Long-term investor
Acima Private Wealth, LLC @acimaprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001761961).
Record
- Tracked since 2025-06-30 (441 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +13.7% · all +13.7%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 9.8% · long · since 2025-06-30
- GSLC · 5.8% · long · since 2025-06-30
- IEMG · 4.9% · long · since 2025-06-30
- IJH · 4.5% · long · since 2025-06-30
- VSLU · 4.2% · long · since 2025-06-30
- JCPB · 4.0% · long · since 2025-06-30
- BOND · 4.0% · long · since 2025-06-30
- GTO · 4.0% · long · since 2025-06-30
- RSP · 3.1% · long · since 2025-06-30
- JPIB · 3.0% · long · since 2025-06-30
- AGG · 3.0% · long · since 2025-06-30
- EZU · 2.8% · long · since 2025-06-30