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CIK: 0002035216
Total reported value
$174.1M
$174.1M
121 檔
34.7%
In Q3 2025, Accelerate Investment Advisors LLC's U.S. equity holdings reached a combined market value of $174.1M, distributed across 121 disclosed stock positions.
Accelerate Investment Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 26 new positions while fully exiting 20 holdings and trimming 42 positions.
| # | 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 | 14.70% | -0.60% | +6.41% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 9.14% | -0.91% | +8.76% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.47% | -0.99% | +7.62% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.70% | -0.52% | +5.45% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.11% | -0.30% | +7.51% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.36% | +1.57% | -1.33% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.04% | -0.19% | +8.47% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.59% | +0.13% | +3.67% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | -0.02% | -1.69% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | +0.22% | +0.25% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.16% | -0.88% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.90% | +0.03% | +8.83% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.49% | +0.25% | -1.35% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.42% | +0.16% | +12.65% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.35% | -0.16% | +4.18% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.33% | -0.12% | +6.38% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.26% | -0.47% | -11.85% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.25% | -0.02% | +34.74% | |
| 19 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.16% | -0.36% | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.11% | -0.49% | -16.83% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.99% | +0.04% | -1.93% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | -0.15% | +9.21% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.02% | -44.60% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.02% | +4.19% | |
| 25 | REET | Ishares Global Reit ETF | ETF-Other | 0.83% | -0.02% | +18.61% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | +0.02% | -3.43% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | -0.04% | +15.98% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.23% | +17.67% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.69% | -0.10% | -42.31% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.19% | -1.08% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.05% | +12.25% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.01% | -1.01% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.03% | -1.11% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.54% | -0.04% | +10.21% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.12% | -1.51% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.05% | +0.91% | |
| 37 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.50% | -0.08% | +32.44% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | +0.04% | +0.30% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | — | -42.64% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | +0.04% | +22.78% | |
| 41 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 0.47% | — | -17.45% | |
| 42 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.42% | -0.11% | +3.20% | |
| 43 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.42% | +0.16% | +113.34% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.41% | -0.06% | -0.16% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.41% | — | +0.42% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.06% | -0.31% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +0.06% | +0.10% | |
| 48 | MCK | Mckesson CORP | Stock-Healthcare | 0.34% | -0.08% | — | |
| 49 | AVDE | Avantis International Equity | ETF-Other | 0.32% | -0.08% | -0.15% | |
| 50 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.32% | -0.04% | +0.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.1% | +6.41% | Add |
| 2 | IDEV | Ishares Core Msci Dev Mkts | +0.7% | +8.76% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | +0.25% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.5% | +9.21% | Add |
| 5 | OEF | Ishares S&p 100 ETF | +0.4% | +34.74% | Add |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +12.65% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +8.47% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | -0.88% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | -3.43% | Add |
| 10 | EFV | Ishares Msci Eafe Value ETF | +0.2% | -16.83% | Add |
| 11 | SCHA | Schwab US Small-cap ETF | +0.2% | +8.83% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.25% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | -1.01% | Trim |
| 14 | PTY | Pimco Corporate & Income Opp | +0.2% | +32.44% | Add |
| 15 | AMZN | Amazon.com Inc | +0.2% | -1.69% | Add |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -1.35% | Add |
| 17 | VO | Vanguard Mid-cap ETF | +0.2% | +7.51% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -1.51% | Add |
| 19 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +9.71% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.10% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +4.19% | Add |
| 22 | GLD | Spdr Gold Shares | +0.1% | +17.67% | Add |
| 23 | ABBV | Abbvie Inc | +0.1% | +0.17% | Add |
| 24 | SCHR | Schwab Intermediate-term US | +0.1% | +0.54% | Add |
| 25 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -1.93% | Add |
| 26 | VTV | Vanguard Value ETF | +0.1% | +15.98% | Add |
| 27 | REET | Ishares Global Reit ETF | 0% | +18.61% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -1.11% | Add |
| 29 | IVE | Ishares S&p 500 Value ETF | 0% | +4.18% | Add |
| 30 | IWB | Ishares Russell 1000 ETF | 0% | +0.30% | Add |
| 31 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 32 | VUG | Vanguard Growth ETF | 0% | +8.10% | Add |
| 33 | MTUM | Ishares Msci USA Momentum Fa | 0% | +1.05% | Trim |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Add |
| 35 | XLK | Ss Technology Select Sector | 0% | — | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.91% | Add |
| 37 | CSCO | Cisco Systems Inc | 0% | -0.07% | Add |
| 38 | INTU | Intuit Inc | 0% | -0.30% | Add |
| 39 | AVDE | Avantis International Equity | 0% | -0.15% | Trim |
| 40 | ORLY | O'reilly Automotive Inc | 0% | -2.37% | Add |
| 41 | MA | Mastercard Inc - A | 0% | +0.40% | Add |
| 42 | DDEC | Ft Vest U.s. Equity Deep Buf | 0% | — | Unchanged |
| 43 | ADP | Automatic Data Processing | 0% | -2.75% | Add |
| 44 | PLD | Prologis Inc | 0% | — | Add |
| 45 | IJS | Ishares S&p Small-cap 600 Va | 0% | +0.42% | Add |
| 46 | MCK | Mckesson CORP | 0% | — | Trim |
| 47 | GSEW | Goldman Sachs Eql Wght Large | 0% | -0.15% | Trim |
| 48 | WMT | Walmart Inc | 0% | -2.15% | Trim |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | +0.16% | Add |
| 50 | FVD | First Trust Value Line Dvd | 0% | -3.48% | Add |
According to official SEC Form 13F filings, Accelerate Investment Advisors LLC reported a total U.S. public equity portfolio value of $174.1M across 121 disclosed positions in Q3 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 SPYM, IDEV, AGG) accounted for 34.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
THRO
市值: $623.3K
Top Position Liquidated / Trimmed
EMXC
前期市值: $421.7K
During Q3 2025, Accelerate Investment Advisors LLC's top holdings by market value included SPYM (14.7%)、IDEV (9.1%)、AGG (8.5%). The largest single position, SPYM, represented 14.7% of total portfolio value.
In Q3 2025, Accelerate Investment Advisors LLC made 138 total portfolio adjustments, initiating 26 new buys, adding to 50 positions, trimming 42 holdings, and fully liquidating 20 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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