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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, VTV, VTI, and represent 16.80% of Accel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BUFQ, VNLA, RDVI, ACYN, BUFR, DFIV, RDVY, DGRO, JAAA, VBK.
Started 21 new stock positions in XOVR, FMAR, ADI, GAB.R, FJAN, DELL, BUFQ, TDVI, WMB, LRCX. ACYN, MTUM, GLW, VALE, AVDV, ROBT, PSX, GEV, MMM, AMAT, BMY.
Reduced shares in these 10 stocks: QYLD, QQQ, ISPY, IYW, , SHOP, QTEC, , , FPX.
Sold out of its positions in CMI, FPX, DAUG, GXO, JEPI, MLM, ORCL, SPIP, KRE, DIA. SHOP, WFC.
Accel Wealth Management was a net buyer of stock by $22M.
Accel Wealth Management has $383M in assets under management (AUM), dropping by 4.85%.
Central Index Key (CIK): 0001838226

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Portfolio Holdings for Accel Wealth Management

Accel Wealth Management holds 290 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	4.4	$17M	+5%	243k	70.18	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	4.4	$17M	+17%	345k	48.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.1	$12M		411k	29.13	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$9.4M	+6%	48k	196.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$9.2M	+4%	29k	320.81	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.0	$7.8M	+16%	115k	68.28	View chart
Apple (AAPL)	1.9	$7.2M		28k	253.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.8	$6.8M	+6%	37k	184.28	View chart
Amazon (AMZN)	1.7	$6.6M		32k	208.27	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.7	$6.5M	+12%	154k	42.54	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.6	$6.3M	+9%	29k	218.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.6	$6.3M	+24%	119k	52.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$6.3M	-12%	11k	577.20	View chart
PIMCO Corporate Opportunity Fund (PTY)	1.6	$6.1M		504k	12.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.5	$5.8M		39k	148.10	View chart
NVIDIA Corporation (NVDA)	1.5	$5.7M		33k	174.40	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.4	$5.3M	+6%	133k	40.19	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$5.2M	+19%	103k	50.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$4.9M	+18%	49k	99.27	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$4.5M	+2%	11k	430.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$4.5M	+22%	15k	302.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$4.4M		15k	287.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.1	$4.1M	+15%	29k	145.02	View chart
Ishares Tr Investment Grade (IGEB)	1.0	$4.0M	+16%	89k	45.06	View chart
Deere & Company (DE)	1.0	$4.0M		7.1k	563.30	View chart
Spdr Series Trust State Street Spd (KCE)	0.9	$3.5M	+7%	26k	137.60	View chart
Microsoft Corporation (MSFT)	0.9	$3.5M		9.5k	370.18	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.9	$3.4M	-4%	118k	28.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.3M	+2%	5.6k	597.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$3.2M		15k	215.06	View chart
Kinder Morgan (KMI)	0.8	$2.9M		87k	33.53	View chart
Raytheon Technologies Corp (RTX)	0.7	$2.8M	-4%	15k	192.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.7	$2.8M	NEW	79k	35.32	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.7	$2.7M	+16%	34k	78.77	View chart
Vanguard World Energy Etf (VDE)	0.6	$2.4M	+8%	14k	173.04	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.6	$2.4M	+610%	95k	25.55	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$2.4M	+17%	61k	39.43	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.4M		8.1k	294.16	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.6	$2.4M	+36%	99k	23.98	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$2.3M	+9%	32k	70.84	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.6	$2.3M	-18%	52k	43.35	View chart
Intel Corporation (INTC)	0.6	$2.2M	+6%	51k	44.13	View chart
Pepsi (PEP)	0.6	$2.2M		14k	155.29	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$2.1M		9.4k	224.60	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.5	$2.1M		34k	62.13	View chart
Vanguard World Utilities Etf (VPU)	0.5	$2.1M	+6%	10k	198.14	View chart
Broadcom (AVGO)	0.5	$2.1M		6.6k	309.52	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.5	$2.0M		83k	24.55	View chart
Palantir Technologies Cl A (PLTR)	0.5	$2.0M		14k	146.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.9M	+789%	57k	33.77	View chart
Gabelli Equity Trust (GAB)	0.5	$1.9M	-2%	344k	5.60	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$1.9M		39k	49.37	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$1.9M	+2%	41k	47.03	View chart
Cohen & Steers infrastucture Fund (UTF)	0.5	$1.9M	-5%	73k	25.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.9M	+3%	4.3k	436.83	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.5	$1.9M	NEW	93k	20.38	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.8M	+25%	4.6k	383.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.4	$1.7M		32k	51.78	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.4	$1.6M	+5%	76k	21.57	View chart
Micron Technology (MU)	0.4	$1.6M		4.8k	337.86	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$1.6M		21k	76.02	View chart
Newmont Mining Corporation (NEM)	0.4	$1.6M		15k	108.25	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.6M		5.8k	272.33	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$1.5M	-11%	34k	45.89	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.4	$1.5M	-11%	25k	60.44	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.5M		13k	114.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M		23k	64.08	View chart
Johnson & Johnson (JNJ)	0.4	$1.4M		5.9k	244.45	View chart
International Business Machines (IBM)	0.4	$1.4M	+26%	5.9k	242.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.4	$1.4M	+2%	47k	29.69	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$1.4M		37k	37.42	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.4M	+92%	8.4k	161.74	View chart
Procter & Gamble Company (PG)	0.4	$1.3M	+3%	9.3k	144.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.3M	-13%	2.0k	653.35	View chart
Chevron Corporation (CVX)	0.3	$1.3M	+8%	6.4k	206.88	View chart
Royce Value Trust (RVT)	0.3	$1.3M	-11%	77k	16.60	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.2M	+4%	7.3k	169.66	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.2M		11k	110.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$1.2M	+12%	22k	55.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.2M	+3%	4.2k	286.85	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.3	$1.2M	+15%	18k	65.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$1.2M		23k	52.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$1.2M		23k	50.33	View chart
Caterpillar (CAT)	0.3	$1.1M	+6%	1.6k	708.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.1M	-24%	6.1k	181.41	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$1.1M		48k	22.95	View chart
Wal-Mart Stores (WMT)	0.3	$1.1M	+6%	8.8k	124.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$1.1M		4.2k	257.35	View chart
Advanced Micro Devices (AMD)	0.3	$1.1M		5.3k	203.45	View chart
Abbvie (ABBV)	0.3	$1.1M	+9%	4.9k	217.50	View chart
Prudential Financial (PRU)	0.3	$1.0M	-5%	11k	97.69	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.0M		34k	30.32	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.0M	+12%	22k	46.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.3	$1.0M	-2%	19k	54.72	View chart
Northrop Grumman Corporation (NOC)	0.3	$996k		1.5k	682.29	View chart
Ares Capital Corporation (ARCC)	0.3	$986k		55k	18.02	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.3	$968k	+12%	36k	26.91	View chart
Eli Lilly & Co. (LLY)	0.3	$962k		1.0k	920.16	View chart
Lockheed Martin Corporation (LMT)	0.2	$953k		1.6k	604.55	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.2	$941k	-14%	42k	22.25	View chart
Bank of America Corporation (BAC)	0.2	$939k	+6%	19k	48.75	View chart
Nextera Energy (NEE)	0.2	$903k	-7%	9.7k	92.88	View chart
Spdr Index Shs Fds State Street Spd (SPEU)	0.2	$885k		17k	51.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$870k	-3%	2.0k	426.41	View chart
Tesla Motors (TSLA)	0.2	$868k	+2%	2.3k	371.75	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$834k	-16%	19k	44.80	View chart
Spdr Series Trust State Street Spd (XHB)	0.2	$832k		8.4k	98.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$806k		21k	38.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$805k		3.2k	248.01	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$798k	+3%	16k	50.81	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.2	$795k	-10%	8.1k	97.57	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$787k		44k	17.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$777k		1.6k	479.20	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.2	$766k	-9%	12k	61.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$745k	+7%	2.0k	367.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$740k	+2%	30k	24.75	View chart
Starwood Property Trust (STWD)	0.2	$737k		43k	17.22	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$731k	+22%	21k	34.41	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$730k	-3%	2.2k	338.00	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$729k		16k	47.16	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$712k		14k	50.80	View chart
Cisco Systems (CSCO)	0.2	$693k		8.9k	77.59	View chart
Casey's General Stores (CASY)	0.2	$691k		949.00	727.97	View chart
Wp Carey (WPC)	0.2	$679k		10k	67.96	View chart
Archer Daniels Midland Company (ADM)	0.2	$678k	-4%	9.3k	72.69	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$655k	+2%	4.9k	133.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.2	$644k	-7%	22k	29.97	View chart
Ameriprise Financial (AMP)	0.2	$643k		1.4k	444.27	View chart
Citigroup Com New (C)	0.2	$629k	+33%	5.5k	113.41	View chart
Valero Energy Corporation (VLO)	0.2	$622k	-5%	2.5k	247.06	View chart
Energy Fuels Com New (UUUU)	0.2	$620k	+15%	34k	18.25	View chart
Meta Platforms Cl A (META)	0.2	$616k		1.1k	572.12	View chart
Vaneck Etf Trust Robotics Etf (IBOT)	0.2	$598k	+13%	11k	53.16	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$593k	-3%	12k	49.37	View chart
Costco Wholesale Corporation (COST)	0.2	$592k	+2%	594.00	996.18	View chart
Honeywell International (HON)	0.2	$591k	-8%	2.6k	226.05	View chart
Constellation Energy (CEG)	0.2	$589k	+7%	2.1k	279.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$588k	+2%	2.0k	287.16	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$587k		40k	14.77	View chart
Merck & Co (MRK)	0.2	$585k	-3%	4.9k	120.29	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$578k	+4%	23k	25.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$564k		12k	47.68	View chart
Goldman Sachs (GS)	0.1	$562k		665.00	845.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$555k	-18%	2.1k	261.87	View chart
Rocket Lab Corp (RKLB)	0.1	$551k	-4%	8.6k	64.22	View chart
Alliant Energy Corporation (LNT)	0.1	$548k	-6%	7.6k	71.76	View chart
Philip Morris International (PM)	0.1	$542k		3.3k	165.35	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$522k	-32%	2.4k	215.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$519k	-12%	12k	43.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$503k	+4%	721.00	697.72	View chart
General Dynamics Corporation (GD)	0.1	$501k		1.5k	343.22	View chart
Devon Energy Corporation (DVN)	0.1	$497k	+20%	9.9k	50.32	View chart
Duke Energy Corp Com New (DUK)	0.1	$494k	+8%	3.8k	130.95	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$490k	-4%	65k	7.54	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$478k	-2%	4.2k	114.83	View chart
Oneok (OKE)	0.1	$478k	+24%	5.3k	90.39	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$475k	+7%	2.5k	191.74	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$466k	-22%	25k	18.40	View chart
ConocoPhillips (COP)	0.1	$464k		3.5k	132.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$464k	-3%	2.4k	191.88	View chart
Nrg Energy Com New (NRG)	0.1	$460k		3.1k	146.13	View chart
First Tr Exchange Traded Dorsy Wrgh Vlu (DVLU)	0.1	$459k	-3%	13k	34.21	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.1	$456k	+50%	13k	35.78	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$453k	-10%	6.5k	70.03	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$451k		33k	13.76	View chart
Boeing Company (BA)	0.1	$449k		2.3k	199.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$448k	NEW	9.2k	48.49	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR)	0.1	$440k	+5%	14k	30.91	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$434k	-7%	20k	21.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$433k	NEW	8.6k	50.41	View chart
Central Securities (CET)	0.1	$432k		8.7k	49.66	View chart
Annaly Capital Management In Com New (NLY)	0.1	$432k	+25%	20k	21.15	View chart
Visa Com Cl A (V)	0.1	$424k	-2%	1.4k	302.26	View chart
Emerson Electric (EMR)	0.1	$418k	-5%	3.2k	131.03	View chart
Eaton Corp SHS (ETN)	0.1	$408k		1.1k	357.61	View chart
S&p Global (SPGI)	0.1	$407k		957.00	425.34	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.1	$407k	NEW	15k	26.56	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$404k	+3%	3.0k	132.89	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$402k	-5%	4.1k	97.91	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$400k	-9%	2.7k	145.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$392k	-6%	7.2k	54.05	View chart
Marvell Technology (MRVL)	0.1	$392k	+15%	4.0k	99.06	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$391k	+2%	6.2k	62.97	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$391k	-25%	2.6k	151.28	View chart
Corning Incorporated (GLW)	0.1	$390k	NEW	2.9k	135.99	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$389k	-6%	4.1k	95.49	View chart
Stoneco Com Cl A (STNE)	0.1	$375k		27k	14.12	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$373k		9.3k	40.14	View chart
First Tr Exchange-traded Indxx Critical M (FMTL)	0.1	$372k	+29%	11k	33.48	View chart
BP Sponsored Adr (BP)	0.1	$372k	-3%	7.9k	47.00	View chart
Freeport Mcmoran CL B (FCX)	0.1	$371k		6.3k	58.78	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$367k	-19%	40k	9.16	View chart
Us Bancorp Com New (USB)	0.1	$366k		7.0k	52.01	View chart
McDonald's Corporation (MCD)	0.1	$356k	-9%	1.1k	310.73	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$355k	-4%	7.8k	45.65	View chart
salesforce (CRM)	0.1	$354k		1.9k	186.71	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$345k	-14%	12k	28.71	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$341k	-85%	20k	17.15	View chart
Marathon Petroleum Corp (MPC)	0.1	$340k		1.4k	244.13	View chart
Cheniere Energy Com New (LNG)	0.1	$338k		1.2k	283.83	View chart
Series Portfolios Tr Adaptiv Select (ADPV)	0.1	$338k	+24%	8.0k	42.17	View chart
Woodward Governor Company (WWD)	0.1	$334k		933.00	357.99	View chart
Netflix (NFLX)	0.1	$329k	+26%	3.4k	96.15	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$324k	+3%	4.0k	81.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$324k		6.1k	53.40	View chart
Walt Disney Company (DIS)	0.1	$322k	-9%	3.3k	96.39	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$320k		3.3k	97.13	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$315k	-30%	5.3k	59.08	View chart
American Express Company (AXP)	0.1	$312k	-3%	1.0k	302.38	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$311k	+16%	45k	6.87	View chart
American Electric Power Company (AEP)	0.1	$305k		2.3k	131.06	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$303k	+5%	2.7k	110.86	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$300k		4.4k	68.14	View chart
Mastercard Incorporated Cl A (MA)	0.1	$297k	-7%	594.00	499.75	View chart
Coca-Cola Company (KO)	0.1	$294k	-6%	3.9k	76.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$294k		3.7k	79.28	View chart
First Tr Exchange-traded Intl Equity Opp (FPXI)	0.1	$293k		4.7k	61.74	View chart
Ge Vernova (GEV)	0.1	$292k	NEW	335.00	872.94	View chart
Pfizer (PFE)	0.1	$290k	+14%	10k	28.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$289k		11k	25.64	View chart
General Motors Company (GM)	0.1	$289k	-4%	3.9k	74.49	View chart
Verizon Communications (VZ)	0.1	$287k	-11%	5.7k	50.20	View chart
Qualcomm (QCOM)	0.1	$283k	-16%	2.2k	128.79	View chart
Capital One Financial (COF)	0.1	$280k	+40%	1.5k	182.38	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$277k	-27%	25k	10.88	View chart
Capital Southwest Corporation (CSWC)	0.1	$277k		13k	22.12	View chart
At&t (T)	0.1	$276k	+8%	9.5k	28.99	View chart
Ge Aerospace Com New (GE)	0.1	$275k		969.00	283.86	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$275k	-7%	3.5k	78.66	View chart
Oge Energy Corp (OGE)	0.1	$270k		5.6k	47.96	View chart
Echostar Corp Cl A (SATS)	0.1	$265k		2.3k	117.07	View chart
Kenvue (KVUE)	0.1	$253k		15k	17.24	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$246k	-5%	1.8k	135.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$246k		1.7k	142.43	View chart
T. Rowe Price (TROW)	0.1	$244k	-4%	2.7k	90.15	View chart
Union Pacific Corporation (UNP)	0.1	$243k		1.0k	242.51	View chart
Xcel Energy (XEL)	0.1	$242k	-15%	3.1k	79.43	View chart
Boston Scientific Corporation (BSX)	0.1	$241k	-4%	3.8k	62.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$241k		3.8k	62.56	View chart
Southern Company (SO)	0.1	$240k		2.5k	96.53	View chart
Spdr Series Trust State Street Spd (KBE)	0.1	$240k	+6%	4.0k	59.55	View chart
Arista Networks Com Shs (ANET)	0.1	$239k		1.9k	122.78	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$239k		6.1k	38.86	View chart
Abbott Laboratories (ABT)	0.1	$239k	-5%	2.3k	102.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$238k	-7%	1.1k	217.17	View chart
Rbc Cad (RY)	0.1	$236k		1.5k	161.78	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$236k		12k	19.00	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$234k	-8%	4.1k	56.58	View chart
Williams Companies (WMB)	0.1	$231k	NEW	3.2k	72.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$230k		2.3k	102.25	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$230k		2.2k	103.13	View chart
Dell Technologies CL C (DELL)	0.1	$227k	NEW	1.4k	164.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$226k	+7%	580.00	390.41	View chart
Ford Motor Company (F)	0.1	$225k	+68%	20k	11.54	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$225k		13k	17.54	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$224k	+3%	1.5k	146.64	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.1	$223k		11k	20.12	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$222k		4.9k	45.52	View chart
Applied Materials (AMAT)	0.1	$219k	NEW	641.00	341.79	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$218k	NEW	4.7k	46.16	View chart
Rockwell Automation (ROK)	0.1	$217k		605.00	358.96	View chart
Bristol Myers Squibb (BMY)	0.1	$216k	NEW	3.6k	60.65	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$216k		10k	20.89	View chart
3M Company (MMM)	0.1	$214k	NEW	1.5k	145.25	View chart
Medtronic SHS (MDT)	0.1	$213k		2.5k	86.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$212k	NEW	885.00	239.93	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$211k	-18%	14k	14.76	View chart
Nucor Corporation (NUE)	0.1	$210k	-3%	1.2k	169.12	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$208k	-15%	2.9k	70.91	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$208k	NEW	2.1k	99.86	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.1	$207k	NEW	12k	16.89	View chart
Lam Research Corp Com New (LRCX)	0.1	$207k	NEW	967.00	213.66	View chart
Uber Technologies (UBER)	0.1	$206k	-11%	2.9k	71.93	View chart
Phillips 66 (PSX)	0.1	$202k	NEW	1.1k	182.18	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$202k	-9%	2.4k	84.84	View chart
Analog Devices (ADI)	0.1	$202k	NEW	633.00	318.27	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$200k	-4%	13k	14.95	View chart
Trinity Cap (TRIN)	0.1	$197k	+11%	13k	14.71	View chart
Vale S A Sponsored Ads (VALE)	0.1	$192k	NEW	12k	15.91	View chart
Community Healthcare Tr (CHCT)	0.0	$191k		12k	15.89	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$174k		12k	14.47	View chart
Park Hotels & Resorts Inc-wi (PK)	0.0	$126k		12k	10.53	View chart
Lantronix Com New (LTRX)	0.0	$126k		24k	5.24	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$120k	-2%	39k	3.07	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$107k		12k	8.88	View chart
Fs Kkr Capital Corp (FSK)	0.0	$104k		10k	10.18	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.0	$58k		10k	5.68	View chart
Blackrock Tcp Cap Corp (TCPC)	0.0	$43k		12k	3.61	View chart
Myomo Com New (MYO)	0.0	$23k	-14%	34k	0.68	View chart
Gabelli Equity Tr Right 04/14/2026 (GAB.R)	0.0	$2.4k	NEW	339k	0.01	View chart

Past Filings by Accel Wealth Management

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

Accel Wealth Management 2026 Q1 filed April 8, 2026
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

View all past filings

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