Accelerate Investment Advisors LLC
13F Reported Value
ⓘ$149.7M
Holdings
133
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Accelerate Investment Advisors LLC disclosed 133 positions worth $149.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 12 new positions and exited 5 and a full exit from $KBDC. The portfolio is most concentrated in Other (77.3% of disclosed assets). All figures are sourced directly from Accelerate Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2035216.
AI Fund Analysis
Diversifying
$SPYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$21.6M281,739 shISHARES TR
—Quality
$14.6M175,248 shISHARES TR
—Quality
$12.7M127,598 shFIDELITY MERRIMACK STR TR
—Quality
$6.4M139,968 shVANGUARD INDEX FDS
—Quality
$5.9M20,433 shISHARES TR
—Quality
$5.6M8,650 shVANGUARD INTL EQUITY INDEX F
—Quality
$4.7M87,153 sh- 76.1
Quality
$3.5M13,605 sh - 74.6
Quality
$3.2M15,175 sh SCHWAB STRATEGIC TR
—Quality
$3.0M104,526 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $21.6M | 281,739 |
| ISHARES TR | — | $14.6M | 175,248 |
| ISHARES TR | — | $12.7M | 127,598 |
| FIDELITY MERRIMACK STR TR | — | $6.4M | 139,968 |
| VANGUARD INDEX FDS | — | $5.9M | 20,433 |
| ISHARES TR | — | $5.6M | 8,650 |
| VANGUARD INTL EQUITY INDEX F | — | $4.7M | 87,153 |
 Apple Inc.$AAPL | 76.1 | $3.5M | 13,605 |
 AMAZON COM INC$AMZN | 74.6 | $3.2M | 15,175 |
| SCHWAB STRATEGIC TR | — | $3.0M | 104,526 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Accelerate Investment Advisors LLC's 133 positions.
Showing top 10 of 133 holdings.
Sector Allocation
Other
$115.7M
Technology
$13.3M
Financials
$7.2M
Consumer Discretionary
$5.2M
Industrials
$2.5M
Energy
$2.2M
Healthcare
$1.3M
Consumer Staples
$961,101
Full Holdings — Accelerate Investment Advisors LLC (Q1 2026)
All 133 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $21.6M | 14.4% | -0% | — |
| 2 | — | ISHARES TR | $14.6M | 9.8% | -1% | — |
| 3 | — | ISHARES TR | $12.7M | 8.5% | +2% | — |
| 4 | — | FIDELITY MERRIMACK STR TR | $6.4M | 4.3% | -4% | — |
| 5 | — | VANGUARD INDEX FDS | $5.9M | 3.9% | -1% | — |
| 6 | — | ISHARES TR | $5.6M | 3.8% | +17% | — |
| 7 | — | VANGUARD INTL EQUITY INDEX F | $4.7M | 3.1% | -1% | — |
| 8 | $AAPL | Apple Inc. | $3.5M | 2.3% | -0% | 76.1 |
| 9 | $AMZN | AMAZON COM INC | $3.2M | 2.1% | +2% | 74.6 |
| 10 | — | SCHWAB STRATEGIC TR | $3.0M | 2.0% | -0% | — |
| 11 |  $NVDA | NVIDIA CORP | $2.7M | 1.8% | +0% | 90.2 |
| 12 |  $TPL | Texas Pacific Land Corp | $2.6M | 1.7% | +0% | 79.1 |
| 13 | — | ISHARES TR | $2.5M | 1.7% | +2% | — |
| 14 | — | ISHARES TR | $2.3M | 1.5% | +9% | — |
| 15 | — | BLACKROCK ETF TRUST | $2.0M | 1.4% | -4% | — |
| 16 | — | ISHARES INC | $1.9M | 1.3% | +5% | — |
| 17 |  $MSFT | MICROSOFT CORP | $1.8M | 1.2% | -1% | 83.7 |
| 18 | — | ISHARES TR | $1.7M | 1.1% | +3% | — |
| 19 |  $XOM | EXXON MOBIL CORP | $1.5M | 1.0% | -2% | 61.8 |
| 20 | — | ISHARES TR | $1.4M | 1.0% | -3% | — |
| 21 | — | SCHWAB STRATEGIC TR | $1.4M | 0.9% | -8% | — |
| 22 | — | VANGUARD INDEX FDS | $1.3M | 0.9% | -1% | — |
| 23 | — | ISHARES TR | $1.3M | 0.9% | +5% | — |
| 24 | — | ISHARES TR | $1.3M | 0.8% | +1% | — |
| 25 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.8% | -1% | — |
| 26 |  $TSLA | Tesla, Inc. | $1.0M | 0.7% | +4% | 50.1 |
| 27 |  $AVGO | Broadcom Inc. | $1.0M | 0.7% | +13% | 86.4 |
| 28 | — | VANGUARD BD INDEX FDS | $965,641 | 0.7% | -6% | — |
| 29 |  $GOOGL | Alphabet Inc. | $956,559 | 0.6% | +5% | 80.2 |
| 30 | — | ISHARES TR | $870,108 | 0.6% | +260% | — |
| 31 |  $GOOG | Alphabet Inc. | $869,392 | 0.6% | +1% | 80.2 |
| 32 | — | ISHARES TR | $833,449 | 0.6% | -55% | — |
| 33 |  $META | Meta Platforms, Inc. | $792,142 | 0.5% | -4% | 80.9 |
| 34 | $SPY | SPDR S&P 500 ETF TRUST | $786,468 | 0.5% | +7% | — |
| 35 |  $JPM | JPMORGAN CHASE & CO | $757,371 | 0.5% | -2% | 35.6 |
| 36 | — | ISHARES TR | $747,340 | 0.5% | +14% | — |
| 37 | — | VANGUARD INDEX FDS | $713,843 | 0.5% | -32% | — |
| 38 | — | BLACKROCK ETF TRUST | $711,693 | 0.5% | +10% | — |
| 39 | — | BLACKROCK ETF TRUST | $692,056 | 0.5% | +11% | — |
| 40 | — | VANGUARD INDEX FDS | $680,041 | 0.5% | -1% | — |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $667,490 | 0.5% | +6% | 67 |
| 42 | — | SIMPLIFY EXCHANGE TRADED FUN | $654,690 | 0.4% | NEW | — |
| 43 |  $LIN | LINDE PLC | $650,166 | 0.4% | +3% | — |
| 44 | — | ISHARES TR | $642,814 | 0.4% | -9% | — |
| 45 | — | BLACKROCK ETF TRUST | $620,698 | 0.4% | -48% | — |
| 46 | $META | Meta Platforms, Inc. | $541,159 | 0.4% | -24% | 80.9 |
| 47 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $536,097 | 0.4% | +55% | — |
| 48 | — | BLACKROCK ETF TRUST | $511,238 | 0.3% | -66% | — |
| 49 | — | AMERICAN CENTY ETF TR | $507,505 | 0.3% | +0% | — |
| 50 |  $CVX | CHEVRON CORP | $505,832 | 0.3% | -2% | 54.7 |
| 51 |  $MCK | MCKESSON CORP | $482,569 | 0.3% | +3% | 63.7 |
| 52 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $472,480 | 0.3% | +0% | — |
| 53 | — | SCHWAB STRATEGIC TR | $464,681 | 0.3% | +2% | — |
| 54 | — | ISHARES TR | $443,122 | 0.3% | +3% | — |
| 55 |  $BRK.B | BERKSHIRE HATHAWAY INC | $424,057 | 0.3% | +0% | 64.5 |
| 56 | — | VANECK ETF TRUST | $389,297 | 0.3% | -0% | — |
| 57 | — | ISHARES TR | $388,312 | 0.3% | -1% | — |
| 58 |  $ABBV | AbbVie Inc. | $383,717 | 0.3% | -11% | 59.3 |
| 59 |  $SPGI | S&P Global Inc. | $380,778 | 0.3% | +4% | 79.4 |
| 60 | — | VANGUARD WORLD FD | $380,257 | 0.3% | +0% | — |
| 61 | — | ISHARES TR | $371,840 | 0.3% | +70% | — |
| 62 | — | FIDELITY COVINGTON TRUST | $367,284 | 0.3% | -6% | — |
| 63 | — | SEI EXCHANGE TRADED FUNDS | $357,659 | 0.2% | NEW | — |
| 64 | — | SEI EXCHANGE TRADED FUNDS | $356,003 | 0.2% | NEW | — |
| 65 | — | SEI EXCHANGE TRADED FUNDS | $355,526 | 0.2% | NEW | — |
| 66 | — | ISHARES U S ETF TR | $352,379 | 0.2% | NEW | — |
| 67 |  $WMT | Walmart Inc. | $351,010 | 0.2% | -17% | 63.2 |
| 68 |  $AMGN | AMGEN INC | $339,414 | 0.2% | -11% | 79.5 |
| 69 | — | ISHARES TR | $337,994 | 0.2% | +1% | — |
| 70 |  $INTU | INTUIT INC. | $328,973 | 0.2% | +14% | 82 |
| 71 | — | ISHARES TR | $320,374 | 0.2% | +2% | — |
| 72 | — | FIDELITY COVINGTON TRUST | $309,186 | 0.2% | +0% | — |
| 73 | — | ISHARES TR | $306,908 | 0.2% | +0% | — |
| 74 |  $JNJ | JOHNSON & JOHNSON | $306,267 | 0.2% | -12% | 72.8 |
| 75 |  $RTX | RTX Corp | $305,865 | 0.2% | +2% | 70 |
| 76 |  $CSCO | CISCO SYSTEMS, INC. | $305,803 | 0.2% | -5% | 72.3 |
| 77 |  $WFC | WELLS FARGO & COMPANY/MN | $305,766 | 0.2% | -0% | — |
| 78 | — | ISHARES TR | $303,900 | 0.2% | -3% | — |
| 79 |  $GE | GENERAL ELECTRIC CO | $303,669 | 0.2% | +3% | 74.8 |
| 80 | — | ISHARES TR | $303,254 | 0.2% | +0% | — |
| 81 |  $URI | UNITED RENTALS, INC. | $302,363 | 0.2% | +3% | 70.7 |
| 82 | — | PIMCO ETF TR | $297,866 | 0.2% | +1% | — |
| 83 | — | ISHARES TR | $292,557 | 0.2% | +22% | — |
| 84 |  $HD | HOME DEPOT, INC. | $292,544 | 0.2% | +0% | 69.2 |
| 85 | — | SCHWAB STRATEGIC TR | $291,847 | 0.2% | +2% | — |
| 86 | — | SCHWAB STRATEGIC TR | $290,319 | 0.2% | -1% | — |
| 87 | — | FIRST TR EXCHANGE-TRADED FD | $289,053 | 0.2% | -5% | — |
| 88 |  $GS | GOLDMAN SACHS GROUP INC | $285,279 | 0.2% | +0% | — |
| 89 | — | ISHARES TR | $282,804 | 0.2% | +0% | — |
| 90 | — | VANGUARD TAX-MANAGED FDS | $282,692 | 0.2% | +6% | — |
| 91 | — | VANGUARD INDEX FDS | $280,952 | 0.2% | +0% | — |
| 92 | — | ISHARES TR | $280,411 | 0.2% | -3% | — |
| 93 | — | FIRST TR EXCHNG TRADED FD VI | $267,793 | 0.2% | +0% | — |
| 94 | — | SCHWAB STRATEGIC TR | $266,292 | 0.2% | -1% | — |
| 95 |  $MA | Mastercard Inc | $264,032 | 0.2% | +4% | 81.7 |
| 96 |  $ADI | ANALOG DEVICES INC | $262,826 | 0.2% | -7% | 76.2 |
| 97 |  $GLW | CORNING INC /NY | $261,334 | 0.2% | NEW | 72.7 |
| 98 | — | STATE STR SPDR DOW JONES IND | $261,214 | 0.2% | -23% | — |
| 99 |  $IAU | ISHARES GOLD TRUST | $261,054 | 0.2% | -5% | — |
| 100 |  $NEE | NEXTERA ENERGY INC | $258,333 | 0.2% | +4% | 71.7 |
| 101 |  $MRK | Merck & Co., Inc. | $257,031 | 0.2% | +1% | 70.9 |
| 102 | — | VANGUARD MUN BD FDS | $251,447 | 0.2% | +9% | — |
| 103 |  $ORLY | O REILLY AUTOMOTIVE INC | $249,491 | 0.2% | -3% | 72.7 |
| 104 |  $PM | Philip Morris International Inc. | $249,066 | 0.2% | -10% | 80.5 |
| 105 | — | ISHARES TR | $246,576 | 0.2% | +0% | — |
| 106 | — | ISHARES TR | $246,486 | 0.2% | -20% | — |
| 107 |  $V | VISA INC. | $241,986 | 0.2% | -10% | 83.5 |
| 108 |  $PSX | Phillips 66 | $240,299 | 0.2% | NEW | 47.6 |
| 109 | — | FIDELITY COVINGTON TRUST | $239,886 | 0.2% | +24% | — |
| 110 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $232,081 | 0.2% | -0% | 66.7 |
| 111 | — | SPDR SERIES TRUST | $230,178 | 0.1% | -6% | — |
| 112 | — | ISHARES TR | $229,763 | 0.1% | -1% | — |
| 113 |  $BAC | BANK OF AMERICA CORP /DE/ | $229,654 | 0.1% | +1% | 68.4 |
| 114 |  $PG | PROCTER & GAMBLE Co | $229,466 | 0.1% | +0% | 72.9 |
| 115 |  $UAL | United Airlines Holdings, Inc. | $226,422 | 0.1% | +5% | 61.3 |
| 116 | — | SCHWAB STRATEGIC TR | $225,292 | 0.1% | -12% | — |
| 117 |  $MCD | MCDONALDS CORP | $225,018 | 0.1% | +4% | 73.9 |
| 118 |  $LOW | LOWES COMPANIES INC | $221,450 | 0.1% | -2% | 63.5 |
| 119 | — | JANUS DETROIT STR TR | $220,592 | 0.1% | +0% | — |
| 120 | — | ISHARES TR | $217,603 | 0.1% | +0% | — |
| 121 | — | ISHARES TR | $215,408 | 0.1% | -0% | — |
| 122 | — | ISHARES INC | $208,365 | 0.1% | -87% | — |
| 123 | — | SCHWAB STRATEGIC TR | $207,594 | 0.1% | +0% | — |
| 124 | — | SEI EXCHANGE TRADED FUNDS | $207,246 | 0.1% | NEW | — |
| 125 | — | ISHARES TR | $206,026 | 0.1% | +2% | — |
| 126 | — | ISHARES TR | $205,888 | 0.1% | -35% | — |
| 127 | — | FIDELITY COVINGTON TRUST | $205,603 | 0.1% | -57% | — |
| 128 |  $VZ | VERIZON COMMUNICATIONS INC | $204,988 | 0.1% | NEW | 71.6 |
| 129 |  $ETN | Eaton Corp plc | $203,062 | 0.1% | NEW | — |
| 130 |  $CAT | CATERPILLAR INC | $200,864 | 0.1% | NEW | 67.8 |
| 131 |  $BLK | BlackRock, Inc. | $200,694 | 0.1% | -3% | 70.3 |
| 132 |  $EOLS | Evolus, Inc. | $43,854 | 0.0% | NEW | 30 |
| 133 | — | BRAND ENGAGEMENT NETWORK INC | $4,372 | 0.0% | +14% | — |
New Positions (12)
$GLW CORNING INC /NY$261,334$PSX Phillips 66$240,299$VZ VERIZON COMMUNICATIONS INC$204,988$ETN Eaton Corp plc$203,062$CAT CATERPILLAR INC$200,864$EOLS Evolus, Inc.$43,854
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