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CIK: 0001838226
Total reported value
$464.3M
$464.3M
305 檔
15.6%
The Q2 2026 SEC filing reveals that Accel Wealth Management held a total portfolio value of $464.3M, covering 305 public equity positions.
Accel Wealth Management executed strategic sector rebalancing during Q2 2026, establishing 28 new positions while fully exiting 12 holdings and trimming 76 positions.
Showing top 200 holdings (of 305 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.42% | +0.33% | +6.58% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.78% | -0.19% | -0.20% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.24% | +0.41% | +3.52% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.44% | +0.01% | +2.33% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.42% | +0.05% | +3.34% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 2.31% | +0.01% | +10.35% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.18% | -1.97% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 1.76% | +0.13% | +3.11% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.75% | +0.01% | +7.35% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.01% | +0.93% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.70% | +0.11% | -5.28% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 1.69% | +0.21% | +17.05% | |
| 13 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.65% | -0.24% | +4.79% | |
| 14 | INTC | Intel CORP | Stock-Tech | 1.51% | -0.29% | -5.63% | |
| 15 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 1.50% | +0.39% | +246.77% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.15% | +1.10% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.40% | -0.08% | +0.54% | |
| 18 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.38% | +0.12% | +96.88% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 1.26% | +0.03% | -10.91% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.25% | +0.01% | +2.47% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | -0.11% | +0.16% | |
| 22 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.21% | -0.11% | -11.04% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.20% | -0.03% | +10.03% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.10% | -0.05% | +0.51% | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.01% | +0.01% | -0.60% | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.98% | -0.09% | -15.79% | |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.96% | +0.10% | +103.90% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.95% | -0.11% | -23.58% | |
| 29 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.93% | — | +48.96% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.01% | +6.73% | |
| 31 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.92% | +0.05% | +7.90% | |
| 32 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.89% | +0.01% | -1.29% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.85% | -0.05% | -2.99% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | -0.02% | +5.64% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.80% | -0.01% | +17.09% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | +0.15% | -1.06% | |
| 37 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.78% | +0.05% | +44.60% | |
| 38 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.76% | -0.03% | -1.94% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.74% | +0.02% | -1.58% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | -0.04% | +1.40% | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.66% | -0.02% | +11.46% | |
| 42 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.62% | -0.08% | +0.06% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.05% | -1.42% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.58% | +0.09% | -7.19% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.07% | +0.65% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | — | +522.02% | |
| 47 | CGBL | Cap Group Core Balanced | ETF-Other | 0.52% | +0.20% | +184.44% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.47% | -0.07% | +3.97% | |
| 49 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.47% | -0.01% | +7.17% | |
| 50 | AIRR | First Trust Rba American Ind | ETF-Other | 0.47% | +0.04% | +42.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACYN | Ft Lad Autocall Bar Inc ETF | +1% | +246.77% | Add |
| 2 | INTC | Intel CORP | +0.9% | -5.63% | Trim |
| 3 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.7% | +96.88% | Add |
| 4 | MU | Micron Technology Inc | +0.5% | -23.58% | Trim |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.5% | +103.90% | Add |
| 6 | AMD | Advanced Micro Devices | +0.4% | +1.40% | Add |
| 7 | SMH | Vaneck Semiconductor ETF | +0.3% | +17.09% | Add |
| 8 | CGBL | Cap Group Core Balanced | +0.3% | +184.44% | Add |
| 9 | RDVI | Ft Vest Rising Dividend Achi | +0.3% | +48.96% | Add |
| 10 | RDVY | First Trust Rising Dividend | +0.3% | +10.35% | Add |
| 11 | MRVL | Marvell Technology Inc | +0.2% | +3.92% | Add |
| 12 | VRP | Invesco Variable Rate Prefer | +0.2% | +44.60% | Add |
| 13 | AIRR | First Trust Rba American Ind | +0.2% | +42.66% | Add |
| 14 | SCHG | Schwab US Large-cap Growth | +0.1% | +3.52% | Add |
| 15 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +10.03% | Add |
| 16 | DFAE | Dimensional Emerging Core Eq | +0.1% | NEW | New buy |
| 17 | CAT | Caterpillar Inc | +0.1% | +5.18% | Add |
| 18 | ARM | Arm Holdings Plc-adr | +0.1% | +0.97% | Add |
| 19 | XLI | Ss Industrial Select Sector | +0.1% | +29.78% | Add |
| 20 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +2.47% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +19.23% | Add |
| 22 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.16% | Add |
| 24 | DELL | Dell Technologies -c | +0.1% | +2.82% | Add |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | ✓ | +0.1% | NEW | New buy | |
| 27 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | New buy |
| 28 | MCHP | Microchip Technology Inc | +0.1% | NEW | New buy |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -5.28% | Trim |
| 30 | IBOT | Vaneck Robotics ETF | +0.1% | +30.41% | Add |
| 31 | UFO | Procure Space ETF | +0.1% | NEW | New buy |
| 32 | ALAB | Astera Labs Inc | +0.1% | NEW | New buy |
| 33 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | New buy |
| 34 | CSCO | Cisco Systems Inc | +0.1% | +0.03% | Add |
| 35 | RKLB | Rocket Lab CORP | +0.1% | +2.38% | Add |
| 36 | GLW | Corning Inc | +0.1% | -1.05% | Trim |
| 37 | FMTL | Ft Indxx Critical Metals ETF | +0.1% | +92.20% | Add |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 39 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 40 | TMUS | T-mobile US Inc | +0.1% | NEW | New buy |
| 41 | CGDV | Cap Group Dividend Value | +0.1% | +3.11% | Add |
| 42 | DFIV | Dimensional International Va | +0.1% | +17.05% | Add |
| 43 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.73% | Add |
| 44 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +7.17% | Add |
| 45 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +12.65% | Add |
| 46 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +36.38% | Add |
| 47 | BUG | Global X Cybersecurity ETF | +0.1% | -0.89% | Trim |
| 48 | IWN | Ishares Russell 2000 Value E | +0.1% | NEW | New buy |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | New buy |
| 50 | ✓ | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $464.3M across 305 disclosed positions in Q2 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 15.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFAE
市值: $537.6K
Top Position Liquidated / Trimmed
IWF
前期市值: $870.3K
During Q2 2026, Accel Wealth Management's top holdings by market value included DGRO (4.4%)、VNLA (3.8%)、SCHG (3.2%). The largest single position, DGRO, represented 4.4% of total portfolio value.
In Q2 2026, Accel Wealth Management made 191 total portfolio adjustments, initiating 28 new buys, adding to 75 positions, trimming 76 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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