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CIK: 0001838226
Total reported value
$444.4M
$444.4M
278 檔
12.6%
According to the latest 13F quarterly dataset, Accel Wealth Management managed an equity portfolio of $444.4M at the end of Q3 2025, spanning 278 distinct U.S. exchange-listed positions.
In Q3 2025, Accel Wealth Management displayed an active expansion posture, initiating 8 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.41% | -0.03% | +3.16% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.61% | +0.12% | +18.20% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.50% | -0.61% | +3.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.49% | +0.04% | +5.56% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.28% | -0.02% | +11.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.15% | -0.06% | -1.49% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.00% | +0.07% | +14.31% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | — | -5.59% | |
| 9 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.98% | -0.38% | +8.32% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | — | -0.05% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.79% | -0.02% | -2.28% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-Other | 1.73% | +0.27% | +43.18% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.62% | -0.11% | -1.39% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.49% | +0.05% | +91.20% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.13% | -1.08% | |
| 16 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.43% | +0.01% | +25.29% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.30% | -0.37% | +131.38% | |
| 18 | CGGR | Cap Group Growth Equity | ETF-Other | 1.30% | -0.13% | +93.31% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.16% | -0.18% | +18.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.08% | -1.33% | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.98% | -0.12% | -6.84% | |
| 22 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.97% | -0.16% | +8.31% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.05% | +1.42% | |
| 24 | DFIV | Dimensional International Va | ETF-Other | 0.94% | +0.05% | +199.31% | |
| 25 | DE | Deere & Co | Stock-Industrials | 0.93% | -0.04% | -3.37% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.92% | -0.33% | -0.83% | |
| 27 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.92% | — | +54.53% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.91% | +0.09% | +30.77% | |
| 29 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.88% | +0.12% | +3.34% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.87% | — | +0.28% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.16% | +1.02% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.03% | -1.74% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.73% | -0.17% | +4.62% | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.72% | -0.14% | -8.39% | |
| 35 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.72% | -0.02% | -8.18% | |
| 36 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.68% | -0.07% | -11.71% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.67% | -0.07% | -2.04% | |
| 38 | GAB | Gabelli Equity Trust | Stock-Other | 0.65% | -0.09% | -0.15% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.64% | +0.04% | +27.97% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | -0.05% | +3.13% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.03% | +0.75% | |
| 42 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.61% | -0.08% | -2.58% | |
| 43 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.60% | -0.23% | +118.44% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.59% | -0.08% | +2.07% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.16% | -0.39% | |
| 46 | VDE | Vanguard Energy ETF | ETF-Other | 0.57% | -0.22% | -34.50% | |
| 47 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.57% | -0.19% | +112.32% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.03% | +2.34% | |
| 49 | VPU | Vanguard Utilities ETF | ETF-Other | 0.54% | -0.07% | +2.73% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.54% | -0.07% | -4.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | +0.8% | +199.31% | Add |
| 2 | CGDV | Cap Group Dividend Value | +0.8% | +91.20% | Add |
| 3 | CGGR | Cap Group Growth Equity | +0.8% | +93.31% | Add |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +0.7% | +131.38% | Add |
| 5 | SCHG | Schwab US Large-cap Growth | +0.7% | +18.20% | Add |
| 6 | NVDA | Nvidia CORP | +0.5% | -0.05% | Add |
| 7 | RDVY | First Trust Rising Dividend | +0.5% | +43.18% | Add |
| 8 | ITA | Ishares U.s. Aerospace & Def | +0.4% | +25.29% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.4% | +4.62% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +14.31% | Add |
| 11 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.4% | +54.53% | Add |
| 12 | JPEM | JPM Diversified Ret Em Equit | +0.3% | +118.44% | Add |
| 13 | ISPY | Proshares S&p High Incom ETF | +0.3% | +112.32% | Add |
| 14 | VRP | Invesco Variable Rate Prefer | +0.3% | +143.80% | Add |
| 15 | SDVY | First Trust Smid Cap Rising | +0.3% | +198.81% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +5.56% | Add |
| 17 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +30.77% | Add |
| 18 | MSFT | Microsoft CORP | +0.2% | -1.08% | Add |
| 19 | AVGO | Broadcom Inc | +0.2% | +0.75% | Trim |
| 20 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +27.97% | Add |
| 21 | FSEP | Ft Vest U.s. Equity Buffer E | +0.1% | +103.53% | Add |
| 22 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +68.81% | Add |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +19.89% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.33% | Trim |
| 25 | NEM | Newmont CORP | +0.1% | +4.37% | Add |
| 26 | GLD | Spdr Gold Shares | +0.1% | -0.83% | Add |
| 27 | INTC | Intel CORP | +0.1% | -3.76% | Trim |
| 28 | VUG | Vanguard Growth ETF | +0.1% | +2.34% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +1.42% | Add |
| 30 | XMMO | Invesco S&p Midcap Momentum | 0% | +3.34% | Add |
| 31 | RTX | Rtx CORP | 0% | +1.02% | Add |
| 32 | JPM | Jpmorgan Chase & Co | — | -1.74% | Trim |
| 33 | VTV | Vanguard Value ETF | -0.1% | +11.04% | Add |
| 34 | AGG | Ishares Core U.s. Aggregate | -0.1% | +18.90% | Add |
| 35 | AMZN | Amazon.com Inc | -0.2% | -5.59% | Trim |
| 36 | PTY | Pimco Corporate & Income Opp | -0.2% | +8.32% | Add |
| 37 | AAPL | Apple Inc | -0.3% | -1.49% | Trim |
| 38 | CSB | Victoryshares US Small Cap H | -0.3% | -34.21% | Trim |
| 39 | VHT | Vanguard Health Care ETF | -0.3% | -27.13% | Trim |
| 40 | DGRO | Ishares Core Dividend Growth | -0.4% | +3.16% | Add |
| 41 | VNLA | Janus Henderson Short Durati | -0.4% | +3.04% | Add |
| 42 | VDE | Vanguard Energy ETF | -1.7% | -34.50% | Trim |
| 43 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 44 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
| 45 | NUKZ | Range Nuclear Renaissance | — | NEW | New buy |
| 46 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 47 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 48 | SPEU | State Street Spdr Portfolio | — | NEW | New buy |
| 49 | DSEP | Ft Vest U.s. Equity Deep Buf | — | NEW | New buy |
| 50 | NLR | Vaneck Urani & Nuclr Etf-usd | — | NEW | New buy |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $444.4M across 278 disclosed positions in Q3 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, SCHG, VNLA) accounted for 12.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHLD
市值: $1.7M
Top Position Liquidated / Trimmed
AAPL
前期市值: $6.6M
During Q3 2025, Accel Wealth Management's top holdings by market value included DGRO (4.4%)、SCHG (3.6%)、VNLA (3.5%). The largest single position, DGRO, represented 4.4% of total portfolio value.
In Q3 2025, Accel Wealth Management made 50 total portfolio adjustments, initiating 8 new buys, adding to 33 positions, trimming 9 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.
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