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CIK: 0001838226
Total reported value
$444.4M
$444.4M
269 檔
11.2%
In Q2 2025, Accel Wealth Management's U.S. equity holdings reached a combined market value of $444.4M, distributed across 269 disclosed stock positions.
In Q2 2025, Accel Wealth Management displayed an active expansion posture, initiating 12 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.61% | -0.03% | +1.13% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.89% | -0.61% | +6.71% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.21% | +0.12% | +1.08% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.50% | +0.04% | +7.77% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | — | +2.39% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.23% | -0.02% | +0.30% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.02% | -0.06% | -1.30% | |
| 8 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.02% | -0.38% | +2.12% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.98% | -0.02% | +0.08% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.85% | +0.07% | +3.96% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | — | +0.51% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.79% | -0.11% | -0.16% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.13% | +2.13% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.29% | +0.27% | +3.41% | |
| 15 | DE | Deere & Co | Stock-Industrials | 1.23% | -0.04% | -0.03% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.18% | -0.12% | +0.93% | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.18% | +0.01% | +3.71% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.11% | -0.18% | -3.74% | |
| 19 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.02% | -0.16% | +4.52% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.05% | +6.67% | |
| 21 | VDE | Vanguard Energy ETF | ETF-Other | 0.95% | -0.22% | -50.37% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.94% | — | +0.43% | |
| 23 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.93% | -0.14% | -0.43% | |
| 24 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.93% | +0.12% | +3.29% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.08% | -11.49% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.91% | -0.33% | +11.68% | |
| 27 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.88% | -0.02% | -0.71% | |
| 28 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.87% | -0.07% | -1.27% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 0.84% | +0.05% | +20.95% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.03% | -1.75% | |
| 31 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.79% | -0.08% | -1.16% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.74% | +0.09% | +4.30% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.16% | -0.17% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-Other | 0.71% | -0.13% | +20.99% | |
| 35 | GAB | Gabelli Equity Trust | Stock-Other | 0.71% | -0.09% | +1.16% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.69% | -0.05% | +2.37% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.68% | -0.08% | +0.49% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.68% | -0.07% | -1.53% | |
| 39 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.68% | +0.01% | -6.87% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-Other | 0.66% | -0.04% | -0.60% | |
| 41 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.65% | — | +10.86% | |
| 42 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.65% | -0.03% | +2.44% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.64% | -0.37% | +14.50% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-Other | 0.63% | -0.07% | -4.59% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.16% | +4.37% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.03% | -16.72% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | -0.17% | +13.34% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.59% | -0.08% | +1.72% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.03% | +1.67% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-Other | 0.57% | -0.07% | -0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +0.51% | Add |
| 2 | MSFT | Microsoft CORP | +0.3% | +2.13% | Add |
| 3 | SCHG | Schwab US Large-cap Growth | +0.3% | +1.08% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.3% | +13.34% | Add |
| 5 | DFIV | Dimensional International Va | +0.2% | +219.29% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +7.77% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +3.96% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +2.39% | Add |
| 9 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +3.71% | Add |
| 10 | CGGR | Cap Group Growth Equity | +0.2% | +20.99% | Add |
| 11 | CGDV | Cap Group Dividend Value | +0.2% | +20.95% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | -16.72% | Trim |
| 13 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.1% | +10.86% | Add |
| 14 | CEG | Constellation Energy | +0.1% | +1.37% | Add |
| 15 | VRP | Invesco Variable Rate Prefer | +0.1% | +129.04% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 17 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 19 | IYW | Ishares Ustechnology ETF | +0.1% | NEW | New buy |
| 20 | NUKZ | Range Nuclear Renaissance | +0.1% | NEW | New buy |
| 21 | ATI | Ati Inc | +0.1% | NEW | New buy |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.67% | Add |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +8.23% | Add |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | NEW | New buy |
| 25 | FPX | First Trust US Equity Opport | +0.1% | NEW | New buy |
| 26 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 27 | SMR | Nuscale Power CORP | +0.1% | NEW | New buy |
| 28 | ROK | Rockwell Automation Inc | +0.1% | NEW | New buy |
| 29 | GLD | Spdr Gold Shares | +0.1% | +11.68% | Add |
| 30 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +3.29% | Add |
| 31 | AMD | Advanced Micro Devices | +0.1% | +8.21% | Add |
| 32 | MDT | Medtronic plc | +0.1% | NEW | New buy |
| 33 | VUG | Vanguard Growth ETF | +0.1% | +1.67% | Add |
| 34 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +7.03% | Add |
| 35 | AHR | American Healthcare Reit Inc | +0.1% | +37.30% | Add |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | -1.75% | Trim |
| 37 | VBK | Vanguard Small-cap Grwth ETF | 0% | +4.30% | Add |
| 38 | RDVY | First Trust Rising Dividend | 0% | +3.41% | Add |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +14.50% | Add |
| 40 | DE | Deere & Co | — | -0.03% | Trim |
| 41 | VNLA | Janus Henderson Short Durati | -0.1% | +6.71% | Add |
| 42 | SCHD | Schwab US Dvd Equity ETF | -0.1% | EXIT | Sold out |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 44 | VOD | Vodafone Group Plc-sp Adr | -0.1% | EXIT | Sold out |
| 45 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | Sold out |
| 46 | PFFD | Global X US Preferred ETF | -0.1% | -23.45% | Trim |
| 47 | PID | Invesco International Divide | -0.1% | -20.37% | Trim |
| 48 | DGRO | Ishares Core Dividend Growth | -0.2% | +1.13% | Add |
| 49 | AAPL | Apple Inc | -0.4% | -1.30% | Trim |
| 50 | VDE | Vanguard Energy ETF | -1.3% | -50.37% | Trim |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $444.4M across 269 disclosed positions in Q2 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 11.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
ORCL
市值: $285.1K
Top Position Liquidated / Trimmed
BMY
前期市值: $280.7K
During Q2 2025, Accel Wealth Management's top holdings by market value included DGRO (4.6%)、VNLA (3.9%)、SCHG (3.2%). The largest single position, DGRO, represented 4.6% of total portfolio value.
In Q2 2025, Accel Wealth Management made 50 total portfolio adjustments, initiating 12 new buys, adding to 27 positions, trimming 7 holdings, and fully liquidating 4 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.
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