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Portfolio (Quarterly) Guide ↗

ACIMA PRIVATE WEALTH, LLC

· CIK 0001761961
13F Portfolio $319M AUM 177 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 10 Added 15 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WAT WATERS CORP COM Healthcare 189.0 $56K 0.02% NEW $297.80 +20.7%
2 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 399.0 $30K 0.01% NEW $76.16 +11.4%
3 ACWI ISHARES MSCI ACWI ETF 105.0 $15K 0.01% NEW $138.37 +13.6%
4 AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 137.0 $13K 0.00% NEW $96.29 +21.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.7%
Financial Services 23.2%
Healthcare 12.4%
Consumer Cyclical 11.6%
Industrials 11.3%
Consumer Defensive 6.3%
Energy 4.0%
Basic Materials 3.2%
Communication Services 2.5%
Utilities 0.8%