Accelerate Investment Advisors LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Accelerate Investment Advisors LLC reported 100 stock positions worth $113.4 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 14.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 9.7%) and iShares Core MSCI Dev MKTS (IDEV, 8.2%). Compared with Q3 2024, it opened 20 new positions, sold out of 4, added to 65 and reduced 11. The biggest buy was Apple (AAPL, shares +19%) and the biggest sale AB Ultra Short Income ETF (YEAR, shares −73%).

Most Recent 13F
Q2 2026
Location
ALISO VIEJO, CA
CIK
0002035216
Portfolio Value
$113.4M (Q4 2024)
SEC Filing
0001213900-25-002953 ↗ filed Jan 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q3 2024: $102.4M Q3 2024 Q4 2024: $113.4M $113.4M Q4 2024 Q1 2025: $119.4M Q1 2025 Q2 2025: $134.4M Q2 2025 Q3 2025: $147.0M Q3 2025 Q4 2025: $148.4M Q4 2025 Q1 2026: $149.7M Q1 2026 Q2 2026: $174.1M Q2 2026

Holdings 100 stocks · $113.4M
SPYM Ste STR SPDR PT S&P 500 ETF 14.94% 245,742 $16.9M Add +2.6%
AGG iShares Core U.S. Aggregate 9.72% 113,705 $11.0M Add +7.6%
IDEV iShares Core MSCI Dev MKTS 8.16% 143,608 $9.3M Add +5.9%
FBND Fidelity Total Bond ETF 5.12% 129,393 $5.8M Add +7.2%
IVV iShares Core S&P 500 ETF 4.21% 8,116 $4.8M Add +11.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.20% 18,045 $4.8M Add +5.1%
AAPL Apple Inc. 3.18% 14,399 $3.6M Add +19.5%
VWO Vanguard Ftse Emerging Marke 2.79% 71,917 $3.2M Add +6.5%
AMZN Amazon.com Inc. 2.59% 13,386 $2.9M Add +2.9%
SCHA Schwab US Small-Cap ETF 1.94% 84,861 $2.2M Add +4.5%
NVDA Nvidia Corp. 1.84% 15,519 $2.1M Add +6.8%
VOO Vanguard S&P 500 ETF 1.79% 3,768 $2.0M Add +7.7%
TPL Texas Pacific Land Corp. 1.78% 1,828 $2.0M Add +0.2%
MSFT Microsoft Corp. 1.77% 4,762 $2.0M Add +1.4%
BND Vanguard Total Bond Market 1.51% 23,735 $1.7M Reduce -0.9%
IVW iShares S&P 500 Growth ETF 1.50% 16,797 $1.7M Add +32.5%
SCHP Schwab U.S. Tips ETF 1.40% 61,646 $1.6M Add +6.2%
QUAL iShares MSCI USA Quality Fac 1.16% 7,360 $1.3M Add +20.4%
IVE iShares S&P 500 Value ETF 1.06% 6,326 $1.2M Add +31.9%
ITOT iShares Core S&P Total U.S. 1.06% 9,302 $1.2M Reduce -0.3%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.01% 22,361 $1.1M Add +19.3%
VTI VG Morningstar TS MKT ETF-US 0.97% 3,778 $1.1M Add +5.9%
EFG iShares MSCI Eafe Growth ETF 0.83% 9,693 $939K Add +36.0%
META Meta Platforms Inc. Class A 0.77% 1,491 $873K Add +6.9%
XOM Exxon Mobil Corp. 0.76% 8,050 $866K Add +4.2%
TSLA Tesla Inc. 0.76% 2,123 $857K Add +0.8%
EFV iShares MSCI Eafe Value ETF 0.75% 16,296 $855K Add +22.9%
REET iShares Global REIT ETF 0.75% 35,610 $854K Add +3.7%
BSV Vanguard Short-Term Bond ETF 0.56% 8,288 $640K Add +8.6%
TFLO iShares Treasury Floating Ra 0.56% 12,662 $639K Add +23.9%
SCHG Schwab US Large-Cap Growth 0.55% 22,442 $625K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.55% 3,669 $621K Add +0.8%
SCHV Schwab US Large-Cap Value 0.52% 22,546 $588K Reduce -8.3%
IJS iShares S&P Small-Cap 600 Va 0.52% 5,383 $585K Add +5.7%
IYW iShares Ustechnology ETF 0.51% 3,643 $581K Add +18.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.51% 981 $575K Add +23.9%
GOOG Alphabet Inc. Class C 0.51% 3,011 $573K Add +8.2%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 1,237 $561K Add +5.0%
COST Costco Wholesale Corp. 0.48% 596 $546K Add +143.3%
LIN Linde PLC 0.46% 1,239 $519K Add +34.4%
GOOGL Alphabet Inc. Class A 0.46% 2,736 $518K Add +3.3%
MOAT Vaneck Morningstar Wide Moat 0.45% 5,444 $505K Add +0.3%
JPM JPMorgan Chase & Co. 0.43% 2,034 $488K Add +87.3%
AVGO Broadcom Inc. 0.42% 2,070 $480K Add +58.7%
OEF iShares S&P 100 ETF 0.42% 1,647 $476K Reduce -0.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.41% 1,133 $465K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.40% 8,146 $452K Add +22.1%
UNH Unitedhealth Group Inc. 0.36% 809 $409K Add +65.8%
INTU Intuit Inc. 0.36% 645 $405K Add +3.4%
ICSH iShares Ultra Short Duration 0.36% 8,032 $405K Add +16.9%
DIAL Columbia Divers Fix Inc. ETF 0.35% 22,563 $396K Reduce -0.1%
IEMG iShares Core MSCI Emerging 0.35% 7,516 $392K Add +37.4%
SPGI S&P Global Inc. 0.34% 773 $385K Add +34.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.33% 7,468 $374K Add +8.0%
MCK McKesson Corp. 0.33% 651 $371K New
CVX Chevron Corp. 0.32% 2,526 $366K Add +47.8%
WFC Wells Fargo & Co. 0.30% 4,847 $340K Add +16.2%
VGT Vanguard Info Tech ETF 0.30% 545 $339K No change
AMGN Amgen Inc. 0.28% 1,213 $316K Add +46.5%
AVDE Avantis International Equity 0.28% 5,145 $316K Add +0.3%
GLD SPDR Gold Shares 0.27% 1,285 $311K Reduce -2.9%
IWB iShares Russell 1000 ETF 0.26% 919 $296K Reduce -7.6%
UAL United Airlines Holdings Inc. 0.26% 3,033 $295K New
MINT PIMCO Enhanced Short Maturit 0.25% 2,798 $281K Add +1.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.24% 1,703 $276K New
WMT Walmart Inc. 0.24% 3,019 $273K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.23% 626 $266K New
V Visa Inc. Class A 0.23% 838 $265K Add +2.7%
JNJ Johnson & Johnson 0.23% 1,783 $258K New
YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC 0.22% 5,026 $253K Reduce -72.9%
IJH iShares Core S&P Midcap ETF 0.22% 4,037 $252K New
MA Mastercard Inc. Class A 0.22% 470 $248K Add +10.6%
FTEC Fidelity MSCI Info Tech Indx 0.22% 1,333 $247K Add +7.6%
BLK BlackRock Inc. 0.22% 240 $246K New
QQQ Invesco QQQ Trust Series 1 0.22% 481 $246K New
TIPX SS SPDR BB 1-10YR Tips ETF 0.22% 13,228 $245K Reduce -1.0%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 1,014 $244K New
DDEC FT Vest U.S. Equity Deep Buf 0.21% 6,048 $243K New
IEFA iShares Core MSCI Eafe ETF 0.21% 3,381 $238K Add +18.1%
FVD First Trust Value Line DVD 0.21% 5,418 $236K Add +11.7%
DHR Danaher Corp. 0.20% 1,009 $232K Add +3.4%
XLK SS Technology Select Sector 0.20% 994 $231K New
IJJ iShares S&P Mid-Cap 400 Valu 0.20% 1,846 $231K Add +0.5%
LOW Lowe's Cos Inc. 0.20% 912 $225K New
MTUM iShares MSCI USA Momentum Fa 0.20% 1,086 $225K New
ACN Accenture PLC Class A 0.20% 634 $223K New
ABBV Abbvie Inc. 0.19% 1,237 $220K Add +11.4%
AMT American Tower Corp. 0.19% 1,188 $218K Add +26.4%
ORLY O'reilly Automotive Inc. 0.19% 183 $217K Add +2.2%
PG The Procter & Gamble Co. 0.19% 1,272 $213K New
IWS iShares Russell Mid-Cap Valu 0.19% 1,642 $212K Add +1.7%
VEA Vanguard Ftse Developed ETF 0.19% 4,405 $211K New
IJR iShares Core S&P Small-Cap E 0.18% 1,817 $209K Reduce -9.2%
PTY PIMCO Corporate & Income Opp 0.18% 14,516 $209K Add +5.8%
IWF iShares Russell 1000 Growth 0.18% 519 $209K New
PEP Pepsico Inc. 0.18% 1,361 $207K New
CRM Salesforce Inc. 0.18% 618 $206K New
GSEW Goldman Sachs Eql WGHT Large 0.18% 2,619 $202K Reduce -54.5%
SCHF Schwab Intl Equity ETF 0.17% 10,432 $193K Add +1.2%
ONFOLIO HOLDINGS INC 0.01% 10,080 $14K No change

Portfolio Sells Q3 2024 → Q4 2024
YEAR AB Ultra Short Income ETF Reduce -72.9% 0.22% −0.70
VNLA Janus Henderson Short Durati Sold out 0.00% −0.34
GSEW Goldman Sachs Eql WGHT Large Reduce -54.5% 0.18% −0.26
BND Vanguard Total Bond Market Reduce -0.9% 1.51% −0.25
PLD Prologis Inc. Sold out 0.00% −0.22
VXUS Vanguard Total Intl Stock Sold out 0.00% −0.22
KO The Coca-Cola Co. Sold out 0.00% −0.20
SCHV Schwab US Large-Cap Value Reduce -8.3% 0.52% −0.12
ITOT iShares Core S&P Total U.S. Reduce -0.3% 1.06% −0.09
DIAL Columbia Divers Fix Inc. ETF Reduce -0.1% 0.35% −0.06
IWB iShares Russell 1000 ETF Reduce -7.6% 0.26% −0.04
IJR iShares Core S&P Small-Cap E Reduce -9.2% 0.18% −0.04
GLD SPDR Gold Shares Reduce -2.9% 0.27% −0.04
TIPX SS SPDR BB 1-10YR Tips ETF Reduce -1.0% 0.22% −0.03
OEF iShares S&P 100 ETF Reduce -0.5% 0.42% −0.03

Portfolio Buys Q3 2024 → Q4 2024
AAPL Apple Inc. Add +19.5% 3.18% +0.44
MCK McKesson Corp. New 0.33% +0.33
IVW iShares S&P 500 Growth ETF Add +32.5% 1.50% +0.32
COST Costco Wholesale Corp. Add +143.3% 0.48% +0.27
UAL United Airlines Holdings Inc. New 0.26% +0.26
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.24% +0.24
WMT Walmart Inc. New 0.24% +0.24
DIA SS SPDR Dow Jones Indus Avg New 0.23% +0.23
JNJ Johnson & Johnson New 0.23% +0.23
AMZN Amazon.com Inc. Add +2.9% 2.59% +0.22
IJH iShares Core S&P Midcap ETF New 0.22% +0.22
TSLA Tesla Inc. Add +0.8% 0.76% +0.22
BLK BlackRock Inc. New 0.22% +0.22
QQQ Invesco QQQ Trust Series 1 New 0.22% +0.22
VB Vanguard Most SM-Cap ETF-Usd New 0.21% +0.21
DDEC FT Vest U.S. Equity Deep Buf New 0.21% +0.21
JPM JPMorgan Chase & Co. Add +87.3% 0.43% +0.21
TPL Texas Pacific Land Corp. Add +0.2% 1.78% +0.21
XLK SS Technology Select Sector New 0.20% +0.20
AVGO Broadcom Inc. Add +58.7% 0.42% +0.20
LOW Lowe's Cos Inc. New 0.20% +0.20
MTUM iShares MSCI USA Momentum Fa New 0.20% +0.20
ACN Accenture PLC Class A New 0.20% +0.20
PG The Procter & Gamble Co. New 0.19% +0.19
VEA Vanguard Ftse Developed ETF New 0.19% +0.19
IWF iShares Russell 1000 Growth New 0.18% +0.18
PEP Pepsico Inc. New 0.18% +0.18
CRM Salesforce Inc. New 0.18% +0.18
IVE iShares S&P 500 Value ETF Add +31.9% 1.06% +0.14
NVDA Nvidia Corp. Add +6.8% 1.84% +0.11
IVV iShares Core S&P 500 ETF Add +11.4% 4.21% +0.11
DYNF Ishrs US E F R A ETF-Usd Inc. Add +19.3% 1.01% +0.10
QUAL iShares MSCI USA Quality Fac Add +20.4% 1.16% +0.09
UNH Unitedhealth Group Inc. Add +65.8% 0.36% +0.08
EFG iShares MSCI Eafe Growth ETF Add +36.0% 0.83% +0.08
CVX Chevron Corp. Add +47.8% 0.32% +0.08
WFC Wells Fargo & Co. Add +16.2% 0.30% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +23.9% 0.51% +0.06
TFLO iShares Treasury Floating Ra Add +23.9% 0.56% +0.06
IYW iShares Ustechnology ETF Add +18.6% 0.51% +0.06
GOOG Alphabet Inc. Class C Add +8.2% 0.51% +0.05
SPGI S&P Global Inc. Add +34.9% 0.34% +0.05
IEMG iShares Core MSCI Emerging Add +37.4% 0.35% +0.04
LIN Linde PLC Add +34.4% 0.46% +0.03
GOOGL Alphabet Inc. Class A Add +3.3% 0.46% +0.03
AMGN Amgen Inc. Add +46.5% 0.28% +0.02
ICSH iShares Ultra Short Duration Add +16.9% 0.36% +0.02
V Visa Inc. Class A Add +2.7% 0.23% +0.01
MA Mastercard Inc. Class A Add +10.6% 0.22% +0.01
EFV iShares MSCI Eafe Value ETF Add +22.9% 0.75% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 148$174.1MSPYM, IDEV, AGG, IVV, FBND
Q1 2026 132$149.7MSPYM, IDEV, AGG, FBND, VO
Q4 2025 119$148.4MSPYM, IDEV, AGG, FBND, VO
Q3 2025 120$147.0MSPYM, IDEV, AGG, FBND, VO
Q2 2025 115$134.4MSPYM, IDEV, AGG, FBND, VO
Q1 2025 115$119.4MSPYM, AGG, IDEV, FBND, VO
Q4 2024 100$113.4MSPYM, AGG, IDEV, FBND, IVV
Q3 2024 84$102.4MSPYM, AGG, IDEV, FBND, VO