Accelerate Investment Advisors LLC
13F Reported Value
ⓘ$174.1M
Holdings
149
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Accelerate Investment Advisors LLC disclosed 149 positions worth $174.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 23 new positions and exited 7 and a full exit from $INTU. The portfolio is most concentrated in Other (76.9% 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
DiversifyingSector Allocation
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AUM History
13fpro.ai/research/fund/accelerate-investment-advisors-llc-2035216
Top Equity Holdings by Value
13fpro.ai/research/fund/accelerate-investment-advisors-llc-2035216
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$24.0M273,416 shISHARES TR - CORE MSCI INTL
—Quality
$15.4M173,530 shISHARES TR - CORE US AGGBD ET
—Quality
$13.0M131,339 shISHARES TR - CORE S&P500 ETF
—Quality
$9.3M12,427 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$6.5M143,715 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$6.3M78,300 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$5.2M86,459 sh- 76.3
Quality
$4.3M14,712 sh - 68.4
Quality
$3.6M15,241 sh SCHWAB STRATEGIC TR - US SML CAP ETF
—Quality
$3.6M99,267 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $24.0M | 273,416 |
| ISHARES TR - CORE MSCI INTL | — | $15.4M | 173,530 |
| ISHARES TR - CORE US AGGBD ET | — | $13.0M | 131,339 |
| ISHARES TR - CORE S&P500 ETF | — | $9.3M | 12,427 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $6.5M | 143,715 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $6.3M | 78,300 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $5.2M | 86,459 |
| 76.3 | $4.3M | 14,712 | |
| 68.4 | $3.6M | 15,241 | |
| SCHWAB STRATEGIC TR - US SML CAP ETF | — | $3.6M | 99,267 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Accelerate Investment Advisors LLC's 149 positions.
Showing top 10 of 149 holdings.
Sector Allocation
Other
$133.9M
Technology
$18.9M
Financials
$6.7M
Consumer Discretionary
$5.2M
Industrials
$3.2M
Healthcare
$2.1M
Energy
$1.7M
Materials
$1.1M
Full Holdings — Accelerate Investment Advisors LLC (Q2 2026)
All 149 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 - ST STR P500ETF | $24.0M | 13.8% | -3% | — |
| 2 | — | ISHARES TR - CORE MSCI INTL | $15.4M | 8.9% | -1% | — |
| 3 | — | ISHARES TR - CORE US AGGBD ET | $13.0M | 7.5% | +3% | — |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $9.3M | 5.3% | +44% | — |
| 5 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $6.5M | 3.8% | +3% | — |
| 6 | — | VANGUARD INDEX FDS - MID CAP ETF | $6.3M | 3.6% | +283% | — |
| 7 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.2M | 3.0% | -1% | — |
| 8 | Apple Inc. | $4.3M | 2.4% | +8% | 76.3 | |
| 9 | AMAZON COM INC | $3.6M | 2.1% | +0% | 68.4 | |
| 10 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $3.6M | 2.1% | -5% | — |
| 11 | NVIDIA CORP | $3.5M | 2.0% | +14% | 85.9 | |
| 12 | — | ISHARES TR - S&P 500 GRWT ETF | $3.1M | 1.8% | +11% | — |
| 13 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $2.7M | 1.5% | +12% | — |
| 14 | — | ISHARES TR - S&P 500 VAL ETF | $2.6M | 1.5% | -2% | — |
| 15 | Texas Pacific Land Corp | $2.4M | 1.4% | +0% | 72.7 | |
| 16 | — | ISHARES INC - CORE MSCI EMKT | $2.0M | 1.1% | -13% | — |
| 17 | MICROSOFT CORP | $1.8M | 1.1% | +0% | 79.7 | |
| 18 | — | ISHARES TR - CORE S&P TTL STK | $1.7M | 1.0% | +4% | — |
| 19 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.6M | 0.9% | +4% | — |
| 20 | — | ISHARES TR - GLOBAL REIT ETF | $1.5M | 0.8% | +3% | — |
| 21 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $1.4M | 0.8% | +2% | — |
| 22 | EXXON MOBIL CORP | $1.4M | 0.8% | +16% | 57.7 | |
| 23 | Alphabet Inc. | $1.3M | 0.8% | +13% | 78.1 | |
| 24 | Tesla, Inc. | $1.2M | 0.7% | +6% | 53.6 | |
| 25 | — | ISHARES TR - EAFE GRWTH ETF | $1.2M | 0.7% | +23% | — |
| 26 | Broadcom Inc. | $1.2M | 0.7% | -6% | 84.4 | |
| 27 | — | ISHARES TR - EAFE VALUE ETF | $1.1M | 0.7% | -35% | — |
| 28 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.1M | 0.6% | -1% | — |
| 29 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $1.1M | 0.6% | NEW | — |
| 30 | Alphabet Inc. | $1.1M | 0.6% | +1% | 78.1 | |
| 31 | SPDR GOLD TRUST | $1.0M | 0.6% | -2% | — | |
| 32 | SPDR S&P 500 ETF TRUST | $1.0M | 0.6% | +13% | — | |
| 33 | — | ISHARES TR - MSCI USA MMENTM | $949,312 | 0.6% | -11% | — |
| 34 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $937,360 | 0.5% | -3% | — |
| 35 | — | ISHARES TR - S&P 100 ETF | $935,475 | 0.5% | -2% | — |
| 36 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $913,071 | 0.5% | +171% | — |
| 37 | Meta Platforms, Inc. | $887,519 | 0.5% | +14% | 79.6 | |
| 38 | JPMORGAN CHASE & CO | $840,314 | 0.5% | -0% | 70.3 | |
| 39 | — | ISHARES TR - RUS 1000 ETF | $811,556 | 0.5% | +10% | — |
| 40 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $810,554 | 0.5% | +29% | — |
| 41 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $785,696 | 0.5% | +0% | — |
| 42 | — | VANGUARD INDEX FDS - VALUE ETF | $771,257 | 0.4% | -3% | — |
| 43 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $767,392 | 0.4% | +27% | — |
| 44 | MICRON TECHNOLOGY INC | $740,022 | 0.4% | NEW | 86.1 | |
| 45 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $729,731 | 0.4% | NEW | — |
| 46 | COSTCO WHOLESALE CORP /NEW | $685,054 | 0.4% | +9% | 65.9 | |
| 47 | INVESCO QQQ TRUST, SERIES 1 | $663,208 | 0.4% | +10% | — | |
| 48 | — | SIMPLIFY EXCHANGE TRADED FUN - KAYNE ANDERSON | $662,161 | 0.4% | +0% | — |
| 49 | — | ISHARES TR - MSCI USA QLT FCT | $645,545 | 0.4% | -55% | — |
| 50 | LINDE PLC | $641,004 | 0.4% | -6% | — | |
| 51 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $610,094 | 0.3% | -26% | — |
| 52 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $575,782 | 0.3% | +14% | — |
| 53 | Meta Platforms, Inc. | $562,253 | 0.3% | +5% | 79.6 | |
| 54 | BERKSHIRE HATHAWAY INC | $550,013 | 0.3% | +24% | 73.6 | |
| 55 | — | ISHARES TR - U.S. TECH ETF | $539,874 | 0.3% | +0% | — |
| 56 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $531,326 | 0.3% | +128% | — |
| 57 | — | VANGUARD WORLD FD - INF TECH ETF | $521,107 | 0.3% | +700% | — |
| 58 | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $494,807 | 0.3% | -7% | — | |
| 59 | — | ISHARES TR - ISHARES SEMICDTR | $483,790 | 0.3% | NEW | — |
| 60 | ELI LILLY & Co | $466,848 | 0.3% | NEW | 87.5 | |
| 61 | GENERAL ELECTRIC CO | $464,937 | 0.3% | +16% | 73.6 | |
| 62 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $462,296 | 0.3% | +0% | — |
| 63 | UNITED RENTALS, INC. | $461,104 | 0.3% | -2% | 63.6 | |
| 64 | CORNING INC /NY | $460,796 | 0.3% | -6% | 73.5 | |
| 65 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $454,215 | 0.3% | NEW | — |
| 66 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $450,669 | 0.3% | -16% | — |
| 67 | — | ISHARES INC - MSCI EURZONE ETF | $441,464 | 0.3% | NEW | — |
| 68 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE CAP | $438,868 | 0.3% | -0% | — |
| 69 | AbbVie Inc. | $432,159 | 0.3% | -3% | 72.5 | |
| 70 | CISCO SYSTEMS, INC. | $417,981 | 0.2% | -10% | 70.1 | |
| 71 | MCKESSON CORP | $412,651 | 0.2% | -2% | 63.2 | |
| 72 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE VAL | $409,872 | 0.2% | -0% | — |
| 73 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $409,584 | 0.2% | -2% | — |
| 74 | — | ISHARES TR - TRS FLT RT BD | $392,093 | 0.2% | -12% | — |
| 75 | — | SEI EXCHANGE TRADED FUNDS - SELE INTL EQ ETF | $387,104 | 0.2% | +0% | — |
| 76 | CHEVRON CORP | $377,843 | 0.2% | -7% | 62.6 | |
| 77 | — | ISHARES TR - RUS 1000 GRW ETF | $365,821 | 0.2% | +292% | — |
| 78 | — | ISHARES TR - MSCI EMG MKT ETF | $365,304 | 0.2% | +0% | — |
| 79 | — | ISHARES TR - RUSSELL 2000 ETF | $364,305 | 0.2% | -2% | — |
| 80 | — | ISHARES TR - MSCI INTL VLU FT | $353,588 | 0.2% | -1% | — |
| 81 | United Airlines Holdings, Inc. | $347,623 | 0.2% | +4% | 60.5 | |
| 82 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $344,428 | 0.2% | +2% | — |
| 83 | — | VANGUARD INDEX FDS - GROWTH ETF | $341,953 | 0.2% | +517% | — |
| 84 | AMGEN INC | $340,567 | 0.2% | -3% | 79 | |
| 85 | Seagate Technology Holdings plc | $335,618 | 0.2% | NEW | — | |
| 86 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $331,827 | 0.2% | -6% | — |
| 87 | CATERPILLAR INC | $325,030 | 0.2% | +7% | 66.3 | |
| 88 | — | ISHARES TR - RUS MD CP GR ETF | $323,190 | 0.2% | +0% | — |
| 89 | WELLS FARGO & COMPANY/MN | $320,760 | 0.2% | +1% | 61.5 | |
| 90 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $320,300 | 0.2% | -3% | — |
| 91 | — | ISHARES TR - RUS MID CAP ETF | $319,487 | 0.2% | +0% | — |
| 92 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $316,467 | 0.2% | NEW | — | |
| 93 | HOME DEPOT, INC. | $315,272 | 0.2% | +1% | 60.1 | |
| 94 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $314,883 | 0.2% | +0% | — |
| 95 | — | FIDELITY COVINGTON TRUST - INT VL FCT ETF | $313,138 | 0.2% | +18% | — |
| 96 | GOLDMAN SACHS GROUP INC | $308,533 | 0.2% | -3% | 73.3 | |
| 97 | Walmart Inc. | $302,407 | 0.2% | -5% | 59.9 | |
| 98 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $301,545 | 0.2% | +1% | — |
| 99 | RTX Corp | $300,346 | 0.2% | -0% | 73.1 | |
| 100 | JOHNSON & JOHNSON | $298,695 | 0.2% | -6% | 68.8 | |
| 101 | — | ISHARES TR - 0-3 MTH TREASURY | $296,515 | 0.2% | -20% | — |
| 102 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $295,319 | 0.2% | +0% | — |
| 103 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $290,129 | 0.2% | -2% | — |
| 104 | ANALOG DEVICES INC | $289,527 | 0.2% | -12% | 79.1 | |
| 105 | Merck & Co., Inc. | $287,321 | 0.2% | +5% | 59.7 | |
| 106 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $286,510 | 0.2% | +0% | — |
| 107 | S&P Global Inc. | $285,501 | 0.2% | -22% | 75.8 | |
| 108 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $281,759 | 0.2% | +11% | — |
| 109 | — | SPDR SERIES TRUST - ST STR SP AERO | $277,769 | 0.2% | NEW | — |
| 110 | — | ISHARES TR - S&P MC 400VL ETF | $275,270 | 0.2% | +0% | — |
| 111 | — | ISHARES TR - RUS 2000 GRW ETF | $273,296 | 0.2% | +0% | — |
| 112 | — | ISHARES INC - EMNG MKTS EQT | $271,471 | 0.2% | +7% | — |
| 113 | ADVANCED MICRO DEVICES INC | $270,588 | 0.2% | NEW | 79.7 | |
| 114 | BANK OF AMERICA CORP /DE/ | $267,299 | 0.1% | -0% | 67.3 | |
| 115 | TEXAS INSTRUMENTS INC | $266,939 | 0.1% | NEW | 73.2 | |
| 116 | Eaton Corp plc | $266,639 | 0.1% | +10% | — | |
| 117 | — | ISHARES TR - EUROPE ETF | $264,300 | 0.1% | +0% | — |
| 118 | INTERNATIONAL BUSINESS MACHINES CORP | $262,260 | 0.1% | -3% | 69.7 | |
| 119 | — | ISHARES TR - 7-10 YR TRSY BD | $260,446 | 0.1% | +22% | — |
| 120 | — | ISHARES INC - MSCI JAPAN ETF | $259,104 | 0.1% | NEW | — |
| 121 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $259,029 | 0.1% | NEW | — |
| 122 | Philip Morris International Inc. | $258,378 | 0.1% | -5% | 75.7 | |
| 123 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $250,005 | 0.1% | +4% | — |
| 124 | INTEL CORP | $247,983 | 0.1% | NEW | 45.5 | |
| 125 | — | ISHARES TR - CORE S&P MCP ETF | $244,103 | 0.1% | -7% | — |
| 126 | Mastercard Inc | $241,137 | 0.1% | -11% | 85 | |
| 127 | VISA INC. | $240,969 | 0.1% | -12% | 82.7 | |
| 128 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | $238,139 | 0.1% | +1% | — |
| 129 | — | ISHARES TR - RUS MDCP VAL ETF | $236,705 | 0.1% | +2% | — |
| 130 | UNITEDHEALTH GROUP INC | $233,639 | 0.1% | NEW | 62.5 | |
| 131 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $233,128 | 0.1% | NEW | — |
| 132 | PROCTER & GAMBLE Co | $232,442 | 0.1% | -0% | 64.4 | |
| 133 | — | ISHARES TR - TRUST ISHARE 0-1 | $229,753 | 0.1% | -21% | — |
| 134 | O REILLY AUTOMOTIVE INC | $229,649 | 0.1% | -8% | 67 | |
| 135 | — | SPDR SERIES TRUST - STATE STRET SPDR | $227,448 | 0.1% | +0% | — |
| 136 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $224,714 | 0.1% | -15% | — |
| 137 | — | SEI EXCHANGE TRADED FUNDS - QIM US LRG CAP Q | $224,322 | 0.1% | +0% | — |
| 138 | ISHARES GOLD TRUST | $223,369 | 0.1% | -0% | — | |
| 139 | — | ISHARES TR - CORE S&P SCP ETF | $217,013 | 0.1% | NEW | — |
| 140 | — | ISHARES TR - MORNINGSTAR VALU | $216,654 | 0.1% | -3% | — |
| 141 | NEXTERA ENERGY INC | $216,353 | 0.1% | -11% | 64.4 | |
| 142 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | $214,079 | 0.1% | -3% | — |
| 143 | DANAHER CORP /DE/ | $213,151 | 0.1% | NEW | 64.6 | |
| 144 | KLA CORP | $210,980 | 0.1% | NEW | 78.5 | |
| 145 | GE Vernova Inc. | $205,237 | 0.1% | NEW | 81.1 | |
| 146 | Prologis, Inc. | $200,631 | 0.1% | NEW | 68.3 | |
| 147 | Evolus, Inc. | $74,050 | 0.0% | +0% | 38.9 | |
| 148 | Longeveron Inc. | $10,018 | 0.0% | NEW | — | |
| 149 | — | BRAND ENGAGEMENT NETWORK INC - *W EXP 03/14/202 | $2,354 | 0.0% | +0% | — |
New Positions (23)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$259,029Browse Top Institutional Investors
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