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CIK: 0002035216
Total reported value
$174.1M
$174.1M
120 檔
35.9%
According to the latest 13F quarterly dataset, Accelerate Investment Advisors LLC managed an equity portfolio of $174.1M at the end of Q4 2025, spanning 120 distinct U.S. exchange-listed positions.
Accelerate Investment Advisors LLC executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 8 holdings and trimming 46 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 | 15.26% | -0.60% | +2.36% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 9.89% | -0.91% | +6.18% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.46% | -0.99% | +1.25% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.54% | -0.52% | -2.07% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.02% | -0.30% | +0.12% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | +1.57% | +0.23% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.17% | -0.19% | +6.07% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.50% | +0.13% | -8.68% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | -0.02% | -2.16% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.01% | +0.03% | +4.61% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | +0.22% | -9.53% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.65% | -0.16% | +20.52% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.16% | -10.30% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.52% | +0.25% | +1.20% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.50% | +0.16% | +3.67% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.34% | -0.02% | +4.39% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.19% | -0.15% | +23.63% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.07% | -0.49% | -7.92% | |
| 19 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.06% | -0.36% | +199.95% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.05% | +0.04% | +4.55% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.02% | -0.12% | -20.95% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.02% | +6.52% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.87% | -0.47% | -32.11% | |
| 24 | REET | Ishares Global Reit ETF | ETF-Other | 0.83% | -0.02% | +3.81% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | +0.02% | -3.73% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.23% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.19% | +0.01% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.70% | -0.10% | +1.69% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | -0.04% | -6.81% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | -0.01% | +6.42% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.12% | +1.09% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.02% | -17.30% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.05% | -20.42% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.03% | -1.05% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.05% | +1.44% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | +0.04% | +0.61% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.04% | -9.73% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | — | +0.33% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.46% | +0.05% | +58.13% | |
| 40 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.45% | -0.11% | +4.50% | |
| 41 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.44% | +0.16% | +8.65% | |
| 42 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 0.42% | — | -15.83% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.06% | -0.63% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.37% | -0.06% | +0.24% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.06% | -15.15% | |
| 46 | AVDE | Avantis International Equity | ETF-Other | 0.33% | -0.08% | -0.38% | |
| 47 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.31% | -0.04% | -2.61% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | -0.01% | +11.43% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.30% | -0.09% | +8.99% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.30% | -0.08% | -15.40% |
According to official SEC Form 13F filings, Accelerate Investment Advisors LLC reported a total U.S. public equity portfolio value of $174.1M across 120 disclosed positions in Q4 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 35.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
PM
市值: $269.6K
Top Position Liquidated / Trimmed
IJS
前期市值: $602.4K
During Q4 2025, Accelerate Investment Advisors LLC's top holdings by market value included SPYM (15.3%)、IDEV (9.9%)、AGG (8.5%). The largest single position, SPYM, represented 15.3% of total portfolio value.
In Q4 2025, Accelerate Investment Advisors LLC made 120 total portfolio adjustments, initiating 7 new buys, adding to 59 positions, trimming 46 holdings, and fully liquidating 8 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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