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Gary Gore

Acima Private Wealth, Llc

Assets Managed
$318.628M
Holdings
177
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
-1.11%(2Q avg: -0.11%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Acima Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 177 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 318.628M in assets, with a quarterly growth rate of -1.11% and a 2-quarter average growth rate of -0.11%. The portfolio is managed by Gary Gore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2%
8.99%
$28.616M
43,808 shares@ $653.22 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 0.37%
5.49%
$17.464M
139,567 shares@ $125.14 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.05%
5.1%
$16.22M
240,189 shares@ $67.53 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 0.11%
4.7%
$14.948M
214,310 shares@ $69.76 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 1.52%
4.14%
$13.17M
279,732 shares@ $47.09 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 1.78%
4.13%
$13.137M
142,364 shares@ $92.28 avg price
GTO
Invesco Total Return Bond Et
Recent Activity
Increased 1.67%
4.1%
$13.058M
278,841 shares@ $46.83 avg price
VSLU
Applied Finance Valuation
Recent Activity
Increased 1%
3.66%
$11.632M
278,202 shares@ $41.82 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.22%
3.35%
$10.656M
55,522 shares@ $191.92 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Decreased -0.12%
3.17%
$10.092M
211,048 shares@ $47.83 avg price

1-10 of 177