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Gary Gore

Acima Private Wealth, Llc

Assets Managed
$344.347M
Holdings
173
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
8.08%(2Q avg: 3.48%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Acima Private Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Acima Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 344.347M in assets, with a quarterly growth rate of 8.08% and a 2-quarter average growth rate of 3.48%. The portfolio is managed by Gary Gore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.11%
9.83%
$33.825M
45,167 shares@ $748.9 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 1.72%
5.85%
$20.143M
141,960 shares@ $141.89 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -4.53%
4.93%
$16.949M
204,594 shares@ $82.85 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -16.95%
4.47%
$15.38M
199,457 shares@ $77.11 avg price
VSLU
Applied Finance Valuation
Recent Activity
Increased 12.46%
4.21%
$14.469M
312,859 shares@ $46.25 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 4.26%
3.98%
$13.689M
291,629 shares@ $46.95 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 4.23%
3.98%
$13.682M
148,379 shares@ $92.21 avg price
GTO
Invesco Total Return Bond Et
Recent Activity
Increased 4.34%
3.96%
$13.636M
290,933 shares@ $46.87 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -10.29%
3.08%
$10.597M
49,806 shares@ $212.78 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 2.09%
3.03%
$10.416M
215,439 shares@ $48.36 avg price

1-10 of 173