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Accel Wealth Management

Latest statistics and disclosures from Accel Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRO, VNLA, SCHG, VTI, VTV, and represent 16.84% of Accel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VNLA, DFIV, CGGR, ISPY, PXH, XLU, RDVY, XLI, SPYI, CGDV.
Started 18 new stock positions in F, BCD, SPYI, CSWC, CMI, UNP, KBE, PXH, SLV, XLI. FMTL, WFC, NUE, FOCT, ADPV, SATS, TRIN, FCX.
Reduced shares in these 10 stocks: EDV, CSB, PID, NET, MUB, VDE, EVT, NVDA, APH, WMB.
Sold out of its positions in APH, MFIC, NET, Cohen & Steers Infrastructur, DELL, GLPI, GTLB, ICF, MUB, NNE. SMR, LGLV, SMTC, EDV, WMB.
Accel Wealth Management was a net buyer of stock by $17M.
Accel Wealth Management has $366M in assets under management (AUM), dropping by 6.36%.
Central Index Key (CIK): 0001838226

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Portfolio Holdings for Accel Wealth Management

Accel Wealth Management holds 281 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	4.4	$16M	+3%	230k	69.42	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	4.0	$15M	+20%	295k	49.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.6	$13M	+4%	408k	32.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$9.2M	+5%	28k	335.27	View chart
Vanguard Index Fds Value Etf (VTV)	2.3	$8.6M	+7%	45k	190.99	View chart
Apple (AAPL)	2.2	$7.9M		29k	271.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$7.6M	+7%	12k	614.31	View chart
Amazon (AMZN)	2.0	$7.3M		32k	230.82	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.9	$6.8M	+11%	98k	69.47	View chart
PIMCO Corporate Opportunity Fund (PTY)	1.8	$6.5M	+6%	503k	12.90	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$6.1M		35k	177.37	View chart
NVIDIA Corporation (NVDA)	1.7	$6.0M	-4%	32k	186.50	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.6	$5.9M	+11%	136k	43.64	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.5	$5.6M	+11%	26k	214.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.5	$5.6M		39k	143.52	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.5	$5.5M	+22%	125k	44.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$4.9M		16k	312.99	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$4.8M	+37%	96k	49.90	View chart
Microsoft Corporation (MSFT)	1.3	$4.6M		9.6k	483.62	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.2	$4.4M	-2%	86k	50.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$4.2M	+5%	42k	99.88	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$4.1M	+15%	10k	396.31	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.0	$3.6M	+9%	124k	29.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$3.6M	+14%	12k	302.11	View chart
Spdr Series Trust State Street Spd (KCE)	1.0	$3.6M	+15%	24k	149.93	View chart
Ishares Tr Investment Grade (IGEB)	1.0	$3.5M	+4%	76k	45.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.4M	+2%	5.5k	627.10	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.9	$3.4M	+11%	25k	138.46	View chart
Deere & Company (DE)	0.9	$3.3M		7.1k	465.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$3.2M	+4%	15k	219.78	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.8	$2.9M	+47%	64k	45.63	View chart
Raytheon Technologies Corp (RTX)	0.8	$2.8M		15k	183.40	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.6M		8.1k	322.24	View chart
Palantir Technologies Cl A (PLTR)	0.7	$2.4M	-2%	13k	177.75	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$2.4M	-7%	134k	17.67	View chart
Kinder Morgan (KMI)	0.6	$2.4M		86k	27.49	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.6	$2.3M	+8%	29k	79.84	View chart
Broadcom (AVGO)	0.6	$2.3M		6.6k	346.08	View chart
Gabelli Equity Trust (GAB)	0.6	$2.2M	-3%	352k	6.17	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$2.1M	-5%	38k	54.77	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.6	$2.1M	-13%	83k	25.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.0M	+3%	4.2k	487.90	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.6	$2.0M	-3%	34k	60.73	View chart
Pepsi (PEP)	0.6	$2.0M		14k	143.52	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$2.0M	-2%	13k	154.14	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$2.0M	+32%	52k	38.32	View chart
Vanguard World Consum Stp Etf (VDC)	0.5	$2.0M	-2%	9.4k	211.24	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$1.9M	+21%	30k	64.79	View chart
Cohen & Steers infrastucture Fund (UTF)	0.5	$1.9M	-9%	77k	24.11	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$1.8M	-2%	40k	46.08	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.5	$1.8M		29k	62.92	View chart
Vanguard World Utilities Etf (VPU)	0.5	$1.8M		9.7k	185.03	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.5	$1.8M	+37%	73k	24.33	View chart
Intel Corporation (INTC)	0.5	$1.8M		48k	36.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.5	$1.7M		33k	52.95	View chart
Vanguard World Health Car Etf (VHT)	0.5	$1.7M		5.8k	287.85	View chart
Vanguard World Energy Etf (VDE)	0.4	$1.6M	-17%	13k	125.92	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$1.6M	+96%	38k	42.69	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1.6M	+31%	8.1k	199.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.6M		2.3k	685.04	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.4	$1.6M	+16%	72k	21.83	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$1.5M		21k	72.01	View chart
Newmont Mining Corporation (NEM)	0.4	$1.4M	+7%	14k	99.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M	-2%	23k	62.47	View chart
Royce Value Trust (RVT)	0.4	$1.4M	-13%	87k	16.10	View chart
International Business Machines (IBM)	0.4	$1.4M	+6%	4.7k	296.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.4	$1.4M	+14%	46k	30.16	View chart
Micron Technology (MU)	0.4	$1.4M	+9%	4.7k	285.42	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$1.3M	+30%	3.7k	360.13	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$1.3M	+8%	37k	35.57	View chart
Procter & Gamble Company (PG)	0.4	$1.3M	-9%	9.0k	143.31	View chart
Prudential Financial (PRU)	0.3	$1.3M	+7%	11k	112.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.3M		4.1k	313.76	View chart
Johnson & Johnson (JNJ)	0.3	$1.2M		6.0k	206.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$1.2M		23k	53.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$1.2M	+8%	23k	51.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$1.2M		4.2k	279.14	View chart
Advanced Micro Devices (AMD)	0.3	$1.1M		5.3k	214.18	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$1.1M	-4%	48k	23.62	View chart
Ares Capital Corporation (ARCC)	0.3	$1.1M	-10%	55k	20.23	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1M	+9%	1.0k	1075.09	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.1M	+44%	11k	98.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$1.1M		19k	56.62	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.3	$1.1M	-32%	49k	22.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.3	$1.1M		19k	55.92	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.1M	-13%	34k	30.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$1.0M	+5%	21k	49.65	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$1.0M	-14%	22k	45.88	View chart
Tesla Motors (TSLA)	0.3	$1.0M	+28%	2.3k	449.72	View chart
Abbvie (ABBV)	0.3	$1.0M		4.5k	228.51	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.3	$1.0M	+4%	16k	63.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.0M	+8%	2.1k	473.35	View chart
Bank of America Corporation (BAC)	0.3	$991k	+17%	18k	55.00	View chart
Wal-Mart Stores (WMT)	0.3	$916k	+17%	8.2k	111.41	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$915k	-10%	19k	47.08	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.2	$909k	+27%	17k	52.13	View chart
Chevron Corporation (CVX)	0.2	$890k	-5%	5.8k	152.41	View chart
Spdr Series Trust State Street Spd (XHB)	0.2	$880k	+9%	8.5k	102.96	View chart
Caterpillar (CAT)	0.2	$874k	+14%	1.5k	572.91	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.2	$847k	+21%	9.1k	92.59	View chart
Nextera Energy (NEE)	0.2	$842k	+28%	11k	80.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$838k	+11%	7.0k	120.34	View chart
Northrop Grumman Corporation (NOC)	0.2	$831k	+10%	1.5k	570.11	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$827k	-3%	3.6k	230.21	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.2	$827k	NEW	32k	25.81	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$819k	-5%	45k	18.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$813k		3.3k	246.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$804k	+4%	1.6k	502.65	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.2	$803k	-40%	14k	58.61	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$779k	+4%	1.9k	412.69	View chart
Lockheed Martin Corporation (LMT)	0.2	$778k	+3%	1.6k	483.71	View chart
Starwood Property Trust (STWD)	0.2	$766k		43k	18.01	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$735k	+18%	39k	18.82	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$725k	+14%	15k	47.06	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$724k	-2%	15k	47.79	View chart
Ameriprise Financial (AMP)	0.2	$707k		1.4k	490.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.2	$705k	-17%	23k	30.40	View chart
Meta Platforms Cl A (META)	0.2	$704k		1.1k	659.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$699k		29k	24.04	View chart
Constellation Energy (CEG)	0.2	$697k		2.0k	353.36	View chart
Cisco Systems (CSCO)	0.2	$690k	+4%	9.0k	77.03	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$680k	NEW	4.4k	155.13	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$677k	+9%	2.2k	303.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$675k		2.6k	257.92	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$673k	+2%	22k	30.46	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$653k	NEW	12k	52.53	View chart
Wp Carey (WPC)	0.2	$639k	-3%	9.9k	64.36	View chart
Rocket Lab Corp (RKLB)	0.2	$625k	-4%	9.0k	69.76	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$618k	-18%	33k	18.91	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$618k	+4%	14k	44.34	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$613k	+55%	17k	35.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$605k	-3%	14k	44.91	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$599k	+31%	4.8k	124.19	View chart
Goldman Sachs (GS)	0.2	$587k	-5%	668.00	879.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$584k	NEW	12k	48.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$577k		2.0k	290.29	View chart
Archer Daniels Midland Company (ADM)	0.2	$564k	-2%	9.8k	57.49	View chart
Honeywell International (HON)	0.2	$556k	-10%	2.8k	195.11	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.2	$554k	-3%	68k	8.11	View chart
Alliant Energy Corporation (LNT)	0.1	$529k	+34%	8.1k	65.01	View chart
Merck & Co (MRK)	0.1	$528k	-3%	5.0k	105.26	View chart
Casey's General Stores (CASY)	0.1	$525k	+9%	949.00	552.73	View chart
Philip Morris International (PM)	0.1	$523k		3.3k	160.39	View chart
Vaneck Etf Trust Robotics Etf (IBOT)	0.1	$520k	+8%	9.9k	52.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$519k	-2%	689.00	753.78	View chart
salesforce (CRM)	0.1	$505k		1.9k	264.91	View chart
Visa Com Cl A (V)	0.1	$505k	+3%	1.4k	350.64	View chart
Costco Wholesale Corporation (COST)	0.1	$502k		582.00	861.76	View chart
Nrg Energy Com New (NRG)	0.1	$501k	-2%	3.1k	159.26	View chart
First Tr Exchange-traded Dorsy Wrgh Vlu (DVLU)	0.1	$499k		14k	35.74	View chart
S&p Global (SPGI)	0.1	$498k		952.00	522.59	View chart
General Dynamics Corporation (GD)	0.1	$491k		1.5k	336.66	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$486k	-16%	7.3k	66.92	View chart
Citigroup Com New (C)	0.1	$486k	+11%	4.2k	116.70	View chart
Boeing Company (BA)	0.1	$482k	+13%	2.2k	217.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$478k		2.5k	191.57	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$476k	-20%	50k	9.59	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$474k		4.3k	110.96	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$473k	-8%	22k	22.02	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$470k	-14%	33k	14.14	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$462k	-2%	4.3k	106.69	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$453k		4.4k	104.05	View chart
Qualcomm (QCOM)	0.1	$451k	-18%	2.6k	171.02	View chart
Emerson Electric (EMR)	0.1	$449k	-2%	3.4k	132.74	View chart
Central Securities (CET)	0.1	$441k	+4%	8.7k	50.71	View chart
Valero Energy Corporation (VLO)	0.1	$431k		2.7k	162.81	View chart
Energy Fuels Com New (UUUU)	0.1	$429k	+5%	30k	14.54	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$425k	+73%	2.9k	143.97	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$422k		7.6k	55.22	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR)	0.1	$420k		14k	31.19	View chart
Walt Disney Company (DIS)	0.1	$419k	+35%	3.7k	113.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$416k	+9%	7.7k	53.76	View chart
Duke Energy Corp Com New (DUK)	0.1	$407k		3.5k	117.23	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$396k	-11%	35k	11.24	View chart
American Express Company (AXP)	0.1	$396k		1.1k	369.88	View chart
Stoneco Com Cl A (STNE)	0.1	$393k	-5%	27k	14.79	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$387k	+2%	39k	9.97	View chart
McDonald's Corporation (MCD)	0.1	$386k	+20%	1.3k	305.58	View chart
Boston Scientific Corporation (BSX)	0.1	$382k	-2%	4.0k	95.35	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$380k		9.2k	41.27	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$380k		6.1k	62.37	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$376k	-4%	3.4k	109.31	View chart
Us Bancorp Del Com New (USB)	0.1	$375k		7.0k	53.36	View chart
Eaton Corp SHS (ETN)	0.1	$369k		1.2k	318.46	View chart
Mastercard Incorporated Cl A (MA)	0.1	$365k		639.00	570.97	View chart
Annaly Capital Management In Com New (NLY)	0.1	$365k	+38%	16k	22.36	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$362k		8.1k	44.41	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$354k		2.3k	153.30	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$350k		3.0k	114.76	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$349k	-4%	13k	26.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$333k		6.1k	54.83	View chart
General Motors Company (GM)	0.1	$329k	-17%	4.0k	81.31	View chart
ConocoPhillips (COP)	0.1	$328k	-5%	3.5k	93.62	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$328k	-5%	14k	23.23	View chart
Freeport-mcmoran CL B (FCX)	0.1	$318k	NEW	6.3k	50.79	View chart
Spdr Series Trust State Street Spd (KRE)	0.1	$317k	-9%	4.9k	64.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$317k	-6%	3.3k	96.03	View chart
Oneok (OKE)	0.1	$313k		4.3k	73.51	View chart
Abbott Laboratories (ABT)	0.1	$308k		2.5k	125.27	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$304k		2.6k	117.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$303k	+22%	11k	26.91	View chart
Devon Energy Corporation (DVN)	0.1	$301k	-22%	8.2k	36.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$298k		3.7k	79.74	View chart
Ge Aerospace Com New (GE)	0.1	$298k		968.00	308.02	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$295k	-5%	3.8k	77.67	View chart
Marvell Technology (MRVL)	0.1	$292k	-11%	3.4k	84.98	View chart
T. Rowe Price (TROW)	0.1	$290k	-14%	2.8k	102.39	View chart
Coca-Cola Company (KO)	0.1	$288k	+6%	4.1k	69.90	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$287k	NEW	4.5k	64.42	View chart
BP Sponsored Adr (BP)	0.1	$283k	-15%	8.2k	34.73	View chart
Woodward Governor Company (WWD)	0.1	$282k		933.00	302.38	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.1	$280k	-2%	4.7k	59.14	View chart
Capital Southwest Corporation (CSWC)	0.1	$277k	NEW	13k	22.15	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$276k		3.8k	72.68	View chart
Series Portfolios Tr Adaptiv Select (ADPV)	0.1	$275k	NEW	6.4k	42.84	View chart
American Electric Power Company (AEP)	0.1	$272k	-2%	2.4k	115.30	View chart
Xcel Energy (XEL)	0.1	$267k	-7%	3.6k	73.86	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$267k	-14%	18k	15.26	View chart
Uber Technologies (UBER)	0.1	$265k	+8%	3.2k	81.71	View chart
Verizon Communications (VZ)	0.1	$264k	-6%	6.5k	40.73	View chart
Capital One Financial (COF)	0.1	$264k		1.1k	242.28	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.1	$262k	NEW	8.5k	30.96	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$261k	+5%	1.6k	160.97	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$257k	+6%	3.5k	74.17	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$257k		4.5k	56.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$257k		1.7k	148.69	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.1	$254k	+5%	11k	23.10	View chart
Kenvue (KVUE)	0.1	$254k	-10%	15k	17.25	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$254k		541.00	468.76	View chart
Arista Networks Com Shs (ANET)	0.1	$254k		1.9k	131.03	View chart
Netflix (NFLX)	0.1	$253k	+1055%	2.7k	93.76	View chart
Spdr Series Trust State Street Spd (SPIP)	0.1	$252k	-8%	9.7k	25.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$251k		1.2k	211.82	View chart
First Tr Exchange Traded Indxx Critical M (FMTL)	0.1	$251k	NEW	8.6k	29.17	View chart
Rbc Cad (RY)	0.1	$249k		1.5k	170.49	View chart
Oracle Corporation (ORCL)	0.1	$248k		1.3k	194.93	View chart
Echostar Corp Cl A (SATS)	0.1	$246k	NEW	2.3k	108.70	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$244k	-4%	13k	19.39	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$243k	-15%	6.1k	39.59	View chart
Oge Energy Corp (OGE)	0.1	$241k	-5%	5.6k	42.70	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$239k		2.2k	108.64	View chart
Rockwell Automation (ROK)	0.1	$235k		605.00	389.10	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$235k		1.4k	163.58	View chart
Medtronic SHS (MDT)	0.1	$235k		2.4k	96.05	View chart
Union Pacific Corporation (UNP)	0.1	$234k	NEW	1.0k	231.36	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$232k	+8%	1.9k	121.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$231k	+10%	3.8k	60.17	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$231k		2.3k	102.54	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$230k	-3%	478.00	480.29	View chart
Spdr Series Trust State Street Spd (KBE)	0.1	$229k	NEW	3.8k	60.69	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$229k	-5%	1.5k	154.76	View chart
Cheniere Energy Com New (LNG)	0.1	$228k	-7%	1.2k	194.43	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$226k	-7%	13k	17.66	View chart
Marathon Petroleum Corp (MPC)	0.1	$226k		1.4k	162.61	View chart
Pfizer (PFE)	0.1	$224k	+8%	9.0k	24.90	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$222k	-32%	3.9k	57.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$221k	-6%	6.5k	34.26	View chart
Southern Company (SO)	0.1	$220k	+6%	2.5k	87.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$219k		4.9k	44.34	View chart
At&t (T)	0.1	$219k	-25%	8.8k	24.84	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$218k	-2%	2.6k	82.32	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$215k	-8%	14k	15.30	View chart
Martin Marietta Materials (MLM)	0.1	$212k		340.00	622.94	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$210k		4.9k	43.25	View chart
Cummins (CMI)	0.1	$210k	NEW	412.00	510.17	View chart
Nucor Corporation (NUE)	0.1	$210k	NEW	1.3k	163.16	View chart
Wells Fargo & Company (WFC)	0.1	$210k	NEW	2.3k	93.19	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.1	$201k	-7%	3.8k	52.64	View chart
Community Healthcare Tr (CHCT)	0.1	$197k	+20%	12k	16.42	View chart
Trinity Cap (TRIN)	0.0	$176k	NEW	12k	14.65	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$164k	-9%	40k	4.09	View chart
Ford Motor Company (F)	0.0	$152k	NEW	12k	13.12	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$151k	-12%	11k	14.35	View chart
Fs Kkr Capital Corp (FSK)	0.0	$151k		10k	14.81	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$141k		12k	11.76	View chart
Lantronix Com New (LTRX)	0.0	$141k		24k	5.86	View chart
Park Hotels & Resorts Inc-wi (PK)	0.0	$126k		12k	10.46	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$111k		12k	9.28	View chart
Blackrock Tcp Cap Corp (TCPC)	0.0	$66k		12k	5.47	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.0	$57k	-12%	10k	5.54	View chart
Myomo Com New (MYO)	0.0	$37k	-10%	40k	0.91	View chart

Past Filings by Accel Wealth Management

SEC 13F filings are viewable for Accel Wealth Management going back to 2020

Accel Wealth Management 2025 Q4 filed Jan. 20, 2026
Accel Wealth Management 2025 Q3 filed Oct. 8, 2025
Accel Wealth Management 2025 Q2 filed July 22, 2025
Accel Wealth Management 2025 Q1 filed April 10, 2025
Accel Wealth Management 2024 Q4 filed Jan. 21, 2025
Accel Wealth Management 2024 Q3 filed Oct. 15, 2024
Accel Wealth Management 2024 Q2 filed July 12, 2024
Accel Wealth Management 2024 Q1 filed April 19, 2024
Accel Wealth Management 2023 Q4 filed Jan. 18, 2024
Accel Wealth Management 2023 Q3 filed Oct. 19, 2023
Accel Wealth Management 2023 Q2 filed July 24, 2023
Accel Wealth Management 2023 Q1 filed April 20, 2023
Accel Wealth Management 2022 Q4 filed Jan. 26, 2023
Accel Wealth Management 2022 Q3 filed Oct. 12, 2022
Accel Wealth Management 2022 Q2 filed Aug. 3, 2022
Accel Wealth Management 2022 Q1 filed April 29, 2022

View all past filings

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