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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, IVV, FBND, and represent 39.23% of Accelerate Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VO, IVV, JCPB, MU, CORO, FDVV, SOXX, LLY, VGT, JBND.
Started 23 new stock positions in KLAC, SPCX, GEV, EZU, XLK, LLY, JBND, STX, DHR, PLD. MU, IJR, AMD, INTC, JCPB, TXN, EWJ, SOXX, XAR, UNH, TSM, CORO, LGVN.
Reduced shares in these 10 stocks: QUAL, SPYM, EFV, INTU, IEMG, DVY, PSX, MCD, LOW, THRO.
Sold out of its positions in BLK, INTU, DVY, LOW, MCD, PSX, VZ.
Accelerate Investment Advisors was a net buyer of stock by $16M.
Accelerate Investment Advisors has $174M in assets under management (AUM), dropping by 16.32%.
Central Index Key (CIK): 0002035216

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Positions held by Accelerate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Accelerate Investment Advisors

Accelerate Investment Advisors holds 149 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
Spdr Series Trust St Str P500etf (SPYM)	13.8	$24M	-2%	273k	87.88	View chart
Ishares Tr Core Msci Intl (IDEV)	8.9	$15M		174k	89.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.5	$13M	+2%	131k	98.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.3	$9.3M	+43%	12k	748.90	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.8	$6.5M	+2%	144k	45.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.6	$6.3M	+283%	78k	80.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$5.2M		87k	59.69	View chart
Apple (AAPL)	2.4	$4.3M	+8%	15k	289.36	View chart
Amazon (AMZN)	2.1	$3.6M		15k	238.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.1	$3.6M	-5%	99k	36.13	View chart
NVIDIA Corporation (NVDA)	2.0	$3.5M	+13%	17k	200.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$3.1M	+11%	22k	137.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$2.7M	+11%	39k	68.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$2.6M	-2%	12k	227.06	View chart
Texas Pacific Land Corp (TPL)	1.4	$2.4M		5.5k	437.63	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$2.0M	-13%	24k	82.84	View chart
Microsoft Corporation (MSFT)	1.1	$1.8M		4.9k	373.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$1.7M	+4%	11k	164.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.6M	+3%	2.3k	686.73	View chart
Ishares Tr Global Reit Etf (REET)	0.8	$1.5M	+2%	53k	27.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$1.4M		53k	26.50	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.4M	+16%	10k	136.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.3M	+12%	3.8k	353.29	View chart
Tesla Motors (TSLA)	0.7	$1.2M	+5%	2.9k	420.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$1.2M	+23%	9.6k	124.42	View chart
Broadcom (AVGO)	0.7	$1.2M	-5%	3.1k	377.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$1.1M	-35%	15k	76.55	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.6	$1.1M		21k	52.72	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$1.1M	NEW	24k	46.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.1M		3.1k	357.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.0M	-2%	2.8k	368.44	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.0M	+12%	1.4k	746.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$949k	-11%	2.8k	342.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$937k	-2%	13k	73.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$936k	-2%	2.6k	365.85	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.5	$913k	+170%	15k	60.29	View chart
Meta Platforms Cl A (META)	0.5	$888k	+13%	1.6k	563.15	View chart
JPMorgan Chase & Co. (JPM)	0.5	$840k		2.6k	327.35	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$812k	+9%	2.0k	409.46	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.5	$811k	+29%	16k	50.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$786k		2.1k	370.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$771k	-2%	3.5k	217.93	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$767k	+27%	24k	31.78	View chart
Micron Technology (MU)	0.4	$740k	NEW	641.00	1154.48	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.4	$730k	NEW	20k	36.60	View chart
Costco Wholesale Corporation (COST)	0.4	$685k	+9%	732.00	935.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$663k	+10%	901.00	736.08	View chart
Simplify Exchange Traded Fun Kayne Anderson (KNRG)	0.4	$662k		26k	25.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$646k	-54%	2.9k	219.42	View chart
Linde SHS (LIN)	0.4	$641k	-5%	1.2k	518.61	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.4	$610k	-25%	14k	43.11	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$576k	+14%	2.0k	285.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$562k	+4%	7.2k	77.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$550k	+24%	1.1k	500.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$540k		2.1k	252.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$531k	+128%	17k	31.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$521k	+700%	4.4k	119.52	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.3	$495k	-7%	41k	12.03	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$484k	NEW	755.00	640.78	View chart
Eli Lilly & Co. (LLY)	0.3	$467k	NEW	389.00	1200.12	View chart
Ge Aerospace Com New (GE)	0.3	$465k	+16%	1.2k	373.74	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$462k		19k	24.66	View chart
United Rentals (URI)	0.3	$461k		407.00	1132.93	View chart
Corning Incorporated (GLW)	0.3	$461k	-6%	1.8k	255.43	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$454k	NEW	8.5k	53.50	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$451k	-15%	5.1k	89.21	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$442k	NEW	6.4k	69.50	View chart
Sei Exchange Traded Funds Qim Us Large Cap (SEIM)	0.3	$439k		7.8k	56.15	View chart
Abbvie (ABBV)	0.2	$432k	-2%	1.7k	251.69	View chart
Cisco Systems (CSCO)	0.2	$418k	-9%	3.6k	117.44	View chart
McKesson Corporation (MCK)	0.2	$413k	-2%	546.00	755.77	View chart
Sei Exchange Traded Funds Qim Us Large Val (SEIV)	0.2	$410k		8.5k	48.00	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$410k	-2%	3.9k	103.96	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$392k	-11%	7.7k	50.63	View chart
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)	0.2	$387k		11k	35.49	View chart
Chevron Corporation (CVX)	0.2	$378k	-6%	2.3k	165.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$366k	+292%	2.9k	124.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$365k		5.3k	68.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$364k	-2%	1.2k	300.58	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$354k		8.5k	41.82	View chart
Hldgs (UAL)	0.2	$348k	+3%	2.6k	136.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$344k		10k	33.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$342k	+517%	4.0k	86.13	View chart
Amgen (AMGN)	0.2	$341k	-2%	940.00	362.31	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$336k	NEW	348.00	964.42	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.2	$332k	-5%	6.6k	50.66	View chart
Caterpillar (CAT)	0.2	$325k	+7%	305.00	1065.67	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$323k		2.2k	146.44	View chart
Wells Fargo & Company (WFC)	0.2	$321k		3.9k	82.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$320k	-3%	9.2k	34.81	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$320k		2.9k	110.32	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$317k	NEW	663.00	477.33	View chart
Home Depot (HD)	0.2	$315k		894.00	352.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$315k		4.4k	71.26	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	0.2	$313k	+17%	8.1k	38.52	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$309k	-3%	3.3k	94.41	View chart
Wal-Mart Stores (WMT)	0.2	$302k	-5%	2.7k	113.26	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$302k		3.0k	100.82	View chart
Raytheon Technologies Corp (RTX)	0.2	$300k		1.6k	189.73	View chart
Johnson & Johnson (JNJ)	0.2	$299k	-6%	1.2k	253.99	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$297k	-20%	2.9k	100.68	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$295k		565.00	522.69	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$290k	-2%	6.0k	48.19	View chart
Analog Devices (ADI)	0.2	$290k	-11%	729.00	397.16	View chart
Merck & Co (MRK)	0.2	$287k	+4%	2.2k	128.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$287k		6.0k	47.37	View chart
S&p Global (SPGI)	0.2	$286k	-21%	701.00	407.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$282k	+10%	5.6k	50.58	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.2	$278k	NEW	979.00	283.73	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$275k		1.9k	147.76	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$273k		694.00	393.80	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$272k	+7%	3.7k	73.25	View chart
Advanced Micro Devices (AMD)	0.2	$271k	NEW	466.00	580.66	View chart
Bank of America Corporation (BAC)	0.2	$267k		4.7k	56.98	View chart
Texas Instruments Incorporated (TXN)	0.2	$267k	NEW	895.00	298.26	View chart
Eaton Corp SHS (ETN)	0.2	$267k	+10%	626.00	425.94	View chart
Ishares Tr Europe Etf (IEV)	0.2	$264k		3.6k	72.85	View chart
International Business Machines (IBM)	0.2	$262k	-2%	932.00	281.39	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$260k	+22%	2.8k	94.57	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$259k	NEW	2.8k	93.27	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$259k	NEW	1.5k	170.86	View chart
Philip Morris International (PM)	0.1	$258k	-5%	1.4k	180.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$250k	+4%	8.6k	28.96	View chart
Intel Corporation (INTC)	0.1	$248k	NEW	1.8k	139.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$244k	-6%	3.2k	77.10	View chart
Mastercard Incorporated Cl A (MA)	0.1	$241k	-10%	470.00	513.06	View chart
Visa Com Cl A (V)	0.1	$241k	-12%	702.00	343.26	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$238k		2.4k	99.60	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$237k		1.4k	164.61	View chart
UnitedHealth (UNH)	0.1	$234k	NEW	562.00	415.73	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$233k	NEW	1.2k	190.62	View chart
Procter & Gamble Company (PG)	0.1	$232k		1.6k	146.65	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$230k	-21%	2.1k	110.35	View chart
O'reilly Automotive (ORLY)	0.1	$230k	-7%	2.5k	92.08	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$227k		12k	18.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$225k	-15%	9.7k	23.13	View chart
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)	0.1	$224k		5.7k	39.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$223k		3.0k	75.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$217k	NEW	1.5k	148.23	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$217k	-3%	2.1k	101.24	View chart
Nextera Energy (NEE)	0.1	$216k	-11%	2.5k	87.77	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$214k	-2%	4.4k	48.87	View chart
Danaher Corporation (DHR)	0.1	$213k	NEW	1.1k	190.48	View chart
Kla Corp Com New (KLAC)	0.1	$211k	NEW	699.00	301.83	View chart
Ge Vernova (GEV)	0.1	$205k	NEW	175.00	1172.78	View chart
Prologis (PLD)	0.1	$201k	NEW	1.5k	135.47	View chart
Evolus (EOLS)	0.0	$74k		11k	6.94	View chart
Longeveron Cl A New (LGVN)	0.0	$10k	NEW	14k	0.70	View chart
Brand Engagement Network *w Exp 03/14/202 (BNAIW)	0.0	$2.4k		17k	0.14	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 Q2 filed Aug. 12, 2026
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

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