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
$464.3M
$464.3M
278 檔
12.1%
According to the latest 13F quarterly dataset, Accel Wealth Management managed an equity portfolio of $464.3M 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 42 new positions and adding to 71 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% | +0.33% | +3.16% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.61% | +0.41% | +18.20% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.50% | -0.19% | +3.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.49% | +0.01% | +5.56% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.28% | +0.05% | +11.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.18% | -1.49% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.00% | +0.11% | +14.31% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | -0.01% | -5.59% | |
| 9 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.98% | -0.11% | +8.32% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.15% | -0.05% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.79% | +0.01% | -2.28% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-Other | 1.73% | +0.01% | +43.18% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.62% | -0.08% | -1.39% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.49% | +0.13% | +91.20% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | +0.15% | -1.08% | |
| 16 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.43% | -0.24% | +25.29% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.30% | -0.09% | +131.38% | |
| 18 | CGGR | Cap Group Growth Equity | ETF-Other | 1.30% | +0.03% | +93.31% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.16% | -0.05% | +18.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | -0.11% | -1.33% | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.98% | -0.03% | -6.84% | |
| 22 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.97% | +0.01% | +8.31% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.01% | +1.42% | |
| 24 | DFIV | Dimensional International Va | ETF-Other | 0.94% | +0.21% | +199.31% | |
| 25 | DE | Deere & Co | Stock-Industrials | 0.93% | +0.01% | -3.37% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.92% | -0.05% | -0.83% | |
| 27 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.92% | +0.05% | +54.53% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.91% | +0.01% | +30.77% | |
| 29 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.88% | -0.03% | +3.34% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.87% | -0.02% | +0.28% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.74% | +0.09% | +1.02% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.05% | -1.74% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.73% | +0.18% | +4.62% | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.72% | -0.08% | -8.39% | |
| 35 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.72% | -0.01% | -8.18% | |
| 36 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.68% | -0.02% | -11.71% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.67% | -0.04% | -2.04% | |
| 38 | GAB | Gabelli Equity Trust | Stock-Other | 0.65% | -0.22% | -0.15% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.64% | +0.02% | +27.97% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | -0.02% | +3.13% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | -0.07% | +0.75% | |
| 42 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.61% | -0.07% | -2.58% | |
| 43 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.60% | -0.02% | +118.44% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.59% | -0.03% | +2.07% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.04% | -0.39% | |
| 46 | VDE | Vanguard Energy ETF | ETF-Other | 0.57% | +0.05% | -34.50% | |
| 47 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.57% | -0.02% | +112.32% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | — | +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% | -0.03% | -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 | UUUU | Energy Fuels Inc | +0.1% | — | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.33% | Trim |
| 26 | NEM | Newmont CORP | +0.1% | +4.37% | Add |
| 27 | AIRR | First Trust Rba American Ind | +0.1% | +43.52% | Add |
| 28 | SOUN | Soundhound Ai Inc-a | +0.1% | +25.75% | Add |
| 29 | GLD | Spdr Gold Shares | +0.1% | -0.83% | Add |
| 30 | TSLA | Tesla Inc | +0.1% | +5.18% | Add |
| 31 | PKB | Invesco Building & Construct | +0.1% | +20.17% | Add |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | +0.52% | Add |
| 33 | AMD | Advanced Micro Devices | +0.1% | -0.56% | Add |
| 34 | MU | Micron Technology Inc | +0.1% | +0.65% | Add |
| 35 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +21.55% | Add |
| 36 | META | Meta Platforms Inc-class A | +0.1% | +33.92% | Add |
| 37 | INTC | Intel CORP | +0.1% | -3.76% | Trim |
| 38 | VUG | Vanguard Growth ETF | +0.1% | +2.34% | Add |
| 39 | LMT | Lockheed Martin CORP | +0.1% | +7.73% | Add |
| 40 | CAT | Caterpillar Inc | 0% | +0.15% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | -8.89% | Trim |
| 42 | HTGC | Hercules Capital Inc | 0% | +49.85% | Add |
| 43 | NET | Cloudflare Inc - Class A | 0% | +0.05% | Trim |
| 44 | VOO | Vanguard S&p 500 ETF | 0% | +1.42% | Add |
| 45 | AHR | American Healthcare Reit Inc | 0% | -15.01% | Add |
| 46 | NRG | Nrg Energy Inc | 0% | -4.46% | Trim |
| 47 | STNE | StoneCo Ltd. | 0% | -12.72% | Trim |
| 48 | XLK | Ss Technology Select Sector | 0% | +1.86% | Add |
| 49 | XIMR | Ft Eqbuff&preminc - March | 0% | -5.72% | Add |
| 50 | XMMO | Invesco S&p Midcap Momentum | 0% | +3.34% | Add |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $464.3M 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 12.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHLD
市值: $1.7M
Top Position Liquidated / Trimmed
QTWO
前期市值: $322.0K
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 200 total portfolio adjustments, initiating 42 new buys, adding to 71 positions, trimming 67 holdings, and fully liquidating 20 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.