Accelerate Investment Advisors Llc Portfolio Stock Holdings
Accelerate Investment Advisors Llc disclosed 133 stock positions valued at approximately $149.7 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 133
- Portfolio Value
- $149.7M
Holdings by Sector
Accelerate Investment Advisors Llc Portfolio Holdings in Q1 2026
127 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 14.40% | 281,739 | -635 | -0.22% | $21,564,337 |
| ISHARES TR | IDEV | Other | 9.78% | 175,248 | -2,653 | -1.49% | $14,645,497 |
| ISHARES TR | AGG | Other | 8.46% | 127,598 | +1,926 | +1.53% | $12,666,607 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.27% | 139,968 | -6,330 | -4.33% | $6,385,322 |
| VANGUARD INDEX FDS | VO | Other | 3.92% | 20,433 | -142 | -0.69% | $5,867,817 |
| ISHARES TR | IVV | Other | 3.77% | 8,650 | +1,264 | +17.11% | $5,649,992 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.15% | 87,153 | -466 | -0.53% | $4,710,594 |
| APPLE INC | AAPL | Technology | 2.31% | 13,605 | -32 | -0.23% | $3,452,701 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.11% | 15,175 | +299 | +2.01% | $3,160,449 |
| SCHWAB STRATEGIC TR | SCHA | Other | 2.03% | 104,526 | -150 | -0.14% | $3,039,603 |
| NVIDIA CORPORATION | NVDA | Technology | 1.78% | 15,248 | +73 | +0.48% | $2,659,179 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 1.74% | 5,483 | - | - | $2,601,953 |
| ISHARES TR | IVE | Other | 1.67% | 11,846 | +280 | +2.42% | $2,501,335 |
| ISHARES TR | IVW | Other | 1.51% | 19,984 | +1,637 | +8.92% | $2,260,408 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.37% | 35,197 | -1,380 | -3.77% | $2,047,735 |
| ISHARES INC | IEMG | Other | 1.28% | 27,461 | +1,295 | +4.95% | $1,915,436 |
| MICROSOFT CORP | MSFT | Technology | 1.22% | 4,915 | -29 | -0.59% | $1,819,235 |
| ISHARES TR | EFV | Other | 1.14% | 22,952 | +749 | +3.37% | $1,706,464 |
| EXXON MOBIL CORP | XOM | Energy | 0.97% | 8,593 | -206 | -2.34% | $1,457,907 |
| ISHARES TR | ITOT | Other | 0.96% | 10,116 | -343 | -3.28% | $1,440,885 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.93% | 52,521 | -4,832 | -8.43% | $1,397,597 |
| VANGUARD INDEX FDS | VOO | Other | 0.88% | 2,195 | -28 | -1.26% | $1,311,764 |
| ISHARES TR | REET | Other | 0.87% | 51,803 | +2,302 | +4.65% | $1,302,835 |
| ISHARES TR | QUAL | Other | 0.84% | 6,520 | +39 | +0.60% | $1,250,541 |
| SPDR GOLD TR | GLD | Other | 0.83% | 2,887 | -36 | -1.23% | $1,242,289 |
| TESLA INC | TSLA | Consumer Cyclical | 0.68% | 2,751 | +118 | +4.48% | $1,022,698 |
| BROADCOM INC | AVGO | Technology | 0.68% | 3,284 | +366 | +12.54% | $1,016,555 |
| VANGUARD BD INDEX FDS | BND | Other | 0.65% | 13,113 | -850 | -6.09% | $965,641 |
| ALPHABET INC | GOOG | Communication Services | 0.64% | 3,335 | +169 | +5.34% | $956,559 |
| ISHARES TR | EFG | Other | 0.58% | 7,813 | +7,813 | +100.00% | $870,108 |
| ALPHABET INC | GOOGL | Communication Services | 0.58% | 3,023 | +26 | +0.87% | $869,392 |
| ISHARES TR | OEF | Other | 0.56% | 2,620 | -3,158 | -54.66% | $833,449 |
| META PLATFORMS INC | META | Communication Services | 0.53% | 1,385 | -54 | -3.75% | $792,142 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.53% | 1,209 | +84 | +7.47% | $786,468 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.51% | 2,575 | -64 | -2.43% | $757,371 |
| ISHARES TR | MTUM | Other | 0.50% | 3,114 | +380 | +13.90% | $747,340 |
| VANGUARD INDEX FDS | VTV | Other | 0.48% | 3,638 | -1,740 | -32.35% | $713,843 |
| VANGUARD INDEX FDS | VTI | Other | 0.45% | 2,120 | -11 | -0.52% | $680,041 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.45% | 670 | +36 | +5.68% | $667,490 |
| LINDE PLC | LIN | Other | 0.43% | 1,311 | +36 | +2.82% | $650,166 |
| ISHARES TR | IWB | Other | 0.43% | 1,803 | -188 | -9.44% | $642,814 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.36% | 6,902 | -2,170 | -23.92% | $541,159 |
| PIMCO CORPORATE & INCOME OPP | PTY | Financial Services | 0.36% | 44,452 | +15,802 | +55.16% | $536,097 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.34% | 5,982 | +1 | +0.02% | $507,505 |
| CHEVRON CORPORATION | CVX | Energy | 0.34% | 2,445 | -62 | -2.47% | $505,832 |
| MCKESSON CORP | MCK | Healthcare | 0.32% | 558 | +14 | +2.57% | $482,569 |
| INVESCO QQQ TR | QQQ | Other | 0.32% | 819 | +1 | +0.12% | $472,480 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.31% | 18,654 | +354 | +1.93% | $464,681 |
| ISHARES TR | TFLO | Other | 0.30% | 8,752 | +228 | +2.67% | $443,122 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 885 | +2 | +0.23% | $424,057 |
| VANECK ETF TRUST | MOAT | Other | 0.26% | 4,026 | -20 | -0.49% | $389,297 |
| ISHARES TR | IYW | Other | 0.26% | 2,140 | -13 | -0.60% | $388,312 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 1,764 | -225 | -11.31% | $383,717 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.25% | 895 | +34 | +3.95% | $380,778 |
| VANGUARD WORLD FD | VGT | Other | 0.25% | 545 | - | - | $380,257 |
| ISHARES TR | SGOV | Other | 0.25% | 3,694 | +3,694 | +100.00% | $371,840 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.25% | 1,765 | -110 | -5.87% | $367,284 |
| SEI EXCHANGE TRADED FUNDS | SEIM | Other | 0.24% | 7,852 | +7,852 | +100.00% | $357,659 |
| SEI EXCHANGE TRADED FUNDS | SEIV | Other | 0.24% | 8,566 | +8,566 | +100.00% | $356,003 |
| ISHARES U S ETF TR | NEAR | Other | 0.24% | 6,932 | +6,932 | +100.00% | $352,379 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 2,824 | -563 | -16.62% | $351,010 |
| AMGEN INC | AMGN | Healthcare | 0.23% | 965 | -119 | -10.98% | $339,414 |
| ISHARES TR | IVLU | Other | 0.23% | 8,518 | +53 | +0.63% | $337,994 |
| INTUIT | INTU | Technology | 0.22% | 761 | +95 | +14.26% | $328,973 |
| ISHARES TR | IWF | Other | 0.21% | 751 | +15 | +2.04% | $320,374 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.21% | 5,597 | +19 | +0.34% | $309,186 |
| ISHARES TR | IWM | Other | 0.21% | 1,238 | - | - | $306,908 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.20% | 1,253 | -165 | -11.64% | $306,267 |
| RTX CORPORATION | RTX | Industrials | 0.20% | 1,586 | +27 | +1.73% | $305,865 |
| CISCO SYS INC | CSCO | Technology | 0.20% | 3,941 | -217 | -5.22% | $305,803 |
| WELLS FARGO & CO | WFC | Financial Services | 0.20% | 3,841 | -1 | -0.03% | $305,766 |
| ISHARES TR | DVY | Other | 0.20% | 2,007 | -60 | -2.90% | $303,900 |
| GE AEROSPACE | GE | Industrials | 0.20% | 1,070 | +27 | +2.59% | $303,669 |
| ISHARES TR | EEM | Other | 0.20% | 5,340 | - | - | $303,254 |
| UNITED RENTALS INC | URI | Industrials | 0.20% | 415 | +11 | +2.72% | $302,363 |
| PIMCO ETF TR | MINT | Other | 0.20% | 2,962 | +31 | +1.06% | $297,866 |
| ISHARES TR | SHV | Other | 0.20% | 2,650 | +2,650 | +100.00% | $292,557 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.20% | 889 | +3 | +0.34% | $292,544 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.19% | 10,019 | +224 | +2.29% | $291,847 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.19% | 9,519 | -77 | -0.80% | $290,319 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.19% | 6,146 | -320 | -4.95% | $289,053 |
| GOLDMAN SACHS ETF TR | GSEW | Other | 0.19% | 3,370 | +2 | +0.06% | $285,279 |
| ISHARES TR | IWP | Other | 0.19% | 2,207 | - | - | $282,804 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.19% | 4,412 | +251 | +6.03% | $282,692 |
| VANGUARD INDEX FDS | VUG | Other | 0.19% | 643 | - | - | $280,952 |
| ISHARES TR | IWR | Other | 0.19% | 2,884 | -79 | -2.67% | $280,411 |
| FIRST TR EXCHNG TRADED FD VI | DDEC | Other | 0.18% | 6,048 | - | - | $267,793 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.18% | 11,468 | -72 | -0.62% | $266,292 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.18% | 528 | +21 | +4.14% | $264,032 |
| ANALOG DEVICES INC | ADI | Technology | 0.18% | 826 | -64 | -7.19% | $262,826 |
| CORNING INC | GLW | Technology | 0.17% | 1,922 | +1,922 | +100.00% | $261,334 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.17% | 564 | -165 | -22.63% | $261,214 |
| ISHARES GOLD TR | IAU | Other | 0.17% | 2,961 | -168 | -5.37% | $261,054 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.17% | 2,781 | +113 | +4.24% | $258,333 |
| MERCK & CO INC | MRK | Healthcare | 0.17% | 2,137 | +28 | +1.33% | $257,031 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.17% | 5,040 | +412 | +8.90% | $251,447 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.17% | 2,703 | -75 | -2.70% | $249,491 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.17% | 1,506 | -175 | -10.41% | $249,066 |
| ISHARES TR | IJJ | Other | 0.16% | 1,861 | +2 | +0.11% | $246,576 |
| ISHARES TR | IEV | Other | 0.16% | 3,628 | -882 | -19.56% | $246,486 |