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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 16.30% of Accel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ACYN, BUFQ, BUFR, VUG, CGBL, RDVI, DGRO, DFIV, VRP, RDVY.
Started 28 new stock positions in TMUS, IWB, CRDO, SUB, SPYM, WU, CLX, ALAB, SOXX, USXF.
Reduced shares in these 10 stocks: MU, IWF, JAAA, JPEM, ISPY, CGGR, PTY, Honeywell International, IYW, LGOV.
Sold out of its positions in T, BCD, BSX, XOVR, GAB.R, PKST, Honeywell International, ILPT, IWF, PSX. SPGI, UBER, MDT.
Accel Wealth Management was a net buyer of stock by $19M.
Accel Wealth Management has $444M in assets under management (AUM), dropping by 15.92%.
Central Index Key (CIK): 0001838226

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Portfolio Holdings for Accel Wealth Management

Accel Wealth Management holds 305 positions in its portfolio as reported in the June 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	$20M	+6%	259k	75.79	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.8	$17M		344k	48.87	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.2	$14M	+3%	426k	33.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$11M	+2%	29k	370.04	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$11M	+3%	49k	217.93	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.3	$10M	+10%	127k	81.06	View chart
Apple (AAPL)	1.8	$8.1M		28k	289.36	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.8	$7.8M	+3%	159k	49.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.8	$7.8M	+7%	40k	197.60	View chart
Amazon (AMZN)	1.7	$7.6M		32k	238.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$7.6M	-5%	10k	736.40	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.7	$7.5M	+17%	139k	54.02	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.6	$7.3M	+4%	30k	242.42	View chart
Intel Corporation (INTC)	1.5	$6.7M	-5%	48k	139.63	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	1.5	$6.7M	+246%	321k	20.79	View chart
NVIDIA Corporation (NVDA)	1.5	$6.6M		33k	200.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$6.2M		39k	158.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	1.4	$6.1M	+96%	156k	39.27	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.3	$5.6M	-10%	119k	47.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$5.5M	+2%	15k	365.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$5.5M		15k	357.38	View chart
PIMCO Corporate Opportunity Fund (PTY)	1.2	$5.4M	-11%	449k	12.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.2	$5.3M	+10%	31k	170.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$4.9M		50k	98.98	View chart
Deere & Company (DE)	1.0	$4.5M		7.1k	634.30	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$4.4M	-15%	87k	50.49	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.0	$4.3M	+103%	117k	36.53	View chart
Micron Technology (MU)	0.9	$4.2M	-23%	3.6k	1154.43	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.9	$4.1M	+48%	141k	29.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$4.1M	+6%	6.0k	686.76	View chart
Spdr Series Trust St Str Sp Capmkt (KCE)	0.9	$4.1M	+7%	28k	147.24	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.9	$4.0M		88k	45.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$3.8M	-2%	10k	368.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$3.7M	+5%	16k	236.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$3.6M	+17%	5.4k	655.87	View chart
Microsoft Corporation (MSFT)	0.8	$3.5M		9.4k	373.03	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.8	$3.5M	+44%	143k	24.31	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.8	$3.4M		116k	29.24	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.7	$3.3M		33k	98.30	View chart
Advanced Micro Devices (AMD)	0.7	$3.1M		5.4k	580.96	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.7	$2.9M	+11%	68k	43.14	View chart
Kinder Morgan (KMI)	0.6	$2.8M		87k	31.97	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.6M		8.0k	327.34	View chart
Raytheon Technologies Corp (RTX)	0.6	$2.6M	-7%	14k	189.73	View chart
Broadcom (AVGO)	0.6	$2.5M		6.7k	377.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.3M	+522%	27k	86.14	View chart
Capital Group Core Balanced SHS (CGBL)	0.5	$2.3M	+184%	61k	37.96	View chart
Vanguard World Utilities Etf (VPU)	0.5	$2.1M	+3%	11k	195.74	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.5	$2.1M	+7%	23k	93.63	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$2.1M	+42%	16k	133.25	View chart
Vanguard World Consum Stp Etf (VDC)	0.5	$2.1M	-2%	9.2k	225.48	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.5	$2.1M	-9%	75k	27.68	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$2.1M	+7%	35k	59.71	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.5	$2.0M	+29%	11k	185.23	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$2.0M	-3%	37k	53.61	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.9M		40k	48.18	View chart
Pepsi (PEP)	0.4	$1.9M	-2%	14k	135.40	View chart
Gabelli Equity Trust (GAB)	0.4	$1.8M	-5%	324k	5.66	View chart
Vanguard World Energy Etf (VDE)	0.4	$1.8M	-13%	12k	150.13	View chart
Cohen & Steers infrastucture Fund (UTF)	0.4	$1.8M	-9%	66k	27.59	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.4	$1.8M	-5%	24k	75.88	View chart
Caterpillar (CAT)	0.4	$1.8M	+5%	1.7k	1065.15	View chart
Proshares Tr S&p 500 High Etf (ISPY)	0.4	$1.8M	-28%	37k	48.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.7M	+5%	24k	71.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.4	$1.7M	-8%	30k	56.51	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.7M	-4%	5.5k	299.00	View chart
International Business Machines (IBM)	0.4	$1.6M		5.8k	281.22	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.6M		13k	116.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.5M		2.0k	749.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.5M		4.3k	353.34	View chart
Eli Lilly & Co. (LLY)	0.3	$1.5M	+19%	1.2k	1199.90	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$1.5M	+12%	4.8k	306.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.3	$1.5M		48k	30.38	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.4M	-7%	12k	117.67	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$1.4M	-7%	31k	45.34	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.3	$1.4M	-34%	22k	62.78	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.4M	+36%	30k	46.81	View chart
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ)	0.3	$1.4M	+10%	20k	68.16	View chart
Newmont Mining Corporation (NEM)	0.3	$1.4M		15k	93.40	View chart
Johnson & Johnson (JNJ)	0.3	$1.4M	-8%	5.4k	253.97	View chart
Abbvie (ABBV)	0.3	$1.3M	+10%	5.4k	251.63	View chart
Procter & Gamble Company (PG)	0.3	$1.3M	-3%	9.0k	146.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$1.3M		22k	60.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$1.2M	-2%	22k	56.20	View chart
Marvell Technology (MRVL)	0.3	$1.2M	+3%	4.1k	297.85	View chart
Royce Value Trust (RVT)	0.3	$1.2M	-15%	66k	18.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$1.2M	-6%	22k	55.08	View chart
Prudential Financial (PRU)	0.3	$1.1M	-2%	11k	107.93	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$1.1M		47k	23.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$1.1M		19k	59.54	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.1M	+18%	19k	58.92	View chart
Chevron Corporation (CVX)	0.2	$1.1M	+2%	6.5k	165.77	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$1.1M	-34%	50k	21.40	View chart
Ares Capital Corporation (ARCC)	0.2	$1.1M	+3%	57k	18.53	View chart
Cisco Systems (CSCO)	0.2	$1.0M		8.9k	117.46	View chart
Bank of America Corporation (BAC)	0.2	$1.0M	-4%	18k	56.98	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$1.0M	-32%	25k	41.62	View chart
Vaneck Etf Trust Robotics Etf (IBOT)	0.2	$1.0M	+30%	15k	68.77	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.0M	-2%	2.1k	477.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$991k		7.2k	136.72	View chart
Tesla Motors (TSLA)	0.2	$979k		2.3k	420.60	View chart
Spdr Index Shs Fds St Str Europ Etf (SPEU)	0.2	$976k	+2%	18k	54.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$970k	-6%	32k	30.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$969k	-37%	3.8k	252.25	View chart
Wal-Mart Stores (WMT)	0.2	$953k	-4%	8.4k	113.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$933k	-4%	3.1k	300.47	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$924k		2.6k	354.57	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.2	$915k	-8%	33k	27.88	View chart
Rocket Lab Corp (RKLB)	0.2	$892k	+2%	8.8k	101.65	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$871k		23k	38.19	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$870k	+387%	9.9k	87.91	View chart
Invesco Exchange Traded Fd T Bldg Constr Etf (PKB)	0.2	$847k	-7%	7.6k	112.06	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$828k		30k	27.70	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$806k		16k	52.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$803k		1.6k	500.39	View chart
Nextera Energy (NEE)	0.2	$798k	-6%	9.1k	87.77	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.2	$794k	-15%	36k	22.20	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.2	$768k	-5%	12k	65.59	View chart
Citigroup Com New (C)	0.2	$753k	-2%	5.4k	139.95	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$746k	-10%	17k	44.75	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.2	$737k	+29%	6.4k	115.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$729k	+746%	6.1k	119.52	View chart
Corning Incorporated (GLW)	0.2	$725k		2.8k	255.45	View chart
Ameriprise Financial (AMP)	0.2	$722k	+8%	1.6k	458.82	View chart
Wp Carey (WPC)	0.2	$703k		9.8k	71.50	View chart
First Tr Exchange-traded Indx Cri Met Etf (FMTL)	0.2	$696k	+92%	21k	32.58	View chart
Archer Daniels Midland Company (ADM)	0.2	$694k	-2%	9.1k	76.40	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.2	$691k	-29%	6.0k	115.56	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$686k	+9%	44k	15.77	View chart
Alliant Energy Corporation (LNT)	0.2	$685k	+17%	9.0k	76.29	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$681k		14k	48.66	View chart
Goldman Sachs (GS)	0.2	$673k		665.00	1011.23	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$671k	-3%	20k	33.29	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$670k	-15%	38k	17.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$658k	+299%	8.2k	80.57	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$656k	-18%	2.0k	334.67	View chart
Starwood Property Trust (STWD)	0.1	$645k	-8%	39k	16.38	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.1	$644k	+32%	20k	31.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$643k		2.1k	303.17	View chart
Valero Energy Corporation (VLO)	0.1	$630k	-3%	2.4k	260.42	View chart
Merck & Co (MRK)	0.1	$625k		4.9k	128.51	View chart
Dell Technologies CL C (DELL)	0.1	$613k	+2%	1.4k	431.52	View chart
Lockheed Martin Corporation (LMT)	0.1	$601k	-25%	1.2k	509.64	View chart
Northrop Grumman Corporation (NOC)	0.1	$580k	-21%	1.1k	509.15	View chart
Constellation Energy (CEG)	0.1	$579k	+10%	2.3k	248.33	View chart
First Tr Exchng Traded Fd Vi Ft Ve U.s. Eq Bu (XISE)	0.1	$573k	-12%	19k	30.48	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$572k	-10%	11k	53.09	View chart
Philip Morris International (PM)	0.1	$560k	-5%	3.1k	180.90	View chart
Costco Wholesale Corporation (COST)	0.1	$553k		591.00	935.64	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$551k	-4%	2.9k	190.51	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$538k	NEW	13k	40.21	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$532k		2.7k	197.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$527k	-5%	11k	47.44	View chart
Meta Platforms Cl A (META)	0.1	$525k	-13%	931.00	563.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$512k		2.4k	212.77	View chart
Energy Fuels Com New (UUUU)	0.1	$503k	+2%	35k	14.50	View chart
Annaly Capital Management In Com New (NLY)	0.1	$494k	+8%	22k	22.36	View chart
Series Portfolios Tr Adaptiv Select (ADPV)	0.1	$492k	+27%	10k	48.32	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$488k		4.1k	118.98	View chart
General Dynamics Corporation (GD)	0.1	$487k	-5%	1.4k	354.24	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$487k	-4%	62k	7.88	View chart
First Tr Exchange Traded Dorsy Wrgh Vlu (DVLU)	0.1	$486k	-8%	12k	39.66	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$477k		4.1k	117.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$473k		8.6k	55.09	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$473k		2.5k	190.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$470k	-2%	9.0k	52.26	View chart
Emerson Electric (EMR)	0.1	$459k		3.2k	143.17	View chart
Central Securities (CET)	0.1	$459k		8.7k	52.45	View chart
Nrg Energy Com New (NRG)	0.1	$456k		3.1k	146.08	View chart
Eaton Corp SHS (ETN)	0.1	$453k	-6%	1.1k	426.05	View chart
Oneok (OKE)	0.1	$452k		5.2k	86.94	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$442k	-2%	19k	22.84	View chart
Qualcomm (QCOM)	0.1	$436k	+7%	2.4k	184.78	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$434k	-2%	568.00	763.14	View chart
Visa Com Cl A (V)	0.1	$429k	-10%	1.3k	343.01	View chart
Us Bancorp Com New (USB)	0.1	$426k		7.1k	60.40	View chart
Duke Energy Corp Com New (DUK)	0.1	$418k	-12%	3.3k	126.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$414k		6.2k	66.33	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$414k	-11%	5.7k	72.66	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$414k	-27%	3.0k	137.53	View chart
Woodward Governor Company (WWD)	0.1	$410k	+3%	963.00	425.53	View chart
Boeing Company (BA)	0.1	$404k	-17%	1.9k	216.47	View chart
Applied Materials (AMAT)	0.1	$402k	-13%	556.00	723.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$400k	-7%	6.7k	59.69	View chart
Freeport Mcmoran CL B (FCX)	0.1	$399k		6.3k	62.89	View chart
Devon Energy Corporation (DVN)	0.1	$399k	-2%	9.7k	41.32	View chart
Casey's General Stores (CASY)	0.1	$396k	-47%	498.00	795.17	View chart
First Tr Exchange-traded Intl Equity Opp (FPXI)	0.1	$392k		4.7k	83.75	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$387k		7.7k	50.39	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR)	0.1	$384k	-14%	12k	31.48	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$383k	NEW	1.4k	271.95	View chart
Honeywell International (HON)	0.1	$376k	NEW	1.7k	223.90	View chart
Arista Networks Com Shs (ANET)	0.1	$371k	+12%	2.2k	169.88	View chart
Honeywell Aerospace (HONA)	0.1	$371k	NEW	1.7k	221.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$366k	-40%	7.0k	52.29	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$363k	NEW	567.00	640.76	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$357k		3.5k	102.30	View chart
ConocoPhillips (COP)	0.1	$355k	-3%	3.4k	103.95	View chart
Microchip Technology (MCHP)	0.1	$347k	NEW	3.8k	91.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$346k	-2%	5.9k	58.49	View chart
Lam Research Corp Com New (LRCX)	0.1	$345k	-17%	797.00	433.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$343k		3.3k	103.88	View chart
American Express Company (AXP)	0.1	$341k	-2%	1.0k	338.17	View chart
Ge Vernova (GEV)	0.1	$335k	-14%	285.00	1175.17	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$333k	-25%	24k	13.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$329k		11k	29.43	View chart
Mastercard Incorporated Cl A (MA)	0.1	$328k	+7%	638.00	513.69	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.1	$324k	NEW	6.4k	50.67	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$320k	-2%	3.9k	83.07	View chart
Marathon Petroleum Corp (MPC)	0.1	$320k	-10%	1.3k	255.72	View chart
Astera Labs (ALAB)	0.1	$317k	NEW	656.00	483.02	View chart
American Electric Power Company (AEP)	0.1	$317k		2.3k	136.83	View chart
Coca-Cola Company (KO)	0.1	$316k		3.9k	81.26	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$312k		5.3k	58.42	View chart
Capital One Financial (COF)	0.1	$309k		1.5k	200.57	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$307k	-16%	33k	9.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$304k		885.00	342.95	View chart
McDonald's Corporation (MCD)	0.1	$303k		1.1k	270.30	View chart
Rbc Cad (RY)	0.1	$302k		1.5k	206.96	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$300k	-7%	11k	27.05	View chart
Rockwell Automation (ROK)	0.1	$300k		606.00	495.25	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$299k	+12%	5.3k	56.26	View chart
Capital Southwest Corporation (CSWC)	0.1	$298k		13k	23.77	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$296k	-19%	16k	18.43	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$295k		46k	6.47	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$294k	NEW	718.00	409.22	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$293k		2.7k	107.13	View chart
T. Rowe Price (TROW)	0.1	$292k	-5%	2.6k	113.69	View chart
Ford Motor Company (F)	0.1	$292k	+7%	21k	13.90	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$290k	-22%	7.2k	40.29	View chart
General Motors Company (GM)	0.1	$288k	-3%	3.7k	77.09	View chart
Ge Aerospace Com New (GE)	0.1	$287k	-20%	768.00	373.62	View chart
salesforce (CRM)	0.1	$284k	-4%	1.8k	156.63	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$284k	NEW	3.2k	87.87	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$283k		1.7k	164.27	View chart
BP Sponsored Adr (BP)	0.1	$282k	-3%	7.6k	36.95	View chart
Spdr Series Trust St Str Sp Bank (KBE)	0.1	$282k	+2%	4.1k	68.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$278k	-5%	3.5k	79.03	View chart
Cheniere Energy Com New (LNG)	0.1	$278k	-2%	1.2k	239.02	View chart
Kenvue (KVUE)	0.1	$275k		14k	19.11	View chart
Oge Energy Corp (OGE)	0.1	$274k		5.6k	48.66	View chart
Clorox Company (CLX)	0.1	$273k	NEW	2.9k	95.46	View chart
Walt Disney Company (DIS)	0.1	$271k	-15%	2.8k	96.25	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$268k	-2%	25k	10.84	View chart
Union Pacific Corporation (UNP)	0.1	$268k		986.00	271.94	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$268k		6.0k	44.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$266k		1.1k	243.08	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.1	$263k		11k	23.54	View chart
Stoneco Com Cl A (STNE)	0.1	$255k	-11%	24k	10.84	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$253k		4.2k	60.79	View chart
Analog Devices (ADI)	0.1	$252k		634.00	397.05	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$248k		2.3k	110.15	View chart
Pfizer (PFE)	0.1	$247k		10k	24.08	View chart
Nucor Corporation (NUE)	0.1	$247k	-10%	1.1k	222.67	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$246k	+395%	9.0k	27.41	View chart
Metropcs Communications (TMUS)	0.1	$245k	NEW	1.5k	167.72	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$244k		2.2k	109.52	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$243k		1.5k	158.62	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$241k		2.9k	81.94	View chart
Southern Company (SO)	0.1	$241k		2.5k	95.71	View chart
Trinity Cap (TRIN)	0.1	$237k		13k	17.89	View chart
Xcel Energy (XEL)	0.1	$237k	-3%	3.0k	80.29	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$235k		4.4k	53.47	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$235k		14k	16.50	View chart
Williams Companies (WMB)	0.1	$235k		3.2k	74.34	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$234k	-2%	12k	19.29	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$234k		4.9k	47.71	View chart
Netflix (NFLX)	0.1	$231k	-5%	3.2k	71.40	View chart
Echostar Corp Cl A	0.1	$230k		2.3k	101.50	View chart
Verizon Communications (VZ)	0.1	$229k	-5%	5.4k	42.34	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$229k	NEW	1.0k	221.26	View chart
3M Company (MMM)	0.1	$229k	-4%	1.4k	161.91	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$223k	NEW	427.00	522.07	View chart
Abbott Laboratories (ABT)	0.1	$222k	+5%	2.4k	90.75	View chart
Boost Run Ord Shs Cl A	0.0	$221k	NEW	5.7k	38.81	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$220k	-3%	12k	17.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$220k	NEW	1.6k	137.49	View chart
Community Healthcare Tr (CHCT)	0.0	$219k		12k	18.28	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$216k	-54%	12k	18.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$216k	NEW	5.6k	38.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$214k		2.1k	103.05	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$213k		2.4k	89.20	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$210k	-12%	3.4k	62.20	View chart
Vale S A Sponsored Ads (VALE)	0.0	$210k	+15%	14k	15.04	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$209k	NEW	2.0k	106.48	View chart
Cincinnati Financial Corporation (CINF)	0.0	$209k	NEW	1.1k	185.16	View chart
Bristol Myers Squibb (BMY)	0.0	$206k		3.6k	57.61	View chart
Delta Air Lines Com New (DAL)	0.0	$204k	NEW	2.2k	93.68	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$203k	NEW	985.00	206.11	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$203k	NEW	1.2k	170.86	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$203k	NEW	1.9k	109.11	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$202k	-5%	13k	15.99	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$202k	NEW	2.3k	89.01	View chart
TTM Technologies (TTMI)	0.0	$201k	NEW	1.1k	187.02	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$201k	NEW	2.9k	69.44	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$174k		12k	14.53	View chart
Park Hotels & Resorts Inc-wi (PK)	0.0	$171k		12k	14.25	View chart
Western Union Company (WU)	0.0	$143k	NEW	19k	7.70	View chart
Lantronix Com New (LTRX)	0.0	$141k		24k	5.88	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$133k	-7%	36k	3.67	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$132k	NEW	16k	8.44	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$114k		12k	9.48	View chart
Fs Kkr Capital Corp (FSK)	0.0	$107k		10k	10.50	View chart
Myomo Com New (MYO)	0.0	$41k	+14%	39k	1.04	View chart
Blackrock Tcp Cap Corp (TCPC)	0.0	$40k		12k	3.36	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 Q2 filed July 10, 2026
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

View all past filings

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