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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 8 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,040.0 $52K 0.02% $50.20 -4.6%
142 OTIS OTIS WORLDWIDE CORP COM Industrials 650.0 $50K 0.02% $77.08 -7.9%
143 XLE ENERGY SELECT SECTOR SPDR ETF 816.0 $50K 0.02% $61.26 -7.0%
144 BP BP PLC SPONSORED ADR Energy 1,058.0 $50K 0.02% $47.00 -11.7%
145 MGC VANGUARD MEGA CAP ETF 210.0 $50K 0.02% $236.35 +17.5%
146 DHR DANAHER CORP DEL COM Healthcare 185.0 $35K 0.01% $189.60 -4.9%
147 BAC BANK AMERICA CORP COM Financial Services 706.0 $34K 0.01% $48.75 +4.0%
148 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 728.0 $33K 0.01% $45.89 -2.7%
149 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 196.0 $32K 0.01% $161.73 +7.5%
150 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 399.0 $30K 0.01% NEW $76.16 +11.1%
151 GLD SPDR GOLD SHARES Financial Services 50.0 $22K 0.01% $430.30 -4.0%
152 VWO VANGUARD FTSE EMERGING MARKETS ETF 365.0 $20K 0.01% $54.05 +10.9%
153 SOLV SOLVENTUM CORP COM SHS Healthcare 300.0 $20K 0.01% $65.30 +17.4%
154 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 195.0 $18K 0.01% $92.31 -4.1%
155 ESGV VANGUARD ESG U.S. STOCK ETF 158.0 $18K 0.01% $112.27 +19.0%
156 SCHW SCHWAB CHARLES CORP COM Financial Services 169.0 $16K 0.01% $93.98 -9.5%
157 ACWI ISHARES MSCI ACWI ETF 105.0 $15K 0.01% NEW $138.37 +14.3%
158 DUK DUKE ENERGY CORP NEW COM NEW Utilities 110.0 $14K 0.01% $130.94 -5.6%
159 ADI ANALOG DEVICES INC COM Technology 44.0 $14K 0.00% $318.14 +31.3%
160 TGT TARGET CORP COM Consumer Defensive 112.0 $14K 0.00% $121.20 +6.0%
Page 8 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%