Accelerate Investment Advisors LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 11, 2024), Accelerate Investment Advisors LLC reported 84 stock positions worth $102.4 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 15.8% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.4%) and iShares Core MSCI Dev MKTS (IDEV, 9.4%).
- Most Recent 13F
- Q2 2026
- Location
- ALISO VIEJO, CA
- CIK
- 0002035216
- Portfolio Value
- $102.4M (Q3 2024)
- SEC Filing
- 0001213900-24-087355 ↗ filed Oct 11, 2024
Holdings Value
Holdings 84 stocks · $102.4M
| SPYM Ste STR SPDR PT S&P 500 ETF | 15.79% | 239,546 | $16.2M | — |
| AGG iShares Core U.S. Aggregate | 10.45% | 105,653 | $10.7M | — |
| IDEV iShares Core MSCI Dev MKTS | 9.38% | 135,596 | $9.6M | — |
| FBND Fidelity Total Bond ETF | 5.51% | 120,655 | $5.6M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.42% | 17,171 | $4.5M | — |
| IVV iShares Core S&P 500 ETF | 4.10% | 7,283 | $4.2M | — |
| VWO Vanguard Ftse Emerging Marke | 3.16% | 67,539 | $3.2M | — |
| AAPL Apple Inc. | 2.74% | 12,053 | $2.8M | — |
| AMZN Amazon.com Inc. | 2.37% | 13,008 | $2.4M | — |
| SCHA Schwab US Small-Cap ETF | 2.04% | 40,598 | $2.1M | — |
| MSFT Microsoft Corp. | 1.97% | 4,697 | $2.0M | — |
| VOO Vanguard S&P 500 ETF | 1.80% | 3,500 | $1.8M | — |
| BND Vanguard Total Bond Market | 1.76% | 23,958 | $1.8M | — |
| NVDA Nvidia Corp. | 1.72% | 14,531 | $1.8M | — |
| TPL Texas Pacific Land Corp. | 1.58% | 1,825 | $1.6M | — |
| SCHP Schwab U.S. Tips ETF | 1.52% | 29,025 | $1.6M | — |
| IVW iShares S&P 500 Growth ETF | 1.19% | 12,679 | $1.2M | — |
| ITOT iShares Core S&P Total U.S. | 1.14% | 9,333 | $1.2M | — |
| QUAL iShares MSCI USA Quality Fac | 1.07% | 6,112 | $1.1M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 3,567 | $1.0M | — |
| IVE iShares S&P 500 Value ETF | 0.92% | 4,796 | $946K | — |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.92% | 18,569 | $944K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.91% | 18,750 | $928K | — |
| REET iShares Global REIT ETF | 0.89% | 34,332 | $916K | — |
| XOM Exxon Mobil Corp. | 0.88% | 7,729 | $906K | — |
| META Meta Platforms Inc. Class A | 0.78% | 1,395 | $798K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.75% | 7,130 | $768K | — |
| EFV iShares MSCI Eafe Value ETF | 0.74% | 13,261 | $763K | — |
| SCHV Schwab US Large-Cap Value | 0.64% | 8,193 | $658K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.62% | 3,641 | $636K | — |
| BSV Vanguard Short-Term Bond ETF | 0.59% | 7,629 | $600K | — |
| SCHG Schwab US Large-Cap Growth | 0.57% | 5,607 | $584K | — |
| TSLA Tesla Inc. | 0.54% | 2,106 | $551K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.54% | 5,094 | $548K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 1,178 | $542K | — |
| MOAT Vaneck Morningstar Wide Moat | 0.51% | 5,429 | $526K | — |
| TFLO iShares Treasury Floating Ra | 0.51% | 10,223 | $517K | — |
| IYW iShares Ustechnology ETF | 0.46% | 3,073 | $466K | — |
| GOOG Alphabet Inc. Class C | 0.45% | 2,782 | $465K | — |
| OEF iShares S&P 100 ETF | 0.45% | 1,656 | $458K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 792 | $455K | — |
| GSEW Goldman Sachs Eql WGHT Large | 0.44% | 5,751 | $446K | — |
| LIN Linde PLC | 0.43% | 922 | $440K | — |
| GOOGL Alphabet Inc. Class A | 0.43% | 2,649 | $439K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 1,133 | $435K | — |
| DIAL Columbia Divers Fix Inc. ETF | 0.41% | 22,591 | $417K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.40% | 6,669 | $408K | — |
| INTU Intuit Inc. | 0.38% | 624 | $388K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 6,918 | $354K | — |
| VNLA Janus Henderson Short Durati | 0.34% | 7,121 | $349K | — |
| ICSH iShares Ultra Short Duration | 0.34% | 6,874 | $349K | — |
| AVDE Avantis International Equity | 0.34% | 5,132 | $344K | — |
| GLD SPDR Gold Shares | 0.31% | 1,323 | $322K | — |
| VGT Vanguard Info Tech ETF | 0.31% | 545 | $320K | — |
| IEMG iShares Core MSCI Emerging | 0.31% | 5,471 | $314K | — |
| IWB iShares Russell 1000 ETF | 0.31% | 995 | $313K | — |
| SPGI S&P Global Inc. | 0.29% | 573 | $296K | — |
| UNH Unitedhealth Group Inc. | 0.28% | 488 | $285K | — |
| MINT PIMCO Enhanced Short Maturit | 0.27% | 2,762 | $278K | — |
| DHR Danaher Corp. | 0.27% | 976 | $271K | — |
| AMGN Amgen Inc. | 0.26% | 828 | $267K | — |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.25% | 13,363 | $253K | — |
| CVX Chevron Corp. | 0.25% | 1,709 | $252K | — |
| WFC Wells Fargo & Co. | 0.23% | 4,172 | $236K | — |
| IJR iShares Core S&P Small-Cap E | 0.23% | 2,001 | $234K | — |
| JPM JPMorgan Chase & Co. | 0.22% | 1,086 | $229K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.22% | 1,837 | $227K | — |
| PLD Prologis Inc. | 0.22% | 1,783 | $225K | — |
| AVGO Broadcom Inc. | 0.22% | 1,304 | $225K | — |
| V Visa Inc. Class A | 0.22% | 816 | $224K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.22% | 2,863 | $223K | — |
| VXUS Vanguard Total Intl Stock | 0.22% | 3,438 | $223K | — |
| FVD First Trust Value Line DVD | 0.22% | 4,850 | $221K | — |
| ABBV Abbvie Inc. | 0.21% | 1,110 | $219K | — |
| AMT American Tower Corp. | 0.21% | 940 | $219K | — |
| COST Costco Wholesale Corp. | 0.21% | 245 | $217K | — |
| FTEC Fidelity MSCI Info Tech Indx | 0.21% | 1,239 | $216K | — |
| IWS iShares Russell Mid-Cap Valu | 0.21% | 1,615 | $214K | — |
| SCHF Schwab Intl Equity ETF | 0.21% | 5,155 | $212K | — |
| MA Mastercard Inc. Class A | 0.20% | 425 | $210K | — |
| ORLY O'reilly Automotive Inc. | 0.20% | 179 | $206K | — |
| KO The Coca-Cola Co. | 0.20% | 2,785 | $200K | — |
| PTY PIMCO Corporate & Income Opp | 0.19% | 13,717 | $197K | — |
| ONFOLIO HOLDINGS INC | 0.01% | 10,080 | $11K | — |
Portfolio Sells Q3 2024
No earlier filing to compare with.
Portfolio Buys Q3 2024
No earlier filing to compare with.
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 |