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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, SCHG, VNLA, VTI, VTV, and represent 16.29% of Accel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JAAA, CGDV, CGGR, DFIV, SCHG, RDVY, SHLD, KCE, JPEM, ISPY.
Started 24 new stock positions in MRVL, ANET, IBOT, DSEP, SPEU, LNG, SHLD, NLR, LTRX, CGBL. PFE, NLY, WWD, SMTC, RKLB, GTLB, SHOP, NNE, DAUG, Cohen & Steers Infrastructur, UUUU, DELL, COF, SMH.
Reduced shares in these 10 stocks: VDE, CSB, VHT, AMZN, ICF, FV, EVT, XSMO, XSLV, CEG.
Sold out of its positions in AEG, EOG, EXC, FCX, XSLV, IWN, QTWO, RHI, SPHY, SCHV. XLB, UNP, DAPP, BSV, WCN.
Accel Wealth Management was a net buyer of stock by $25M.
Accel Wealth Management has $344M in assets under management (AUM), dropping by 14.75%.
Central Index Key (CIK): 0001838226

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Portfolio Holdings for Accel Wealth Management

Accel Wealth Management holds 278 positions in its portfolio as reported in the September 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	$15M	+3%	223k	68.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.6	$12M	+18%	390k	31.91	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.5	$12M	+3%	244k	49.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$8.6M	+5%	26k	328.17	View chart
Vanguard Index Fds Value Etf (VTV)	2.3	$7.8M	+11%	42k	186.49	View chart
Apple (AAPL)	2.2	$7.4M		29k	254.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$6.9M	+14%	12k	600.37	View chart
Amazon (AMZN)	2.0	$6.9M	-5%	31k	219.57	View chart
PIMCO Corporate Opportunity Fund (PTY)	2.0	$6.8M	+8%	470k	14.44	View chart
NVIDIA Corporation (NVDA)	1.8	$6.3M		34k	186.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.8	$6.1M	-2%	35k	174.58	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.7	$5.9M	+43%	88k	67.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$5.6M		40k	140.95	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.5	$5.1M	+91%	122k	42.03	View chart
Microsoft Corporation (MSFT)	1.5	$5.0M		9.6k	517.95	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.4	$4.9M	+25%	24k	209.26	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$4.5M	+131%	88k	50.78	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.3	$4.5M	+93%	102k	43.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$4.0M	+18%	40k	100.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.8M		15k	243.10	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.0	$3.4M	-6%	113k	29.73	View chart
Ishares Tr Investment Grade (IGEB)	1.0	$3.3M	+8%	73k	46.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$3.3M		5.4k	612.42	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.9	$3.2M	+199%	70k	46.12	View chart
Deere & Company (DE)	0.9	$3.2M	-3%	7.0k	457.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$3.2M		8.9k	355.47	View chart
Spdr Series Trust S&p Cap Mkts (KCE)	0.9	$3.2M	+54%	21k	152.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$3.1M	+30%	11k	297.63	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.9	$3.0M	+3%	22k	135.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$3.0M		14k	215.78	View chart
Raytheon Technologies Corp (RTX)	0.7	$2.6M		15k	167.32	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.5M		8.1k	315.42	View chart
Palantir Technologies Cl A (PLTR)	0.7	$2.5M	+4%	14k	182.42	View chart
Kinder Morgan (KMI)	0.7	$2.5M	-8%	87k	28.31	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.7	$2.5M	-8%	145k	17.01	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.7	$2.3M	-11%	96k	24.45	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$2.3M	-2%	13k	170.85	View chart
Gabelli Equity Trust (GAB)	0.6	$2.2M		364k	6.09	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.6	$2.2M	+27%	27k	82.73	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$2.2M	+3%	40k	53.87	View chart
Broadcom (AVGO)	0.6	$2.2M		6.5k	329.92	View chart
Cohen & Steers infrastucture Fund (UTF)	0.6	$2.1M	-2%	85k	24.80	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.6	$2.1M	+118%	35k	59.00	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$2.0M	+2%	9.6k	213.73	View chart
Pepsi (PEP)	0.6	$2.0M		14k	140.44	View chart
Vanguard World Energy Etf (VDE)	0.6	$2.0M	-34%	16k	125.86	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.6	$2.0M	+112%	43k	45.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.9M	+2%	4.1k	479.62	View chart
Vanguard World Utilities Etf (VPU)	0.5	$1.9M	+2%	9.9k	189.41	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$1.9M	-4%	40k	46.24	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.5	$1.8M	-16%	29k	61.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.5	$1.7M		33k	51.91	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$1.7M	NEW	24k	70.24	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$1.7M	-10%	19k	87.21	View chart
Intel Corporation (INTC)	0.5	$1.6M	-3%	49k	33.55	View chart
Royce Value Trust (RVT)	0.5	$1.6M	-4%	101k	16.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.6M		2.3k	669.38	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.5	$1.6M		73k	21.27	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$1.5M	-16%	21k	73.57	View chart
Procter & Gamble Company (PG)	0.4	$1.5M		9.9k	153.65	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.5M	-27%	5.8k	259.62	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$1.5M	+198%	39k	38.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M	-15%	23k	59.92	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.4	$1.4M	-34%	23k	59.15	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.4	$1.4M		62k	21.75	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.4	$1.3M	+143%	53k	24.70	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$1.3M	+19%	20k	65.00	View chart
Ares Capital Corporation (ARCC)	0.4	$1.3M	+20%	62k	20.41	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.3M	-4%	40k	31.62	View chart
International Business Machines (IBM)	0.4	$1.2M		4.4k	282.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$1.2M	+68%	4.2k	293.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.4	$1.2M	-2%	40k	30.38	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$1.2M	-15%	26k	45.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.2M	+300%	6.1k	195.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$1.2M	-15%	23k	52.25	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$1.2M		50k	23.71	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$1.2M		34k	34.33	View chart
Newmont Mining Corporation (NEM)	0.3	$1.1M	+4%	13k	84.31	View chart
Johnson & Johnson (JNJ)	0.3	$1.1M	-5%	6.0k	185.42	View chart
Prudential Financial (PRU)	0.3	$1.1M	-4%	11k	103.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$1.1M	+103%	21k	50.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$1.1M	-11%	19k	55.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.3	$1.0M		19k	54.73	View chart
Abbvie (ABBV)	0.3	$1.0M	-8%	4.4k	231.55	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.0M	-3%	22k	46.96	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.3	$989k	+229%	15k	65.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$983k		4.0k	243.57	View chart
Chevron Corporation (CVX)	0.3	$957k	-4%	6.2k	155.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$928k	NEW	2.8k	326.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$916k	+290%	2.0k	468.52	View chart
Vanguard World Extended Dur (EDV)	0.3	$908k	-11%	13k	68.45	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$865k	-4%	47k	18.24	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.3	$862k	+12%	7.8k	110.80	View chart
Advanced Micro Devices (AMD)	0.2	$856k		5.3k	161.80	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$855k	-6%	3.7k	229.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.2	$845k	-5%	28k	30.22	View chart
Starwood Property Trust (STWD)	0.2	$814k		42k	19.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$813k	-5%	3.4k	241.97	View chart
Northrop Grumman Corporation (NOC)	0.2	$802k		1.3k	609.18	View chart
Bank of America Corporation (BAC)	0.2	$793k	-4%	15k	51.59	View chart
Tesla Motors (TSLA)	0.2	$786k	+5%	1.8k	444.72	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$781k	-13%	40k	19.43	View chart
Meta Platforms Cl A (META)	0.2	$780k	+33%	1.1k	734.17	View chart
Lockheed Martin Corporation (LMT)	0.2	$779k	+7%	1.6k	499.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$769k	-7%	1.5k	502.74	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$761k		22k	35.19	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$746k	+43%	7.7k	96.68	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$739k		16k	47.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$727k	+21%	1.8k	402.50	View chart
Micron Technology (MU)	0.2	$726k		4.3k	167.32	View chart
Wal-Mart Stores (WMT)	0.2	$723k		7.0k	103.06	View chart
Eli Lilly & Co. (LLY)	0.2	$722k	-2%	946.00	763.29	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.2	$718k	+20%	7.5k	95.61	View chart
Ameriprise Financial (AMP)	0.2	$713k		1.5k	491.25	View chart
Exxon Mobil Corporation (XOM)	0.2	$706k	-5%	6.3k	112.76	View chart
Wp Carey (WPC)	0.2	$692k		10k	67.57	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.2	$680k	NEW	14k	49.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$677k	-4%	29k	23.28	View chart
Honeywell International (HON)	0.2	$669k	+20%	3.2k	210.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$662k	+4%	2.6k	254.28	View chart
Constellation Energy (CEG)	0.2	$639k	-30%	1.9k	329.15	View chart
Caterpillar (CAT)	0.2	$636k		1.3k	477.03	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$622k	+49%	33k	18.91	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.2	$621k	-3%	63k	9.94	View chart
Nextera Energy (NEE)	0.2	$618k	-3%	8.2k	75.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$617k	NEW	14k	44.20	View chart
Soundhound Ai Class A Com (SOUN)	0.2	$609k	+25%	38k	16.08	View chart
Archer Daniels Midland Company (ADM)	0.2	$600k	-2%	10k	59.74	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$594k	-24%	8.7k	68.39	View chart
Cisco Systems (CSCO)	0.2	$585k	-3%	8.6k	68.42	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.2	$580k	-3%	71k	8.20	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$577k	-6%	13k	43.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$576k	+2%	2.0k	293.81	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.2	$571k	-25%	39k	14.62	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$567k	-8%	2.0k	279.33	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$564k	-15%	13k	42.01	View chart
Goldman Sachs (GS)	0.2	$561k		704.00	796.77	View chart
Costco Wholesale Corporation (COST)	0.2	$545k	-16%	588.00	926.07	View chart
Qualcomm (QCOM)	0.2	$538k	-8%	3.2k	166.35	View chart
Stoneco Com Cl A (STNE)	0.2	$532k	-12%	28k	18.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$530k	+7%	710.00	746.63	View chart
Philip Morris International (PM)	0.2	$529k	-5%	3.3k	162.18	View chart
Nrg Energy Com New (NRG)	0.2	$524k	-4%	3.2k	161.97	View chart
Strategy Ns 7handl Idx (HNDL)	0.2	$524k	-25%	24k	22.28	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$509k	+2%	3.6k	141.49	View chart
General Dynamics Corporation (GD)	0.1	$506k	-5%	1.5k	341.00	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$496k	NEW	3.7k	135.65	View chart
Casey's General Stores (CASY)	0.1	$489k	+2%	865.00	565.34	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$479k		1.7k	281.84	View chart
Visa Com Cl A (V)	0.1	$475k		1.4k	341.49	View chart
First Tr Exchange-traded Dorsy Wrgh Vlu (DVLU)	0.1	$474k		14k	33.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$472k	-4%	2.5k	189.73	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$470k		4.3k	110.46	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$464k		4.4k	104.52	View chart
S&p Global (SPGI)	0.1	$463k	-9%	952.00	486.71	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$462k	-6%	40k	11.60	View chart
Emerson Electric (EMR)	0.1	$456k	-4%	3.5k	131.16	View chart
Valero Energy Corporation (VLO)	0.1	$455k		2.7k	170.28	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$454k	-16%	4.4k	104.31	View chart
Vaneck Etf Trust Robotics Etf (IBOT)	0.1	$453k	NEW	9.1k	49.94	View chart
salesforce (CRM)	0.1	$448k	-4%	1.9k	237.06	View chart
Rocket Lab Corp (RKLB)	0.1	$448k	NEW	9.3k	47.91	View chart
Merck & Co (MRK)	0.1	$434k	-9%	5.2k	83.92	View chart
Eaton Corp SHS (ETN)	0.1	$434k	-13%	1.2k	374.19	View chart
Energy Fuels Com New (UUUU)	0.1	$430k	NEW	28k	15.35	View chart
Duke Energy Corp Com New (DUK)	0.1	$430k	+7%	3.5k	123.77	View chart
Central Securities (CET)	0.1	$430k	+11%	8.4k	51.37	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$429k		7.6k	56.47	View chart
Boeing Company (BA)	0.1	$423k		2.0k	215.83	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR)	0.1	$414k	-5%	13k	31.23	View chart
Alliant Energy Corporation (LNT)	0.1	$409k		6.1k	67.41	View chart
Boston Scientific Corporation (BSX)	0.1	$402k	-7%	4.1k	97.63	View chart
Cloudflare Cl A Com (NET)	0.1	$392k		1.8k	214.59	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$392k		6.2k	63.56	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$390k		9.4k	41.58	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$387k	NEW	11k	34.72	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$387k	-15%	15k	25.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$381k		7.0k	54.18	View chart
Citigroup Com New (C)	0.1	$378k	-2%	3.7k	101.50	View chart
Devon Energy Corporation (DVN)	0.1	$372k	-17%	11k	35.06	View chart
Mastercard Incorporated Cl A (MA)	0.1	$366k	-2%	644.00	568.89	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$360k	+12%	14k	25.85	View chart
Oracle Corporation (ORCL)	0.1	$358k	-2%	1.3k	281.26	View chart
American Express Company (AXP)	0.1	$355k	-40%	1.1k	332.13	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$350k	-4%	8.2k	42.79	View chart
ConocoPhillips (COP)	0.1	$350k	-4%	3.7k	94.59	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$345k	-6%	3.2k	106.49	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.1	$341k		5.4k	63.30	View chart
T. Rowe Price (TROW)	0.1	$340k	-13%	3.3k	102.65	View chart
Us Bancorp Del Com New (USB)	0.1	$339k		7.0k	48.33	View chart
At&t (T)	0.1	$333k	-16%	12k	28.24	View chart
BP Sponsored Adr (BP)	0.1	$332k	-4%	9.6k	34.46	View chart
Abbott Laboratories (ABT)	0.1	$331k	-3%	2.5k	133.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$330k	-25%	5.8k	57.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$329k	+3%	3.5k	93.37	View chart
Marvell Technology (MRVL)	0.1	$325k	NEW	3.9k	84.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$321k	-7%	6.1k	52.89	View chart
McDonald's Corporation (MCD)	0.1	$318k	-4%	1.0k	303.81	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$315k	-11%	4.0k	78.38	View chart
Xcel Energy (XEL)	0.1	$314k	+9%	3.9k	80.64	View chart
Oneok (OKE)	0.1	$314k	-10%	4.3k	72.97	View chart
Walt Disney Company (DIS)	0.1	$311k	-23%	2.7k	114.49	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$309k		2.6k	118.37	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$309k	-21%	21k	15.03	View chart
Verizon Communications (VZ)	0.1	$305k	-12%	6.9k	43.95	View chart
General Motors Company (GM)	0.1	$299k	+9%	4.9k	60.97	View chart
Cheniere Energy Com New (LNG)	0.1	$297k	NEW	1.3k	235.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$296k		3.7k	79.93	View chart
Uber Technologies (UBER)	0.1	$294k	+3%	3.0k	97.97	View chart
Amphenol Corp Cl A (APH)	0.1	$293k		2.4k	123.75	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.1	$292k	+6%	4.9k	59.93	View chart
Ge Aerospace Com New (GE)	0.1	$291k	+11%	968.00	300.70	View chart
Arista Networks Com Shs (ANET)	0.1	$282k	NEW	1.9k	145.71	View chart
Netflix (NFLX)	0.1	$281k		234.00	1198.92	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$279k		7.2k	38.57	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.1	$279k	-19%	11k	26.32	View chart
Oge Energy Corp (OGE)	0.1	$275k		5.9k	46.27	View chart
American Electric Power Company (AEP)	0.1	$274k		2.4k	112.49	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$270k	-4%	2.3k	117.16	View chart
Marathon Petroleum Corp (MPC)	0.1	$267k		1.4k	192.69	View chart
Kenvue (KVUE)	0.1	$266k	-11%	16k	16.23	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$265k	+2%	541.00	490.38	View chart
Williams Companies (WMB)	0.1	$258k		4.1k	63.34	View chart
Coca-Cola Company (KO)	0.1	$256k		3.9k	66.32	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$256k	-3%	3.8k	67.51	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$254k	-24%	13k	19.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$251k		1.7k	145.65	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$250k	-17%	4.5k	55.33	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$248k		3.0k	81.34	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$248k	+18%	6.9k	36.00	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$247k		2.2k	112.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$247k	-29%	1.2k	208.71	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$246k		14k	17.77	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.1	$245k		1.4k	178.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$241k		9.1k	26.34	View chart
Annaly Capital Management In Com New (NLY)	0.1	$238k	NEW	12k	20.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$236k		3.3k	72.44	View chart
Woodward Governor Company (WWD)	0.1	$236k	NEW	933.00	252.76	View chart
Semtech Corporation (SMTC)	0.1	$235k	NEW	3.3k	71.45	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$234k	-17%	1.4k	166.13	View chart
Medtronic SHS (MDT)	0.1	$233k	-4%	2.4k	95.23	View chart
Capital One Financial (COF)	0.1	$231k	NEW	1.1k	212.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$231k		6.9k	33.42	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$231k	-27%	15k	15.05	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$229k		493.00	463.64	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$228k	NEW	1.5k	148.61	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$225k		2.3k	99.95	View chart
Southern Company (SO)	0.1	$225k		2.4k	94.77	View chart
Nano Nuclear Energy (NNE)	0.1	$220k	NEW	5.7k	38.56	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.1	$220k	+7%	10k	21.13	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$219k	+3%	1.6k	139.14	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.1	$218k	-2%	4.1k	52.89	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.1	$216k		44k	4.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$215k	NEW	4.9k	43.63	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$215k	-13%	2.7k	78.90	View chart
Rbc Cad (RY)	0.1	$215k	-7%	1.5k	147.32	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$215k	-62%	3.5k	61.63	View chart
Martin Marietta Materials (MLM)	0.1	$214k	-22%	340.00	630.46	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$214k		1.8k	122.46	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$213k		4.8k	44.00	View chart
Dell Technologies CL C (DELL)	0.1	$212k	NEW	1.5k	141.77	View chart
Rockwell Automation (ROK)	0.1	$212k	-12%	605.00	349.51	View chart
Pfizer (PFE)	0.1	$210k	NEW	8.3k	25.48	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$205k		4.4k	46.61	View chart
Gitlab Class A Com (GTLB)	0.1	$201k	NEW	4.5k	45.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$200k	-4%	3.5k	57.47	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$162k		12k	13.49	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$157k		12k	13.12	View chart
Community Healthcare Tr (CHCT)	0.0	$153k		10k	15.30	View chart
Fs Kkr Capital Corp (FSK)	0.0	$152k		10k	14.93	View chart
Park Hotels & Resorts Inc-wi (PK)	0.0	$133k	+20%	12k	11.08	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$132k	-19%	11k	11.99	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$122k		12k	10.17	View chart
Lantronix Com New (LTRX)	0.0	$111k	NEW	24k	4.57	View chart
Blackrock Tcp Cap Corp (TCPC)	0.0	$74k		12k	6.20	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.0	$68k	+9%	12k	5.83	View chart
Myomo Com New (MYO)	0.0	$40k	+4%	45k	0.89	View chart
Cohen & Steers Infrastructur Right 10/16/2025	0.0	$6.7k	NEW	86k	0.08	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 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
Accel Wealth Management 2021 Q4 filed Jan. 18, 2022

View all past filings

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