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 42.17% of Accelerate Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: TPL, IDEV, SPLG, IVE, IEMG, PM, VWO, VEA, MTUM, MRK.
- Started 7 new stock positions in DHR, PM, ILCV, VEA, MRK, FLOT, IEF.
- Reduced shares in these 10 stocks: QUAL, IJS, SCHP, AAPL, EFG, NVDA, PTY, MSFT, BRK.B, YEAR.
- Sold out of its positions in YEAR, ADP, KO, IJS, EFG, IEFA, MDY, VZ.
- Accelerate Investment Advisors was a net buyer of stock by $322k.
- Accelerate Investment Advisors has $148M in assets under management (AUM), dropping by 0.97%.
- Central Index Key (CIK): 0002035216
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Portfolio Holdings for Accelerate Investment Advisors
Accelerate Investment Advisors holds 120 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 | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPLG) | 15.3 | $23M | +2% | 282k | 80.22 |
|
| Ishares Tr Core Msci Intl (IDEV) | 9.9 | $15M | +6% | 178k | 82.48 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 8.5 | $13M | 126k | 99.88 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 4.5 | $6.7M | -2% | 146k | 46.04 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.0 | $6.0M | 21k | 290.23 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $5.1M | 7.4k | 684.91 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $4.7M | +6% | 88k | 53.76 |
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| Apple (AAPL) | 2.5 | $3.7M | -8% | 14k | 271.86 |
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| Amazon (AMZN) | 2.3 | $3.4M | -2% | 15k | 230.82 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.0 | $3.0M | +4% | 105k | 28.48 |
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| NVIDIA Corporation (NVDA) | 1.9 | $2.8M | -9% | 15k | 186.51 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $2.5M | +20% | 12k | 212.08 |
|
| Microsoft Corporation (MSFT) | 1.6 | $2.4M | -10% | 4.9k | 483.65 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.5 | $2.3M | 18k | 123.26 |
|
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.5 | $2.2M | +3% | 37k | 60.81 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.3 | $2.0M | +4% | 5.8k | 342.95 |
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $1.8M | +23% | 26k | 67.22 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.1 | $1.6M | -7% | 22k | 71.41 |
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| Texas Pacific Land Corp (TPL) | 1.1 | $1.6M | +199% | 5.5k | 287.21 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $1.6M | +4% | 11k | 148.69 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.0 | $1.5M | -20% | 57k | 26.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.4M | +6% | 2.2k | 627.02 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $1.3M | -32% | 6.5k | 198.63 |
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| Ishares Tr Global Reit Etf (REET) | 0.8 | $1.2M | +3% | 50k | 24.95 |
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| Tesla Motors (TSLA) | 0.8 | $1.2M | -3% | 2.6k | 449.69 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $1.2M | 2.9k | 396.36 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.1M | 8.8k | 120.34 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $1.0M | 14k | 74.07 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.7 | $1.0M | -6% | 5.4k | 190.98 |
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| Broadcom (AVGO) | 0.7 | $1.0M | +6% | 2.9k | 346.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $993k | 3.2k | 313.76 |
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| Meta Platforms Cl A (META) | 0.6 | $950k | -17% | 1.4k | 660.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $938k | -20% | 3.0k | 313.02 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $850k | 2.6k | 322.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $767k | 1.1k | 681.95 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $744k | 2.0k | 373.41 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $715k | -9% | 9.1k | 78.81 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $714k | 2.1k | 335.25 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $684k | +58% | 2.7k | 250.31 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.4 | $663k | +4% | 17k | 38.56 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.4 | $653k | +8% | 20k | 33.30 |
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| Kayne Anderson Bdc Com Shs (KBDC) | 0.4 | $624k | -15% | 44k | 14.32 |
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| Costco Wholesale Corporation (COST) | 0.4 | $547k | 634.00 | 862.16 |
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| Linde SHS (LIN) | 0.4 | $544k | 1.3k | 426.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $503k | -15% | 818.00 | 614.61 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $492k | 6.0k | 82.32 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.3 | $459k | -2% | 18k | 25.08 |
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| Abbvie (ABBV) | 0.3 | $454k | +11% | 2.0k | 228.44 |
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| S&p Global (SPGI) | 0.3 | $450k | +8% | 861.00 | 522.66 |
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| McKesson Corporation (MCK) | 0.3 | $446k | -15% | 544.00 | 820.51 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $446k | +22% | 2.1k | 214.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $444k | -36% | 883.00 | 502.49 |
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| Intuit (INTU) | 0.3 | $441k | 666.00 | 662.10 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.3 | $430k | +22% | 8.5k | 50.46 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $430k | 2.2k | 199.72 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $421k | -8% | 1.9k | 224.70 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $419k | 4.0k | 103.56 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $411k | 545.00 | 753.78 |
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| Chevron Corporation (CVX) | 0.3 | $382k | 2.5k | 152.39 |
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| Wal-Mart Stores (WMT) | 0.3 | $377k | +4% | 3.4k | 111.41 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.2 | $370k | -43% | 29k | 12.90 |
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| Wells Fargo & Company (WFC) | 0.2 | $358k | -13% | 3.8k | 93.21 |
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| Amgen (AMGN) | 0.2 | $355k | 1.1k | 327.37 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $350k | 729.00 | 480.61 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $349k | 736.00 | 473.52 |
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| United Rentals (URI) | 0.2 | $327k | 404.00 | 809.34 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $322k | 8.5k | 38.05 |
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| Ge Aerospace Com New (GE) | 0.2 | $321k | 1.0k | 308.02 |
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| Cisco Systems (CSCO) | 0.2 | $320k | 4.2k | 77.03 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $320k | 9.8k | 32.62 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $316k | -4% | 5.6k | 56.69 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $314k | +4% | 643.00 | 487.84 |
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| Visa Com Cl A (V) | 0.2 | $311k | -5% | 886.00 | 350.67 |
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| Ishares Tr Europe Etf (IEV) | 0.2 | $309k | 4.5k | 68.60 |
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| Home Depot (HD) | 0.2 | $305k | 886.00 | 344.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $305k | 1.2k | 246.07 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $302k | +38% | 2.2k | 136.96 |
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| First Tr Exchange-traded SHS (FVD) | 0.2 | $298k | 6.5k | 46.08 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $294k | 2.9k | 100.35 |
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| Johnson & Johnson (JNJ) | 0.2 | $293k | -21% | 1.4k | 206.90 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $292k | 5.3k | 54.71 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $292k | 2.1k | 141.15 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $290k | 507.00 | 571.28 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.2 | $287k | 3.4k | 85.11 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $286k | -16% | 1.6k | 183.36 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $285k | 3.0k | 96.27 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $284k | 9.6k | 29.61 |
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| International Business Machines (IBM) | 0.2 | $284k | 958.00 | 296.34 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.2 | $273k | 6.0k | 45.09 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $270k | -2% | 12k | 23.37 |
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| Philip Morris International (PM) | 0.2 | $270k | NEW | 1.7k | 160.36 |
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| Hldgs (UAL) | 0.2 | $263k | -7% | 2.4k | 111.83 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $260k | NEW | 4.2k | 62.47 |
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| Prologis (PLD) | 0.2 | $259k | +5% | 2.0k | 127.68 |
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| Bank of America Corporation (BAC) | 0.2 | $256k | 4.7k | 55.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $254k | 3.1k | 81.16 |
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| O'reilly Automotive (ORLY) | 0.2 | $253k | 2.8k | 91.20 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $245k | 1.9k | 131.57 |
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| Spdr Series Trust State Stret Spdr (TIPX) | 0.2 | $243k | 13k | 19.08 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $242k | +72% | 1.7k | 143.98 |
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| Analog Devices (ADI) | 0.2 | $241k | -2% | 890.00 | 271.16 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $233k | +6% | 4.6k | 50.29 |
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| Lowe's Companies (LOW) | 0.2 | $231k | -3% | 956.00 | 241.15 |
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| Blackrock (BLK) | 0.2 | $230k | -2% | 215.00 | 1070.68 |
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| Procter & Gamble Company (PG) | 0.2 | $227k | 1.6k | 143.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $227k | +6% | 3.4k | 66.00 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $223k | +3% | 690.00 | 323.17 |
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| Merck & Co (MRK) | 0.1 | $222k | NEW | 2.1k | 105.24 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $222k | 4.5k | 49.14 |
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| Danaher Corporation (DHR) | 0.1 | $218k | NEW | 952.00 | 228.83 |
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| UnitedHealth (UNH) | 0.1 | $218k | -5% | 660.00 | 330.01 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $217k | NEW | 4.3k | 50.86 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $217k | NEW | 2.3k | 96.16 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $217k | -5% | 8.3k | 26.23 |
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| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.1 | $215k | +2% | 4.3k | 50.23 |
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| Nextera Energy (NEE) | 0.1 | $214k | 2.7k | 80.28 |
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| McDonald's Corporation (MCD) | 0.1 | $213k | +3% | 697.00 | 305.48 |
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| Ishares Tr Morningstar Valu (ILCV) | 0.1 | $205k | NEW | 2.2k | 94.36 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $204k | -2% | 8.4k | 24.37 |
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| Brand Engagement Network *w Exp 03/14/202 (BNAIW) | 0.0 | $645.988500 | 15k | 0.04 |
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Past Filings by Accelerate Investment Advisors
SEC 13F filings are viewable for Accelerate Investment Advisors going back to 2024
- Accelerate Investment Advisors 2025 Q4 filed Jan. 12, 2026
- 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