Accelerate Investment Advisors LLC
CIK 2035216 · View on SEC EDGAR ↗
- Portfolio value
- $174.1M
- Positions
- 149
- As of
- June 30, 2026
#6,922 of 9,443 by 13F value · top 73.3%
Portfolio value QoQ: +16.3% 13F does not disclose cash
- Top 10 holdings weight
- 52.41%
- Top 25 holdings weight
- 69.26%
- Positions above 1%
- 17
- Effective number of positions
- 23.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.73% Est. buys $21,574,544 · sells $6,045,344
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 79.7% still held
- New positions
- 23
- Increased
- 58
- Decreased
- 57
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
7.9%
Retail
3.0%
Energy
2.4%
Communication Services
1.9%
Healthcare
1.6%
Industrials
1.6%
Financials
0.8%
Consumer Discretionary
0.7%
Materials
0.4%
Financial Services
0.4%
Communications
0.2%
Consumer Staples
0.1%
Consumer products
0.1%
Utilities
0.1%
Real Estate
0.1%
Other/Unmapped
78.6%
Full portfolio 149 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $24,027,811 | 13.80% | 273,416 | $2,463,474 | Down ×2 | ||
| IDEV | $15,445,955 | 8.87% | 173,530 | $800,458 | Down ×2 | ||
| AGG | $12,999,963 | 7.47% | 131,339 | $333,356 | Up ×5 | ||
| IVV | $9,306,558 | 5.34% | 12,427 | $3,656,566 | Up ×3 | ||
| FBND | $6,537,613 | 3.75% | 143,715 | $152,291 | Up ×1 | ||
| VO | $6,308,618 | 3.62% | 78,300 | $440,801 | Up ×1 | ||
| VWO | $5,160,733 | 2.96% | 86,459 | $450,139 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $4,257,136 | 2.44% | 14,712 | $804,435 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3,632,518 | 2.09% | 15,241 | $472,069 | Up ×2 | ||
| SCHA | $3,586,529 | 2.06% | 99,267 | $546,926 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,476,015 | 2.00% | 17,372 | $816,836 | Up ×2 | ||
| IVW | $3,062,127 | 1.76% | 22,265 | $801,719 | Up ×3 | ||
| DYNF | $2,671,929 | 1.53% | 39,287 | $624,194 | Up ×1 | ||
| IVE | $2,632,122 | 1.51% | 11,592 | $130,787 | Down ×1 | ||
| TPL Texas Pacific Land Corporation Common Stock | $2,399,525 | 1.38% | 5,483 | $-202,428 | |||
| IEMG | $1,968,700 | 1.13% | 23,765 | $53,264 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,837,940 | 1.06% | 4,927 | $18,705 | Up ×1 | ||
| ITOT | $1,732,603 | 0.99% | 10,548 | $291,718 | Up ×1 | ||
| VOO | $1,562,315 | 0.90% | 2,275 | $250,551 | Up ×1 | ||
| REET | $1,472,193 | 0.85% | 53,302 | $169,358 | Up ×6 | ||
| SCHP | $1,414,751 | 0.81% | 53,387 | $17,154 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,365,983 | 0.78% | 9,991 | $-91,924 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,327,307 | 0.76% | 3,757 | $370,748 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1,224,018 | 0.70% | 2,910 | $201,320 | Up ×2 | ||
| EFG | $1,196,439 | 0.69% | 9,616 | $326,331 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1,171,684 | 0.67% | 3,102 | $155,129 | Down ×1 | ||
| EFV | $1,135,916 | 0.65% | 14,839 | $-570,548 | Down ×1 | ||
| BAI | $1,122,114 | 0.64% | 21,284 | $410,421 | Down ×1 | ||
| JCPB | $1,107,410 | 0.64% | 23,592 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,093,711 | 0.63% | 3,061 | $224,319 | Up ×2 | ||
| GLD | $1,041,958 | 0.60% | 2,828 | $-200,331 | Down ×2 | ||
| SPY SPY | $1,018,015 | 0.58% | 1,363 | $231,547 | Up ×6 | ||
| MTUM | $949,312 | 0.55% | 2,769 | $201,972 | Down ×1 | ||
| BND Vanguard Total Bond Market ETF | $937,360 | 0.54% | 12,769 | $-28,281 | Down ×2 | ||
| OEF | $935,475 | 0.54% | 2,557 | $102,026 | Down ×2 | ||
| FDVV | $913,071 | 0.52% | 15,145 | $603,885 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $887,519 | 0.51% | 1,576 | $95,377 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $840,314 | 0.48% | 2,567 | $82,943 | Down ×4 | ||
| IWB | $811,556 | 0.47% | 1,982 | $168,742 | Up ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $810,554 | 0.47% | 16,092 | $299,316 | Up ×1 | ||
| VTI | $785,696 | 0.45% | 2,123 | $105,655 | Up ×1 | ||
| VTV | $771,257 | 0.44% | 3,539 | $57,414 | Down ×3 | ||
| IDEF iShares Defense Industrials Active ETF | $767,392 | 0.44% | 24,147 | $146,694 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $740,022 | 0.42% | 641 | Up ×1 | |||
| CORO iShares International Country Rotation Active ETF | $729,731 | 0.42% | 19,938 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $685,054 | 0.39% | 732 | $17,564 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $663,208 | 0.38% | 901 | $190,728 | Up ×2 | ||
| KNRG | $662,161 | 0.38% | 25,760 | $7,471 | |||
| QUAL | $645,545 | 0.37% | 2,942 | $-604,996 | Down ×1 | ||
| LIN Linde plc - Ordinary Shares | $641,004 | 0.37% | 1,236 | $-9,162 | Down ×1 | ||
| THRO | $610,094 | 0.35% | 14,152 | $-81,962 | Down ×1 | ||
| FTEC | $575,782 | 0.33% | 2,016 | $208,498 | Up ×1 | ||
| BSV | $562,253 | 0.32% | 7,216 | $21,094 | Up ×1 | ||
| BRKB | $550,013 | 0.32% | 1,099 | $125,956 | Up ×2 | ||
| IYW | $539,874 | 0.31% | 2,140 | $151,562 | |||
| SCHD | $531,326 | 0.31% | 16,756 | $306,034 | Up ×1 | ||
| VGT | $521,107 | 0.30% | 4,360 | $140,850 | Up ×1 | ||
| PTY Pimco Corporate & Income Opportunity Fund | $494,807 | 0.28% | 41,131 | $-41,290 | Down ×1 | ||
| SOXX SOXX | $483,790 | 0.28% | 755 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $466,848 | 0.27% | 389 | Up ×1 | |||
| GE GE Aerospace Common Stock | $464,937 | 0.27% | 1,244 | $161,268 | Up ×4 | ||
| SCHR | $462,296 | 0.27% | 18,747 | $-2,385 | Up ×2 | ||
| URI United Rentals, Inc. Common Stock | $461,104 | 0.26% | 407 | $158,741 | Down ×1 | ||
| GLW Corning Incorporated Common Stock | $460,796 | 0.26% | 1,804 | $199,462 | Down ×1 | ||
| JBND JPMorgan Active Bond ETF | $454,215 | 0.26% | 8,490 | Up ×1 | |||
| AVDE | $450,669 | 0.26% | 5,052 | $-56,836 | Down ×1 | ||
| EZU | $441,464 | 0.25% | 6,352 | Up ×1 | |||
| SEIM | $438,868 | 0.25% | 7,816 | $81,209 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $432,159 | 0.25% | 1,717 | $48,442 | Down ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $417,981 | 0.24% | 3,559 | $112,178 | Down ×2 | ||
| MCK McKesson Corporation Common Stock | $412,651 | 0.24% | 546 | $-69,918 | Down ×1 | ||
| SEIV | $409,872 | 0.24% | 8,539 | $53,869 | Down ×1 | ||
| MOAT | $409,584 | 0.24% | 3,940 | $20,287 | Down ×2 | ||
| TFLO | $392,093 | 0.23% | 7,744 | $-51,029 | Down ×1 | ||
| SEIE SEI Select International Equity ETF | $387,104 | 0.22% | 10,907 | $31,578 | |||
| CVX Chevron Corporation Common Stock | $377,843 | 0.22% | 2,279 | $-127,989 | Down ×2 | ||
| IWF | $365,821 | 0.21% | 2,946 | $45,447 | Up ×3 | ||
| EEM | $365,304 | 0.21% | 5,340 | $62,050 | |||
| IWM | $364,305 | 0.21% | 1,212 | $57,397 | Down ×1 | ||
| IVLU | $353,588 | 0.20% | 8,455 | $15,594 | Down ×1 | ||
| UAL United Airlines Holdings, Inc. - Common Stock | $347,623 | 0.20% | 2,556 | $121,201 | Up ×2 | ||
| SCHG | $344,428 | 0.20% | 10,179 | $52,581 | Up ×3 | ||
| VUG | $341,953 | 0.20% | 3,970 | $61,001 | Up ×1 | ||
| AMGN Amgen Inc. - Common Stock | $340,567 | 0.20% | 940 | $1,153 | Down ×5 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $335,618 | 0.19% | 348 | Up ×1 | |||
| NEAR | $331,827 | 0.19% | 6,550 | $-20,552 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $325,030 | 0.19% | 305 | $124,166 | Up ×1 | ||
| IWP | $323,190 | 0.19% | 2,207 | $40,386 | |||
| WFC Wells Fargo & Company Common Stock | $320,760 | 0.18% | 3,881 | $14,994 | Up ×1 | ||
| SCHV | $320,300 | 0.18% | 9,201 | $29,981 | Down ×2 | ||
| IWR | $319,487 | 0.18% | 2,896 | $39,076 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $316,467 | 0.18% | 663 | Up ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $315,272 | 0.18% | 894 | $22,728 | Up ×2 | ||
| VEA | $314,883 | 0.18% | 4,419 | $32,191 | Up ×2 | ||
| FIVA | $313,138 | 0.18% | 8,129 | $73,252 | Up ×1 | ||
| GSEW | $308,533 | 0.18% | 3,268 | $23,254 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $302,407 | 0.17% | 2,670 | $-48,603 | Down ×2 | ||
| MINT | $301,545 | 0.17% | 2,991 | $3,679 | Up ×6 | ||
| RTX RTX Corporation Common Stock | $300,346 | 0.17% | 1,583 | $-5,519 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $298,695 | 0.17% | 1,176 | $-7,572 | Down ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| AGG | $12,999,963 | 7.47% | up ×5 |
| IVV | $9,306,558 | 5.34% | up ×3 |
| IVW | $3,062,127 | 1.76% | up ×3 |
| REET | $1,472,193 | 0.85% | up ×6 |
| GOOG | $1,327,307 | 0.76% | up ×3 |
| SPY | $1,018,015 | 0.58% | up ×6 |
| GE | $464,937 | 0.27% | up ×4 |
| IWF | $365,821 | 0.21% | up ×3 |
| SCHG | $344,428 | 0.20% | up ×3 |
| MINT | $301,545 | 0.17% | up ×6 |
| VTEB | $281,759 | 0.16% | up ×3 |
| IJJ | $275,270 | 0.16% | up ×6 |
| IWO | $273,296 | 0.16% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| JCPB | $1,107,410 | 23,592 | 0.64% |
| MU | $740,022 | 641 | 0.42% |
| CORO | $729,731 | 19,938 | 0.42% |
| SOXX | $483,790 | 755 | 0.28% |
| LLY | $466,848 | 389 | 0.27% |
| JBND | $454,215 | 8,490 | 0.26% |
| EZU | $441,464 | 6,352 | 0.25% |
| STX | $335,618 | 348 | 0.19% |
| TSM | $316,467 | 663 | 0.18% |
| XAR | $277,769 | 979 | 0.16% |
| AMD | $270,588 | 466 | 0.16% |
| TXN | $266,939 | 895 | 0.15% |
| EWJ | $259,104 | 2,778 | 0.15% |
| Unknown issuer (CUSIP: 84615Q103) | $259,029 | 1,516 | 0.15% |
| INTC | $247,983 | 1,776 | 0.14% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| KBDC | March 31, 2026 | 43,599 | $624,344 | -3.1% |
| IJS | Dec. 31, 2025 | 5,447 | $602,420 | No longer tracked |
| ITA | March 31, 2026 | 2,076 | $445,696 | No longer tracked |
| EMXC | June 30, 2025 | 7,654 | $421,659 | |
| ICSH | March 31, 2025 | 8,032 | $405,054 | No longer tracked |
| DIAL | March 31, 2025 | 22,563 | $395,528 | No longer tracked |
| VTEB | March 31, 2025 | 7,468 | $374,371 | No longer tracked |
| INTU | June 30, 2026 | 761 | $328,973 | 38.2% |
| VB | June 30, 2025 | 1,430 | $317,103 | No longer tracked |
| DVY | June 30, 2026 | 2,007 | $303,900 | |
| EFG | Dec. 31, 2025 | 2,652 | $301,968 | No longer tracked |
| UAL | March 31, 2025 | 3,033 | $294,527 | 63.7% |
| AMT | Sept. 30, 2025 | 1,322 | $292,137 | -8.1% |
| PM | Sept. 30, 2025 | 1,528 | $278,294 | 17.0% |
| VOE | March 31, 2025 | 1,703 | $275,552 | No longer tracked |
| VOT | June 30, 2025 | 1,111 | $271,795 | No longer tracked |
| HEFA | June 30, 2025 | 7,418 | $269,199 | No longer tracked |
| PLD | March 31, 2026 | 2,026 | $258,680 | 6.9% |
| XLK | March 31, 2026 | 1,681 | $242,023 | No longer tracked |
| YEAR | Dec. 31, 2025 | 4,772 | $241,834 | No longer tracked |
| PSX | June 30, 2026 | 1,319 | $240,299 | 43.8% |
| ADP | Dec. 31, 2025 | 813 | $238,619 | 8.5% |
| VZ | Dec. 31, 2025 | 5,415 | $238,009 | 21.4% |
| IEFA | March 31, 2025 | 3,381 | $237,646 | No longer tracked |
| MCD | June 30, 2025 | 758 | $236,822 | -8.1% |
| IWS | June 30, 2025 | 1,861 | $234,431 | No longer tracked |
| PEP | June 30, 2025 | 1,547 | $231,992 | 8.0% |
| MDY | Dec. 31, 2025 | 387 | $230,482 | No longer tracked |
| ACN | June 30, 2025 | 727 | $226,873 | -38.9% |
| AFL | June 30, 2025 | 2,024 | $225,076 | 10.9% |
| MCD | June 30, 2026 | 724 | $225,018 | -0.6% |
| VEA | June 30, 2025 | 4,407 | $223,992 | No longer tracked |
| PSX | June 30, 2025 | 1,809 | $223,431 | 103.7% |
| NEE | June 30, 2025 | 3,149 | $223,215 | 22.4% |
| LOW | June 30, 2026 | 937 | $221,450 | -1.3% |
| MO | June 30, 2025 | 3,665 | $219,955 | 13.8% |
| ABT | June 30, 2025 | 1,648 | $218,657 | -15.9% |
| DHR | March 31, 2026 | 952 | $217,842 | 12.9% |
| UNH | March 31, 2026 | 660 | $217,807 | 43.1% |
| FLOT | March 31, 2026 | 4,273 | $217,340 | No longer tracked |
| FLDR | March 31, 2026 | 4,283 | $215,135 | No longer tracked |
| KO | Dec. 31, 2025 | 3,170 | $210,241 | 29.7% |
| IJR | March 31, 2025 | 1,817 | $209,325 | No longer tracked |
| IWF | March 31, 2025 | 519 | $208,547 | No longer tracked |
| IEFA | Dec. 31, 2025 | 2,387 | $208,443 | No longer tracked |
| CB | June 30, 2025 | 688 | $207,786 | 18.6% |
| CRM | March 31, 2025 | 618 | $206,490 | -23.4% |
| DHR | June 30, 2025 | 1,003 | $205,677 | 8.4% |
| VZ | June 30, 2026 | 4,083 | $204,988 | 16.8% |
| SCHO | March 31, 2026 | 8,388 | $204,416 | No longer tracked |
| SCHF | Sept. 30, 2025 | 9,207 | $203,477 | No longer tracked |
| PLD | June 30, 2025 | 1,802 | $201,411 | 34.4% |
| PAYX | June 30, 2025 | 1,303 | $201,084 | -16.1% |
| SPOT | Sept. 30, 2025 | 262 | $200,970 | -24.5% |
| BLK | June 30, 2026 | 209 | $200,694 | 20.3% |
| SPXSXXXX | June 30, 2025 | 16,313 | $116,150 | No longer tracked |
| ONFO | Sept. 30, 2025 | 10,080 | $10,282 | 28.9% |