Accelerate Investment Advisors LLC Top Holdings and 13F Report (2025)

About Accelerate Investment Advisors LLC

Investment Activity

Accelerate Investment Advisors LLC has $146.99 million in total holdings as of September 30, 2025.
Accelerate Investment Advisors LLC owns shares of 121 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 6.53% of the portfolio was purchased this quarter.
About 3.77% of the portfolio was sold this quarter.
This quarter, Accelerate Investment Advisors LLC has purchased 115 new stocks and bought additional shares in 48 stocks.
Accelerate Investment Advisors LLC sold shares of 51 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $21,612,126
iShares Core MSCI International Developed Markets ETF: $13,432,100
iShares Core U.S. Aggregate Bond ETF: $12,443,061
Fidelity Total Bond ETF: $6,907,835
Vanguard Mid-Cap ETF: $6,036,421

Largest New Holdings this Quarter

464288760 - iShares U.S. Aerospace & Defense ETF: $354,486 Holding
464285204 - iShares Gold Trust: $224,428 Holding
74340W103 - Prologis: $220,019 Holding
922907746 - Vanguard Tax-Exempt Bond ETF: $216,681 Holding
464287648 - iShares Russell 2000 Growth ETF: $213,759 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 16,621 shares (about $1.30M)
iShares Core MSCI International Developed Markets ETF: 13,490 shares (about $1.08M)
iShares Core U.S. Aggregate Bond ETF: 8,786 shares (about $880.80K)
iShares S&P 100 ETF: 1,427 shares (about $474.97K)
Vanguard Mid-Cap ETF: 1,435 shares (about $421.52K)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 1,680 shares (about $1.03M)
Vanguard Total Bond Market ETF: 10,071 shares (about $748.98K)
Vanguard Total Stock Market ETF: 1,579 shares (about $518.18K)
iShares U.S. Technology ETF: 2,133 shares (about $417.85K)
iShares MSCI EAFE Growth ETF: 3,300 shares (about $375.75K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$21,612,126	$1,302,089 ▲	6.4%	275,876	14.7%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$13,432,100	$1,081,495 ▲	8.8%	167,545	9.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$12,443,061	$880,799 ▲	7.6%	124,120	8.5%	Finance
FBND Fidelity Total Bond ETF	$6,907,835	$357,296 ▲	5.5%	149,391	4.7%	ETF
VO Vanguard Mid-Cap ETF	$6,036,421	$421,521 ▲	7.5%	20,550	4.1%	ETF
IVV iShares Core S&P 500 ETF	$4,932,172	$66,262 ▼	-1.3%	7,369	3.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$4,475,568	$349,297 ▲	8.5%	82,606	3.0%	ETF
AAPL Apple	$3,802,288	$134,696 ▲	3.7%	14,933	2.6%	Computer and Technology
AMZN Amazon.com	$3,338,466	$57,306 ▼	-1.7%	15,205	2.3%	Retail/Wholesale
NVDA NVIDIA	$3,129,731	$7,836 ▲	0.3%	16,774	2.1%	Computer and Technology
MSFT Microsoft	$2,855,121	$25,381 ▼	-0.9%	5,512	1.9%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$2,791,697	$226,548 ▲	8.8%	100,061	1.9%	ETF
IVW iShares S&P 500 Growth ETF	$2,188,494	$29,938 ▼	-1.3%	18,129	1.5%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$2,088,613	$234,607 ▲	12.7%	35,281	1.4%	ETF
IVE iShares S&P 500 Value ETF	$1,981,841	$79,505 ▲	4.2%	9,597	1.3%	ETF
SCHP Schwab U.S. TIPS ETF	$1,955,408	$117,340 ▲	6.4%	72,557	1.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,856,884	$249,737 ▼	-11.9%	9,547	1.3%	ETF
OEF iShares S&P 100 ETF	$1,842,297	$474,970 ▲	34.7%	5,535	1.3%	ETF
TPL Texas Pacific Land	$1,706,344		0.0%	1,828	1.2%	Energy
EFV iShares MSCI EAFE Value ETF	$1,635,623	$331,072 ▼	-16.8%	24,114	1.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,457,059	$28,693 ▼	-1.9%	10,004	1.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,395,156	$117,669 ▲	9.2%	21,164	0.9%	ETF
VOO Vanguard S&P 500 ETF	$1,278,198	$1,028,928 ▼	-44.6%	2,087	0.9%	ETF
META Meta Platforms	$1,277,830	$51,407 ▲	4.2%	1,740	0.9%	Computer and Technology
REET iShares Global REIT ETF	$1,218,790	$191,187 ▲	18.6%	47,684	0.8%	ETF
TSLA Tesla	$1,216,238	$43,135 ▼	-3.4%	2,735	0.8%	Auto/Tires/Trucks
VTV Vanguard Value ETF	$1,076,225	$148,258 ▲	16.0%	5,771	0.7%	ETF
GLD SPDR Gold Shares	$1,039,181	$156,073 ▲	17.7%	2,923	0.7%	Finance
BND Vanguard Total Bond Market ETF	$1,021,174	$748,980 ▼	-42.3%	13,731	0.7%	ETF
XOM Exxon Mobil	$991,982	$10,824 ▼	-1.1%	8,798	0.7%	Energy
GOOGL Alphabet	$915,462	$99,908 ▲	12.3%	3,766	0.6%	Computer and Technology
AVGO Broadcom	$904,541	$9,237 ▼	-1.0%	2,742	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$841,340	$9,464 ▼	-1.1%	2,667	0.6%	Finance
BSV Vanguard Short-Term Bond ETF	$793,067	$73,467 ▲	10.2%	10,050	0.5%	ETF
GOOG Alphabet	$762,685	$11,689 ▼	-1.5%	3,132	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$738,760	$6,661 ▲	0.9%	1,109	0.5%	Finance
PTY Pimco Corporate & Income Opportunity Fund	$736,142	$180,299 ▲	32.4%	50,979	0.5%	Finance
IWB iShares Russell 1000 ETF	$723,353	$2,193 ▲	0.3%	1,979	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$697,033	$518,180 ▼	-42.6%	2,124	0.5%	ETF
BRK.B Berkshire Hathaway	$696,170	$129,181 ▲	22.8%	1,385	0.5%	Finance
KAYNE ANDERSON BDC INC	$689,929	$145,815 ▼	-17.4%	51,796	0.5%	COM SHS
BTHM BlackRock Future U.S. Themes ETF	$623,327	$19,309 ▲	3.2%	16,464	0.4%	ETF
BLACKROCK ETF TRUST	$616,895	$327,731 ▲	113.3%	18,059	0.4%	ISHARES A I INNO
LINDE PLC	$604,152	$950 ▼	-0.2%	1,272	0.4%	SHS
IJS iShares S&P Small-Cap 600 Value ETF	$602,420	$2,544 ▲	0.4%	5,447	0.4%	ETF
COST Costco Wholesale	$590,832	$1,852 ▼	-0.3%	638	0.4%	Retail/Wholesale
QQQ Invesco QQQ	$578,474	$600 ▲	0.1%	964	0.4%	Finance
MCK McKesson	$497,119		0.0%	643	0.3%	Medical
AVDE Avantis International Equity ETF	$473,715	$710 ▼	-0.1%	6,004	0.3%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$472,181	$2,538 ▲	0.5%	18,790	0.3%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$456,823	$40,439 ▲	9.7%	2,056	0.3%	ETF
INTU Intuit	$456,648	$1,365 ▼	-0.3%	669	0.3%	Computer and Technology
MTUM iShares MSCI USA Momentum Factor ETF	$443,402	$4,616 ▲	1.1%	1,729	0.3%	ETF
IYW iShares U.S. Technology ETF	$413,930	$417,848 ▼	-50.2%	2,113	0.3%	Manufacturing
ABBV AbbVie	$413,371	$695 ▲	0.2%	1,785	0.3%	Medical
VGT Vanguard Information Technology ETF	$406,913		0.0%	545	0.3%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$400,241	$1,189 ▼	-0.3%	4,038	0.3%	ETF
URI United Rentals	$385,692		0.0%	404	0.3%	Construction
SPGI S&P Global	$384,492	$8,274 ▼	-2.1%	790	0.3%	Finance
CVX Chevron	$381,812	$14,130 ▲	3.8%	2,459	0.3%	Energy
WFC Wells Fargo & Company	$371,384	$3,185 ▲	0.9%	4,431	0.3%	Finance
HD Home Depot	$362,425	$12,162 ▼	-3.2%	894	0.2%	Retail/Wholesale
ITA iShares U.S. Aerospace & Defense ETF	$354,486	$354,486 ▲	New Holding	1,694	0.2%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$352,634	$39,159 ▼	-10.0%	6,970	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$344,439		0.0%	735	0.2%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$336,840		0.0%	726	0.2%	Finance
JNJ Johnson & Johnson	$336,582	$5,563 ▲	1.7%	1,815	0.2%	Medical
WMT Walmart	$332,468	$7,317 ▼	-2.2%	3,226	0.2%	Retail/Wholesale
FDVV Fidelity High Dividend ETF	$324,666	$1,003 ▲	0.3%	5,828	0.2%	ETF
V Visa	$320,287	$13,658 ▼	-4.1%	938	0.2%	Business Services
SCHG Schwab U.S. Large-Cap Growth ETF	$312,415	$97,139 ▼	-23.7%	9,790	0.2%	ETF
RTX RTX	$311,393	$669 ▲	0.2%	1,861	0.2%	Aerospace
GE GE Aerospace	$310,693	$28,874 ▲	10.2%	1,033	0.2%	Aerospace
AMGN Amgen	$310,320	$82,094 ▼	-20.9%	1,100	0.2%	Medical
FVD First Trust Value Line Dividend Index Fund	$303,807	$10,959 ▼	-3.5%	6,570	0.2%	ETF
EFG iShares MSCI EAFE Growth ETF	$301,968	$375,752 ▼	-55.4%	2,652	0.2%	ETF
IVLU iShares MSCI Intl Value Factor ETF	$301,403	$2,555 ▼	-0.8%	8,495	0.2%	ETF
IWM iShares Russell 2000 ETF	$299,433	$7,740 ▼	-2.5%	1,238	0.2%	Finance
ORLY O'Reilly Automotive	$297,744	$7,223 ▼	-2.4%	2,762	0.2%	Retail/Wholesale
IEV iShares Europe ETF	$296,362	$2,619 ▼	-0.9%	4,526	0.2%	ETF
VUG Vanguard Growth ETF	$294,261	$22,046 ▲	8.1%	614	0.2%	ETF
DVY iShares Select Dividend ETF	$292,911	$568 ▲	0.2%	2,061	0.2%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$291,853	$3,322 ▲	1.2%	2,899	0.2%	ETF
MA Mastercard	$288,551	$1,138 ▲	0.4%	507	0.2%	Business Services
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$286,181	$425 ▼	-0.1%	3,365	0.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$285,152		0.0%	5,340	0.2%	Finance
IWR iShares Russell Mid-Cap ETF	$283,664	$6,276 ▼	-2.2%	2,938	0.2%	ETF
CSCO Cisco Systems	$281,855	$205 ▼	-0.1%	4,119	0.2%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$279,201	$78,308 ▼	-21.9%	9,591	0.2%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$277,320	$11,641 ▼	-4.0%	11,816	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$274,073		0.0%	972	0.2%	ETF
IBM International Business Machines	$268,783	$8,743 ▼	-3.2%	953	0.2%	Computer and Technology
DDEC FT Vest U.S. Equity Deep Buffer ETF - December	$264,708		0.0%	6,048	0.2%	ETF
BLACKROCK INC	$255,947		0.0%	220	0.2%	COM
TIPX SPDR Bloomberg 1-10 Year TIPS ETF	$248,774	$2,565 ▼	-1.0%	12,897	0.2%	ETF
LOW Lowe's Companies	$248,707	$3,266 ▲	1.3%	990	0.2%	Retail/Wholesale
PG Procter & Gamble	$247,205	$3,073 ▼	-1.2%	1,609	0.2%	Consumer Staples
UAL United Airlines	$246,387	$483 ▼	-0.2%	2,553	0.2%	Transportation
YEAR AB Ultra Short Income ETF	$241,834	$1,824 ▼	-0.7%	4,772	0.2%	ETF
UNH UnitedHealth Group	$240,775	$4,836 ▼	-2.0%	697	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Accelerate Investment Advisors LLC Top Holdings and 13F Report (2025)

About Accelerate Investment Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Accelerate Investment Advisors LLC Top Holdings and 13F Report (2025)

About Accelerate Investment Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAccelerate Investment Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools