Accel Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1838226
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13F Reported Value
ⓘ$444.4M
Holdings
305
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Accel Wealth Management disclosed 305 positions worth $444.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 27 new positions and exited 12. The portfolio is most concentrated in Other (67.2% of disclosed assets). All figures are sourced directly from Accel Wealth Management’s Form 13F-HR filing with the SEC under CIK 1838226.
AI Fund Analysis
StableISHARES TR - CORE DIV GRWT
4.4% weight
Held 10 quarters
JANUS DETROIT STR TR - HEN
3.8% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US L
3.2% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
2.4% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
2.4% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US L
9 quarters accumulating
VANGUARD INDEX FDS - VALUE
9 quarters accumulating
FIRST TR EXCHANGE TRADED F
9 quarters accumulating
CAPITAL GROUP DIVIDEND VAL
9 quarters accumulating
ISHARES TR - US AER DEF ET
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE DIV GRWTH
—Quality
$19.6M258,988 shJANUS DETROIT STR TR - HENDRSN SHRT ETF
—Quality
$16.8M343,952 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$14.4M425,646 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$10.9M29,330 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$10.7M49,280 shFIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
—Quality
$10.3M126,515 sh- 76.4
Quality
$8.1M27,875 sh CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$7.8M158,567 shVANGUARD INDEX FDS - MCAP VL IDXVIP
—Quality
$7.8M39,451 sh- 68.7
Quality
$7.6M32,034 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE DIV GRWTH | — | $19.6M | 258,988 |
| JANUS DETROIT STR TR - HENDRSN SHRT ETF | — | $16.8M | 343,952 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $14.4M | 425,646 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $10.9M | 29,330 |
| VANGUARD INDEX FDS - VALUE ETF | — | $10.7M | 49,280 |
| FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $10.3M | 126,515 |
 Apple Inc.$AAPL | 76.4 | $8.1M | 27,875 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $7.8M | 158,567 |
| VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $7.8M | 39,451 |
 AMAZON COM INC$AMZN | 68.7 | $7.6M | 32,034 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Accel Wealth Management's 305 positions.
Showing top 10 of 305 holdings.
Sector Allocation
Other
$298.4M
Technology
$55.5M
Financials
$30.8M
Industrials
$16.6M
Consumer Discretionary
$10.0M
Energy
$8.0M
Healthcare
$6.1M
Consumer Staples
$5.5M
Top Holdings — Accel Wealth Management (Q2 2026)
Top 150 of 305 disclosed positions (by reported value) 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 | — | ISHARES TR - CORE DIV GRWTH | $19.6M | 4.4% | +7% | — |
| 2 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | $16.8M | 3.8% | -0% | — |
| 3 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $14.4M | 3.2% | +4% | — |
| 4 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $10.9M | 2.4% | +2% | — |
| 5 | — | VANGUARD INDEX FDS - VALUE ETF | $10.7M | 2.4% | +3% | — |
| 6 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $10.3M | 2.3% | +10% | — |
| 7 | $AAPL | Apple Inc. | $8.1M | 1.8% | -2% | 76.4 |
| 8 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $7.8M | 1.8% | +3% | — |
| 9 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $7.8M | 1.8% | +7% | — |
| 10 | $AMZN | AMAZON COM INC | $7.6M | 1.7% | +1% | 68.7 |
| 11 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.6M | 1.7% | -5% | — |
| 12 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $7.5M | 1.7% | +17% | — |
| 13 | — | ISHARES TR - US AER DEF ETF | $7.3M | 1.6% | +5% | — |
| 14 |  $INTC | INTEL CORP | $6.7M | 1.5% | -6% | 45.6 |
| 15 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $6.7M | 1.5% | +247% | — |
| 16 |  $NVDA | NVIDIA CORP | $6.6M | 1.5% | +1% | 85.9 |
| 17 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $6.2M | 1.4% | +1% | — |
| 18 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | $6.1M | 1.4% | +97% | — |
| 19 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $5.6M | 1.3% | -11% | — |
| 20 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $5.5M | 1.3% | +2% | — |
| 21 |  $GOOG | Alphabet Inc. | $5.5M | 1.2% | +0% | 78.2 |
| 22 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $5.4M | 1.2% | -11% | — |
| 23 |  $IVZ | Invesco Ltd. | $5.3M | 1.2% | +10% | — |
| 24 | — | ISHARES TR - CORE US AGGBD ET | $4.9M | 1.1% | +1% | — |
| 25 |  $DE | DEERE & CO | $4.5M | 1.0% | -1% | 55.4 |
| 26 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $4.4M | 1.0% | -16% | — |
| 27 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $4.3M | 1.0% | +104% | — |
| 28 |  $MU | MICRON TECHNOLOGY INC | $4.2M | 0.9% | -24% | 86.2 |
| 29 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $4.1M | 0.9% | +49% | — |
| 30 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.1M | 0.9% | +7% | — |
| 31 | — | SPDR SERIES TRUST - ST STR SP CAPMKT | $4.1M | 0.9% | +8% | — |
| 32 | — | ISHARES TR - INVT GRAD SY ETF | $4.0M | 0.9% | -1% | — |
| 33 |  $GLD | SPDR GOLD TRUST | $3.8M | 0.8% | -3% | — |
| 34 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $3.7M | 0.8% | +6% | — |
| 35 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $3.6M | 0.8% | +17% | — |
| 36 |  $MSFT | MICROSOFT CORP | $3.5M | 0.8% | -1% | 79.8 |
| 37 | $IVZ | Invesco Ltd. | $3.5M | 0.8% | +45% | — |
| 38 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $3.4M | 0.8% | -2% | — |
| 39 | — | ISHARES TR - MRGSTR MD CP GRW | $3.3M | 0.7% | -2% | — |
| 40 |  $AMD | ADVANCED MICRO DEVICES INC | $3.1M | 0.7% | +1% | 79.8 |
| 41 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $2.9M | 0.7% | +11% | — |
| 42 |  $KMI | KINDER MORGAN, INC. | $2.8M | 0.6% | +0% | 71.3 |
| 43 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 0.6% | -1% | 70.7 |
| 44 |  $RTX | RTX Corp | $2.6M | 0.6% | -7% | 73.2 |
| 45 |  $AVGO | Broadcom Inc. | $2.5M | 0.6% | +1% | 84.5 |
| 46 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.3M | 0.5% | +522% | — |
| 47 | — | CAPITAL GROUP CORE BALANCED - SHS | $2.3M | 0.5% | +184% | — |
| 48 | — | VANGUARD WORLD FD - UTILITIES ETF | $2.1M | 0.5% | +4% | — |
| 49 | $IVZ | Invesco Ltd. | $2.1M | 0.5% | +7% | — |
| 50 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $2.1M | 0.5% | +43% | — |
| 51 | — | VANGUARD WORLD FD - CONSUM STP ETF | $2.1M | 0.5% | -2% | — |
| 52 | — | EATON VANCE TAX ADVT DIV INC - COM | $2.1M | 0.5% | -10% | — |
| 53 | — | GLOBAL X FDS - DEFENSE TECH ETF | $2.1M | 0.5% | +8% | — |
| 54 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.0M | 0.5% | +30% | — |
| 55 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $2.0M | 0.5% | -4% | — |
| 56 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.9M | 0.4% | -2% | — |
| 57 |  $PEP | PEPSICO INC | $1.9M | 0.4% | -2% | 63.4 |
| 58 |  $GAB | GABELLI EQUITY TRUST INC | $1.8M | 0.4% | -6% | — |
| 59 | — | VANGUARD WORLD FD - ENERGY ETF | $1.8M | 0.4% | -13% | — |
| 60 |  $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | $1.8M | 0.4% | -10% | — |
| 61 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $1.8M | 0.4% | -5% | — |
| 62 |  $CAT | CATERPILLAR INC | $1.8M | 0.4% | +5% | 66.5 |
| 63 | — | PROSHARES TR - S&P 500 HIGH ETF | $1.8M | 0.4% | -28% | — |
| 64 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.7M | 0.4% | +6% | — |
| 65 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.7M | 0.4% | -8% | — |
| 66 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.7M | 0.4% | -5% | — |
| 67 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.4% | -1% | 70 |
| 68 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.3% | -1% | 84.6 |
| 69 | — | ISHARES TR - CORE S&P500 ETF | $1.5M | 0.3% | +0% | — |
| 70 |  $GOOGL | Alphabet Inc. | $1.5M | 0.3% | +1% | 78.2 |
| 71 |  $LLY | ELI LILLY & Co | $1.5M | 0.3% | +19% | 87.5 |
| 72 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $1.5M | 0.3% | +13% | — |
| 73 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $1.5M | 0.3% | +1% | — |
| 74 |  $BX | Blackstone Inc. | $1.4M | 0.3% | -8% | 74.4 |
| 75 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.4M | 0.3% | -7% | — |
| 76 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT | $1.4M | 0.3% | -34% | — |
| 77 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $1.4M | 0.3% | +36% | — |
| 78 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | $1.4M | 0.3% | +10% | — |
| 79 |  $NEM | NEWMONT Corp /DE/ | $1.4M | 0.3% | +1% | 86.8 |
| 80 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.3% | -9% | 69 |
| 81 |  $ABBV | AbbVie Inc. | $1.3M | 0.3% | +10% | 72.6 |
| 82 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.3% | -3% | 64.6 |
| 83 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.3M | 0.3% | -0% | — |
| 84 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.2M | 0.3% | -2% | — |
| 85 |  $MRVL | Marvell Technology, Inc. | $1.2M | 0.3% | +4% | 76.5 |
| 86 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $1.2M | 0.3% | -15% | — |
| 87 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.2M | 0.3% | -6% | — |
| 88 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.1M | 0.3% | -2% | 58.7 |
| 89 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $1.1M | 0.3% | -2% | — |
| 90 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.1M | 0.3% | +0% | — |
| 91 | — | GLOBAL X FDS - US INFR DEV ETF | $1.1M | 0.3% | +19% | — |
| 92 |  $CVX | CHEVRON CORP | $1.1M | 0.2% | +3% | 62.8 |
| 93 | — | FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN | $1.1M | 0.2% | -34% | — |
| 94 |  $ARCC | ARES CAPITAL CORP | $1.1M | 0.2% | +4% | — |
| 95 |  $CSCO | CISCO SYSTEMS, INC. | $1.0M | 0.2% | +0% | 70.3 |
| 96 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.0M | 0.2% | -5% | 67.6 |
| 97 |  $PECO | Phillips Edison & Company, Inc. | $1.0M | 0.2% | -33% | 65.4 |
| 98 | — | VANECK ETF TRUST - ROBOTICS ETF | $1.0M | 0.2% | +30% | — |
| 99 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.0M | 0.2% | -3% | — |
| 100 |  $XOM.R34088 | EXXON MOBIL CORP | $990,951 | 0.2% | -1% | 57.9 |
| 101 |  $TSLA | Tesla, Inc. | $979,157 | 0.2% | -0% | 53.9 |
| 102 |  $STT | STATE STREET CORP | $976,415 | 0.2% | +3% | 71.5 |
| 103 | — | ISHARES TR - PFD AND INCM SEC | $970,409 | 0.2% | -7% | — |
| 104 | — | ISHARES TR - U.S. TECH ETF | $968,630 | 0.2% | -37% | — |
| 105 |  $WMT | Walmart Inc. | $952,524 | 0.2% | -4% | 60.2 |
| 106 | — | ISHARES TR - RUSSELL 2000 ETF | $932,662 | 0.2% | -4% | — |
| 107 |  $ARM | ARM HOLDINGS PLC /UK | $924,009 | 0.2% | +1% | — |
| 108 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | $914,804 | 0.2% | -9% | — |
| 109 |  $RKLB | Rocket Lab Corp | $892,080 | 0.2% | +2% | 39.9 |
| 110 | — | GLOBAL X FDS - CYBRSCURTY ETF | $871,061 | 0.2% | -1% | — |
| 111 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $869,472 | 0.2% | +388% | — |
| 112 | — | INVESCO EXCHANGE TRADED FD T - BLDG CONSTR ETF | $846,487 | 0.2% | -7% | — |
| 113 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $827,676 | 0.2% | +0% | — |
| 114 |  $AHR | American Healthcare REIT, Inc. | $806,075 | 0.2% | +0% | 54 |
| 115 |  $BRK.B | BERKSHIRE HATHAWAY INC | $803,126 | 0.2% | -1% | 73.8 |
| 116 |  $NEE | NEXTERA ENERGY INC | $798,446 | 0.2% | -6% | 64.6 |
| 117 | $IVZ | Invesco Ltd. | $794,149 | 0.2% | -15% | — |
| 118 | — | VICTORY PORTFOLIOS II - VCSHS US SMCP HG | $768,259 | 0.2% | -6% | — |
| 119 |  $C | CITIGROUP INC | $753,083 | 0.2% | -3% | 65 |
| 120 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $746,332 | 0.2% | -10% | — |
| 121 | — | VANECK ETF TRUST - URANI NUCLE ETF | $736,853 | 0.2% | +29% | — |
| 122 | — | VANGUARD WORLD FD - INF TECH ETF | $729,432 | 0.2% | +746% | — |
| 123 |  $GLW | CORNING INC /NY | $724,700 | 0.2% | -1% | 73.7 |
| 124 |  $AMP | AMERIPRISE FINANCIAL INC | $722,186 | 0.2% | +9% | 68.7 |
| 125 |  $WPC | W. P. Carey Inc. | $702,903 | 0.2% | -2% | 65.9 |
| 126 | — | FIRST TR EXCHANGE-TRADED FD - INDX CRI MET ETF | $696,102 | 0.2% | +92% | — |
| 127 |  $ADM | Archer-Daniels-Midland Co | $694,155 | 0.2% | -3% | 50.7 |
| 128 | — | SPDR SERIES TRUST - ST STR SP HOME | $690,572 | 0.2% | -29% | — |
| 129 |  $HCXY | Hercules Capital, Inc. | $686,245 | 0.1% | +9% | — |
| 130 |  $LNT | ALLIANT ENERGY CORP | $684,478 | 0.1% | +17% | 53.6 |
| 131 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $680,948 | 0.1% | -0% | — |
| 132 |  $GS | GOLDMAN SACHS GROUP INC | $672,468 | 0.1% | +0% | 73.5 |
| 133 |  $IBIT | iShares Bitcoin Trust ETF | $670,760 | 0.1% | -4% | — |
| 134 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $670,017 | 0.1% | -15% | — |
| 135 | — | VANGUARD INDEX FDS - MID CAP ETF | $657,763 | 0.1% | +299% | — |
| 136 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $655,610 | 0.1% | -19% | — |
| 137 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $644,473 | 0.1% | -8% | 68.4 |
| 138 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST TEC | $643,647 | 0.1% | +32% | — |
| 139 | — | VANGUARD INDEX FDS - SMALL CP ETF | $643,032 | 0.1% | +0% | — |
| 140 |  $VLO | VALERO ENERGY CORP/TX | $629,686 | 0.1% | -4% | 57.8 |
| 141 |  $MRK | Merck & Co., Inc. | $624,811 | 0.1% | +0% | 59.9 |
| 142 |  $DELL | Dell Technologies Inc. | $613,189 | 0.1% | +3% | 71.2 |
| 143 |  $LMT | LOCKHEED MARTIN CORP | $601,379 | 0.1% | -25% | 65.6 |
| 144 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $580,428 | 0.1% | -22% | 62.9 |
| 145 |  $CEG | Constellation Energy Corp | $579,098 | 0.1% | +11% | 59.4 |
| 146 | — | FIRST TR EXCHNG TRADED FD VI - FT VE U.S. EQ BU | $572,478 | 0.1% | -13% | — |
| 147 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $571,725 | 0.1% | -10% | — |
| 148 |  $PM | Philip Morris International Inc. | $560,067 | 0.1% | -5% | 75.9 |
| 149 |  $COST | COSTCO WHOLESALE CORP /NEW | $552,964 | 0.1% | -1% | 66.2 |
| 150 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $551,322 | 0.1% | -5% | — |
New Positions (27)
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG$537,648
$CRDO Credo Technology Group Holding Ltd$382,634
$HONA Honeywell Aerospace Inc.$370,751 ISHARES TR - ISHARES SEMICDTR$363,311
$MCHP MICROCHIP TECHNOLOGY INC$347,070 PROCURE ETF TRUST II - SPACE ETF$324,130
$ALAB Astera Labs, Inc.$316,861 ISHARES TR - RUS 1000 ETF$293,820
SPDR SERIES TRUST - ST STR P500ETF$283,561
$CLX CLOROX CO /DE/$272,624
$TMUS T-Mobile US, Inc.$244,710 ISHARES TR - RUS 2000 VAL ETF$228,999
STATE STR SPDR DOW JONES IND - UT SER 1$222,925
$BRUN Boost Run Inc.$221,450 ISHARES TR - S&P 500 GRWT ETF$219,851
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