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ACIMA PRIVATE WEALTH, LLC | Tormere

ACIMA PRIVATE WEALTH, LLC

Est. AUM

$344.4M

13F long equity, this entity only

Positions

173

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	ETF	$33.8M	45167	9.82%	SOLE
2	GS ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$20.1M	141960	5.85%	SOLE
3	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$16.9M	204594	4.92%	SOLE
4	ISHARES CORE S&P MID-CAP ETF	ETF	$15.4M	199457	4.47%	SOLE
5	APPLIED FINANCE VALUATION LARGE CAP ETF	ETF	$14.5M	312859	4.20%	SOLE
6	JPMORGAN CORE PLUS BOND ETF	ETF	$13.7M	291629	3.98%	SOLE
7	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	ETF	$13.7M	148379	3.97%	SOLE
8	INVESCO TOTAL RETURN BOND ETF	ETF	$13.6M	290933	3.96%	SOLE
9	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$10.6M	49806	3.08%	SOLE
10	JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND	ETF	$10.4M	215439	3.02%	SOLE
11	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$10.3M	103994	2.99%	SOLE
12	ISHARES MSCI EUROZONE ETF	ETF	$9.7M	139812	2.82%	SOLE
13	ISHARES CORE MSCI EAFE ETF	ETF	$9.6M	99334	2.79%	SOLE
14	APPLE INC COM	Stock	$9.1M	31421	2.64%	SOLE
15	AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$8.8M	91106	2.55%	SOLE
16	VANGUARD TOTAL STOCK MARKET ETF	ETF	$8.5M	22897	2.46%	SOLE
17	VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF	ETF	$8.4M	329409	2.45%	SOLE
18	ISHARES EXPANDED TECH SECTOR ETF	ETF	$7.2M	43740	2.08%	SOLE
19	IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN	ETF	$7.1M	162587	2.06%	SOLE
20	ISHARES CORE MSCI EUROPE ETF	ETF	$6.5M	86471	1.89%	SOLE
21	ISHARES RUSSELL MID-CAP GROWTH ETF	ETF	$5.4M	37139	1.58%	SOLE
22	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$4.4M	82253	1.28%	SOLE
23	JPMORGAN BETABUILDERS JAPAN ETF	ETF	$3.4M	44811	0.98%	SOLE
24	ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF	ETF	$3.0M	25048	0.87%	SOLE
25	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$3.0M	15602	0.86%	SOLE
26	VANGUARD TAX-EXEMPT BOND ETF	ETF	$2.8M	54499	0.80%	SOLE
27	JPMORGAN BETABUILDERS CANADA ETF	ETF	$2.7M	27392	0.79%	SOLE
28	STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF	ETF	$2.7M	17313	0.78%	SOLE
29	ISHARES NATIONAL MUNI BOND ETF	ETF	$2.7M	24795	0.77%	SOLE
30	FRANKLIN INTERNATIONAL AGGREGATE BOND ETF	ETF	$2.5M	119895	0.71%	SOLE
31	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$2.4M	10225	0.70%	SOLE
32	STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	ETF	$2.2M	26284	0.63%	SOLE
33	MICROSOFT CORP COM	Stock	$2.1M	5697	0.62%	SOLE
34	ABBVIE INC COM	Stock	$1.7M	6848	0.50%	SOLE
35	JOHNSON & JOHNSON COM	Stock	$1.7M	6648	0.49%	SOLE
36	LOWES COS INC COM	Stock	$1.5M	6905	0.44%	SOLE
37	CATERPILLAR INC COM	Stock	$1.5M	1400	0.43%	SOLE
38	SERVICENOW INC COM	Stock	$1.5M	14785	0.43%	SOLE
39	BOOKING HOLDINGS INC COM	Stock	$1.4M	8100	0.42%	SOLE
40	SHERWIN WILLIAMS CO COM	Stock	$1.4M	4110	0.41%	SOLE
41	ISHARES MSCI AUSTRALIA ETF	ETF	$1.4M	49781	0.41%	SOLE
42	VISA INC COM CL A	Stock	$1.3M	3810	0.38%	SOLE
43	MERCADOLIBRE INC COM	Stock	$1.3M	739	0.36%	SOLE
44	ISHARES RUSSELL 2000 GROWTH ETF	ETF	$1.2M	3170	0.36%	SOLE
45	LOCKHEED MARTIN CORP COM	Stock	$1.1M	2231	0.33%	SOLE
46	AMAZON COM INC COM	Stock	$1.1M	4447	0.31%	SOLE
47	PROGRESSIVE CORP COM	Stock	$1.0M	4680	0.30%	SOLE
48	ALPHABET INC CAP STK CL C	Stock	$1.0M	2873	0.29%	SOLE
49	EXXON MOBIL CORP COM	Stock	$1.0M	7423	0.29%	SOLE
50	UNION PAC CORP COM	Stock	$999K	3671	0.29%	SOLE

1–50 of 173

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.