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CIK: 0001838226
Total reported value
$444.4M
$444.4M
281 檔
13.9%
During the Q4 2025 filing period, Accel Wealth Management (CIK: 0001838226) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $444.4M across 281 reported positions.
In Q4 2025, Accel Wealth Management displayed an active expansion posture, initiating 9 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, VNLA, SCHG) accounted for 13.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
PXH
市值: $826.9K
Top Position Liquidated / Trimmed
EDV
前期市值: $907.5K
Showing top 200 holdings (of 281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.37% | -0.03% | +3.28% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.96% | -0.61% | +20.77% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.64% | +0.12% | +4.62% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.53% | +0.04% | +5.68% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.35% | -0.02% | +7.07% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.15% | -0.06% | -0.45% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.07% | +0.07% | +7.42% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | — | +1.02% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 1.87% | +0.27% | +11.35% | |
| 10 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.77% | -0.38% | +6.84% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.68% | -0.02% | -1.63% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | — | -4.63% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 1.63% | +0.05% | +12.00% | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.54% | +0.01% | +11.73% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.54% | -0.11% | -0.79% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-Other | 1.51% | -0.13% | +22.69% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.08% | +0.65% | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 1.31% | +0.05% | +37.14% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.13% | -0.19% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.19% | -0.37% | -2.09% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | -0.18% | +5.24% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.12% | -0.33% | +15.57% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.00% | -0.12% | +9.87% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.99% | +0.09% | +14.28% | |
| 25 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.98% | — | +15.66% | |
| 26 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.95% | -0.16% | +4.83% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.05% | +2.39% | |
| 28 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.94% | +0.12% | +11.13% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.91% | -0.04% | +1.97% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.87% | — | +4.80% | |
| 31 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.80% | -0.19% | +47.59% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.77% | -0.16% | -0.06% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.03% | +0.37% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.17% | -2.31% | |
| 35 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.65% | -0.02% | -7.28% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.65% | -0.14% | -1.23% | |
| 37 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.63% | +0.04% | +8.95% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.03% | +0.23% | |
| 39 | GAB | Gabelli Equity Trust | Stock-Other | 0.59% | -0.09% | -3.26% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.05% | -5.30% | |
| 41 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.57% | -0.07% | -13.18% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | +0.03% | +3.30% | |
| 43 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.56% | -0.23% | -3.98% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.16% | -0.70% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.55% | -0.07% | -2.11% | |
| 46 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.54% | +0.03% | +32.97% | |
| 47 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.54% | -0.08% | -2.01% | |
| 48 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.52% | -0.13% | +21.26% | |
| 49 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.51% | -0.08% | -9.64% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.50% | -0.07% | -2.32% |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $444.4M across 281 disclosed positions in Q4 2025.
During Q4 2025, Accel Wealth Management's top holdings by market value included DGRO (4.4%)、VNLA (4.0%)、SCHG (3.6%). The largest single position, DGRO, represented 4.4% of total portfolio value.
In Q4 2025, Accel Wealth Management made 50 total portfolio adjustments, initiating 9 new buys, adding to 30 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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