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Accelerate Investment Advisors LLC 13F Holdings (149 Positions, Q2 2026)
Accelerate Investment Advisors LLCCIK: 0002035216
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$174.1M
Reporting period: 2026-06-30 · Number of holdings: 149
Accelerate Investment Advisors LLC disclosed 149 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $174.1M and a quarterly turnover rate of 20.5%.
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Personality snowflake
- Concentration
- 17.42
- Portfolio Stability
- 20.47
- Momentum
- 100
- Sector conviction
- 62.79
- Diversification
- 100
- Sizing Uniformity
- 76.49
Accelerate Investment Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.044 — mathematically equivalent to about 23 equally-sized positions, well below its 149 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.35), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 21% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd IVV
+43.7% $3.7M
Trim AGG
+2.9% $333.4K
Trim IDEV
-1.0% $800.5K
New buy JCPB
Trim SPYM
-3.0% $2.5M
Trim FBND
+2.7% $152.3K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.80% | -0.60% | -2.95% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.87% | -0.91% | -0.98% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.47% | -0.99% | +2.93% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.34% | +1.57% | +43.66% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.75% | -0.52% | +2.68% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.62% | -0.30% | +283.20% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.96% | -0.19% | -0.80% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.13% | +8.14% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.02% | +0.43% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.06% | +0.03% | -5.03% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.22% | +13.93% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.76% | +0.25% | +11.41% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.53% | +0.16% | +11.62% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.51% | -0.16% | -2.14% | |
| 15 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.38% | -0.36% | — | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.13% | -0.15% | -13.46% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.16% | +0.24% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.99% | +0.04% | +4.27% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.02% | +3.64% | |
| 20 | REET | Ishares Global Reit ETF | ETF-Other | 0.85% | -0.02% | +2.89% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.81% | -0.12% | +1.65% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.19% | +16.27% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.12% | +12.65% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.02% | +5.78% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.69% | +0.11% | +23.08% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | -0.01% | -5.54% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.65% | -0.49% | -35.35% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.64% | +0.16% | -1.46% | |
| 29 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.64% | +0.64% | NEW | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.05% | +1.26% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.23% | -2.04% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.05% | +12.74% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.55% | +0.05% | -11.08% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.10% | -2.62% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.54% | -0.02% | -2.40% | |
| 36 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.52% | +0.31% | +170.59% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.02% | +13.79% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.03% | -0.31% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.47% | +0.04% | +9.93% | |
| 40 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.47% | +0.13% | +29.24% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | +0.14% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.04% | -2.72% | |
| 43 | IDEF | Ishares Def Industrials Act | ETF-Other | 0.44% | +0.03% | +27.29% | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.42% | +0.42% | NEW | |
| 45 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.42% | +0.42% | NEW | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.06% | +9.25% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.06% | +10.01% | |
| 48 | KNRG | Smplfy Kyn Andr En & Infr Cr | ETF-Other | 0.38% | -0.06% | — | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | -0.47% | -54.88% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.37% | -0.06% | -5.72% |
1–50 of 149
Portfolio Performance
Performance for Q3 2026
+0.9%
Performance Last 4 Quarters
+11.4%
- Stdev
- +9.5%
- Beta
- +0.73
- Alpha
- +0.9%
- Max Drawdown
- -4.8%
- Annualized Perf
- +12.3%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.44
- Stutzer
- +0.37
- Treynor
- +0.16
- Sterling
- +0.83
- Calmar
- +2.53
- Information Ratio
- -0.79
- Tracking Error
- +3.9%
- Stdev Down
- +4.9%
- Winning Months %
- +68.2%
- Losing Months %
- +31.8%
- Best 12 Months
- +24.7%
- Worst 12 Months
- +11.4%
- Efficiency Ratio
- +0.49
- Sharpe
- +1.27
- Stdev Sectors
- +10.4%
- Skewness
- -0.02
- Kurtosis
- +0.42
- Upside Potential
- +3.89
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Accelerate Investment Advisors LLC's most significant position changes for 2026-06-30: New buy: Jpmorgan Core Plus Bond ETF (JCPB); New buy: Micron Technology Inc (MU); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares Semiconductor ETF (SOXX); New buy: Eli Lilly & Co (LLY).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.6% | +43.66% | Add |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | +0.6% | NEW | New buy |
| 3 | MU | Micron Technology Inc | +0.4% | NEW | New buy |
| 4 | CORO | Ish Intl Ctry Rot Act ETF | +0.4% | NEW | New buy |
| 5 | FDVV | Fidelity High Dividend ETF | +0.3% | +170.59% | Add |
| 6 | SOXX | Ishares Semiconductor ETF | +0.3% | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | +0.3% | NEW | New buy |
| 8 | JBND | Jpmorgan Active Bond ETF | +0.3% | NEW | New buy |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +11.41% | Add |
| 10 | EZU | Ishares Msci Eurozone ETF | +0.3% | NEW | New buy |
| 11 | NVDA | Nvidia CORP | +0.2% | +13.93% | Add |
| 12 | STX | Seagate Technology Holdings plc | +0.2% | NEW | New buy |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +11.62% | Add |
| 15 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | -1.46% | Trim |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +128.19% | Add |
| 17 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | NEW | New buy |
| 18 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 19 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 20 | EWJ | Ishares Msci Japan ETF | +0.2% | NEW | New buy |
| 21 | ✓ | +0.2% | NEW | New buy | |
| 22 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 23 | AAPL | Apple Inc | +0.1% | +8.14% | Add |
| 24 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.1% | +29.24% | Add |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 26 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +12.65% | Add |
| 28 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 29 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 30 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 31 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 32 | PLD | Prologis Inc | +0.1% | NEW | New buy |
| 33 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +23.08% | Add |
| 34 | GLW | Corning Inc | +0.1% | -6.14% | Trim |
| 35 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +14.22% | Add |
| 36 | GE | General Electric | +0.1% | +16.26% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.01% | Add |
| 38 | URI | United Rentals Inc | +0.1% | -1.93% | Trim |
| 39 | CAT | Caterpillar Inc | +0.1% | +7.39% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +12.74% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.26% | Add |
| 42 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -11.08% | Trim |
| 43 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 44 | VGT | Vanguard Info Tech ETF | +0.1% | +700.00% | Add |
| 45 | UAL | United Airlines Holdings Inc | +0.1% | +3.94% | Add |
| 46 | ITOT | Ishares Core S&p Total U.s. | 0% | +4.27% | Add |
| 47 | IWB | Ishares Russell 1000 ETF | 0% | +9.93% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +24.18% | Add |
| 49 | CSCO | Cisco Systems Inc | 0% | -9.69% | Trim |
| 50 | SCHA | Schwab US Small-cap ETF | 0% | -5.03% | Trim |
1–50 of 156
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Accelerate Investment Advisors LLC and what type of investor is it?
Accelerate Investment Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $174.1M, spread across 149 disclosed positions.
What are Accelerate Investment Advisors LLC's largest equity positions?
Based on the latest 13F filing, Accelerate Investment Advisors LLC's top holdings by market value are:
1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $24.0M (13.8%)
2. Ishares Core Msci Dev Mkts (IDEV) — $15.4M (8.9%)
3. Ishares Core U.s. Aggregate (AGG) — $13.0M (7.5%)
4. Ishares Core S&p 500 ETF (IVV) — $9.3M (5.3%)
5. Fidelity Total Bond ETF (FBND) — $6.5M (3.8%)
What changes did Accelerate Investment Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Accelerate Investment Advisors LLC made 145 notable position adjustments: 23 new positions were initiated, 58 existing holdings were added to, 57 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Jpmorgan Core Plus Bond ETF (JCPB); New buy: Micron Technology Inc (MU); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares Semiconductor ETF (SOXX); New buy: Eli Lilly & Co (LLY)
What sectors does Accelerate Investment Advisors LLC focus on?
Accelerate Investment Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 39.1%
• Consumer Discretionary: 14.5%
• Energy: 11.1%
• Communication Services: 8.9%
• Health Care: 7.2%
• Industrials: 6.4%
Investment Profile
Accelerate Investment Advisors LLC returned an annualized 12.3% over the trailing 22 months — outperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.73 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 39.1% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 20 over the past 4 quarters — a shift toward more active trading.
It has added to its IVV position over the past two quarters (+$4.2M, now $9.3M), while trimming QUAL over the same stretch (-$641.8K, still holding $645.5K).
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Developer Access
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