Accelerate Investment Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Accelerate Investment Advisors Llc disclosed 141 stock positions valued at approximately $174.14M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 141
- Portfolio Value
- $174.14M
Holdings by Sector
Accelerate Investment Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 13.80% | 273,416 | -8,323 | -2.95% | $24,027,811 |
| ISHARES TR | IDEV | Other | 8.87% | 173,530 | -1,718 | -0.98% | $15,445,955 |
| ISHARES TR | AGG | Other | 7.47% | 131,339 | +3,741 | +2.93% | $12,999,963 |
| ISHARES TR | IVV | Other | 5.34% | 12,427 | +3,777 | +43.66% | $9,306,558 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 3.75% | 143,715 | +3,747 | +2.68% | $6,537,613 |
| VANGUARD INDEX FDS | VO | Other | 3.62% | 78,300 | +57,867 | +283.20% | $6,308,618 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.96% | 86,459 | -694 | -0.80% | $5,160,733 |
| APPLE INC | AAPL | Technology | 2.44% | 14,712 | +1,107 | +8.14% | $4,257,136 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.09% | 15,241 | +66 | +0.43% | $3,632,518 |
| SCHWAB STRATEGIC TR | SCHA | Other | 2.06% | 99,267 | -5,259 | -5.03% | $3,586,529 |
| NVIDIA CORPORATION | NVDA | Technology | 2.00% | 17,372 | +2,124 | +13.93% | $3,476,015 |
| ISHARES TR | IVW | Other | 1.76% | 22,265 | +2,281 | +11.41% | $3,062,127 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.53% | 39,287 | +4,090 | +11.62% | $2,671,929 |
| ISHARES TR | IVE | Other | 1.51% | 11,592 | -254 | -2.14% | $2,632,122 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 1.38% | 5,483 | - | - | $2,399,525 |
| ISHARES INC | IEMG | Other | 1.13% | 23,765 | -3,696 | -13.46% | $1,968,700 |
| MICROSOFT CORP | MSFT | Technology | 1.06% | 4,927 | +12 | +0.24% | $1,837,940 |
| ISHARES TR | ITOT | Other | 0.99% | 10,548 | +432 | +4.27% | $1,732,603 |
| VANGUARD INDEX FDS | VOO | Other | 0.90% | 2,275 | +80 | +3.64% | $1,562,315 |
| ISHARES TR | REET | Other | 0.85% | 53,302 | +1,499 | +2.89% | $1,472,193 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.81% | 53,387 | +866 | +1.65% | $1,414,751 |
| EXXON MOBIL CORP | XOM | Energy | 0.78% | 9,991 | +1,398 | +16.27% | $1,365,983 |
| ALPHABET INC | GOOG | Communication Services | 0.76% | 3,757 | +422 | +12.65% | $1,327,307 |
| TESLA INC | TSLA | Consumer Cyclical | 0.70% | 2,910 | +159 | +5.78% | $1,224,018 |
| ISHARES TR | EFG | Other | 0.69% | 9,616 | +1,803 | +23.08% | $1,196,439 |
| BROADCOM INC | AVGO | Technology | 0.67% | 3,102 | -182 | -5.54% | $1,171,684 |
| ISHARES TR | EFV | Other | 0.65% | 14,839 | -8,113 | -35.35% | $1,135,916 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.64% | 23,592 | +23,592 | +100.00% | $1,107,410 |
| ALPHABET INC | GOOGL | Communication Services | 0.63% | 3,061 | +38 | +1.26% | $1,093,711 |
| SPDR GOLD TR | GLD | Other | 0.60% | 2,828 | -59 | -2.04% | $1,041,958 |
Showing 30 of 141 holdings in the latest reporting period.