Accel Wealth Management
Accel Wealth Management reported 309 stocks worth $464M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are DGRO (4.8%), SCHG (3.6%) and VNLA (3.6%). Compared with Q2 2026, the fund opened new positions in ACYQ and XOM, added to DGRO, SCHG and VTV, trimmed VNLA, AMZN and INTC and sold out of XOM, OKE and SO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DGRO Ishares TR | $22M | 4.8% | 292K | +33K (+13%) | 8 of 8 | |
| 2 |  SCHG Schwab Strategic TR | $17M | 3.6% | 472K | +46K (+11%) | 8 of 8 | |
| 3 |  VNLA Janus Henderson Shrt | $16.7M | 3.6% | 343K | −621 (−0%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $11.5M | 2.5% | 53K | +3,798 (+8%) | 8 of 8 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $11.4M | 2.5% | 30K | +1,091 (+4%) | 8 of 8 | |
| 6 |  RDVY First TR Exchange Traded FD | $10.8M | 2.3% | 138K | +11K (+9%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $9.3M | 2.0% | 28K | No change | 8 of 8 | |
| 8 |  DFIV Dimensional ETF Trust | $8.8M | 1.9% | 158K | +19K (+13%) | 7 of 8 | |
| 9 |  CGDV Capital Group Dividend | $8.8M | 1.9% | 179K | +21K (+13%) | 8 of 8 | |
| 10 |  ACYN First TR Exchange-Traded FD | $8.8M | 1.9% | 420K | +99K (+31%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $991K | 7,248 |
 OKE Oneok Inc New | $452K | 5,196 |
 SO Southern Co | $241K | 2,514 |
 BRUN Boost Run Inc | $221K | 5,706 |
DIMENSIONAL ETF TRUST | $216K | 5,572 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Accel Wealth Management 13F FAQ
What does Accel Wealth Management own?
Accel Wealth Management reported 309 stocks worth $464M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are DGRO (4.8%), SCHG (3.6%) and VNLA (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Accel Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 128 added to, 112 trimmed and 13 sold out. New positions include ACYQ and XOM. It sold all of XOM, OKE and SO.
When will Accel Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Accel Wealth Management's portfolio worth?
The Q3 2026 filing reports $464M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.