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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 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SO SOUTHERN CO COM Utilities 1,500.0 $145K 0.04% $96.52 -3.3%
122 MMM 3M CO COM Industrials 975.0 $142K 0.04% $145.23 +4.9%
123 VTWO VANGUARD RUSSELL 2000 ETF 1,275.0 $128K 0.04% $100.17 +17.7%
124 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 1,244.0 $120K 0.04% $96.47 +4.2%
125 CENCORA INC COM 317.0 $100K 0.03% $314.14
126 BND VANGUARD TOTAL BOND MARKET ETF 1,261.0 $93K 0.03% -17.0 -1.3% $73.64 -0.3%
127 SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 1,218.0 $92K 0.03% -230.0 -15.9% $75.71 +14.3%
128 PSX PHILLIPS 66 COM Energy 500.0 $91K 0.03% $182.18 -2.6%
129 VOO VANGUARD S&P 500 ETF 150.0 $90K 0.03% $597.55 +16.0%
130 JPM JPMORGAN CHASE & CO COM Financial Services 296.0 $87K 0.03% $294.16 +1.0%
131 CSX CSX CORP COM Industrials 1,800.0 $74K 0.02% $41.05 +12.7%
132 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 72.0 $72K 0.02% $996.43 +0.3%
133 NVDA NVIDIA CORPORATION COM Technology 410.0 $72K 0.02% $174.40 +22.3%
134 LLY ELI LILLY & CO COM Healthcare 75.0 $69K 0.02% $919.77 +22.0%
135 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 470.0 $68K 0.02% $144.71 +13.7%
136 IJR ISHARES CORE S&P SMALL CAP ETF 465.0 $58K 0.02% $124.31 +12.4%
137 VB VANGUARD SMALL-CAP ETF 217.0 $57K 0.02% $261.92 +12.4%
138 WAT WATERS CORP COM Healthcare 189.0 $56K 0.02% NEW $297.80 +21.8%
139 CARR CARRIER GLOBAL CORPORATION COM Industrials 967.0 $54K 0.02% $56.31 +13.9%
140 UNH UNITEDHEALTH GROUP INC COM Healthcare 200.0 $54K 0.02% $270.59 +41.8%
Page 7 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%