Accelerate Investment Advisors

Accelerate Investment Advisors as of Dec. 31, 2025

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