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CIK: 0001838226
Total reported value
$464.3M
$464.3M
281 檔
13.3%
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 $464.3M across 281 reported positions.
In Q4 2025, Accel Wealth Management displayed an active expansion posture, initiating 18 new positions and adding to 96 existing holdings, outstripping position reductions.
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% | +0.33% | +3.28% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.96% | -0.19% | +20.77% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.64% | +0.41% | +4.62% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.53% | +0.01% | +5.68% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.35% | +0.05% | +7.07% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.18% | -0.45% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.07% | +0.11% | +7.42% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | -0.01% | +1.02% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 1.87% | +0.01% | +11.35% | |
| 10 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.77% | -0.11% | +6.84% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.68% | +0.01% | -1.63% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +0.15% | -4.63% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 1.63% | +0.13% | +12.00% | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.54% | -0.24% | +11.73% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.54% | -0.08% | -0.79% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-Other | 1.51% | +0.03% | +22.69% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | -0.11% | +0.65% | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 1.31% | +0.21% | +37.14% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | +0.15% | -0.19% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.19% | -0.09% | -2.09% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | -0.05% | +5.24% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.12% | -0.05% | +15.57% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.00% | -0.03% | +9.87% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.99% | +0.01% | +14.28% | |
| 25 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.98% | +0.05% | +15.66% | |
| 26 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.95% | +0.01% | +4.83% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.01% | +2.39% | |
| 28 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.94% | -0.03% | +11.13% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.91% | +0.01% | +1.97% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.87% | -0.02% | +4.80% | |
| 31 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.80% | -0.02% | +47.59% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.77% | +0.09% | -0.06% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.05% | +0.37% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | +0.18% | -2.31% | |
| 35 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.65% | -0.01% | -7.28% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.65% | -0.08% | -1.23% | |
| 37 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.63% | +0.02% | +8.95% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.07% | +0.23% | |
| 39 | GAB | Gabelli Equity Trust | Stock-Other | 0.59% | -0.22% | -3.26% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.02% | -5.30% | |
| 41 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.57% | -0.02% | -13.18% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | — | +3.30% | |
| 43 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.56% | -0.02% | -3.98% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.04% | -0.70% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.55% | -0.04% | -2.11% | |
| 46 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.54% | -0.02% | +32.97% | |
| 47 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.54% | -0.03% | -2.01% | |
| 48 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.52% | +0.03% | +21.26% | |
| 49 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.51% | -0.07% | -9.64% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.50% | -0.03% | -2.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VNLA | Janus Henderson Short Durati | +0.5% | +20.77% | Add |
| 2 | DFIV | Dimensional International Va | +0.4% | +37.14% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.65% | Add |
| 4 | ISPY | Proshares S&p High Incom ETF | +0.2% | +47.59% | Add |
| 5 | CGGR | Cap Group Growth Equity | +0.2% | +22.69% | Add |
| 6 | GLD | Spdr Gold Shares | +0.2% | +15.57% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | +9.06% | Add |
| 8 | RDVY | First Trust Rising Dividend | +0.1% | +11.35% | Add |
| 9 | CGDV | Cap Group Dividend Value | +0.1% | +12.00% | Add |
| 10 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +11.73% | Add |
| 11 | SDVY | First Trust Smid Cap Rising | +0.1% | +32.97% | Add |
| 12 | VRP | Invesco Variable Rate Prefer | +0.1% | +37.79% | Add |
| 13 | IYW | Ishares Ustechnology ETF | +0.1% | +31.43% | Add |
| 14 | SMH | Vaneck Semiconductor ETF | +0.1% | +30.24% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | +9.62% | Add |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +14.28% | Add |
| 17 | AIRR | First Trust Rba American Ind | +0.1% | +44.51% | Add |
| 18 | VTV | Vanguard Value ETF | +0.1% | +7.07% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.42% | Add |
| 20 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.1% | +15.66% | Add |
| 21 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +11.13% | Add |
| 22 | NEM | Newmont CORP | +0.1% | +7.51% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +0.82% | Add |
| 24 | AMD | Advanced Micro Devices | +0.1% | +0.21% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | +14.48% | Add |
| 26 | CGBL | Cap Group Core Balanced | +0.1% | +55.60% | Add |
| 27 | TSLA | Tesla Inc | +0.1% | +28.34% | Add |
| 28 | SPEU | State Street Spdr Portfolio | +0.1% | +27.76% | Add |
| 29 | NEE | Nextera Energy Inc | +0.1% | +28.11% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | +5.68% | Add |
| 31 | LGOV | First Tr Long Duration O-etf | 0% | +16.07% | Add |
| 32 | BAC | Bank Of America CORP | 0% | +17.23% | Add |
| 33 | WMT | Walmart Inc | 0% | +17.14% | Add |
| 34 | RKLB | Rocket Lab CORP | 0% | -4.16% | Trim |
| 35 | AHR | American Healthcare Reit Inc | 0% | +14.83% | Add |
| 36 | SCHG | Schwab US Large-cap Growth | 0% | +4.62% | Add |
| 37 | RTX | Rtx CORP | 0% | -0.06% | Trim |
| 38 | PRU | Prudential Financial Inc | 0% | +7.50% | Add |
| 39 | NLY | Annaly Capital Management In | 0% | +38.72% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | +9.70% | Add |
| 41 | ATI | Ati Inc | 0% | +0.07% | Add |
| 42 | ANGL | Vaneck Fallen Angel High Yld | 0% | +9.87% | Add |
| 43 | SHLD | Global X Defense Tech ETF | 0% | +21.26% | Add |
| 44 | VHT | Vanguard Health Care ETF | 0% | +0.31% | Add |
| 45 | XIDE | Ft Vest US Equity Buffer & P | 0% | +14.02% | Add |
| 46 | PECO | Phillips Edison & Company In | 0% | +8.57% | Add |
| 47 | IBM | Intl Business Machines CORP | 0% | +6.06% | Add |
| 48 | XOM | Exxon Mobil CORP | 0% | +11.25% | Add |
| 49 | PKB | Invesco Building & Construct | 0% | +21.83% | Add |
| 50 | JNJ | Johnson & Johnson | 0% | -0.32% | Trim |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $464.3M across 281 disclosed positions in Q4 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 13.3% 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
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 193 total portfolio adjustments, initiating 18 new buys, adding to 96 positions, trimming 65 holdings, and fully liquidating 14 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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