AAPLApple Inc.
What Acima Private Wealth, LLC reported holding on Form 13F for the quarter ended Sep 30, 2026.
CIK 1761961 · Filed Oct 5, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES CORE S&P 500 ETFETF | 45.3K | +0.3% | $34.7M | 10.1% |
GS ACTIVEBETA US LARGE CAP EQUITY ETFETF | 141.3K | −0.5% | $20.5M | 5.9% |
ISHARES CORE MSCI EMERGING MARKETS ETFETF | 204.5K | −0.1% | $16.6M | 4.8% |
APPLIED FINANCE VALUATION LARGE CAP ETFETF |
| 311.9K |
| −0.3% |
| $15.1M |
| 4.4% |
ISHARES CORE S&P MID-CAP ETFETF | 198.5K | −0.5% | $14.3M | 4.1% |
JPMORGAN CORE PLUS BOND ETFETF | 298.3K | +2.3% | $13.4M | 3.9% |
INVESCO TOTAL RETURN BOND ETFETF | 297.7K | +2.3% | $13.3M | 3.9% |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDETF | 151.8K | +2.3% | $13.2M | 3.8% |
AAPLApple Inc. | 31.4K | ±0% | $10.5M | 3% |
INVESCO S&P 500 EQUAL WEIGHT ETFETF | 49.2K | −1.2% | $10.2M | 3% |
ISHARES CORE MSCI EAFE ETFETF | 104.6K | +5.3% | $10.1M | 2.9% |
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUNDETF | 212K | −1.6% | $9.9M | 2.9% |
ISHARES CORE U.S. AGGREGATE BOND ETFETF | 103.6K | −0.4% | $9.8M | 2.8% |
ISHARES MSCI EUROZONE ETFETF | 139.3K | −0.4% | $9.4M | 2.7% |
AVANTIS EMERGING MARKETS EQUITY ETFETF | 99K | +8.6% | $9.3M | 2.7% |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFETF | 23K | +0.5% | $8.6M | 2.5% |
DJPBarclays Bank PLC | 159.3K | −2.0% | $8.2M | 2.4% |
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETFETF | 328.3K | −0.3% | $8.2M | 2.4% |
ISHARES EXPANDED TECH SECTOR ETFETF | 43.7K | ±0% | $7.4M | 2.1% |
ISHARES CORE MSCI EUROPE ETFETF | 86.2K | −0.3% | $6.4M | 1.8% |
ISHARES RUSSELL MID-CAP GROWTH ETFETF | 37.1K | ±0% | $5.1M | 1.5% |
STATE STREET FINANCIAL SELECT SECTOR SPDR ETFETF | 82.3K | ±0% | $4.4M | 1.3% |
JPMORGAN BETABUILDERS JAPAN ETFETF | 44.6K | −0.4% | $3.5M | 1% |
STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFETF | 17.3K | ±0% | $3.1M | 0.9% |
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFETF | 15.6K | ±0% | $3.1M | 0.9% |
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETFETF | 25.2K | +0.8% | $2.9M | 0.9% |
MSFTMicrosoft Corp | 5.7K | ±0% | $2.9M | 0.8% |
VANGUARD TAX-EXEMPT BOND ETFETF | 60.1K | +10.2% | $2.8M | 0.8% |
ISHARES NATIONAL MUNI BOND ETFETF | 27.5K | +10.8% | $2.8M | 0.8% |
JPMORGAN BETABUILDERS CANADA ETFETF | 27.3K | −0.2% | $2.7M | 0.8% |
VANGUARD DIVIDEND APPRECIATION ETFETF | 10.2K | ±0% | $2.4M | 0.7% |
FRANKLIN INTERNATIONAL AGGREGATE BOND ETFETF | 119.1K | −0.6% | $2.4M | 0.7% |
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETFETF | 26.1K | −0.7% | $2.1M | 0.6% |
NOWServiceNow, Inc. | 14.8K | ±0% | $2M | 0.6% |
ABBVAbbVie Inc. | 6.5K | −5.5% | $1.7M | 0.5% |
JNJJohnson & Johnson | 6.2K | −6.6% | $1.6M | 0.5% |
ISHARES MSCI AUSTRALIA ETFETF | 49.6K | −0.3% | $1.4M | 0.4% |
SHWSherwin Williams Co | 4.1K | ±0% | $1.3M | 0.4% |
BKNGBooking Holdings Inc. | 8.1K | ±0% | $1.3M | 0.4% |
LOWLowe's Companies Inc | 6.9K | ±0% | $1.3M | 0.4% |
VVisa Inc. | 3.5K | −7.8% | $1.3M | 0.4% |
XOMExxonMobil Holdings Corp | 7.4K | New | $1.2M | 0.4% |
LMTLockheed Martin Corp | 2.2K | ±0% | $1.1M | 0.3% |
CATCaterpillar Inc | 1.4K | ±0% | $1.1M | 0.3% |
ISHARES RUSSELL 2000 GROWTH ETFETF | 3.2K | ±0% | $1.1M | 0.3% |
AMZNAmazon Com Inc | 4.4K | ±0% | $1.1M | 0.3% |
ADPAutomatic Data Processing Inc | 3.9K | ±0% | $1M | 0.3% |
UNPUnion Pacific Corp | 3.7K | ±0% | $999K | 0.3% |
GOOGAlphabet Inc. | 2.9K | ±0% | $978.9K | 0.3% |
PGRProgressive Corp | 4.7K | ±0% | $970.2K | 0.3% |
ISHARES RUSSELL 1000 GROWTH ETFETF | 7.3K | ±0% | $916.4K | 0.3% |
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETFETF | 5.2K | ±0% | $880.5K | 0.3% |
RTXRTX Corp | 4.7K | ±0% | $871.4K | 0.3% |
VRTXVertex Pharmaceuticals Inc | 1.6K | −9.0% | $859.5K | 0.2% |
ISHARES MSCI UNITED KINGDOM ETFETF | 18.4K | −0.4% | $856.3K | 0.2% |
ISHARES RUSSELL 2000 ETFETF | 3K | ±0% | $830.3K | 0.2% |
PGPROCTER & GAMBLE Co | 5.5K | −6.9% | $799.2K | 0.2% |
KOCoca Cola Co | 9.1K | ±0% | $780.4K | 0.2% |
GOOGLAlphabet Inc. | 2.2K | ±0% | $770.7K | 0.2% |
SPYSPDR S&P 500 ETF Trust | 999 | ±0% | $761.9K | 0.2% |
ITWIllinois Tool Works Inc | 2.9K | ±0% | $754.9K | 0.2% |
AMGNAmgen Inc | 1.7K | −8.8% | $727.1K | 0.2% |
MCDMcDonald's Corp | 3.1K | ±0% | $716.1K | 0.2% |
CSCOCisco Systems, Inc. | 6.6K | ±0% | $709.4K | 0.2% |
TXNTexas Instruments Inc | 2.5K | ±0% | $708.6K | 0.2% |
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETFETF | 21K | −1.7% | $687.4K | 0.2% |
COPConocoPhillips | 5.5K | ±0% | $682.1K | 0.2% |
PEPPepsiCo Inc | 4.9K | −5.5% | $623.6K | 0.2% |
MRKMerck & Co., Inc. | 4.2K | −12.3% | $606.8K | 0.2% |
ISHARES MSCI CHINA ETFETF | 10.7K | −1.9% | $560.4K | 0.2% |
MELIMercadoLibre Inc | 318 | −57.0% | $549.7K | 0.2% |
JPMORGAN MUNICIPAL ETFETF | 11K | +6.9% | $523.2K | 0.2% |
ISHARES MSCI EAFE ETFETF | 5K | ±0% | $516.3K | 0.1% |
GLWCorning Inc | 3.2K | ±0% | $492K | 0.1% |
VANGUARD MORNINGSTAR LARGE-CAP ETFETF | 1.4K | ±0% | $485.6K | 0.1% |
SHOPShopify Inc. | 3.3K | ±0% | $482.1K | 0.1% |
HDHome Depot, Inc. | 1.7K | ±0% | $473.4K | 0.1% |
EWEdwards Lifesciences Corp | 5.4K | −9.0% | $463.8K | 0.1% |
TMOThermo Fisher Scientific Inc. | 657 | −9.0% | $443.5K | 0.1% |
ADBEAdobe Inc. | 1.8K | ±0% | $435.5K | 0.1% |
APDAir Products & Chemicals, Inc. | 1.5K | ±0% | $417.3K | 0.1% |
ISHARES RUSSELL MID-CAP VALUE ETFETF | 2.6K | ±0% | $415.5K | 0.1% |
COFCapital One Financial Corp | 2.1K | ±0% | $404.5K | 0.1% |
ISHARES MSCI USA QUALITY FACTOR ETFETF | 1.8K | ±0% | $396K | 0.1% |
ISHARES RUSSELL 1000 VALUE ETFETF | 1.6K | ±0% | $389.3K | 0.1% |
DRIDarden Restaurants Inc | 2K | ±0% | $386.5K | 0.1% |
PFEPfizer Inc | 13.3K | −5.1% | $379.1K | 0.1% |
MAMastercard Inc | 668 | −9.0% | $368.4K | 0.1% |
BLKBlackRock, Inc. | 348 | −8.2% | $368.3K | 0.1% |
WMTWalmart Inc. | 3.5K | −10.6% | $362.3K | 0.1% |
ORCLOracle Corp | 2.4K | ±0% | $329.5K | 0.1% |
BERKSHIRE HATHAWAY INC DEL CL B NEWStock | 657 | −3.2% | $327.2K | 0.1% |
ABTAbbott Laboratories | 3.3K | −2.7% | $325.3K | 0.1% |
VANGUARD MORNINGSTAR MID-CAP ETFETF | 4K | ±0% | $315.9K | 0.1% |
ISHARES RUSSELL MIDCAP ETFETF | 2.9K | ±0% | $311.1K | 0.1% |
CVXChevron Corp | 1.5K | ±0% | $310.6K | 0.1% |
MKLMarkel Group Inc. | 180 | ±0% | $308.2K | 0.1% |
SPGIS&P Global Inc. | 752 | −9.0% | $296.6K | 0.1% |
DEFIANCE SPACE AND CONNECTIVE TECH ETFETF | 3.5K | ±0% | $295.4K | 0.1% |
AXPAmerican Express Co | 966 | −8.5% | $293.8K | 0.1% |
MRSHMarsh & McLennan Companies, Inc. | 1.7K | −9.0% | $292.3K | 0.1% |
SYYSysco Corp | 3.2K | −9.0% | $248.3K | 0.1% |
ISHARES 1-3 YEAR TREASURY BOND ETFETF | 3K | New | $247.6K | 0.1% |
JPMORGAN ULTRA-SHORT INCOME ETFETF | 4.9K | ±0% | $247K | 0.1% |
AFLAflac Inc | 2.1K | ±0% | $240.1K | 0.1% |
IDXXIDEXX Laboratories Inc | 449 | −8.9% | $234.5K | 0.1% |
DOVDOVER Corp | 1.3K | ±0% | $233.8K | 0.1% |
NOCNorthrop Grumman Corp | 480 | ±0% | $232.1K | 0.1% |
BDXBecton Dickinson & Co | 1.3K | −9.0% | $228K | 0.1% |
HEICO CORP NEW CL AStock | 994 | ±0% | $227K | 0.1% |
MOAltria Group, Inc. | 3.3K | −6.5% | $220.3K | 0.1% |
PMPhilip Morris International Inc. | 1.1K | ±0% | $214.3K | 0.1% |
BIIBBiogen Inc. | 834 | −9.0% | $188.4K | 0.1% |
AFGAmerican Financial Group Inc | 1.4K | ±0% | $187.5K | 0.1% |
PPGPPG Industries Inc | 1.7K | ±0% | $173.9K | 0.1% |
CLColgate Palmolive Co | 2K | ±0% | $170.6K | 0.1% |
MMM3M Co | 975 | ±0% | $160K | 0.1% |
HONHoneywell International Inc | 747 | New | $157.6K | 0.1% |
AEPAmerican Electric Power Co Inc | 1.2K | ±0% | $145.2K | 0.1% |
VANGUARD RUSSELL 2000 ETFETF | 1.2K | ±0% | $137.5K | 0.1% |
PSXPhillips 66 | 500 | ±0% | $127.7K | 0.1% |
HONAHoneywell Aerospace Inc. | 804 | New | $124.6K | 0.1% |
SOSouthern Co | 1.5K | ±0% | $124.3K | 0.1% |
NEENextEra Energy Inc | 1.6K | ±0% | $120.6K | 0.1% |
KMBKimberly Clark Corp | 1.1K | −9.0% | $110.3K | 0.1% |
STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETFETF | 1.2K | ±0% | $105.4K | 0.1% |
VANGUARD S&P 500 ETFETF | 150 | ±0% | $105.1K | 0.1% |
JPMJPMorgan Chase & Co | 296 | ±0% | $97.9K | 0.1% |
NVDANVIDIA Corp | 410 | ±0% | $93.6K | 0.1% |
CORCencora, Inc. | 289 | −8.8% | $86.8K | 0.1% |
CSXCSX Corp | 1.8K | ±0% | $83.7K | 0.1% |
WATWaters Corp | 189 | ±0% | $83K | 0.1% |
VANGUARD TOTAL BOND MARKET ETFETF | 1.2K | ±0% | $81.3K | 0.1% |
ISHARES S&P SMALL-CAP 600 GROWTH ETFETF | 470 | ±0% | $75.4K | 0.1% |
UNHUnitedHealth Group Inc | 200 | ±0% | $73.4K | 0.1% |
COSTCostco Wholesale Corp | 72 | ±0% | $65.5K | 0.1% |
VANGUARD MORNINGSTAR SMALL-CAP ETFETF | 217 | ±0% | $61.7K | 0.1% |
ISHARES CORE S&P SMALL CAP ETFETF | 449 | −3.4% | $61.1K | 0.1% |
VANGUARD MORNINGSTAR MEGA CAP ETFETF | 210 | ±0% | $59.3K | 0.1% |
CARRCARRIER GLOBAL Corp | 967 | ±0% | $53.1K | 0.1% |
ENERGY SELECT SECTOR SPDR ETFETF | 816 | ±0% | $50.2K | 0.1% |
VZVerizon Communications Inc | 1K | ±0% | $47.7K | 0.1% |
BPBP PLC | 1.1K | ±0% | $46.5K | 0.1% |
OTISOtis Worldwide Corp | 650 | ±0% | $41.8K | 0.1% |
BACBank of America Corp | 706 | ±0% | $38.4K | 0.1% |
LLYELI LILLY & Co | 32 | −57.3% | $37K | 0.1% |
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFETF | 196 | ±0% | $32.7K | 0.1% |
STATE STREET UTILITIES SELECT SECTOR SPDR ETFETF | 728 | ±0% | $28.7K | 0.1% |
SOLVSolventum Corp | 300 | ±0% | $26.4K | 0.1% |
VANGUARD FTSE EMERGING MARKETS ETFETF | 365 | ±0% | $21.6K | 0.1% |
VANGUARD ESG U.S. STOCK ETFETF | 158 | ±0% | $21.4K | 0.1% |
GLDSPDR Gold Trust | 50 | ±0% | $19K | 0.1% |
STATE STREET SPDR S&P CHINA ETFETF | 204 | ±0% | $17.7K | 0.1% |
TGTTarget Corp | 112 | ±0% | $17.5K | 0.1% |
ADIAnalog Devices Inc | 44 | ±0% | $17.5K | 0.1% |
ISHARES MSCI ACWI ETFETF | 107 | +1.9% | $17K | 0.1% |
ORLYO Reilly Automotive Inc | 195 | ±0% | $16.7K | 0.1% |
USBUS Bancorp de | 252 | ±0% | $14.6K | 0.1% |
MBGLMobility Global Inc. | 826 | New | $14.2K | 0.1% |
DDominion Energy, Inc | 213 | ±0% | $12.9K | 0.1% |
DUKDuke Energy CORP | 110 | ±0% | $12.5K | 0.1% |
AMTAmerican Tower Corp | 75 | ±0% | $12.3K | 0.1% |
AMPAmeriprise Financial Inc | 23 | ±0% | $11.3K | 0.1% |
ISHARES MSCI USA MIN VOL FACTOR ETFETF | 106 | ±0% | $10.3K | 0.1% |
OXYOccidental Petroleum Corp | 181 | ±0% | $10K | 0.1% |
VIKViking Holdings Ltd | 100 | ±0% | $7.8K | 0.1% |
HIGHartford Insurance Group, Inc. | 42 | ±0% | $5.1K | 0.1% |
MSMorgan Stanley | 26 | ±0% | $4.9K | 0.1% |
EBAYeBay Inc | 46 | ±0% | $4.9K | 0.1% |
NDAQNasdaq, Inc. | 46 | ±0% | $4.2K | 0.1% |
TAT&T Inc. | 116 | ±0% | $2.8K | 0.1% |
TROWPrice T Rowe Group Inc | 17 | ±0% | $1.8K | 0.1% |
OCCIDENTAL PETE CORP WT EXP 080327Stock | 22 | ±0% | $732 | 0.1% |
METAMeta Platforms, Inc. | 1 | ±0% | $725 | 0.1% |
