Institutions / Accel Wealth Management
Accel Wealth Management
CIK 1838226 · Institution · as of Dec 31, 2025
Portfolio value
$365.63M
Positions
281
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 281 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $15.98M | 4.4% |
| Janus Detroit Str Tr | $14.47M | 4.0% |
| Schwab Strategic Tr | $13.29M | 3.6% |
| Vanguard Index Fds | $9.23M | 2.5% |
| Vanguard Index Fds | $8.58M | 2.3% |
| Apple Inc. | $7.87M | 2.2% |
| Invesco Qqq Tr | $7.56M | 2.1% |
| Amazon.com Inc | $7.27M | 2.0% |
| First Tr Exchange Traded Fd | $6.83M | 1.9% |
| PIMCO Corporate & Income Opportunity FundPTY | $6.48M | 1.8% |
| Vanguard Index Fds | $6.13M | 1.7% |
| NVIDIA Corp | $6.04M | 1.7% |
| Capital Group Dividend Value | $5.95M | 1.6% |
| iShares Tr | $5.64M | 1.5% |
| Vanguard Whitehall Fds | $5.63M | 1.5% |
| Capital Group Growth ETF | $5.54M | 1.5% |
| Alphabet Inc. | $4.86M | 1.3% |
| Dimensional ETF Trust | $4.78M | 1.3% |
| Microsoft Corp | $4.65M | 1.3% |
| Janus Detroit Str Tr | $4.35M | 1.2% |
| iShares Tr | $4.17M | 1.1% |
| SPDR Gold Tr | $4.08M | 1.1% |
| VanEck ETF Trust | $3.64M | 1.0% |
| Vanguard Index Fds | $3.63M | 1.0% |
| SPDR Series Trust | $3.59M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.