Accelerate Investment Advisors

Accelerate Investment Advisors as of March 31, 2026

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