What does Accel Wealth Management hold?

Accel Wealth Management's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1838226.

What is Accel Wealth Management's AUM?

Accel Wealth Management reported approximately $464.3M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.1B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Accel Wealth Management's holdings?

All Accel Wealth Management holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1838226. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Accel Wealth Management's 13F data updated on 13F Pro?

Accel Wealth Management's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Accel Wealth Management

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1838226

Institutional-grade research for retail investors

Sector Allocation

Other67.8%$314.7M
Technology12.7%$58.8M
Financials6.7%$30.9M
Industrials3.0%$14.1M
Consumer Discretionary2.2%$10.1M
Energy2.0%$9.4M
Consumer Staples1.5%$7.0M
Healthcare1.4%$6.6M
Materials0.9%$4.1M
Real Estate0.8%$3.6M

AUM History

13fpro.ai/research/fund/accel-wealth-management-1838226

Conviction and streaks

Concentrating · top 10 = 26.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold4.8% weight · held 11 quarters

$Conviction hold3.6% weight · held 11 quarters

$Conviction hold2.5% weight · held 11 quarters

$Accumulating+16182% shares · 10 quarters running

$Accumulating+73% shares · 10 quarters running

$Accumulating+225% shares · 10 quarters running

$Accumulating+1457% shares · 10 quarters running

$Accumulating+115% shares · 10 quarters running

$UTFTrimming-33% shares · 10 quarters running

$Trimming-41% shares · 10 quarters running

$Trimming-88% shares · 10 quarters running

$Trimming-66% shares · 10 quarters running

$IVZTrimming-80% shares · 10 quarters running

Largest positions — Q3 2026

ISHARES
$22.0M
SCHWAB
$17.0M
JANUS
$16.7M
VANGUARD
$11.5M
VANGUARD
$11.4M
FIRST
$10.8M
AAPL
$9.3M
DIMENSIONAL
$8.8M
CAPITAL
$8.8M
FIRST
$8.8M
QQQ
$8.4M
VANGUARD
$8.2M
AMZN
$8.0M
NVDA
$7.6M
FIRST
$7.0M
ISHARES
$6.6M
VANGUARD
$6.1M
CAPITAL
$6.0M
VANGUARD
$5.8M
INTC
$5.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/accel-wealth-management-1838226

Accel Wealth Management 13F holdings — Q3 2026

$464.3M portfolio (+4.5% QoQ) · 309 holdings · Q3 2026 13F · top 10 are 27% of the stock portfolio

1
ISHARES TR - CORE DIV GRWTH
$22.0M
4.8% of stocks
+13%This quarter—Since filed—Held
AIQuality—Est. buy—
2
SCHWAB STRATEGIC TR - US LCAP GR ETF
$17.0M
3.6% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
3
JANUS DETROIT STR TR - HENDRSN SHRT ETF
$16.7M
3.6% of stocks
-0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$11.5M
2.5% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD INDEX FDS - MRNGSTR TTL STK
$11.4M
2.5% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
6
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$10.8M
2.3% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
7
Apple Inc.
$AAPL
$9.3M
2.0% of stocks
-0.1%This quarter+0.8%Since filed11+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
8
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$8.8M
1.9% of stocks
+13%This quarter—Since filed—Held
AIQuality—Est. buy—
9
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$8.8M
1.9% of stocks
+13%This quarter—Since filed—Held
AIQuality—Est. buy—
10
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED
$8.8M
1.9% of stocks
+31%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE DIV GRWTH	$22.0M	4.8%	+13%	—	—	—	—
2	SCHWAB STRATEGIC TR - US LCAP GR ETF	$17.0M	3.6%	+11%	—	—	—	—
3	JANUS DETROIT STR TR - HENDRSN SHRT ETF	$16.7M	3.6%	-0.2%	—	—	—	—
4	VANGUARD INDEX FDS - MRNGSTR VAL ETF	$11.5M	2.5%	+8%	—	—	—	—
5	VANGUARD INDEX FDS - MRNGSTR TTL STK	$11.4M	2.5%	+4%	—	—	—	—
6	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	$10.8M	2.3%	+9%	—	—	—	—
7	Apple Inc.$AAPL	$9.3M	2.0%	-0.1%	+0.8%	11+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
8	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$8.8M	1.9%	+13%	—	—	—	—
9	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT	$8.8M	1.9%	+13%	—	—	—	—
10	FIRST TR EXCHANGE-TRADED FD - VEST LADDERED	$8.8M	1.9%	+31%	—	—	—	—

All holdings — Accel Wealth Management (Q3 2026)

Sort

309 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$8.4M	1.8%	11K	+11%	11+ qtrs	—	13F
12	—	VANGUARD INDEX FDS - MRNGSTR MD CP VAetf/fund	—	$8.2M	1.8%	42K	+6%	—	—	13F
13	$AMZN	AMAZON COM INC	Consumer Discretionary	$8.0M	1.7%	32K	-0.4%	11+ qtrs	67.5	13F
14	$NVDA	NVIDIA CORP	Technology	$7.6M	1.6%	33K	+0.9%	11+ qtrs	86.0	13F
15	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETFetf/fund	—	$7.0M	1.5%	172K	+10%	—	—	13F
16	—	ISHARES TR - US AER DEF ETFetf/fund	—	$6.6M	1.4%	32K	+5%	—	—	13F
17	—	VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund	—	$6.1M	1.3%	40K	+0.4%	—	—	13F
18	—	CAPITAL GROUP GROWTH ETF - SHS CREAT UNITetf/fund	—	$6.0M	1.3%	126K	+6%	—	—	13F
19	—	VANGUARD INDEX FDS - MRNGSTR SM CP GRetf/fund	—	$5.8M	1.3%	17K	+14%	—	—	13F
20	$INTC	INTEL CORP	Technology	$5.7M	1.2%	47K	-2%	10 qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	$IVZ	Invesco Ltd.	Financials	$5.4M	1.2%	37K	+18%	11+ qtrsAdded 3 qtrs in a row	—	13F
22	$GOOGL	Alphabet Inc.	Technology	$5.2M	1.1%	15K	-2%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$PTY	PIMCO CORPORATE & INCOME OPPORTUNITY FUND	Other	$5.1M	1.1%	464K	+3%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETFetf/fund	—	$4.9M	1.1%	131K	+12%	—	—	13F
25	—	ISHARES TR - CORE US AGGBD ETetf/fund	—	$4.9M	1.1%	52K	+4%	—	—	13F
26	$DE	DEERE & CO	Industrials	$4.7M	1.0%	7,063	-0.2%
27	—	SPDR SERIES TRUST - ST STR SP CAPMKT	—	$4.5M	1.0%	29K	+5%
28	$MSFT	MICROSOFT CORP	Technology	$4.4M	0.9%	8,539	-9%
29	—	FIRST TR EXCHANGE-TRADED FD - FT VEST RIS	—	$4.3M	0.9%	156K	+10%
30	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$4.3M	0.9%	6,171	+3%
31	—	ISHARES TR - INVT GRAD SY ETF	—	$4.2M	0.9%	98K	+11%
32	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$4.1M	0.9%	82K	-5%
33	$MU	MICRON TECHNOLOGY INC	Technology	$3.9M	0.8%	3,641	-0.0%
34	$IVZ	Invesco Ltd.	Financials	$3.8M	0.8%	162K	+13%
35	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$3.7M	0.8%	16K	+3%
36	$GLD	SPDR GOLD TRUST	Financials	$3.7M	0.8%	9,738	-5%
37	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$3.6M	0.8%	5,991	+10%
38	—	ISHARES TR - MRGSTR MD CP GRW	—	$3.5M	0.8%	38K	+13%
39	—	VANECK ETF TRUST - FALLEN ANGEL HG	—	$3.4M	0.7%	122K	+6%
40	—	CAPITAL GROUP CORE BALANCED - SHS	—	$3.3M	0.7%	91K	+51%
41	$RTX	RTX Corp	Industrials	$3.1M	0.7%	17K	+23%
42	$AMD	ADVANCED MICRO DEVICES INC	Technology	$3.1M	0.7%	5,024	-6%
43	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$3.0M	0.6%	73K	+7%
44	$KMI	KINDER MORGAN, INC.	Energy	$2.5M	0.5%	84K	-4%
45	$JPM	JPMORGAN CHASE & CO	Financials	$2.5M	0.5%	7,604	-5%
46	$PLTR	Palantir Technologies Inc.	Technology	$2.4M	0.5%	13K	-2%
47	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$2.4M	0.5%	27K	+0.1%
48	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	—	$2.4M	0.5%	23K	+46%
49	$AVGO	Broadcom Inc.	Technology	$2.3M	0.5%	6,650	-0.3%
50	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$2.3M	0.5%	38K	+9%
51	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$2.1M	0.5%	13K	+16%
52	$IVZ	Invesco Ltd.	Financials	$2.1M	0.5%	26K	+16%
53	—	VANGUARD WORLD FD - ENERGY ETF	—	$2.1M	0.5%	12K	+0.9%
54	—	VANGUARD WORLD FD - CONSUM STP ETF	—	$2.0M	0.4%	9,316	+1%
55	—	EATON VANCE TAX ADVT DIV INC - COM	—	$2.0M	0.4%	72K	-3%
56	—	FIRST TR EXCHANGE-TRADED FD - VEST AUTOCALLABL	—	$2.0M	0.4%	95K	New
57	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$2.0M	0.4%	37K	-0.4%
58	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$1.8M	0.4%	39K	-1%
59	—	VANGUARD WORLD FD - UTILITIES ETF	—	$1.8M	0.4%	11K	+0.3%
60	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$1.8M	0.4%	5,637	+2%
61	—	PROSHARES TR - S&P 500 HIGH ETF	—	$1.8M	0.4%	37K	-0.5%
62	$PEP	PEPSICO INC	Consumer Staples	$1.8M	0.4%	14K	-0.5%
63	—	ISHARES TR - CORE S&P500 ETF	—	$1.7M	0.4%	2,226	+10%
64	$NEM	NEWMONT Corp /DE/	Materials	$1.7M	0.4%	15K	+0.0%
65	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$1.7M	0.4%	24K	+0.0%
66	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.6M	0.3%	28K	-5%
67	$UTF	COHEN & STEERS INFRASTRUCTURE FUND INC	Other	$1.6M	0.3%	65K	-2%
68	—	FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF	—	$1.6M	0.3%	22K	-10%
69	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	—	$1.6M	0.3%	35K	+17%
70	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$1.5M	0.3%	48K	+1%
71	$GOOG	Alphabet Inc.	Technology	$1.4M	0.3%	4,239	-0.3%
72	$ABBV	AbbVie Inc.	Healthcare	$1.4M	0.3%	5,518	+3%
73	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.4M	0.3%	5,403	+0.5%
74	$LLY	ELI LILLY & Co	Healthcare	$1.4M	0.3%	1,207	-3%
75	—	VANGUARD INDEX FDS - MRNGSTR MD CP GR	—	$1.4M	0.3%	4,754	-0.2%
76	—	J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT	—	$1.4M	0.3%	22K	-2%
77	$CAT	CATERPILLAR INC	Industrials	$1.4M	0.3%	1,694	-0.6%
78	$CVX	CHEVRON CORP	Energy	$1.4M	0.3%	6,699	+2%
79	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.3M	0.3%	6,130	+5%
80	—	EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF	—	$1.3M	0.3%	22K	+10%
81	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.3M	0.3%	21K	-0.9%
82	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.3M	0.3%	9,060	+0.8%
83	$BX	Blackstone Inc.	Financials	$1.3M	0.3%	12K	-2%
84	$VLO	VALERO ENERGY CORP/TX	Energy	$1.2M	0.3%	3,199	+32%
85	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.2M	0.3%	21K	-1%
86	$PFH	PRUDENTIAL FINANCIAL INC	Financials	$1.2M	0.3%	11K	+0.9%
87	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.2M	0.3%	21K	-5%
88	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$1.2M	0.3%	30K	-3%
89	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.2M	0.3%	7,270	+0.3%
90	—	GLOBAL X FDS - US INFR DEV ETF	—	$1.1M	0.2%	22K	+16%
91	—	VANECK ETF TRUST - ROBOTICS ETF	—	$1.1M	0.2%	17K	+18%
92	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.1M	0.2%	18K	-2%
93	$ARCC	ARES CAPITAL CORP	Other	$1.1M	0.2%	58K	+2%
94	—	FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF	—	$1.1M	0.2%	47K	-0.1%
95	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$1.1M	0.2%	7,294	+515%
96	$MRVL	Marvell Technology, Inc.	Technology	$1.1M	0.2%	4,119	+0.2%
97	—	INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT	—	$1.1M	0.2%	36K	+11%
98	—	GLOBAL X FDS - CYBRSCURTY ETF	—	$1.1M	0.2%	23K	—
99	—	ISHARES TR - U.S. TECH ETF	—	$1.0M	0.2%	3,946	+3%
100	$RVT	ROYCE SMALL-CAP TRUST, INC.	—	$1.0M	0.2%	61K	-7%
101	$BAC	BANK OF AMERICA CORP /DE/	Financials	$996K	0.2%	18K	-0.5%
102	$CSCO	CISCO SYSTEMS, INC.	Technology	$960K	0.2%	8,917	-0.1%
103	$STT	STATE STREET CORP	Financials	$960K	0.2%	18K	+0.4%
104	—	FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN	—	$957K	0.2%	49K	-3%
105	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$944K	0.2%	2,070	-2%
106	$IBIT	iShares Bitcoin Trust ETF	Financials	$938K	0.2%	20K	-2%
107	$PECO	Phillips Edison & Company, Inc.	Real Estate	$915K	0.2%	25K	-1%
108	$WMT	Walmart Inc.	Consumer Staples	$888K	0.2%	8,544	+2%
109	$GAB	GABELLI EQUITY TRUST INC	—	$888K	0.2%	169K	-48%
110	—	VANGUARD WORLD FD - MRNGSTR MEGA CAP	—	$885K	0.2%	9,550	-3%
111	—	ISHARES TR - PFD AND INCM SEC	—	$875K	0.2%	30K	-7%
112	—	ISHARES TR - RUSSELL 2000 ETF	—	$863K	0.2%	3,104	—
113	$AHR	American Healthcare REIT, Inc.	Real Estate	$862K	0.2%	17K	+9%
114	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$821K	0.2%	30K	—
115	$TSLA	Tesla, Inc.	Consumer Discretionary	$818K	0.2%	2,305	-1.0%
116	—	FIRST TR EXCHANGE-TRADED FD - INDX CRI MET ETF	—	$792K	0.2%	23K	+7%
117	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$789K	0.2%	1,585	-1%
118	—	FIRST TR EXCH TRADED FD III - PFD SECS INC ETF	—	$768K	0.2%	45K	+20%
119	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$763K	0.2%	16K	+11%
120	$ARM	ARM HOLDINGS PLC /UK	Technology	$756K	0.2%	2,611	+0.2%
121	$IVZ	Invesco Ltd.	Financials	$751K	0.2%	35K	-2%
122	$AMP	AMERIPRISE FINANCIAL INC	Financials	$750K	0.2%	1,523	-3%
123	$DELL	Dell Technologies Inc.	Technology	$749K	0.2%	1,392	-2%
124	$HCXY	Hercules Capital, Inc.	Other	$727K	0.2%	43K	-0.6%
125	$ADM	Archer-Daniels-Midland Co	Consumer Staples	$722K	0.2%	9,091	+0.1%
126	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$712K	0.1%	9,080	+11%
127	$C	CITIGROUP INC	Financials	$697K	0.1%	5,386	+0.1%
128	$META	Meta Platforms, Inc.	Technology	$688K	0.1%	948	+2%
129	—	VANGUARD WORLD FD - INF TECH ETF	—	$688K	0.1%	5,471	-10%
130	$MRK	Merck & Co., Inc.	Healthcare	$686K	0.1%	4,721	-3%
131	—	FIRST TR EXCHANGE-TRADED FD - FT VEST TEC	—	$683K	0.1%	22K	+9%
132	—	VICTORY PORTFOLIOS II - VCSHS US SMCP HG	—	$674K	0.1%	11K	-6%
133	$RKLB	Rocket Lab Corp	Industrials	$671K	0.1%	9,628	+10%
134	$NEE	NEXTERA ENERGY INC	Utilities	$670K	0.1%	8,842	-3%
135	—	VANECK ETF TRUST - URANI NUCLE ETF	—	$668K	0.1%	6,458	+2%
136	—	FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD	—	$656K	0.1%	15K	-12%
137	—	INVESCO EXCHANGE TRADED FD T - BLDG CONSTR ETF	—	$655K	0.1%	7,222	-4%
138	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	—	$649K	0.1%	17K	+23%
139	$GLW	CORNING INC /NY	Materials	$643K	0.1%	4,184	+47%
140	$WPC	W. P. Carey Inc.	Real Estate	$643K	0.1%	9,950	+1%
141	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$641K	0.1%	1,943	-0.8%
142	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$613K	0.1%	2,155	+2%
143	$LNT	ALLIANT ENERGY CORP	Utilities	$605K	0.1%	9,564	+7%
144	$CRWD	CrowdStrike Holdings, Inc.	Technology	$601K	0.1%	2,269	+299%
145	$LMT	LOCKHEED MARTIN CORP	Industrials	$601K	0.1%	1,179	-0.1%
146	—	SPDR SERIES TRUST - ST STR SP HOME	—	$599K	0.1%	6,240	+4%
147	$GS	GOLDMAN SACHS GROUP INC	Financials	$596K	0.1%	662	-0.5%
148	$PM	Philip Morris International Inc.	Consumer Staples	$593K	0.1%	3,107	+0.4%
149	$CEG	Constellation Energy Corp	Utilities	$592K	0.1%	2,330	-0.1%
150	—	NEOS ETF TRUST - NEOS S&P 500 HI	—	$584K	0.1%	11K	+2%

What changed in Q3 2026

Against the previous quarter's 13F: 15 new, 142 added to, 121 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.

New positions (15)

FIRST TR EXCHANGE-TRADED FD - VEST AUTOCALLABL$2.0M
first bought this quarter
FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF$328K
first bought this quarter
$BEBloom Energy Corp$319K
first bought this quarter
SCHWAB STRATEGIC TR - US DIVIDEND EQ$291K
first bought this quarter
$PSXPhillips 66$279K
first bought this quarter
$PFGPRINCIPAL FINANCIAL GROUP INC$271K
first bought this quarter

+9 more in the Excel export

Added to (142)

ISHARES TR - CORE DIV GRWTH+13%
now $22.0M
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED+31%
now $8.8M
SCHWAB STRATEGIC TR - US LCAP GR ETF+11%
now $17.0M
CAPITAL GROUP CORE BALANCED - SHS+51%
now $3.3M
DIMENSIONAL ETF TRUST - INTERNATNAL VAL+13%
now $8.8M
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+13%
now $8.8M

+136 more in the Excel export

Trimmed (121)

$GABGABELLI EQUITY TRUST INC-48%
now $888K · held 11+ qtrs, 4 trims in a row
$MSFTMICROSOFT CORP-9%
now $4.4M · held 11+ qtrs, 3 trims in a row
JANUS DETROIT STR TR - HENDRSON AAA CL-5%
now $4.1M
$AMDADVANCED MICRO DEVICES INC-6%
now $3.1M · held 11+ qtrs
$GLDSPDR GOLD TRUST-5%
now $3.7M · held 11+ qtrs, 2 trims in a row
FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF-10%
now $1.6M

+115 more in the Excel export

Sold out (11)

$SOSOUTHERN COwas $241K
held 6 qtrs
$BRUNBoost Run Inc.was $221K
held 1 qtr
DIMENSIONAL ETF TRUST - US SMALL CAP ETFwas $216K
ISHARES TR - SHRT NAT MUN ETFwas $209K
$CINFCINCINNATI FINANCIAL CORPwas $209K
$DALDELTA AIR LINES, INC.was $204K

+5 more in the Excel export

Firm AUM (Form ADV): $1.1B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Accel Wealth Management has filed, 23 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Accel Wealth Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-3.6%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 12% over the last 4

Top 10 weight

27%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Accel Wealth Management disclosed 309 positions worth $464.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 15 new positions and exited 11 and a full exit from $SO. The portfolio is most concentrated in Other (67.8% of disclosed assets). All figures are sourced directly from Accel Wealth Management’s Form 13F-HR filing with the SEC under CIK 1838226.

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AI-Powered Hedge Fund Analysis: Accel Wealth Management

13F Pro is an AI hedge fund tracker and stock research platform. For Accel Wealth Management (SEC CIK: 1838226), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Accel Wealth Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.