Accelerate Investment Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$149.7M
Q ending 2026-03-31
Prior quarter
$148.4M
Q ending 2025-12-31
Change
+0.9% QoQ · +25.3% YoY
Positions
133
reported holdings
Largest positions
Top 100 of 133 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $21.6M | 282K |
| Ishares Tr | IDEV | Shares | $14.6M | 175K |
| Ishares Tr | AGG | Shares | $12.7M | 128K |
| Fidelity Merrimack Str Tr | FBND | Shares | $6.4M | 140K |
| Vanguard Index Fds | VO | Shares | $5.9M | 20K |
| Ishares Tr | IVV | Shares | $5.6M | 9K |
| Vanguard Intl Equity Index F | VWO | Shares | $4.7M | 87K |
| Apple Inc | AAPL | Shares | $3.5M | 14K |
| Amazon Com Inc | AMZN | Shares | $3.2M | 15K |
| Schwab Strategic Tr | SCHA | Shares | $3.0M | 105K |
| Nvidia Corporation | NVDA | Shares | $2.7M | 15K |
| Texas Pacific Land Corporati | TPL | Shares | $2.6M | 5K |
| Ishares Tr | IVE | Shares | $2.5M | 12K |
| Ishares Tr | IVW | Shares | $2.3M | 20K |
| Blackrock Etf Trust | DYNF | Shares | $2.0M | 35K |
| Ishares Inc | IEMG | Shares | $1.9M | 27K |
| Microsoft Corp | MSFT | Shares | $1.8M | 5K |
| Ishares Tr | EFV | Shares | $1.7M | 23K |
| Exxon Mobil Corp | XOM | Shares | $1.5M | 9K |
| Ishares Tr | ITOT | Shares | $1.4M | 10K |
| Schwab Strategic Tr | SCHP | Shares | $1.4M | 53K |
| Vanguard Index Fds | VOO | Shares | $1.3M | 2K |
| Ishares Tr | REET | Shares | $1.3M | 52K |
| Ishares Tr | QUAL | Shares | $1.3M | 7K |
| Spdr Gold Tr | GLD | Shares | $1.2M | 3K |
| Tesla Inc | TSLA | Shares | $1.0M | 3K |
| Broadcom Inc | AVGO | Shares | $1.0M | 3K |
| Vanguard Bd Index Fds | BND | Shares | $966K | 13K |
| Alphabet Inc | GOOG | Shares | $957K | 3K |
| Ishares Tr | EFG | Shares | $870K | 8K |
| Alphabet Inc | GOOGL | Shares | $869K | 3K |
| Ishares Tr | OEF | Shares | $833K | 3K |
| Meta Platforms Inc | META | Shares | $792K | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $786K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $757K | 3K |
| Ishares Tr | MTUM | Shares | $747K | 3K |
| Vanguard Index Fds | VTV | Shares | $714K | 4K |
| Blackrock Etf Trust | BAI | Shares | $712K | 22K |
| Blackrock Etf Trust | THRO | Shares | $692K | 19K |
| Vanguard Index Fds | VTI | Shares | $680K | 2K |
| Costco Wholesale Corporation | COST | Shares | $667K | 670 |
| Simplify Exchange Traded Fun | KNRG | Shares | $655K | 26K |
| Linde Plc | Shares | $650K | 1K | |
| Ishares Tr | IWB | Shares | $643K | 2K |
| Blackrock Etf Trust | IDEF | Shares | $621K | 19K |
| Vanguard Bd Index Fds | BSV | Shares | $541K | 7K |
| Pimco Corporate & Income Opp | PTY | Shares | $536K | 44K |
| Blackrock Etf Trust | BLCR | Shares | $511K | 12K |
| American Centy Etf Tr | AVDE | Shares | $508K | 6K |
| Chevron Corporation | CVX | Shares | $506K | 2K |
| Mckesson Corp | MCK | Shares | $483K | 558 |
| Invesco Qqq Tr | QQQ | Shares | $472K | 819 |
| Schwab Strategic Tr | SCHR | Shares | $465K | 19K |
| Ishares Tr | TFLO | Shares | $443K | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $424K | 885 |
| Vaneck Etf Trust | MOAT | Shares | $389K | 4K |
| Ishares Tr | IYW | Shares | $388K | 2K |
| Abbvie Inc | ABBV | Shares | $384K | 2K |
| S&P Global Inc | SPGI | Shares | $381K | 895 |
| Vanguard World Fd | VGT | Shares | $380K | 545 |
| Ishares Tr | SGOV | Shares | $372K | 4K |
| Fidelity Covington Trust | FTEC | Shares | $367K | 2K |
| Sei Exchange Traded Funds | SEIM | Shares | $358K | 8K |
| Sei Exchange Traded Funds | SEIV | Shares | $356K | 9K |
| Sei Exchange Traded Funds | SEIE | Shares | $356K | 11K |
| Ishares U S Etf Tr | NEAR | Shares | $352K | 7K |
| Walmart Inc | WMT | Shares | $351K | 3K |
| Amgen Inc | AMGN | Shares | $339K | 965 |
| Ishares Tr | IVLU | Shares | $338K | 9K |
| Intuit | INTU | Shares | $329K | 761 |
| Ishares Tr | IWF | Shares | $320K | 751 |
| Fidelity Covington Trust | FDVV | Shares | $309K | 6K |
| Ishares Tr | IWM | Shares | $307K | 1K |
| Johnson & Johnson | JNJ | Shares | $306K | 1K |
| Rtx Corporation | RTX | Shares | $306K | 2K |
| Cisco Sys Inc | CSCO | Shares | $306K | 4K |
| Wells Fargo & Co | WFC | Shares | $306K | 4K |
| Ishares Tr | DVY | Shares | $304K | 2K |
| Ge Aerospace | GE | Shares | $304K | 1K |
| Ishares Tr | EEM | Shares | $303K | 5K |
| United Rentals Inc | URI | Shares | $302K | 415 |
| Pimco Etf Tr | MINT | Shares | $298K | 3K |
| Ishares Tr | SHV | Shares | $293K | 3K |
| Home Depot Inc | HD | Shares | $293K | 889 |
| Schwab Strategic Tr | SCHG | Shares | $292K | 10K |
| Schwab Strategic Tr | SCHV | Shares | $290K | 10K |
| First Tr Exchange-Traded Fd | FVD | Shares | $289K | 6K |
| Goldman Sachs Etf Tr | GSEW | Shares | $285K | 3K |
| Ishares Tr | IWP | Shares | $283K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $283K | 4K |
| Vanguard Index Fds | VUG | Shares | $281K | 643 |
| Ishares Tr | IWR | Shares | $280K | 3K |
| First Tr Exchng Traded Fd Vi | DDEC | Shares | $268K | 6K |
| Schwab Strategic Tr | SCHZ | Shares | $266K | 11K |
| Mastercard Incorporated | MA | Shares | $264K | 528 |
| Analog Devices Inc | ADI | Shares | $263K | 826 |
| Corning Inc | GLW | Shares | $261K | 2K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $261K | 564 |
| Ishares Gold Tr | IAU | Shares | $261K | 3K |
| Nextera Energy Inc | NEE | Shares | $258K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.