Accelerate Investment Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Accelerate Investment Advisors LLC reported 148 stock positions worth $174.1 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.8% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 8.9%) and iShares Core U.S. Aggregate (AGG, 7.5%). Compared with Q1 2026, it opened 23 new positions, sold out of 7, added to 55 and reduced 59. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +44%) and the biggest sale iShares Core MSCI Dev MKTS (IDEV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ALISO VIEJO, CA
- CIK
- 0002035216
- Portfolio Value
- $174.1M (Q2 2026)
- SEC Filing
- 0001172661-26-003312 ↗ filed Aug 12, 2026
Holdings Value
Holdings 148 stocks · $174.1M
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.80% | 273,416 | $24.0M | Reduce -3.0% |
| IDEV iShares Core MSCI Dev MKTS | 8.87% | 173,530 | $15.4M | Reduce -1.0% |
| AGG iShares Core U.S. Aggregate | 7.47% | 131,339 | $13.0M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 5.34% | 12,427 | $9.3M | Add +43.7% |
| FBND Fidelity Total Bond ETF | 3.75% | 143,715 | $6.5M | Add +2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.62% | 78,300 | $6.3M | Reduce -4.2% |
| VWO Vanguard Ftse Emerging Marke | 2.96% | 86,459 | $5.2M | Reduce -0.8% |
| AAPL Apple Inc. | 2.44% | 14,712 | $4.3M | Add +8.1% |
| AMZN Amazon.com Inc. | 2.09% | 15,241 | $3.6M | Add +0.4% |
| SCHA Schwab US Small-Cap ETF | 2.06% | 99,267 | $3.6M | Reduce -5.0% |
| NVDA Nvidia Corp. | 2.00% | 17,372 | $3.5M | Add +13.9% |
| IVW iShares S&P 500 Growth ETF | 1.76% | 22,265 | $3.1M | Add +11.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.53% | 39,287 | $2.7M | Add +11.6% |
| IVE iShares S&P 500 Value ETF | 1.51% | 11,592 | $2.6M | Reduce -2.1% |
| TPL Texas Pacific Land Corp. | 1.38% | 5,483 | $2.4M | No change |
| IEMG iShares Core MSCI Emerging | 1.13% | 23,765 | $2.0M | Reduce -13.5% |
| MSFT Microsoft Corp. | 1.06% | 4,927 | $1.8M | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 0.99% | 10,548 | $1.7M | Add +4.3% |
| VOO Vanguard S&P 500 ETF | 0.90% | 2,275 | $1.6M | Add +3.6% |
| REET iShares Global REIT ETF | 0.85% | 53,302 | $1.5M | Add +2.9% |
| SCHP Schwab U.S. Tips ETF | 0.81% | 53,387 | $1.4M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.78% | 9,991 | $1.4M | Add +16.3% |
| GOOG Alphabet Inc. Class C | 0.76% | 3,757 | $1.3M | Add +12.7% |
| TSLA Tesla Inc. | 0.70% | 2,910 | $1.2M | Add +5.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.69% | 9,616 | $1.2M | Add +23.1% |
| AVGO Broadcom Inc. | 0.67% | 3,102 | $1.2M | Reduce -5.5% |
| EFV iShares MSCI Eafe Value ETF | 0.65% | 14,839 | $1.1M | Reduce -35.4% |
| BAI Ishrs AI in and Tech Act ETF | 0.64% | 21,284 | $1.1M | Reduce -1.5% |
| JCPB JPMorgan Core Plus Bond ETF | 0.64% | 23,592 | $1.1M | New |
| GOOGL Alphabet Inc. Class A | 0.63% | 3,061 | $1.1M | Add +1.3% |
| GLD SPDR Gold Shares | 0.60% | 2,828 | $1.0M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 1,363 | $1.0M | Add +12.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.55% | 2,769 | $949K | Reduce -11.1% |
| BND Vanguard Total Bond Market | 0.54% | 12,769 | $937K | Reduce -2.6% |
| OEF iShares S&P 100 ETF | 0.54% | 2,557 | $935K | Reduce -2.4% |
| FDVV Fidelity High Dividend ETF | 0.52% | 15,145 | $913K | Add +170.6% |
| META Meta Platforms Inc. Class A | 0.51% | 1,576 | $888K | Add +13.8% |
| JPM JPMorgan Chase & Co. | 0.48% | 2,567 | $840K | Reduce -0.3% |
| IWB iShares Russell 1000 ETF | 0.47% | 1,982 | $812K | Add +9.9% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.47% | 16,092 | $811K | Add +29.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 2,123 | $786K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.44% | 3,539 | $771K | Reduce -2.7% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.44% | 24,147 | $767K | Add +27.3% |
| MU Micron Technology Inc. | 0.42% | 641 | $740K | New |
| CORO Ish Intl CTRY Rot Act ETF | 0.42% | 19,938 | $730K | New |
| COST Costco Wholesale Corp. | 0.39% | 732 | $685K | Add +9.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 901 | $663K | Add +10.0% |
| KNRG Smplfy KYN Andr En & Infr CR filed as SIMPLIFY EXCHANGE TRADED FUN | 0.38% | 25,760 | $662K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.37% | 2,942 | $646K | Reduce -54.9% |
| LIN Linde PLC | 0.37% | 1,236 | $641K | Reduce -5.7% |
| THRO iShares U.S. Thematic Rotati | 0.35% | 14,152 | $610K | Reduce -25.9% |
| FTEC Fidelity MSCI Info Tech Indx | 0.33% | 2,016 | $576K | Add +14.2% |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 7,216 | $562K | Add +4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 1,099 | $550K | Add +24.2% |
| IYW iShares Ustechnology ETF | 0.31% | 2,140 | $540K | No change |
| SCHD Schwab US DVD Equity ETF | 0.31% | 16,756 | $531K | Add +128.2% |
| VGT Vanguard Info Tech ETF | 0.30% | 4,360 | $521K | No change |
| PTY PIMCO Corporate & Income Opp | 0.28% | 41,131 | $495K | Reduce -7.5% |
| SOXX iShares Semiconductor ETF | 0.28% | 755 | $484K | New |
| LLY Eli Lilly & Co. | 0.27% | 389 | $467K | New |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,244 | $465K | Add +16.3% |
| SCHR Schwab Intermediate-Term US | 0.27% | 18,747 | $462K | Add +0.5% |
| URI United Rentals Inc. | 0.26% | 407 | $461K | Reduce -1.9% |
| GLW Corning Inc. | 0.26% | 1,804 | $461K | Reduce -6.1% |
| JBND JPMorgan Active Bond ETF | 0.26% | 8,490 | $454K | New |
| AVDE Avantis International Equity | 0.26% | 5,052 | $451K | Reduce -15.6% |
| EZU iShares MSCI Eurozone ETF | 0.25% | 6,352 | $441K | New |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.25% | 7,816 | $439K | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.25% | 1,717 | $432K | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.24% | 3,559 | $418K | Reduce -9.7% |
| MCK McKesson Corp. | 0.24% | 546 | $413K | Reduce -2.1% |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.24% | 8,539 | $410K | Reduce -0.3% |
| MOAT Vaneck Morningstar Wide Moat | 0.24% | 3,940 | $410K | Reduce -2.1% |
| TFLO iShares Treasury Floating Ra | 0.23% | 7,744 | $392K | Reduce -11.5% |
| SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS | 0.22% | 10,907 | $387K | No change |
| CVX Chevron Corp. | 0.22% | 2,279 | $378K | Reduce -6.8% |
| IWF iShares Russell 1000 Growth | 0.21% | 2,946 | $366K | Reduce -1.9% |
| EEM iShares MSCI Emerging Market | 0.21% | 5,340 | $365K | No change |
| IWM iShares Russell 2000 ETF | 0.21% | 1,212 | $364K | Reduce -2.1% |
| IVLU iShares MSCI International V | 0.20% | 8,455 | $354K | Reduce -0.7% |
| UAL United Airlines Holdings Inc. | 0.20% | 2,556 | $348K | Add +3.9% |
| SCHG Schwab US Large-Cap Growth | 0.20% | 10,179 | $344K | Add +1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 3,970 | $342K | Add +2.9% |
| AMGN Amgen Inc. | 0.20% | 940 | $341K | Reduce -2.6% |
| STX Seagate Technology Holdings | 0.19% | 348 | $336K | New |
| NEAR iShares SH Dba ETF Usd Inc. | 0.19% | 6,550 | $332K | Reduce -5.5% |
| CAT Caterpillar Inc. | 0.19% | 305 | $325K | Add +7.4% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 2,207 | $323K | No change |
| WFC Wells Fargo & Co. | 0.18% | 3,881 | $321K | Add +1.0% |
| SCHV Schwab US Large-Cap Value | 0.18% | 9,201 | $320K | Reduce -3.3% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 2,896 | $319K | Add +0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 663 | $316K | New |
| HD Home Depot Inc. | 0.18% | 894 | $315K | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 4,419 | $315K | Add +0.2% |
| FIVA Fidelity Intl Val Fact ETF | 0.18% | 8,129 | $313K | Add +18.0% |
| GSEW Goldman Sachs Eql WGHT Large | 0.18% | 3,268 | $309K | Reduce -3.0% |
| WMT Walmart Inc. | 0.17% | 2,670 | $302K | Reduce -5.5% |
| MINT PIMCO Enhanced Short Maturit | 0.17% | 2,991 | $302K | Add +1.0% |
| RTX RTX Corp. | 0.17% | 1,583 | $300K | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.17% | 1,176 | $299K | Reduce -6.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BNAIW Brand Engagement Netwo -CW27 | *W EXP 03/14/202 | 16,815 | $2K | No change |
Total filed on the 13F, all lines: $174.1M.
Portfolio Sells Q1 2026 → Q2 2026
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.0% | 8.87% | −0.91 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.0% | 13.80% | −0.61 |
| EFV iShares MSCI Eafe Value ETF | Reduce -35.4% | 0.65% | −0.49 |
| QUAL iShares MSCI USA Quality Fac | Reduce -54.9% | 0.37% | −0.46 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.2% | 3.62% | −0.30 |
| GLD SPDR Gold Shares | Reduce -2.0% | 0.60% | −0.23 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.22 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.20 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 2.96% | −0.18 |
| PSX Phillips 66 | Sold out | 0.00% | −0.16 |
| IVE iShares S&P 500 Value ETF | Reduce -2.1% | 1.51% | −0.16 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.15 |
| IEMG iShares Core MSCI Emerging | Reduce -13.5% | 1.13% | −0.15 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.15 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.14 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.13 |
| CVX Chevron Corp. | Reduce -6.8% | 0.22% | −0.12 |
| THRO iShares U.S. Thematic Rotati | Reduce -25.9% | 0.35% | −0.11 |
| BND Vanguard Total Bond Market | Reduce -2.6% | 0.54% | −0.11 |
| SPGI S&P Global Inc. | Reduce -21.7% | 0.16% | −0.09 |
| MCK McKesson Corp. | Reduce -2.1% | 0.24% | −0.09 |
| AVDE Avantis International Equity | Reduce -15.6% | 0.26% | −0.08 |
| SGOV iShares 0-3 Month Treasury B | Reduce -20.3% | 0.17% | −0.08 |
| PTY PIMCO Corporate & Income Opp | Reduce -7.5% | 0.28% | −0.07 |
| TFLO iShares Treasury Floating Ra | Reduce -11.5% | 0.23% | −0.07 |
| LIN Linde PLC | Reduce -5.7% | 0.37% | −0.07 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -21.4% | 0.13% | −0.06 |
| WMT Walmart Inc. | Reduce -5.5% | 0.17% | −0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -15.3% | 0.13% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -11.4% | 0.12% | −0.05 |
| IAU iShares Gold Trust | Reduce -0.1% | 0.13% | −0.05 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -5.5% | 0.19% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -11.0% | 0.14% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -7.7% | 0.13% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.7% | 0.44% | −0.03 |
| JNJ Johnson & Johnson | Reduce -6.2% | 0.17% | −0.03 |
| RTX RTX Corp. | Reduce -0.2% | 0.17% | −0.03 |
| AMGN Amgen Inc. | Reduce -2.6% | 0.20% | −0.03 |
| FVD First Trust Value Line DVD | Reduce -2.0% | 0.17% | −0.03 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -2.1% | 0.24% | −0.02 |
| VNLA Janus Henderson Short Durati | Reduce -3.0% | 0.12% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.48% | −0.02 |
| V Visa Inc. Class A | Reduce -12.4% | 0.14% | −0.02 |
| IVLU iShares MSCI International V | Reduce -0.7% | 0.20% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.13% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -2.4% | 0.54% | −0.02 |
| PM Philip Morris International | Reduce -5.2% | 0.15% | −0.02 |
| GSEW Goldman Sachs Eql WGHT Large | Reduce -3.0% | 0.18% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.9% | 0.14% | −0.01 |
| ILCV iShares Morningstar Value Et | Reduce -3.3% | 0.12% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +43.7% | 5.34% | +1.57 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.64% | +0.64 |
| MU Micron Technology Inc. | New | 0.42% | +0.42 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.42% | +0.42 |
| FDVV Fidelity High Dividend ETF | Add +170.6% | 0.52% | +0.32 |
| SOXX iShares Semiconductor ETF | New | 0.28% | +0.28 |
| LLY Eli Lilly & Co. | New | 0.27% | +0.27 |
| JBND JPMorgan Active Bond ETF | New | 0.26% | +0.26 |
| EZU iShares MSCI Eurozone ETF | New | 0.25% | +0.25 |
| IVW iShares S&P 500 Growth ETF | Add +11.4% | 1.76% | +0.25 |
| NVDA Nvidia Corp. | Add +13.9% | 2.00% | +0.22 |
| STX Seagate Technology Holdings | New | 0.19% | +0.19 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.18% | +0.18 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +11.6% | 1.53% | +0.17 |
| XAR SS SPDR S&P Aerospace Def | New | 0.16% | +0.16 |
| AMD Advanced Micro Devices | New | 0.16% | +0.16 |
| SCHD Schwab US DVD Equity ETF | Add +128.2% | 0.31% | +0.15 |
| TXN Texas Instruments Inc. | New | 0.15% | +0.15 |
| EWJ iShares MSCI Japan ETF | New | 0.15% | +0.15 |
| SPCX Space Exploration Techn Class A | New | 0.15% | +0.15 |
| INTC Intel Corp. | New | 0.14% | +0.14 |
| AAPL Apple Inc. | Add +8.1% | 2.44% | +0.14 |
| UNH Unitedhealth Group Inc. | New | 0.13% | +0.13 |
| XLK SS Technology Select Sector | New | 0.13% | +0.13 |
| IJR iShares Core S&P Small-Cap E | New | 0.12% | +0.12 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +29.2% | 0.47% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +12.7% | 0.76% | +0.12 |
| DHR Danaher Corp. | New | 0.12% | +0.12 |
| KLAC KLA Corp. | New | 0.12% | +0.12 |
| GEV GE Vernova Inc. | New | 0.12% | +0.12 |
| PLD Prologis Inc. | New | 0.12% | +0.12 |
| EFG iShares MSCI Eafe Growth ETF | Add +23.1% | 0.69% | +0.11 |
| FTEC Fidelity MSCI Info Tech Indx | Add +14.2% | 0.33% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.0% | 0.38% | +0.07 |
| GE General Electric | Add +16.3% | 0.27% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.7% | 0.58% | +0.06 |
| CAT Caterpillar Inc. | Add +7.4% | 0.19% | +0.05 |
| UAL United Airlines Holdings Inc. | Add +3.9% | 0.20% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 0.63% | +0.05 |
| IWB iShares Russell 1000 ETF | Add +9.9% | 0.47% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +24.2% | 0.32% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +4.3% | 0.99% | +0.03 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | Add +27.3% | 0.44% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +3.6% | 0.90% | +0.02 |
| TSLA Tesla Inc. | Add +5.8% | 0.70% | +0.02 |
| FIVA Fidelity Intl Val Fact ETF | Add +18.0% | 0.18% | +0.02 |
| ETN Eaton Corp. PLC | Add +10.2% | 0.15% | +0.02 |
| EMGF iShares Emerging Markets Equ | Add +7.5% | 0.16% | +0.02 |
| IWO iShares Russell 2000 Growth | Add +0.1% | 0.16% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.9% | 0.20% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 148 | $174.1M | SPYM, IDEV, AGG, IVV, FBND |
| Q1 2026 | 132 | $149.7M | SPYM, IDEV, AGG, FBND, VO |
| Q4 2025 | 119 | $148.4M | SPYM, IDEV, AGG, FBND, VO |
| Q3 2025 | 120 | $147.0M | SPYM, IDEV, AGG, FBND, VO |
| Q2 2025 | 115 | $134.4M | SPYM, IDEV, AGG, FBND, VO |
| Q1 2025 | 115 | $119.4M | SPYM, AGG, IDEV, FBND, VO |
| Q4 2024 | 100 | $113.4M | SPYM, AGG, IDEV, FBND, IVV |
| Q3 2024 | 84 | $102.4M | SPYM, AGG, IDEV, FBND, VO |