Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Accelerate Investment Advisors

Latest statistics and disclosures from Accelerate Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, IDEV, AGG, FBND, VO, and represent 40.83% of Accelerate Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: EFG, IVV, KNRG, IDEF, BLCR, SGOV, SEIM, SEIV, SEIE, NEAR.
Started 22 new stock positions in SCHD, SEIQ, IWS, EFG, NEAR, SHV, SEIE, SGOV, VZ, ETN. FIDU, EOLS, CAT, SEIM, GLW, EMGF, FIVA, SEIV, IDEF, PSX, BLCR, KNRG.
Reduced shares in these 10 stocks: OEF, KBDC, ITA, VTV, FBND, , , IDEV, DHR, .
Sold out of its positions in DHR, FLDR, ITA, FLOT, KBDC, PLD, SCHO, XLK, UNH.
Accelerate Investment Advisors was a net buyer of stock by $3.8M.
Accelerate Investment Advisors has $150M in assets under management (AUM), dropping by 0.87%.
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 133 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
Spdr Series Trust State Street Spd (SPYM)	14.4	$22M		282k	76.54	View chart
Ishares Tr Core Msci Intl (IDEV)	9.8	$15M		175k	83.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.5	$13M		128k	99.27	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.3	$6.4M	-4%	140k	45.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.9	$5.9M		20k	287.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$5.6M	+17%	8.7k	653.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$4.7M		87k	54.05	View chart
Apple (AAPL)	2.3	$3.5M		14k	253.78	View chart
Amazon (AMZN)	2.1	$3.2M	+2%	15k	208.27	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.0	$3.0M		105k	29.08	View chart
NVIDIA Corporation (NVDA)	1.8	$2.7M		15k	174.40	View chart
Texas Pacific Land Corp (TPL)	1.7	$2.6M		5.5k	474.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$2.5M	+2%	12k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$2.3M	+8%	20k	113.11	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$2.0M	-3%	35k	58.18	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$1.9M	+4%	28k	69.75	View chart
Microsoft Corporation (MSFT)	1.2	$1.8M		4.9k	370.14	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$1.7M	+3%	23k	74.35	View chart
Exxon Mobil Corporation (XOM)	1.0	$1.5M	-2%	8.6k	169.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$1.4M	-3%	10k	142.44	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$1.4M	-8%	53k	26.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.3M		2.2k	597.61	View chart
Ishares Tr Global Reit Etf (REET)	0.9	$1.3M	+4%	52k	25.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.3M		6.5k	191.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$1.2M		2.9k	430.30	View chart
Tesla Motors (TSLA)	0.7	$1.0M	+4%	2.8k	371.75	View chart
Broadcom (AVGO)	0.7	$1.0M	+12%	3.3k	309.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$966k	-6%	13k	73.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$957k	+5%	3.3k	286.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$870k	NEW	7.8k	111.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$869k		3.0k	287.59	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$833k	-54%	2.6k	318.11	View chart
Meta Platforms Cl A (META)	0.5	$792k	-3%	1.4k	571.94	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$787k	+7%	1.2k	650.51	View chart
JPMorgan Chase & Co. (JPM)	0.5	$757k	-2%	2.6k	294.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$747k	+13%	3.1k	239.99	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$714k	-32%	3.6k	196.22	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$712k	+10%	22k	32.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$692k	+11%	19k	36.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$680k		2.1k	320.77	View chart
Costco Wholesale Corporation (COST)	0.4	$668k	+5%	670.00	996.25	View chart
Simplify Exchange Traded Fun Kayne Anderson (KNRG)	0.4	$655k	NEW	26k	25.41	View chart
Linde SHS (LIN)	0.4	$650k	+2%	1.3k	495.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$643k	-9%	1.8k	356.52	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$621k	NEW	19k	32.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$541k	-23%	6.9k	78.41	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.4	$536k	+55%	45k	12.06	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.3	$511k	NEW	13k	41.06	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$508k		6.0k	84.84	View chart
Chevron Corporation (CVX)	0.3	$506k	-2%	2.4k	206.88	View chart
McKesson Corporation (MCK)	0.3	$483k	+2%	558.00	864.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$473k		819.00	576.90	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$465k		19k	24.91	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$443k	+2%	8.8k	50.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$424k		885.00	479.16	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$389k		4.0k	96.70	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$388k		2.1k	181.45	View chart
Abbvie (ABBV)	0.3	$384k	-11%	1.8k	217.53	View chart
S&p Global (SPGI)	0.3	$381k	+3%	895.00	425.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$380k		545.00	697.72	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$372k	NEW	3.7k	100.66	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$367k	-5%	1.8k	208.09	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.2	$358k	NEW	7.9k	45.55	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.2	$356k	NEW	8.6k	41.56	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.2	$356k	NEW	11k	32.60	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$352k	NEW	6.9k	50.83	View chart
Wal-Mart Stores (WMT)	0.2	$351k	-16%	2.8k	124.30	View chart
Amgen (AMGN)	0.2	$339k	-10%	965.00	351.72	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$338k		8.5k	39.68	View chart
Intuit (INTU)	0.2	$329k	+14%	761.00	432.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$320k	+2%	751.00	426.60	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$309k		5.6k	55.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$307k		1.2k	247.91	View chart
Johnson & Johnson (JNJ)	0.2	$306k	-11%	1.3k	244.43	View chart
Raytheon Technologies Corp (RTX)	0.2	$306k		1.6k	192.85	View chart
Cisco Systems (CSCO)	0.2	$306k	-5%	3.9k	77.60	View chart
Wells Fargo & Company (WFC)	0.2	$306k		3.8k	79.61	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$304k	-2%	2.0k	151.42	View chart
Ge Aerospace Com New (GE)	0.2	$304k	+2%	1.1k	283.80	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$303k		5.3k	56.79	View chart
United Rentals (URI)	0.2	$302k	+2%	415.00	728.59	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$298k		3.0k	100.56	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$293k	NEW	2.7k	110.40	View chart
Home Depot (HD)	0.2	$293k		889.00	329.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$292k	+2%	10k	29.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$290k		9.5k	30.50	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$289k	-4%	6.1k	47.03	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$285k		3.4k	84.65	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$283k		2.2k	128.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$283k	+6%	4.4k	64.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$281k		643.00	436.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$280k	-2%	2.9k	97.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$268k		6.0k	44.28	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$266k		12k	23.22	View chart
Mastercard Incorporated Cl A (MA)	0.2	$264k	+4%	528.00	500.06	View chart
Analog Devices (ADI)	0.2	$263k	-7%	826.00	318.19	View chart
Corning Incorporated (GLW)	0.2	$261k	NEW	1.9k	135.97	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$261k	-22%	564.00	463.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$261k	-5%	3.0k	88.16	View chart
Nextera Energy (NEE)	0.2	$258k	+4%	2.8k	92.89	View chart
Merck & Co (MRK)	0.2	$257k		2.1k	120.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$251k	+8%	5.0k	49.89	View chart
O'reilly Automotive (ORLY)	0.2	$250k	-2%	2.7k	92.30	View chart
Philip Morris International (PM)	0.2	$249k	-10%	1.5k	165.38	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$247k		1.9k	132.50	View chart
Ishares Tr Europe Etf (IEV)	0.2	$247k	-19%	3.6k	67.94	View chart
Visa Com Cl A (V)	0.2	$242k	-9%	801.00	302.10	View chart
Phillips 66 (PSX)	0.2	$240k	NEW	1.3k	182.18	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	0.2	$240k	NEW	6.9k	34.81	View chart
International Business Machines (IBM)	0.2	$232k		957.00	242.51	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.2	$230k	-5%	12k	19.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$230k		3.4k	67.54	View chart
Bank of America Corporation (BAC)	0.2	$230k		4.7k	48.75	View chart
Procter & Gamble Company (PG)	0.2	$230k		1.6k	144.41	View chart
Hldgs (UAL)	0.2	$226k	+4%	2.5k	92.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$225k	NEW	7.3k	30.68	View chart
McDonald's Corporation (MCD)	0.2	$225k	+3%	724.00	310.80	View chart
Lowe's Companies (LOW)	0.1	$222k		937.00	236.34	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$221k		4.5k	48.86	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$218k		693.00	314.00	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$215k		2.3k	95.44	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$208k	NEW	3.4k	60.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$208k		8.3k	25.10	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)	0.1	$207k	NEW	5.7k	36.41	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$206k		2.2k	93.14	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$206k	NEW	1.4k	145.71	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$206k	NEW	2.4k	86.53	View chart
Verizon Communications (VZ)	0.1	$205k	NEW	4.1k	50.21	View chart
Eaton Corp SHS (ETN)	0.1	$203k	NEW	568.00	357.50	View chart
Caterpillar (CAT)	0.1	$201k	NEW	284.00	707.27	View chart
Blackrock (BLK)	0.1	$201k	-2%	209.00	960.26	View chart
Evolus (EOLS)	0.0	$44k	NEW	11k	4.11	View chart
Brand Engagement Network *w Exp 03/14/202 (BNAIW)	0.0	$4.4k	+14%	17k	0.26	View chart

Past Filings by Accelerate Investment Advisors

SEC 13F filings are viewable for Accelerate Investment Advisors going back to 2024

Accelerate Investment Advisors 2026 Q1 filed April 13, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z