Accelerate Investment Advisors
Latest statistics and disclosures from Accelerate Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IDEV, AGG, FBND, VO, and represent 41.11% of Accelerate Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPLG, IDEV, AGG, OEF, VO, FBND, ITA, VWO, BAI, DYNF.
- Started 11 new stock positions in BNAIW, FLDR, VTEB, IAU, NEE, PLD, IWO, SCHO, IEFA, MCD. ITA.
- Reduced shares in these 10 stocks: VOO, BND, VTI, IYW, EFG, EFV, , PM, QUAL, SCHF.
- Sold out of its positions in AMT, ONFO, PM, SCHF, SPOT.
- Accelerate Investment Advisors was a net buyer of stock by $4.0M.
- Accelerate Investment Advisors has $147M in assets under management (AUM), dropping by 9.34%.
- Central Index Key (CIK): 0002035216
Tip: Access up to 7 years of quarterly data
Positions held by Accelerate Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Accelerate Investment Advisors
Accelerate Investment Advisors holds 121 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 | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 14.7 | $22M | +6% | 276k | 78.34 |
|
| Ishares Tr Core Msci Intl (IDEV) | 9.1 | $13M | +8% | 168k | 80.17 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 8.5 | $12M | +7% | 124k | 100.25 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 4.7 | $6.9M | +5% | 149k | 46.24 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.1 | $6.0M | +7% | 21k | 293.74 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $4.9M | 7.4k | 669.31 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.0 | $4.5M | +8% | 83k | 54.18 |
|
| Apple (AAPL) | 2.6 | $3.8M | +3% | 15k | 254.62 |
|
| Amazon (AMZN) | 2.3 | $3.3M | 15k | 219.56 |
|
|
| NVIDIA Corporation (NVDA) | 2.1 | $3.1M | 17k | 186.58 |
|
|
| Microsoft Corporation (MSFT) | 1.9 | $2.9M | 5.5k | 517.98 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.9 | $2.8M | +8% | 100k | 27.90 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.5 | $2.2M | 18k | 120.72 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.4 | $2.1M | +12% | 35k | 59.20 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $2.0M | +4% | 9.6k | 206.51 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.3 | $2.0M | +6% | 73k | 26.95 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $1.9M | -11% | 9.5k | 194.50 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.3 | $1.8M | +34% | 5.5k | 332.85 |
|
| Texas Pacific Land Corp (TPL) | 1.2 | $1.7M | 1.8k | 933.45 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 1.1 | $1.6M | -16% | 24k | 67.83 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $1.5M | 10k | 145.65 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $1.4M | +9% | 21k | 65.92 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.3M | -44% | 2.1k | 612.46 |
|
| Meta Platforms Cl A (META) | 0.9 | $1.3M | +4% | 1.7k | 734.39 |
|
| Ishares Tr Global Reit Etf (REET) | 0.8 | $1.2M | +18% | 48k | 25.56 |
|
| Tesla Motors (TSLA) | 0.8 | $1.2M | -3% | 2.7k | 444.69 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $1.1M | +15% | 5.8k | 186.49 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.0M | +17% | 2.9k | 355.52 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $1.0M | -42% | 14k | 74.37 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $992k | 8.8k | 112.75 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $916k | +12% | 3.8k | 243.09 |
|
| Broadcom (AVGO) | 0.6 | $905k | 2.7k | 329.88 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $841k | 2.7k | 315.46 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $793k | +10% | 10k | 78.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $763k | 3.1k | 243.51 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $739k | 1.1k | 666.15 |
|
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.5 | $736k | +32% | 51k | 14.44 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $723k | 2.0k | 365.51 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $697k | -42% | 2.1k | 328.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $696k | +22% | 1.4k | 502.65 |
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.5 | $690k | -17% | 52k | 13.32 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.4 | $623k | +3% | 17k | 37.86 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.4 | $617k | +113% | 18k | 34.16 |
|
| Linde SHS (LIN) | 0.4 | $604k | 1.3k | 474.96 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $602k | 5.4k | 110.60 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $591k | 638.00 | 926.07 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $579k | 964.00 | 600.08 |
|
|
| McKesson Corporation (MCK) | 0.3 | $497k | 643.00 | 773.12 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $474k | 6.0k | 78.90 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.3 | $472k | 19k | 25.13 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $457k | +9% | 2.1k | 222.19 |
|
| Intuit (INTU) | 0.3 | $457k | 669.00 | 682.58 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $443k | 1.7k | 256.45 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $414k | -50% | 2.1k | 195.90 |
|
| Abbvie (ABBV) | 0.3 | $413k | 1.8k | 231.58 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $407k | 545.00 | 746.63 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $400k | 4.0k | 99.12 |
|
|
| United Rentals (URI) | 0.3 | $386k | 404.00 | 954.68 |
|
|
| S&p Global (SPGI) | 0.3 | $385k | -2% | 790.00 | 486.70 |
|
| Chevron Corporation (CVX) | 0.3 | $382k | +3% | 2.5k | 155.27 |
|
| Wells Fargo & Company (WFC) | 0.3 | $371k | 4.4k | 83.81 |
|
|
| Home Depot (HD) | 0.2 | $362k | -3% | 894.00 | 405.40 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $355k | NEW | 1.7k | 209.26 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $353k | -9% | 7.0k | 50.59 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $344k | 735.00 | 468.62 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $337k | 726.00 | 463.97 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $337k | 1.8k | 185.44 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $333k | -2% | 3.2k | 103.06 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $325k | 5.8k | 55.71 |
|
|
| Visa Com Cl A (V) | 0.2 | $320k | -4% | 938.00 | 341.46 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $312k | -23% | 9.8k | 31.91 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $311k | 1.9k | 167.33 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $311k | +10% | 1.0k | 300.77 |
|
| Amgen (AMGN) | 0.2 | $310k | -20% | 1.1k | 282.11 |
|
| First Tr Exchange-traded SHS (FVD) | 0.2 | $304k | -3% | 6.6k | 46.24 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $302k | -55% | 2.7k | 113.86 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $301k | 8.5k | 35.48 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $299k | -2% | 1.2k | 241.87 |
|
| O'reilly Automotive (ORLY) | 0.2 | $298k | -2% | 2.8k | 107.80 |
|
| Ishares Tr Europe Etf (IEV) | 0.2 | $296k | 4.5k | 65.48 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $294k | +8% | 614.00 | 479.25 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $293k | 2.1k | 142.12 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $292k | 2.9k | 100.67 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $289k | 507.00 | 569.13 |
|
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.2 | $286k | 3.4k | 85.05 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $285k | 5.3k | 53.40 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $284k | -2% | 2.9k | 96.55 |
|
| Cisco Systems (CSCO) | 0.2 | $282k | 4.1k | 68.43 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $279k | -21% | 9.6k | 29.11 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $277k | -4% | 12k | 23.47 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $274k | 972.00 | 281.97 |
|
|
| International Business Machines (IBM) | 0.2 | $269k | -3% | 953.00 | 282.04 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.2 | $265k | 6.0k | 43.77 |
|
|
| Blackrock (BLK) | 0.2 | $256k | 220.00 | 1163.40 |
|
|
| Spdr Series Trust Bloomberg 1 10 Y (TIPX) | 0.2 | $249k | 13k | 19.29 |
|
|
| Lowe's Companies (LOW) | 0.2 | $249k | 990.00 | 251.22 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $247k | 1.6k | 153.64 |
|
|
| Hldgs (UAL) | 0.2 | $246k | 2.6k | 96.51 |
|
|
| Ab Active Etfs Ultra Short Incm (YEAR) | 0.2 | $242k | 4.8k | 50.68 |
|
|
| UnitedHealth (UNH) | 0.2 | $241k | 697.00 | 345.44 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $241k | 1.9k | 129.69 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $239k | +4% | 4.6k | 51.59 |
|
| Automatic Data Processing (ADP) | 0.2 | $239k | -2% | 813.00 | 293.50 |
|
| Verizon Communications (VZ) | 0.2 | $238k | 5.4k | 43.95 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $231k | 387.00 | 595.56 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $226k | 1.6k | 142.43 |
|
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.2 | $226k | 4.6k | 49.29 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $225k | 8.7k | 25.71 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $224k | NEW | 3.1k | 72.77 |
|
| Analog Devices (ADI) | 0.2 | $224k | -4% | 913.00 | 245.65 |
|
| Prologis (PLD) | 0.1 | $220k | NEW | 1.9k | 114.53 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $217k | NEW | 4.3k | 50.06 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $214k | NEW | 668.00 | 320.00 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $211k | -6% | 3.2k | 65.25 |
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.1 | $210k | NEW | 4.2k | 50.20 |
|
| Coca-Cola Company (KO) | 0.1 | $210k | 3.2k | 66.32 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $210k | NEW | 8.6k | 24.40 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $208k | NEW | 2.4k | 87.32 |
|
| McDonald's Corporation (MCD) | 0.1 | $205k | NEW | 675.00 | 303.98 |
|
| Nextera Energy (NEE) | 0.1 | $205k | NEW | 2.7k | 75.50 |
|
| Brand Engagement Network *w Exp 03/14/202 (BNAIW) | 0.0 | $225.139500 | NEW | 15k | 0.02 |
|
Past Filings by Accelerate Investment Advisors
SEC 13F filings are viewable for Accelerate Investment Advisors going back to 2024
- Accelerate Investment Advisors 2025 Q3 filed Oct. 14, 2025
- Accelerate Investment Advisors 2025 Q2 filed July 7, 2025
- Accelerate Investment Advisors 2025 Q1 filed April 21, 2025
- Accelerate Investment Advisors 2024 Q4 filed Jan. 13, 2025
- Accelerate Investment Advisors 2024 Q3 filed Oct. 11, 2024