Acima Private Wealth, LLC

Acima Private Wealth, LLC reported 174 holdings worth US$344M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 5, 2026

Acima Private Wealth, LLC reported 174 holdings worth US$344M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Servicenow, Inc. Filed Oct 5, 2026 (Form 13F).

Holdings
174
Value as reported
US$344M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc31,421US$10.5M3.0%
Microsoft Corp.5,697US$2.92M0.85%
Servicenow, Inc.14,785US$1.98M0.58%
Alphabet Inc (google) Class C5,113US$1.75M0.51%
Abbvie Inc.6,469US$1.69M0.49%
Johnson & Johnson6,210US$1.64M0.48%
Sherwin-williams Company (the)4,110US$1.33M0.39%
Booking Holdings Inc. Common Stock8,100US$1.32M0.38%
Lowe's Companies, Inc.6,905US$1.27M0.37%
Visa Inc.3,512US$1.26M0.37%
Lockheed Martin Corporation2,231US$1.14M0.33%
Caterpillar, Inc.1,400US$1.14M0.33%
Amazon.com, Inc.4,447US$1.11M0.32%
Automatic Data Processing, Inc.3,888US$1M0.29%
Union Pacific Corporation3,671US$999K0.29%
Progressive Corporation (the)4,680US$970K0.28%
Rtx Corporation4,694US$871K0.25%
Vertex Pharmaceuticals Incorporated1,644US$860K0.25%
Procter & Gamble Company (the)5,501US$799K0.23%
Coca-cola Company (the)9,066US$780K0.23%
Illinois Tool Works Inc.2,934US$755K0.22%
Amgen Inc.1,725US$727K0.21%
Mcdonald's Corporation3,101US$716K0.21%
Cisco Systems, Inc.6,591US$709K0.21%
Texas Instruments Incorporated2,530US$709K0.21%
Conocophillips5,450US$682K0.20%
Pepsico, Inc.4,921US$624K0.18%
Merck & Company, Inc.4,176US$607K0.18%
Mercadolibre, Inc.318US$550K0.16%
Corning Incorporated3,200US$492K0.14%
Shopify Inc.3,251US$482K0.14%
Home Depot, Inc. (the)1,664US$473K0.14%
Edwards Lifesciences Corporation5,373US$464K0.13%
Thermo Fisher Scientific Inc657US$444K0.13%
Adobe Inc.1,815US$435K0.13%
Air Products And Chemicals, Inc.1,500US$417K0.12%
Capital One Financial Corporation2,095US$404K0.12%
Darden Restaurants, Inc.2,000US$387K0.11%
Pfizer, Inc.13,294US$379K0.11%
Mastercard Incorporated668US$368K0.11%
Blackrock, Inc.348US$368K0.11%
Walmart Inc.3,486US$362K0.11%
Oracle Corporation2,400US$330K0.10%
Berkshire Hathaway Inc.657US$327K0.09%
Abbott Laboratories3,291US$325K0.09%
Chevron Corporation1,521US$311K0.09%
Markel Group Inc.180US$308K0.09%
S&p Global Inc.752US$297K0.09%
American Express Company966US$294K0.09%
Marsh1,712US$292K0.08%
Sysco Corporation3,185US$248K0.07%
Aflac Incorporated2,148US$240K0.07%
Idexx Laboratories, Inc.449US$234K0.07%
Dover Corporation1,250US$234K0.07%
Northrop Grumman Corporation480US$232K0.07%
Becton, Dickinson And Company1,274US$228K0.07%
Heico Corporation994US$227K0.07%
Altria Group, Inc.3,272US$220K0.06%
Philip Morris International Inc1,123US$214K0.06%
Biogen Inc.834US$188K0.05%
American Financial Group, Inc.1,371US$187K0.05%
Ppg Industries, Inc.1,667US$174K0.05%
Colgate-palmolive Company2,000US$171K0.05%
3m Company975US$160K0.05%
American Electric Power Company, Inc.1,224US$145K0.04%
Phillips 66500US$128K0.04%
Southern Company (the)1,500US$124K0.04%
Nextera Energy, Inc.1,592US$121K0.04%
Kimberly-clark Corporation1,132US$110K0.03%
Jp Morgan Chase & Co.296US$97,9260.03%
Nvidia Corporation410US$93,6360.03%
Cencora, Inc.289US$86,7720.03%
Csx Corporation1,800US$83,7180.02%
Waters Corporation189US$83,0450.02%
Unitedhealth Group Incorporated200US$73,4160.02%
Costco Wholesale Corporation72US$65,5440.02%
Carrier Global Corporation967US$53,0500.02%
Verizon Communications Inc.1,040US$47,7050.01%
Bp Plc1,058US$46,5410.01%
Otis Worldwide Corporation650US$41,8080.01%
Bank Of America Corporation706US$38,4280.01%
Eli Lilly And Company32US$37,0270.01%
Solventum Corporation300US$26,445<0.01%
Target Corporation112US$17,549<0.01%
Analog Devices, Inc.44US$17,455<0.01%
O'reilly Automotive, Inc.195US$16,655<0.01%
U.s. Bancorp252US$14,556<0.01%
Dominion Energy, Inc.213US$12,891<0.01%
Duke Energy Corporation (holding Company)110US$12,541<0.01%
American Tower Corporation (reit)75US$12,277<0.01%
Ameriprise Financial, Inc.23US$11,324<0.01%
Occidental Petroleum Corporation181US$10,013<0.01%
Viking Holdings Ltd100US$7,833<0.01%
The Hartford Insurance Group, Inc.42US$5,139<0.01%
Morgan Stanley26US$4,890<0.01%
Ebay Inc.46US$4,878<0.01%
Nasdaq, Inc.46US$4,232<0.01%
At&t Inc.116US$2,830<0.01%
T. Rowe Price Group, Inc.17US$1,769<0.01%
Meta Platforms, Inc.1US$725<0.01%

Every holding of Acima Private Wealth, LLC

Source

View original at SEC

Related