Accelerate Investment Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Accelerate Investment Advisors Llc disclosed 147 stock positions valued at approximately $178.28M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 147
- Portfolio Value
- $178.28M
Holdings by Sector
Accelerate Investment Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 14.34% | 284,820 | +11,404 | +4.17% | $25,565,481 |
| ISHARES TR | IDEV | Other | 9.13% | 181,902 | +8,372 | +4.82% | $16,276,551 |
| ISHARES TR | AGG | Other | 7.56% | 142,537 | +11,198 | +8.53% | $13,475,431 |
| VANGUARD INDEX FDS | VO | Other | 3.64% | 82,649 | +4,349 | +5.55% | $6,481,327 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 3.63% | 149,548 | +5,833 | +4.06% | $6,475,412 |
| ISHARES TR | IVV | Other | 3.57% | 8,312 | -4,115 | -33.11% | $6,365,908 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.05% | 91,571 | +5,112 | +5.91% | $5,431,080 |
| APPLE INC | AAPL | Technology | 2.39% | 12,804 | -1,908 | -12.97% | $4,263,906 |
| NVIDIA CORPORATION | NVDA | Technology | 2.07% | 16,148 | -1,224 | -7.05% | $3,687,904 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.02% | 14,479 | -762 | -5.00% | $3,607,451 |
| ISHARES TR | IVW | Other | 2.00% | 25,023 | +2,758 | +12.39% | $3,559,794 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.91% | 104,113 | +4,846 | +4.88% | $3,397,203 |
| J P MORGAN EXCHANGE TRADED F | JUSA | Other | 1.72% | 44,812 | +44,812 | +100.00% | $3,069,174 |
| ISHARES TR | IVE | Other | 1.65% | 12,894 | +1,302 | +11.23% | $2,943,480 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.63% | 42,056 | +2,769 | +7.05% | $2,912,765 |
| MICROSOFT CORP | MSFT | Technology | 1.29% | 4,480 | -447 | -9.07% | $2,297,711 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 1.00% | 5,483 | - | - | $1,786,485 |
| ISHARES TR | ITOT | Other | 1.00% | 10,735 | +187 | +1.77% | $1,785,060 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.90% | 9,841 | -150 | -1.50% | $1,601,586 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 0.86% | 30,057 | +21,567 | +254.03% | $1,536,494 |
| ISHARES TR | REET | Other | 0.86% | 59,207 | +5,905 | +11.08% | $1,526,368 |
| BLACKROCK ETF TRUST | CORO | Other | 0.84% | 41,073 | +21,135 | +106.00% | $1,493,004 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.81% | 57,643 | +4,256 | +7.97% | $1,448,557 |
| ALPHABET INC | GOOG | Communication Services | 0.68% | 3,551 | -206 | -5.48% | $1,209,843 |
| ISHARES INC | IEMG | Other | 0.63% | 13,745 | -10,020 | -42.16% | $1,115,558 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.62% | 24,853 | +1,261 | +5.35% | $1,112,932 |
| BLACKROCK ETF TRUST | BLCR | Other | 0.62% | 22,669 | +6,577 | +40.87% | $1,109,874 |
| SPDR GOLD TR | GLD | Other | 0.61% | 2,845 | +17 | +0.60% | $1,083,535 |
| ALPHABET INC | GOOGL | Communication Services | 0.61% | 3,137 | +76 | +2.48% | $1,079,225 |
| META PLATFORMS INC | META | Communication Services | 0.60% | 1,472 | -104 | -6.60% | $1,067,450 |
Showing 30 of 147 holdings in the latest reporting period.