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Portfolio (Quarterly) Guide ↗

ACIMA PRIVATE WEALTH, LLC

· CIK 0001761961
13F Portfolio $344M AUM 173 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 18 Added 21 Reduced 5 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 204,594.0 $16.9M 4.92% -10K -4.5% $82.84 -1.2%
2 IJH ISHARES CORE S&P MID-CAP ETF 199,457.0 $15.4M 4.47% -41K -17.0% $77.11 -2.3%
3 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 49,806.0 $10.6M 3.08% -6K -10.3% $212.77 +3.2%
4 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 91,106.0 $8.8M 2.55% -7K -7.4% $96.49 -1.8%
5 VTI VANGUARD TOTAL STOCK MARKET ETF 22,897.0 $8.5M 2.46% -144.0 -0.6% $370.04 +2.0%
6 DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN Financial Services 162,587.0 $7.1M 2.06% -12K -6.7% $43.71 +16.7%
7 IEUR ISHARES CORE MSCI EUROPE ETF 86,471.0 $6.5M 1.89% -2K -1.9% $75.17 +3.3%
8 BBCA JPMORGAN BETABUILDERS CANADA ETF 27,392.0 $2.7M 0.79% -663.0 -2.4% $99.40 +6.5%
9 EWA ISHARES MSCI AUSTRALIA ETF 49,781.0 $1.4M 0.41% -1K -2.8% $28.16 +6.7%
10 AMZN AMAZON COM INC COM Consumer Cyclical 4,447.0 $1.1M 0.31% -66.0 -1.5% $238.34 +9.4%
11 IWM ISHARES RUSSELL 2000 ETF 2,988.0 $898K 0.26% -93.0 -3.0% $300.45 -2.4%
12 EWU ISHARES MSCI UNITED KINGDOM ETF 18,479.0 $853K 0.25% -727.0 -3.8% $46.14 +5.0%
13 ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 21,404.0 $785K 0.23% -33K -60.7% $36.66 -6.1%
14 MCHI ISHARES MSCI CHINA ETF 10,946.0 $559K 0.16% -14K -55.8% $51.02 +7.7%
15 AXP AMERICAN EXPRESS CO COM Financial Services 1,056.0 $357K 0.10% -44.0 -4.0% $338.25 -1.9%
16 MKL MARKEL GROUP INC COM Financial Services 180.0 $352K 0.10% -15.0 -7.7% $1953.01 -7.3%
17 IWR ISHARES RUSSELL MIDCAP ETF 2,915.0 $322K 0.09% -489.0 -14.4% $110.32 +1.2%
18 JPMORGAN ULTRA-SHORT INCOME ETF 4,903.0 $248K 0.07% -3K -34.4% $50.57
19 VTWO VANGUARD RUSSELL 2000 ETF 1,225.0 $149K 0.04% -50.0 -3.9% $121.42 -2.3%
20 BND VANGUARD TOTAL BOND MARKET ETF 1,159.0 $85K 0.03% -102.0 -8.1% $73.41 -1.6%
Page 1 of 2  ·  21 positions

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 26.9%
Financial Services 21.7%
Healthcare 13.1%
Consumer Cyclical 11.6%
Industrials 11.5%
Consumer Defensive 6.3%
Basic Materials 3.4%
Energy 3.2%
Communication Services 1.4%
Utilities 0.8%