Accelerate Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Accelerate Investment Advisors LLC held in its portfolio 120 assets valued at $148,412,623 (i.e. $148.41M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($22.65M), ISHARES TR ($14.67M), and ISHARES TR ($12.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 120 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Accelerate Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 282374 | 22652013 | STATE STREET SPD |
| ISHARES TR | 177901 | 14673299 | CORE MSCI INTL |
| ISHARES TR | 125672 | 12552073 | CORE US AGGBD ET |
| FIDELITY MERRIMACK STR TR | 146298 | 6735577 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 20575 | 5971382 | MID CAP ETF |
| ISHARES TR | 7386 | 5058728 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 87619 | 4710384 | FTSE EMR MKT ETF |
| APPLE INC | 13637 | 3707413 | COM |
| AMAZON COM INC | 14876 | 3433707 | COM |
| SCHWAB STRATEGIC TR | 104676 | 2981159 | US SML CAP ETF |
| NVIDIA CORPORATION | 15175 | 2830222 | COM |
| ISHARES TR | 11566 | 2452862 | S&P 500 VAL ETF |
| MICROSOFT CORP | 4944 | 2391169 | COM |
| ISHARES TR | 18347 | 2261412 | S&P 500 GRWT ETF |
| BLACKROCK ETF TRUST | 36577 | 2224239 | ISHARES US EQUIT |
| ISHARES TR | 5778 | 1981588 | S&P 100 ETF |
| ISHARES INC | 26166 | 1758851 | CORE MSCI EMKT |
| ISHARES TR | 22203 | 1585509 | EAFE VALUE ETF |
| TEXAS PACIFIC LAND CORPORATI | 5483 | 1574791 | COM |
| ISHARES TR | 10459 | 1555150 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 57353 | 1519284 | US TIPS ETF |
| VANGUARD INDEX FDS | 2223 | 1393858 | S&P 500 ETF SHS |
| ISHARES TR | 6481 | 1287328 | MSCI USA QLT FCT |
| ISHARES TR | 49501 | 1235042 | GLOBAL REIT ETF |
| TESLA INC | 2633 | 1184041 | COM |
| SPDR GOLD TR | 2923 | 1158572 | GOLD SHS |
| EXXON MOBIL CORP | 8799 | 1058874 | COM |
| VANGUARD BD INDEX FDS | 13963 | 1034239 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 5378 | 1027087 | VALUE ETF |
| BROADCOM INC | 2918 | 1010049 | COM |
| ALPHABET INC | 3166 | 993373 | CAP STK CL C |
| META PLATFORMS INC | 1439 | 949771 | CL A |
| ALPHABET INC | 2997 | 938132 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 2639 | 850428 | COM |
| SPDR S&P 500 ETF TR | 1125 | 767195 | TR UNIT |
| ISHARES TR | 1991 | 743453 | RUS 1000 ETF |
| VANGUARD BD INDEX FDS | 9072 | 714939 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 2131 | 714423 | TOTAL STK MKT |
| ISHARES TR | 2734 | 684348 | MSCI USA MMENTM |
| BLACKROCK ETF TRUST | 17205 | 663425 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 19622 | 653415 | ISHARES A I INNO |
| KAYNE ANDERSON BDC INC | 43599 | 624344 | COM SHS |
| COSTCO WHSL CORP NEW | 634 | 546607 | COM |
| LINDE PLC | 1275 | 543796 | SHS |
| INVESCO QQQ TR | 818 | 502750 | UNIT SER 1 |
| AMERICAN CENTY ETF TR | 5981 | 492334 | INTL EQT ETF |
| SCHWAB STRATEGIC TR | 18300 | 458959 | INT-TRM U.S TRES |
| ABBVIE INC | 1989 | 454362 | COM |
| S&P GLOBAL INC | 861 | 450014 | COM |
| MCKESSON CORP | 544 | 446358 | COM |
| ISHARES TR | 2076 | 445696 | US AER DEF ETF |
| BERKSHIRE HATHAWAY INC DEL | 883 | 443698 | CL B NEW |
| INTUIT | 666 | 440959 | COM |
| ISHARES TR | 8524 | 430116 | TRS FLT RT BD |
| ISHARES TR | 2153 | 429991 | U.S. TECH ETF |
| FIDELITY COVINGTON TRUST | 1875 | 421306 | MSCI INFO TECH I |
| VANECK ETF TRUST | 4046 | 418985 | MRNGSTR WDE MOAT |
| VANGUARD WORLD FD | 545 | 410810 | INF TECH ETF |
| CHEVRON CORP NEW | 2507 | 382048 | COM |
| WALMART INC | 3387 | 377342 | COM |
| PIMCO CORPORATE & INCOME OPP | 28650 | 369582 | COM |
| WELLS FARGO CO NEW | 3842 | 358114 | COM |
| AMGEN INC | 1084 | 354872 | COM |
| SPDR DOW JONES INDL AVERAGE | 729 | 350364 | UT SER 1 |
| ISHARES TR | 736 | 348509 | RUS 1000 GRW ETF |
| UNITED RENTALS INC | 404 | 326975 | COM |
| ISHARES TR | 8465 | 322093 | MSCI INTL VLU FT |
| GE AEROSPACE | 1043 | 321265 | COM NEW |
| CISCO SYS INC | 4158 | 320282 | COM |
| SCHWAB STRATEGIC TR | 9795 | 319509 | US LCAP GR ETF |
| FIDELITY COVINGTON TRUST | 5578 | 316225 | HIGH DIVID ETF |
| VANGUARD INDEX FDS | 643 | 313684 | GROWTH ETF |
| VISA INC | 886 | 310696 | COM CL A |
| ISHARES TR | 4510 | 309386 | EUROPE ETF |
| HOME DEPOT INC | 886 | 305035 | COM |
| ISHARES TR | 1238 | 304631 | RUSSELL 2000 ETF |
| ISHARES TR | 2207 | 302267 | RUS MD CP GR ETF |
| FIRST TR EXCHANGE-TRADED FD | 6466 | 297942 | SHS |
| PIMCO ETF TR | 2931 | 294126 | ENHAN SHRT MA AC |
| JOHNSON & JOHNSON | 1418 | 293386 | COM |
| ISHARES TR | 5340 | 292147 | MSCI EMG MKT ETF |
| ISHARES TR | 2067 | 291753 | SELECT DIVID ETF |
| MASTERCARD INCORPORATED | 507 | 289637 | CL A |
| GOLDMAN SACHS ETF TR | 3368 | 286667 | EQUAL WEIGHT US |
| RTX CORPORATION | 1559 | 285857 | COM |
| ISHARES TR | 2963 | 285248 | RUS MID CAP ETF |
| SCHWAB STRATEGIC TR | 9596 | 284150 | US LCAP VA ETF |
| INTERNATIONAL BUSINESS MACHS | 958 | 283894 | COM |
| FIRST TR EXCHNG TRADED FD VI | 6048 | 272691 | FT VEST U.S. |
| SCHWAB STRATEGIC TR | 11540 | 269678 | US AGGREGATE B |
| PHILIP MORRIS INTL INC | 1681 | 269558 | COM |
| UNITED AIRLS HLDGS INC | 2353 | 263139 | COM |
| VANGUARD TAX-MANAGED FDS | 4161 | 259936 | VAN FTSE DEV MKT |
| PROLOGIS INC. | 2026 | 258680 | COM |
| BANK AMERICA CORP | 4660 | 256309 | COM |
| ISHARES GOLD TR | 3129 | 253945 | ISHARES NEW |
| OREILLY AUTOMOTIVE INC | 2778 | 253359 | COM |
| ISHARES TR | 1859 | 244583 | S&P MC 400VL ETF |
| SPDR SERIES TRUST | 12732 | 242920 | STATE STRET SPDR |
| SELECT SECTOR SPDR TR | 1681 | 242023 | STATE STREET TEC |
| ANALOG DEVICES INC | 890 | 241328 | COM |
| VANGUARD MUN BD FDS | 4628 | 232728 | TAX EXEMPT BD |
| LOWES COS INC | 956 | 230543 | COM |
| BLACKROCK INC | 215 | 230196 | COM |
| PROCTER AND GAMBLE CO | 1585 | 227205 | COM |
| ISHARES TR | 3434 | 226653 | CORE S&P MCP ETF |
| ISHARES TR | 690 | 222990 | RUS 2000 GRW ETF |
| MERCK & CO INC | 2109 | 221959 | COM |
| JANUS DETROIT STR TR | 4509 | 221556 | HENDRSN SHRT ETF |
| DANAHER CORPORATION | 952 | 217842 | COM |
| UNITEDHEALTH GROUP INC | 660 | 217807 | COM |
| ISHARES TR | 4273 | 217340 | FLTG RATE NT ETF |
| ISHARES TR | 2260 | 217322 | 7-10 YR TRSY BD |
| SCHWAB STRATEGIC TR | 8261 | 216697 | US BRD MKT ETF |
| FIDELITY MERRIMACK STR TR | 4283 | 215135 | LOW DURTIN ETF |
| NEXTERA ENERGY INC | 2668 | 214181 | COM |
| MCDONALDS CORP | 697 | 212922 | COM |
| ISHARES TR | 2170 | 204761 | MORNINGSTAR VALU |
| SCHWAB STRATEGIC TR | 8388 | 204416 | SHT TM US TRES |
| BRAND ENGAGEMENT NETWORK INC | 14715 | 646 | *W EXP 03/14/202 |
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