Acima Private Wealth, LLC

Acima Private Wealth, LLC reported 173 holdings worth US$344M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 6, 2026

Acima Private Wealth, LLC reported 173 holdings worth US$344M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Jul 6, 2026 (Form 13F).

Holdings
173
Value as reported
US$344M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc31,421US$9.09M2.6%
Microsoft Corp.5,697US$2.13M0.62%
Alphabet Inc (google) Class C5,081US$1.82M0.53%
Abbvie Inc.6,848US$1.72M0.50%
Johnson & Johnson6,648US$1.69M0.49%
Lowe's Companies, Inc.6,905US$1.52M0.44%
Caterpillar, Inc.1,400US$1.49M0.43%
Servicenow, Inc.14,785US$1.47M0.43%
Booking Holdings Inc. Common Stock8,100US$1.44M0.42%
Sherwin-williams Company (the)4,110US$1.42M0.41%
Visa Inc.3,810US$1.31M0.38%
Mercadolibre, Inc.739US$1.25M0.36%
Lockheed Martin Corporation2,231US$1.14M0.33%
Amazon.com, Inc.4,447US$1.06M0.31%
Progressive Corporation (the)4,680US$1.02M0.30%
Exxon Mobil Corporation7,423US$1.01M0.29%
Union Pacific Corporation3,671US$999K0.29%
Vertex Pharmaceuticals Incorporated1,806US$897K0.26%
Rtx Corporation4,694US$891K0.26%
Automatic Data Processing, Inc.3,888US$871K0.25%
Procter & Gamble Company (the)5,907US$866K0.25%
Mcdonald's Corporation3,101US$838K0.24%
Corning Incorporated3,200US$817K0.24%
Illinois Tool Works Inc.2,934US$794K0.23%
Cisco Systems, Inc.6,591US$774K0.22%
Texas Instruments Incorporated2,530US$754K0.22%
Coca-cola Company (the)9,066US$737K0.21%
Pepsico, Inc.5,206US$705K0.20%
Amgen Inc.1,892US$685K0.20%
Merck & Company, Inc.4,764US$612K0.18%
Home Depot, Inc. (the)1,664US$587K0.17%
Conocophillips5,450US$567K0.16%
Edwards Lifesciences Corporation5,904US$534K0.16%
Walmart Inc.3,900US$442K0.13%
Air Products And Chemicals, Inc.1,500US$440K0.13%
Capital One Financial Corporation2,095US$420K0.12%
Darden Restaurants, Inc.2,000US$412K0.12%
Mastercard Incorporated734US$377K0.11%
Adobe Inc.1,815US$372K0.11%
Shopify Inc.3,251US$371K0.11%
Blackrock, Inc.379US$364K0.11%
Thermo Fisher Scientific Inc722US$362K0.11%
American Express Company1,056US$357K0.10%
Oracle Corporation2,400US$352K0.10%
Markel Group Inc.180US$352K0.10%
Berkshire Hathaway Inc.679US$340K0.10%
Pfizer, Inc.14,009US$337K0.10%
S&p Global Inc.826US$336K0.10%
Marsh1,881US$314K0.09%
Abbott Laboratories3,382US$307K0.09%
Sysco Corporation3,500US$293K0.08%
Dover Corporation1,250US$280K0.08%
Idexx Laboratories, Inc.493US$260K0.08%
Heico Corporation994US$256K0.07%
Chevron Corporation1,521US$252K0.07%
Altria Group, Inc.3,501US$252K0.07%
Aflac Incorporated2,148US$252K0.07%
Northrop Grumman Corporation480US$244K0.07%
Becton, Dickinson And Company1,400US$212K0.06%
Philip Morris International Inc1,123US$203K0.06%
Ppg Industries, Inc.1,667US$202K0.06%
Biogen Inc.916US$198K0.06%
American Financial Group, Inc.1,371US$192K0.06%
Colgate-palmolive Company2,000US$183K0.05%
American Electric Power Company, Inc.1,224US$167K0.05%
3m Company975US$158K0.05%
Southern Company (the)1,500US$144K0.04%
Nextera Energy, Inc.1,592US$140K0.04%
Kimberly-clark Corporation1,244US$137K0.04%
Jp Morgan Chase & Co.296US$96,8900.03%
Eli Lilly And Company75US$89,9570.03%
Cencora, Inc.317US$89,7050.03%
Csx Corporation1,800US$85,5540.02%
Phillips 66500US$84,5250.02%
Unitedhealth Group Incorporated200US$83,1260.02%
Nvidia Corporation410US$82,0370.02%
Carrier Global Corporation967US$70,9290.02%
Waters Corporation189US$70,8830.02%
Costco Wholesale Corporation72US$67,3540.02%
Otis Worldwide Corporation650US$46,5400.01%
Verizon Communications Inc.1,040US$44,0340.01%
Bank Of America Corporation706US$40,2280.01%
Bp Plc1,058US$39,0930.01%
Solstice Advanced Materials Inc.399US$35,3510.01%
Solventum Corporation300US$23,145<0.01%
O'reilly Automotive, Inc.195US$17,958<0.01%
Analog Devices, Inc.44US$17,475<0.01%
U.s. Bancorp252US$15,221<0.01%
Target Corporation112US$14,628<0.01%
Dominion Energy, Inc.213US$14,546<0.01%
Duke Energy Corporation (holding Company)110US$13,924<0.01%
American Tower Corporation (reit)75US$12,268<0.01%
Ameriprise Financial, Inc.23US$10,551<0.01%
Viking Holdings Ltd100US$10,467<0.01%
Occidental Petroleum Corporation181US$8,791<0.01%
The Hartford Insurance Group, Inc.42US$5,566<0.01%
Morgan Stanley26US$5,435<0.01%
Ebay Inc.46US$5,141<0.01%
Nasdaq, Inc.46US$3,626<0.01%
At&t Inc.116US$2,401<0.01%

Every holding of Acima Private Wealth, LLC

Source

View original at SEC

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