.3%Q4 2018
GOOGLAlphabet Inc.$701K0.22%0.00%Not reportedQ4 2018
SPYSPDR S&P 500 ETF Trust$681K0.21%Not reportedNot reportedQ4 2018
ADBEAdobe Inc.$635K0.20%0.00%Not reportedQ4 2018
KOCoca Cola Co$634K0.20%0.00%-0.7%Q4 2018
AMGNAmgen Inc$619K0.19%0.00%Not reportedQ4 2018
HDHome Depot, Inc.$579K0.18%0.00%-3.5%Q4 2018
SHOPShopify Inc.$523K0.16%0.00%Not reportedQ1 2023
COPConocophillips$510K0.16%0.00%Not reportedQ4 2018
COFCapital One Financial Corp$508K0.16%0.00%Not reportedQ4 2018
CSCOCisco Systems, Inc.$508K0.16%0.00%Not reportedQ4 2018
EWEdwards Lifesciences Corp$503K0.16%0.00%Not reportedQ4 2018
MRKMerck & Co., Inc.$501K0.16%0.00%Not reportedQ4 2018
ORCLOracle Corp$468K0.15%0.00%Not reportedQ4 2018
TXNTexas Instruments Inc$439K0.14%0.00%Not reportedQ4 2018
WMTWalmart Inc.$434K0.13%0.00%Not reportedQ4 2018
SPGIS&P Global Inc.$432K0.13%0.00%Not reportedQ4 2018
ABTAbbott Laboratories$428K0.13%0.00%Not reportedQ4 2018
MKLMarkel Group Inc.$419K0.13%0.00%-16.0%Q4 2018
MAMastercard Inc$419K0.13%0.00%Not reportedQ4 2018
TMOThermo Fisher Scientific Inc.$418K0.13%0.00%Not reportedQ4 2018
AXPAmerican Express Co$407K0.13%0.00%Not reportedQ4 2018
BLKBlackRock, Inc.$406K0.13%0.00%Not reportedQ4 2018
APDAir Products & Chemicals, Inc.$371K0.11%0.00%Not reportedQ4 2018
DRIDarden Restaurants Inc$368K0.11%0.00%Not reportedQ4 2018
Q3 2025Reported Nov 10, 2025117 positions
AAPLApple Inc.$8.16M2.55%0.00%+0.2%Q4 2018
DJPBarclays Bank PLC$6.05M1.89%Not reported+4.4%Q4 2018
MSFTMicrosoft Corp$2.95M0.92%0.00%+1.6%Q4 2018
NOWServiceNow, Inc.$2.72M0.85%0.00%Not reportedQ4 2018
BKNGBooking Holdings Inc.$1.75M0.55%0.00%Not reportedQ4 2018
LOWLowes Companies Inc$1.74M0.54%0.00%Not reportedQ4 2018
MELIMercadolibre Inc$1.73M0.54%0.00%Not reportedQ4 2018
ABBVAbbVie Inc.$1.59M0.50%0.00%+0.5%Q4 2018
SHWSherwin Williams Co$1.42M0.45%0.00%Not reportedQ4 2018
VVisa Inc.$1.32M0.41%0.00%-0.8%Q4 2018
JNJJohnson & Johnson$1.32M0.41%0.00%+0.1%Q4 2018
PGRProgressive Corp$1.16M0.36%0.00%Not reportedQ4 2018
ADPAutomatic Data Processing Inc$1.15M0.36%0.00%+1.0%Q4 2018
LMTLockheed Martin Corp$1.11M0.35%0.00%Not reportedQ4 2018
AMZNAmazon Com Inc$991K0.31%0.00%+4.9%Q4 2018
MCDMcdonalds Corp$942K0.30%0.00%-0.9%Q4 2018
XOMExxonMobil Holdings Corp$935K0.29%0.00%Not reportedQ4 2018
PGPROCTER & GAMBLE Co$908K0.28%0.00%Not reportedQ4 2018
UNPUnion Pacific Corp$876K0.27%0.00%Not reportedQ4 2018
ITWIllinois Tool Works Inc$834K0.26%0.00%Not reportedQ4 2018
RTXRTX Corp$785K0.25%0.00%Not reportedQ1 2020
PEPPepsico Inc$731K0.23%0.00%Not reportedQ4 2018
VRTXVertex Pharmaceuticals Inc / Ma$707K0.22%0.00%Not reportedQ4 2018
HDHome Depot, Inc.$706K0.22%0.00%+1.3%Q4 2018
GOOGAlphabet Inc.$700K0.22%Not reportedNot reportedQ4 2018
ACNAccenture plc$690K0.22%0.00%Not reportedQ4 2018
ORCLOracle Corp$675K0.21%0.00%Not reportedQ4 2018
CATCaterpillar Inc$668K0.21%0.00%-5.0%Q4 2018
SPYSPDR S&P 500 ETF Trust$666K0.21%Not reportedNot reportedQ4 2018
ADBEAdobe Inc.$640K0.20%0.00%Not reportedQ4 2018
KOCoca Cola Co$606K0.19%0.00%Not reportedQ4 2018
GOOGLAlphabet Inc.$545K0.17%0.00%Not reportedQ4 2018
AMGNAmgen Inc$534K0.17%0.00%Not reportedQ4 2018
COPConocophillips$516K0.16%0.00%Not reportedQ4 2018
SHOPShopify Inc.$483K0.15%0.00%Not reportedQ1 2023
TXNTexas Instruments Inc$465K0.15%0.00%Not reportedQ4 2018
EWEdwards Lifesciences Corp$459K0.14%0.00%Not reportedQ4 2018
ABTAbbott Laboratories$458K0.14%0.00%+1.1%Q4 2018
CSCOCisco Systems, Inc.$451K0.14%0.00%Not reportedQ4 2018
COFCapital One Financial Corp$445K0.14%0.00%Not reportedQ4 2018
MKLMarkel Group Inc.$443K0.14%0.00%Not reportedQ4 2018
BLKBlackRock, Inc.$442K0.14%0.00%Not reportedQ4 2018
INTCIntel Corp$420K0.13%0.00%-5.7%Q4 2018
MAMastercard Inc$418K0.13%0.00%Not reportedQ4 2018
APDAir Products & Chemicals, Inc.$409K0.13%0.00%Not reportedQ4 2018
AFLAflac Inc$406K0.13%0.00%Not reportedQ4 2018
SPGIS&P Global Inc.$402K0.13%0.00%Not reportedQ4 2018
WMTWalmart Inc.$402K0.13%0.00%Not reportedQ4 2018
MRKMerck & Co., Inc.$400K0.13%0.00%Not reportedQ4 2018
CVXChevron Corp$391K0.12%0.00%+4.1%Q4 2018
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