Q2 2026 13F · SEC CIK 2035216

Accelerate Investment Advisors LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $174.1M
Reported positions: 149
Holdings vs S&P 500, 3 yrs: —
Assets under management: $315.4M

Accelerate Investment Advisors LLC is a wealth manager that reported 149 positions worth $174.1M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Spdr Series Trust (SPLG, 13.8%), Ishares Tr (IDEV, 8.9%), Ishares Tr (AGG, 7.5%).

Accelerate Investment Advisors LLC holdings largest 50 of 149 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Accelerate Investment Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	13.8%	14.4%	273,416	-3.0%	$24.0M
IDEVIshares Tr	8.9%	9.8%	173,530	-1.0%	$15.4M
AGGIshares Tr	7.5%	8.5%	131,339	+2.9%	$13.0M
IVVIshares Core S&p 500 ETF	5.3%	3.8%	12,427	+43.7%	$9.3M
FBNDFidelity Merrimack Str Tr	3.8%	4.3%	143,715	+2.7%	$6.5M
VOVanguard Index Fds	3.6%	3.9%	78,300	+283.2%	$6.3M
VWOVanguard Intl Equity Index F	3.0%	3.1%	86,459	-0.8%	$5.2M
AAPLApple Inc	2.4%	2.3%	14,712	+8.1%	$4.3M
AMZNAmazon Com Inc Com	2.1%	2.1%	15,241	+0.4%	$3.6M
SCHASchwab U.s. Small-Cap ETF	2.1%	2.0%	99,267	-5.0%	$3.6M
NVDANvidia Corporation Com	2.0%	1.8%	17,372	+13.9%	$3.5M
IVWIshares	1.8%	1.5%	22,265	+11.4%	$3.1M
DYNFIshares U.s. Equity Factor Rotation Acti	1.5%	1.4%	39,287	+11.6%	$2.7M
IVEIshares S&p 500 Value ETF	1.5%	1.7%	11,592	-2.1%	$2.6M
TPLTexas Pacific Land Corporati	1.4%	1.7%	5,483	+0.0%	$2.4M
IEMGIshares	1.1%	1.3%	23,765	-13.5%	$2.0M
MSFTMicrosoft Corp	1.1%	1.2%	4,927	+0.2%	$1.8M
ITOTIshares Total US Stock Market ETF	1.0%	1.0%	10,548	+4.3%	$1.7M
VOOVanguard S&p 500 ETF	0.9%	0.9%	2,275	+3.6%	$1.6M
REETIshares Tr	0.8%	0.9%	53,302	+2.9%	$1.5M
SCHPSchwab Strategic Tr	0.8%	0.9%	53,387	+1.6%	$1.4M
XOMExxon Mobil Corp	0.8%	1.0%	9,991	+16.3%	$1.4M
GOOGAlphabet Inc	0.8%	0.6%	3,757	+12.7%	$1.3M
TSLATesla Inc Com	0.7%	0.7%	2,910	+5.8%	$1.2M
EFGIshares Tr	0.7%	0.6%	9,616	+23.1%	$1.2M
AVGOBroadcom Inc	0.7%	0.7%	3,102	-5.5%	$1.2M
EFVIshares Tr	0.7%	1.1%	14,839	-35.3%	$1.1M
BAIIshares A.i. Innovation and Tech Active	0.6%	0.5%	21,284	-1.5%	$1.1M
JCPBJ P Morgan Exchange Traded F	0.6%	—	23,592	—	$1.1M
GOOGLAlphabet Inc	0.6%	0.6%	3,061	+1.3%	$1.1M
GLDSpdr Gold Shares	0.6%	0.8%	2,828	-2.0%	$1.0M
SPYSpdr S&p 500 ETF Tr	0.6%	0.5%	1,363	+12.7%	$1.0M
MTUMIshares Msci USA Momentum Factor ETF	0.5%	0.5%	2,769	-11.1%	$949K
BNDVanguard Total Bond Market ETF	0.5%	0.6%	12,769	-2.6%	$937K
OEFIshares S&p 100 ETF	0.5%	0.6%	2,557	-2.4%	$935K
FDVVFidelity High Dividend ETF Total	0.5%	—	15,145	—	$913K
METAMeta Platforms Inc Class A	0.5%	0.5%	1,576	+13.8%	$888K
JPMJpmorgan Chase & Co	0.5%	0.5%	2,567	-0.3%	$840K
IWBIshares Russell 1000 ETF	0.5%	0.4%	1,982	+9.9%	$812K
BLCRBlackrock ETF Trust	0.5%	0.3%	16,092	+29.2%	$811K
VTIVanguard Index Fds	0.5%	0.5%	2,123	+0.1%	$786K
VTVVanguard Value ETF	0.4%	0.5%	3,539	-2.7%	$771K
IDEFBlackrock ETF Trust	0.4%	0.4%	24,147	+27.3%	$767K
MUMicron Technology Inc	0.4%	—	641	—	$740K
COROBlackrock ETF Trust	0.4%	—	19,938	—	$730K
COSTCostco Whsl Corp New	0.4%	0.4%	732	+9.3%	$685K
QQQInvesco Qqq Tr	0.4%	—	901	—	$663K
KNRGSimplify Exchange Traded Fun	0.4%	0.4%	25,760	+0.0%	$662K
QUALIshares Msci USA Quality Factor ETF	0.4%	0.8%	2,942	-54.9%	$646K
LINLinde PLC	0.4%	0.4%	1,236	-5.7%	$641K

What Accelerate Investment Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$174.1M	149
Q1 2026	$149.7M	133
Q4 2025	$148.4M	120
Q3 2025	$147.0M	121
Q2 2025	$134.4M	115
Q1 2025	$119.4M	115
Q4 2024	$113.4M	100
Q3 2024	$102.4M	84

Questions about Accelerate Investment Advisors LLC's portfolio

What stocks does Accelerate Investment Advisors LLC own?

Accelerate Investment Advisors LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 149 positions worth $174.1M. The largest are Spdr Series Trust (SPLG) at 13.8%, Ishares Tr (IDEV) at 8.9%, Ishares Tr (AGG) at 7.5%, Ishares Core S&p 500 ETF (IVV) at 5.3% and Fidelity Merrimack Str Tr (FBND) at 3.8%.

What did Accelerate Investment Advisors LLC buy last quarter?

In Q2 2026, Accelerate Investment Advisors LLC added Vanguard Index Fds (VO) (+283.2% shares), Ishares Core S&p 500 ETF (IVV) (+43.7% shares) and Blackrock ETF Trust (BLCR) (+29.2% shares), compared with its Q1 2026 filing.

What did Accelerate Investment Advisors LLC sell last quarter?

In Q2 2026, Accelerate Investment Advisors LLC cut from its top 50 Blackrock ETF Trust (BTHM), cut from its top 50 Vanguard Bd Index Fds Vanguard Short Ter (BSV), cut from its top 50 Pimco Corporate & Income Oppor Com (PTY), cut from its top 50 Avantis International Equity ETF (AVDE), cut from its top 50 Chevron Corp New (CVX), Ishares Msci USA Quality Factor ETF (QUAL) (-54.9% shares), Ishares Tr (EFV) (-35.3% shares) and Ishares (IEMG) (-13.5% shares), compared with its Q1 2026 filing.

When is Accelerate Investment Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Accelerate Investment Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Accelerate Investment Advisors LLC manage?

Accelerate Investment Advisors LLC reported $315.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $174.1M.