13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001838226
Total reported value
$444.4M
$444.4M
256 檔
10.2%
As reported in its official Q1 2025 Form 13F filing, Accel Wealth Management's tracked investment portfolio stood at $444.4M with 256 total positions.
In Q1 2025, Accel Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.77% | -0.03% | +31.81% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.94% | -0.61% | +0.25% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.95% | +0.12% | +1116.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.40% | -0.06% | -0.09% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.35% | -0.02% | +18.66% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.28% | +0.04% | -7.86% | |
| 7 | VDE | Vanguard Energy ETF | ETF-Other | 2.26% | -0.22% | +1.00% | |
| 8 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.22% | -0.38% | +7.26% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | — | -0.32% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.09% | -0.02% | +9.29% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.87% | -0.11% | -7.29% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | +0.07% | +6.75% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | — | -13.90% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.13% | -0.67% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-Other | 1.26% | +0.27% | +21.91% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.25% | -0.12% | +0.02% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.24% | -0.18% | +28.03% | |
| 18 | DE | Deere & Co | Stock-Industrials | 1.23% | -0.04% | +20.88% | |
| 19 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.05% | -0.16% | +20.28% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.00% | +0.01% | +4.15% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.08% | -1.45% | |
| 22 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.98% | -0.14% | -1.60% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | — | -0.80% | |
| 24 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.95% | -0.02% | -1.07% | |
| 25 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.93% | -0.07% | -4.96% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.05% | +2.53% | |
| 27 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.86% | +0.12% | +38.34% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.33% | +35.41% | |
| 29 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.82% | -0.08% | -1.40% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-Other | 0.77% | -0.04% | -3.29% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.03% | -1.68% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.16% | -3.12% | |
| 33 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.74% | -0.08% | +0.04% | |
| 34 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.73% | +0.01% | +0.65% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.16% | +65.11% | |
| 36 | GAB | Gabelli Equity Trust | Stock-Other | 0.72% | -0.09% | +4.18% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-Other | 0.72% | -0.07% | -4.18% | |
| 38 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.71% | -0.03% | +22.08% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.70% | +0.09% | +12.27% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.70% | -0.07% | +0.36% | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.69% | -0.05% | +4.49% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.68% | +0.05% | +27.03% | |
| 43 | PID | Invesco International Divide | ETF-Other | 0.64% | -0.07% | +48.48% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.61% | -0.08% | +0.35% | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.61% | -0.37% | +77.46% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.05% | -5.15% | |
| 47 | VPU | Vanguard Utilities ETF | ETF-Other | 0.59% | -0.07% | -4.23% | |
| 48 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.56% | -0.06% | -3.21% | |
| 49 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.55% | — | +9.70% | |
| 50 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.54% | +0.05% | +21.25% |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $444.4M across 256 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, VNLA, SCHG) accounted for 10.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
DGRO
市值: $13.2M
During Q1 2025, Accel Wealth Management's top holdings by market value included DGRO (4.8%)、VNLA (3.9%)、SCHG (3.0%). The largest single position, DGRO, represented 4.8% of total portfolio value.
In Q1 2025, Accel Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.