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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
Page 4 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES RUSSELL 2000 ETF 3,081.0 $764K 0.24% $248.00 +16.4%
62 ITW ILLINOIS TOOL WKS INC COM Industrials 2,934.0 $764K 0.24% $260.29 -5.0%
63 COP CONOCOPHILLIPS COM Energy 5,450.0 $719K 0.23% $132.00 -11.8%
64 KO COCA COLA CO COM Consumer Defensive 9,066.0 $689K 0.22% $76.05 +6.4%
65 AMGN AMGEN INC COM Healthcare 1,892.0 $666K 0.21% $351.85 -4.8%
66 SPY STATE STREET SPDR S&P 500 ETF Financial Services 999.0 $650K 0.20% $650.34 +15.4%
67 GOOGL ALPHABET INC CAP STK CL A Communication Services 2,240.0 $644K 0.20% $287.56 +34.6%
68 MRK MERCK & CO INC COM Healthcare 4,764.0 $573K 0.18% $120.29 -0.1%
69 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 2,800.0 $555K 0.17% $198.29 -9.6%
70 HD HOME DEPOT INC COM Consumer Cyclical 1,664.0 $547K 0.17% -18.0 -1.1% $328.89 -3.3%
71 CSCO CISCO SYS INC COM Technology 6,591.0 $511K 0.16% $77.59 +53.1%
72 TXN TEXAS INSTRS INC COM Technology 2,530.0 $491K 0.15% $194.14 +61.7%
73 WMT WALMART INC COM Consumer Defensive 3,900.0 $485K 0.15% $124.28 -4.4%
74 EFA ISHARES MSCI EAFE ETF 4,970.0 $483K 0.15% $97.13 +7.1%
75 EW EDWARDS LIFESCIENCES CORP COM Healthcare 5,904.0 $473K 0.15% $80.08 +8.2%
76 ADBE ADOBE INC COM Technology 1,815.0 $441K 0.14% $243.08 +0.2%
77 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 1,500.0 $436K 0.14% $290.49 -2.2%
78 GLW CORNING INC COM Technology 3,200.0 $435K 0.14% $135.97 +39.1%
79 JMUB JPMORGAN MUNICIPAL ETF 8,599.0 $430K 0.14% $49.99 +0.6%
80 VV VANGUARD LARGE-CAP ETF 1,380.0 $412K 0.13% $298.85 +15.5%
Page 4 of 9  ·  177 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 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%