Accelerate Investment Advisors

Accelerate Investment Advisors as of June 30, 2026

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