13F Institutional Holdings
ACIMA PRIVATE WEALTH, LLC IIR Report | ThinkSabio - Stocks Simplified
Aug 9, 2026 · ThinkSabio Blog
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ACIMA PRIVATE WEALTH, LLC – Q2 2026 PF Holdings
AUM: $339.23M
NEWLY BOUGHT Top-25: #AOR
INCREASED Top-25: #IVV #GSLC #VSLU #JCPB #BOND #GTO #JPIB #AGG #IEFA #EZU #EMLC #AAXJ #VTEB #MUB #FLIA #IWF #BKNG #JMUB #VO
NO-CHANGE Top-25: #IGM #IWP #XLF #XOP #XLK #VIG #MSFT #XLP #LOW #JNJ #ABBV #NOW #SHW #MELI #CAT #V #LMT #IWO #XOM #GOOG #UNP #PGR #MCD #RTX #PG
REDUCED Top-25: #IEMG #IJH #RSP #AAPL #AVEM #VTI #DJP #IEUR #BBJP #BBCA #EWA #AMZN #EWU #IWM #ASHR #MCHI #AXP #MKL #IWR #JPST #VTWO #BND #GXC
SOLD-OFF Top-15: #HON #INTC #DHR #SCHW #GS
Positive Returns (YTD): #INTC:+158% #HON:+26% #GS:+14% #SCHW:+6%
Negative Returns (YTD): #DHR:-11%
Note:
- Newly bought + Increased + Reduced + Sold-Off – highest invested first
- Descending order based on Q2 net investment value
- Returns are presented on a YTD basis
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