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13F holdings · Q3 2026

Accelerate Investment Advisors

Aliso Viejo, CA · files as Accelerate Investment Advisors LLC
Filed
Holdings as of Sep 30, 2026Filed Nov 2, 2026Next filing due Feb 15, 2027CIK 2035216

Accelerate Investment Advisors reported 147 stocks worth $178M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are SPYM (14.3%), IDEV (9.1%) and AGG (7.6%). Compared with Q2 2026, the fund opened new positions in JUSA, XOM and IALT, added to SPYM, IDEV and AGG, trimmed IVV, AAPL and NVDA and sold out of XOM, MTUM and SCHV.

Reported value$178M+2.4% vs last quarter
Stocks held14713 new · 15 sold out
Top 5 weight38.3%fairly concentrated
Turnover19%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPYM
Spdr Series Trust
$25.6M14.3%285K+11K (+4%)8 of 8
2
IDEV
Ishares TR
$16.3M9.1%182K+8,372 (+5%)8 of 8
3
AGG
Ishares TR
$13.5M7.6%143K+11K (+9%)8 of 8
4
VO
Vanguard Index Fds
$6.5M3.6%83K+4,349 (+6%)8 of 8
5
FBND
Fidelity Total Bond ETF
$6.5M3.6%150K+5,833 (+4%)8 of 8
6
IVV
Ishares TR
$6.4M3.6%8,312−4,115 (−33%)8 of 8
7
VWO
Vanguard Intl Equity Index F
$5.4M3.0%92K+5,112 (+6%)8 of 8
8
AAPL
Apple Inc
$4.3M2.4%13K−1,908 (−13%)8 of 8
9
NVDA
Nvidia Corporation
$3.7M2.1%16K−1,224 (−7%)8 of 8
10
AMZN
Amazon Com Inc
$3.6M2.0%14K−762 (−5%)8 of 8
🔒 137 more holdings in this filing. Create a free account or sign in to see them all.

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
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$1.4M9,991
MTUM
Ishares Msci USA Momntum
$949K2,769
SCHV
Schwab US Large Cap
$320K9,201
SGOV
Ishares TR
$297K2,945
IBM
Ibm Corp
$262K932

🔒 Free account: see all 15.

Reported value

last 8 quarters
$113MQ4 '24
$119MQ1 '25
$134MQ2 '25
$147MQ3 '25
$148MQ4 '25
$150MQ1 '26
$174MQ2 '26
$178MQ3 '26

The 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
FiledFormQuarter
Nov 2, 202613F-HRQ3 2026SEC filing ↗

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Accelerate Investment Advisors 13F FAQ

What does Accelerate Investment Advisors own?

Accelerate Investment Advisors reported 147 stocks worth $178M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are SPYM (14.3%), IDEV (9.1%) and AGG (7.6%). The table above lists every position in the filing (the top 10 without an account).

What did Accelerate Investment Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 13 new positions, 63 added to, 56 trimmed and 15 sold out. New positions include JUSA, XOM and IALT. It sold all of XOM, MTUM and SCHV.

When will Accelerate Investment Advisors 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 Accelerate Investment Advisors's portfolio worth?

The Q3 2026 filing reports $178M 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.