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CIK: 0001838226
Total reported value
$444.4M
$444.4M
290 檔
14.5%
At the close of Q1 2026, Accel Wealth Management disclosed equity holdings valued at approximately $444.4M, spread across 290 reported holdings.
In Q1 2026, Accel Wealth Management displayed an active expansion posture, initiating 20 new positions and adding to 95 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 290 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.45% | -0.03% | +5.59% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.39% | -0.61% | +17.03% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.12% | +0.12% | +0.92% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.44% | -0.02% | +6.09% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.40% | +0.04% | +4.06% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 2.04% | +0.27% | +16.63% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.88% | -0.06% | -1.80% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.77% | -0.02% | +6.26% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | — | +0.70% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 1.71% | +0.05% | +12.86% | |
| 11 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.64% | +0.01% | +9.75% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 1.64% | +0.05% | +24.08% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | +0.07% | -12.03% | |
| 14 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.59% | -0.38% | +0.36% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.51% | -0.11% | -0.23% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | — | +0.88% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-Other | 1.39% | -0.13% | +6.84% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.35% | -0.37% | +19.31% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.28% | -0.18% | +18.10% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.18% | -0.33% | +2.05% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.16% | +0.09% | +22.90% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.08% | -1.56% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.08% | +0.12% | +15.22% | |
| 24 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.05% | -0.16% | +16.96% | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.05% | -0.04% | -0.22% | |
| 26 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.92% | — | +7.50% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.13% | -1.20% | |
| 28 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.88% | -0.12% | -4.86% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.05% | +2.19% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | — | +1.60% | |
| 31 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.76% | -0.14% | +1.09% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.16% | -4.13% | |
| 33 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.73% | +0.65% | — | |
| 34 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.70% | +0.04% | +16.98% | |
| 35 | VDE | Vanguard Energy ETF | ETF-Other | 0.63% | -0.22% | +8.12% | |
| 36 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.63% | +0.30% | +610.95% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.63% | +0.03% | +17.96% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.03% | -0.10% | |
| 39 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.62% | +0.16% | +36.23% | |
| 40 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.59% | -0.13% | +9.08% | |
| 41 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.59% | -0.19% | -18.79% | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.58% | +0.93% | +6.24% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.16% | +0.89% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.55% | -0.08% | +0.20% | |
| 45 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.55% | -0.23% | +1.03% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.54% | -0.07% | +6.82% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.03% | +1.07% | |
| 48 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.53% | -0.07% | -0.78% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.17% | +1.06% | |
| 50 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.51% | +0.45% | +789.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDVI | Ft Vest Rising Dividend Achi | +0.5% | +610.95% | Add |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.5% | +789.58% | Add |
| 3 | VNLA | Janus Henderson Short Durati | +0.4% | +17.03% | Add |
| 4 | DFIV | Dimensional International Va | +0.3% | +24.08% | Add |
| 5 | VDE | Vanguard Energy ETF | +0.2% | +8.12% | Add |
| 6 | RDVY | First Trust Rising Dividend | +0.2% | +16.63% | Add |
| 7 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +22.90% | Add |
| 8 | XLI | Ss Industrial Select Sector | +0.2% | +92.65% | Add |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +19.31% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | +18.10% | Add |
| 11 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +15.22% | Add |
| 12 | DE | Deere & Co | +0.1% | -0.22% | Trim |
| 13 | VRP | Invesco Variable Rate Prefer | +0.1% | +36.23% | Add |
| 14 | KMI | Kinder Morgan, Inc. | +0.1% | +1.09% | Add |
| 15 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +9.75% | Add |
| 16 | IGEB | Ishares Investment Grade Sys | +0.1% | +16.96% | Add |
| 17 | INTC | Intel CORP | +0.1% | +6.24% | Add |
| 18 | SMH | Vaneck Semiconductor ETF | +0.1% | +25.41% | Add |
| 19 | CVX | Chevron CORP | +0.1% | +8.83% | Add |
| 20 | VTV | Vanguard Value ETF | +0.1% | +6.09% | Add |
| 21 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +6.26% | Add |
| 22 | SDVY | First Trust Smid Cap Rising | +0.1% | +17.96% | Add |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +4.67% | Add |
| 24 | DGRO | Ishares Core Dividend Growth | +0.1% | +5.59% | Add |
| 25 | CGDV | Cap Group Dividend Value | +0.1% | +12.86% | Add |
| 26 | SHLD | Global X Defense Tech ETF | +0.1% | +9.08% | Add |
| 27 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +16.98% | Add |
| 28 | GLD | Spdr Gold Shares | +0.1% | +2.05% | Add |
| 29 | CAT | Caterpillar Inc | +0.1% | +6.23% | Add |
| 30 | MU | Micron Technology Inc | +0.1% | +0.70% | Add |
| 31 | VPU | Vanguard Utilities ETF | +0.1% | +6.82% | Add |
| 32 | DVN | Devon Energy CORP | +0.1% | +20.08% | Add |
| 33 | BCD | Abrdn Bloomberg All Commodit | +0.1% | +50.53% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | -1.11% | Trim |
| 35 | VLO | Valero Energy CORP | 0% | -5.02% | Trim |
| 36 | UUUU | Energy Fuels Inc | 0% | +15.01% | Add |
| 37 | LMT | Lockheed Martin CORP | 0% | -1.93% | Trim |
| 38 | CASY | Casey's General Stores Inc | 0% | — | Unchanged |
| 39 | NUKZ | Range Nuclear Renaissance | 0% | +15.23% | Add |
| 40 | PEP | Pepsico Inc | 0% | +0.89% | Add |
| 41 | WMT | Walmart Inc | 0% | +6.60% | Add |
| 42 | NOC | Northrop Grumman CORP | 0% | +0.14% | Add |
| 43 | OKE | Oneok Inc | 0% | +24.14% | Add |
| 44 | C | Citigroup Inc | 0% | +33.32% | Add |
| 45 | COP | Conocophillips | 0% | +0.43% | Add |
| 46 | FMTL | Ft Indxx Critical Metals ETF | 0% | +29.24% | Add |
| 47 | ADM | Archer-daniels-midland Co | 0% | -4.89% | Trim |
| 48 | MPC | Marathon Petroleum CORP | 0% | +0.22% | Add |
| 49 | LNG | Cheniere Energy Inc | 0% | +1.79% | Add |
| 50 | NEM | Newmont CORP | 0% | +1.29% | Add |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $444.4M across 290 disclosed positions in Q1 2026.
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 14.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
BUFQ
市值: $2.8M
Top Position Liquidated / Trimmed
KRE
前期市值: $316.9K
During Q1 2026, Accel Wealth Management's top holdings by market value included DGRO (4.5%)、VNLA (4.4%)、SCHG (3.1%). The largest single position, DGRO, represented 4.5% of total portfolio value.
In Q1 2026, Accel Wealth Management made 196 total portfolio adjustments, initiating 20 new buys, adding to 95 positions, trimming 69 holdings, and fully liquidating 12 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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