ACIMA PRIVATE WEALTH, LLC

RIA/Wealth

ACIMA PRIVATE WEALTH, LLC is a RIA/Wealth based in Richmond, VA led by Gary Mitchell Gore, reporting $379.2M in AUM as of Q3 2025 with 79% ETF concentration.

CEOGary Mitchell Gore

Portfolio Value: $319.4M
Positions: 179
Top Holding: IVV at 9.16%
Last Reported: Q3 2025

Address1801 Bayberry Court, Suite 301, Richmond, VA, 23226, United States

Top Holdings

Largest long holdings in ACIMA PRIVATE WEALTH, LLC's portfolio (46.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$29.2M	9.16%	+$965.1K Bought	— 43.7K shares	Q4 2018 Held for 6y 11m
2 Goldman Sachs ActiveBeta U.S. Large Cap Equity GSLC	ETF ETF	$21.3M	6.66%	-$574.4K Sold	— 163.3K shares	Q2 2022 Held for 3y 5m
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$18.4M	5.77%	-$45.3K Sold	— 282.2K shares	Q3 2019 Held for 6y 2m
4 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$14.7M	4.62%	+$151.4K Bought	— 223.7K shares	Q4 2018 Held for 6y 11m
5 JPMorgan International Bond Opportunities JPIB	ETF ETF	$12.0M	3.77%	+$1.7M Bought	— 245.4K shares	Q1 2024 Held for 1y 8m
6 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$11.6M	3.64%	+$1.7M Bought	— 244.8K shares	Q4 2023 Held for 1y 11m
7 BOND PIMCO Active Bond BOND	ETF ETF	$11.0M	3.44%	+$1.1M Bought	— 117.7K shares	Q4 2023 Held for 1y 11m
8 GTO Invesco Total Return Bond GTO	ETF ETF	$10.9M	3.43%	+$1.1M Bought	— 230.4K shares	Q4 2023 Held for 1y 11m
9 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$10.3M	3.22%	-$7.8K Sold	— 54.1K shares	Q3 2020 Held for 5y 2m
10 Applied Finance Valuation Large Cap ETF VSLU	ETF ETF	$10.3M	3.21%	+$306.0K Bought	— 240.4K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ACIMA PRIVATE WEALTH, LLC's latest filing

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Market Value

$319.4M

Prior: $293.4M

Q/Q Change

+8.83%

+$25.9M

Net Flows % of MV

+3.16%

Turnover Ratio

2.0%

New Purchases

5 stocks

$48.1K

Added To

38 stocks

+$11.4M

Sold Out Of

11 stocks

$472.2K

Reduced Holdings

13 stocks

-$831.1K

Increased Positions

Position	Shares Δ	Change
1 GLD SPDR Gold Trust GLD	New	0 → 50.0 +$17.8K
2 Analog Devices ADI	New	0 → 50.0 +$12.3K
3 D.R. Horton DHI	New	0 → 44.0 +$7.5K
4 Raymond James Financial RJF	New	0 → 38.0 +$6.6K
5 Nasdaq, Inc. NDAQ	New	0 → 46.0 +$4.1K

Decreased Positions

Position	Shares Δ	Change
1 CGCP Capital Group Core Plus Income CGCP	Sold	6.3K → 0 −$141.2K
2 Medtronic MDT	Sold	1.1K → 0 −$98.1K
3 MSCI MSCI	Sold	153.0 → 0 −$88.2K
4 Chubb CB	Sold	264.0 → 0 −$76.5K
5 Synopsys SNPS	Sold	29.0 → 0 −$14.9K