Accelerate Investment Advisors

Accelerate Investment Advisors as of Sept. 30, 2025

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 276k 78.34
Ishares Tr Core Msci Intl (IDEV) 9.1 $13M 168k 80.17
Ishares Tr Core Us Aggbd Et (AGG) 8.5 $12M 124k 100.25
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.7 $6.9M 149k 46.24
Vanguard Index Fds Mid Cap Etf (VO) 4.1 $6.0M 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 83k 54.18
Apple (AAPL) 2.6 $3.8M 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 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 35k 59.20
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $2.0M 9.6k 206.51
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $2.0M 73k 26.95
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $1.9M 9.5k 194.50
Ishares Tr S&p 100 Etf (OEF) 1.3 $1.8M 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 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 21k 65.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.3M 2.1k 612.46
Meta Platforms Cl A (META) 0.9 $1.3M 1.7k 734.39
Ishares Tr Global Reit Etf (REET) 0.8 $1.2M 48k 25.56
Tesla Motors (TSLA) 0.8 $1.2M 2.7k 444.69
Vanguard Index Fds Value Etf (VTV) 0.7 $1.1M 5.8k 186.49
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.0M 2.9k 355.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.0M 14k 74.37
Exxon Mobil Corporation (XOM) 0.7 $992k 8.8k 112.75
Alphabet Cap Stk Cl A (GOOGL) 0.6 $916k 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 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 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 2.1k 328.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $696k 1.4k 502.65
Kayne Anderson Bdc Com Shs (KBDC) 0.5 $690k 52k 13.32
Blackrock Etf Trust Ishares Us Thema (THRO) 0.4 $623k 17k 37.86
Blackrock Etf Trust Ishares A I Inno (BAI) 0.4 $617k 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 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 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 790.00 486.70
Chevron Corporation (CVX) 0.3 $382k 2.5k 155.27
Wells Fargo & Company (WFC) 0.3 $371k 4.4k 83.81
Home Depot (HD) 0.2 $362k 894.00 405.40
Ishares Tr Us Aer Def Etf (ITA) 0.2 $355k 1.7k 209.26
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $353k 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 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 938.00 341.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $312k 9.8k 31.91
Raytheon Technologies Corp (RTX) 0.2 $311k 1.9k 167.33
Ge Aerospace Com New (GE) 0.2 $311k 1.0k 300.77
Amgen (AMGN) 0.2 $310k 1.1k 282.11
First Tr Exchange-traded SHS (FVD) 0.2 $304k 6.6k 46.24
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $302k 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 1.2k 241.87
O'reilly Automotive (ORLY) 0.2 $298k 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 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 2.9k 96.55
Cisco Systems (CSCO) 0.2 $282k 4.1k 68.43
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $279k 9.6k 29.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $277k 12k 23.47
Select Sector Spdr Tr Technology (XLK) 0.2 $274k 972.00 281.97
International Business Machines (IBM) 0.2 $269k 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 4.6k 51.59
Automatic Data Processing (ADP) 0.2 $239k 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 3.1k 72.77
Analog Devices (ADI) 0.2 $224k 913.00 245.65
Prologis (PLD) 0.1 $220k 1.9k 114.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $217k 4.3k 50.06
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $214k 668.00 320.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $211k 3.2k 65.25
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.1 $210k 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 8.6k 24.40
Ishares Tr Core Msci Eafe (IEFA) 0.1 $208k 2.4k 87.32
McDonald's Corporation (MCD) 0.1 $205k 675.00 303.98
Nextera Energy (NEE) 0.1 $205k 2.7k 75.50
Brand Engagement Network *w Exp 03/14/202 (BNAIW) 0.0 $225.139500 15k 0.02