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CIK: 0002035216
Total reported value
$174.1M
$174.1M
115 檔
30.9%
According to the latest 13F quarterly dataset, Accelerate Investment Advisors LLC managed an equity portfolio of $174.1M at the end of Q2 2025, spanning 115 distinct U.S. exchange-listed positions.
During Q2 2025, Accelerate Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 14.02% | -0.60% | +5.06% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.71% | -0.91% | +5.53% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.51% | -0.99% | +6.38% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.82% | -0.52% | +6.10% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.98% | -0.30% | +4.41% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.45% | +1.57% | -11.23% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.80% | -0.19% | +4.42% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | -0.02% | +17.93% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.13% | -6.18% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | -0.16% | +2.81% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | +0.22% | -0.12% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.73% | +0.03% | +6.65% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.02% | -3.26% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.51% | +0.25% | +7.66% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.47% | -0.47% | +12.61% | |
| 16 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.44% | -0.36% | — | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.37% | -0.49% | +60.03% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.35% | -0.12% | +4.04% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.34% | -0.16% | +11.36% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.30% | -0.10% | +1.41% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.27% | +0.16% | +17.53% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.02% | +0.04% | +10.52% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.93% | -0.02% | +14.11% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.02% | +3.09% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.87% | -0.15% | +74.43% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | — | -0.08% | |
| 27 | REET | Ishares Global Reit ETF | ETF-Other | 0.74% | -0.02% | +3.86% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.19% | +6.77% | |
| 29 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 0.71% | — | +50.00% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.02% | +3.93% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | -0.04% | +5.63% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.03% | +5.06% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.01% | -9.27% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | -0.23% | -5.19% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | +0.05% | +7.93% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | -0.04% | -1.77% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.05% | +2.33% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | +0.04% | +11.22% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.50% | +0.11% | -6.05% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.06% | -5.74% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.44% | -0.06% | -8.08% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.05% | +6.81% | |
| 43 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.42% | -0.11% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.12% | +5.61% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | +0.04% | -28.06% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.40% | — | +0.43% | |
| 47 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.40% | -0.08% | +48.41% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.06% | +31.56% | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.39% | -0.22% | EXIT | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.35% | -0.08% | -1.53% |
According to official SEC Form 13F filings, Accelerate Investment Advisors LLC reported a total U.S. public equity portfolio value of $174.1M across 115 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IDEV, AGG) accounted for 30.9% of total reported equity market value during Q2 2025.
During Q2 2025, Accelerate Investment Advisors LLC's top holdings by market value included SPYM (14.0%)、IDEV (8.7%)、AGG (8.5%). The largest single position, SPYM, represented 14.0% of total portfolio value.
In Q2 2025, Accelerate Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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