Accelerate Investment Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Accelerate Investment Advisors LLC reported 132 stock positions worth $149.7 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 14.4% of the portfolio, followed by iShares Core MSCI Dev MKTS (IDEV, 9.8%) and iShares Core U.S. Aggregate (AGG, 8.5%). Compared with Q4 2025, it opened 22 new positions, sold out of 9, added to 53 and reduced 50. The biggest buy was a new position in iShares MSCI Eafe Growth ETF (EFG) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ALISO VIEJO, CA
- CIK
- 0002035216
- Portfolio Value
- $149.7M (Q1 2026)
- SEC Filing
- 0001213900-26-042947 ↗ filed Apr 13, 2026
Holdings Value
Holdings 132 stocks · $149.7M
| SPYM Ste STR SPDR PT S&P 500 ETF | 14.40% | 281,739 | $21.6M | Reduce -0.2% |
| IDEV iShares Core MSCI Dev MKTS | 9.78% | 175,248 | $14.6M | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 8.46% | 127,598 | $12.7M | Add +1.5% |
| FBND Fidelity Total Bond ETF | 4.27% | 139,968 | $6.4M | Reduce -4.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.92% | 20,433 | $5.9M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 3.77% | 8,650 | $5.6M | Add +17.1% |
| VWO Vanguard Ftse Emerging Marke | 3.15% | 87,153 | $4.7M | Reduce -0.5% |
| AAPL Apple Inc. | 2.31% | 13,605 | $3.5M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.11% | 15,175 | $3.2M | Add +2.0% |
| SCHA Schwab US Small-Cap ETF | 2.03% | 104,526 | $3.0M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.78% | 15,248 | $2.7M | Add +0.5% |
| TPL Texas Pacific Land Corp. | 1.74% | 5,483 | $2.6M | No change |
| IVE iShares S&P 500 Value ETF | 1.67% | 11,846 | $2.5M | Add +2.4% |
| IVW iShares S&P 500 Growth ETF | 1.51% | 19,984 | $2.3M | Add +8.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.37% | 35,197 | $2.0M | Reduce -3.8% |
| IEMG iShares Core MSCI Emerging | 1.28% | 27,461 | $1.9M | Add +5.0% |
| MSFT Microsoft Corp. | 1.22% | 4,915 | $1.8M | Reduce -0.6% |
| EFV iShares MSCI Eafe Value ETF | 1.14% | 22,952 | $1.7M | Add +3.4% |
| XOM Exxon Mobil Corp. | 0.97% | 8,593 | $1.5M | Reduce -2.3% |
| ITOT iShares Core S&P Total U.S. | 0.96% | 10,116 | $1.4M | Reduce -3.3% |
| SCHP Schwab U.S. Tips ETF | 0.93% | 52,521 | $1.4M | Reduce -8.4% |
| VOO Vanguard S&P 500 ETF | 0.88% | 2,195 | $1.3M | Reduce -1.3% |
| REET iShares Global REIT ETF | 0.87% | 51,803 | $1.3M | Add +4.7% |
| QUAL iShares MSCI USA Quality Fac | 0.84% | 6,520 | $1.3M | Add +0.6% |
| GLD SPDR Gold Shares | 0.83% | 2,887 | $1.2M | Reduce -1.2% |
| TSLA Tesla Inc. | 0.68% | 2,751 | $1.0M | Add +4.5% |
| AVGO Broadcom Inc. | 0.68% | 3,284 | $1.0M | Add +12.5% |
| BND Vanguard Total Bond Market | 0.65% | 13,113 | $966K | Reduce -6.1% |
| GOOG Alphabet Inc. Class C | 0.64% | 3,335 | $957K | Add +5.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.58% | 7,813 | $870K | New |
| GOOGL Alphabet Inc. Class A | 0.58% | 3,023 | $869K | Add +0.9% |
| OEF iShares S&P 100 ETF | 0.56% | 2,620 | $833K | Reduce -54.7% |
| META Meta Platforms Inc. Class A | 0.53% | 1,385 | $792K | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 1,209 | $786K | Add +7.5% |
| JPM JPMorgan Chase & Co. | 0.51% | 2,575 | $757K | Reduce -2.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.50% | 3,114 | $747K | Add +13.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 3,638 | $714K | Reduce -32.4% |
| BAI Ishrs AI in and Tech Act ETF | 0.48% | 21,599 | $712K | Add +10.1% |
| THRO iShares U.S. Thematic Rotati | 0.46% | 19,107 | $692K | Add +11.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 2,120 | $680K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.45% | 670 | $667K | Add +5.7% |
| KNRG Smplfy KYN Andr En & Infr CR filed as SIMPLIFY EXCHANGE TRADED FUN | 0.44% | 25,760 | $655K | New |
| LIN Linde PLC | 0.43% | 1,311 | $650K | Add +2.8% |
| IWB iShares Russell 1000 ETF | 0.43% | 1,803 | $643K | Reduce -9.4% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.41% | 18,970 | $621K | New |
| BSV Vanguard Short-Term Bond ETF | 0.36% | 6,902 | $541K | Reduce -23.9% |
| PTY PIMCO Corporate & Income Opp | 0.36% | 44,452 | $536K | Add +55.2% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.34% | 12,451 | $511K | New |
| AVDE Avantis International Equity | 0.34% | 5,982 | $508K | Add +0.0% |
| CVX Chevron Corp. | 0.34% | 2,445 | $506K | Reduce -2.5% |
| MCK McKesson Corp. | 0.32% | 558 | $483K | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 819 | $472K | Add +0.1% |
| SCHR Schwab Intermediate-Term US | 0.31% | 18,654 | $465K | Add +1.9% |
| TFLO iShares Treasury Floating Ra | 0.30% | 8,752 | $443K | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 885 | $424K | Add +0.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.26% | 4,026 | $389K | Reduce -0.5% |
| IYW iShares Ustechnology ETF | 0.26% | 2,140 | $388K | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.26% | 1,764 | $384K | Reduce -11.3% |
| SPGI S&P Global Inc. | 0.25% | 895 | $381K | Add +4.0% |
| VGT Vanguard Info Tech ETF | 0.25% | 545 | $380K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.25% | 3,694 | $372K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.25% | 1,765 | $367K | Reduce -5.9% |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.24% | 7,852 | $358K | New |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.24% | 8,566 | $356K | New |
| SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS | 0.24% | 10,907 | $356K | New |
| NEAR iShares SH Dba ETF Usd Inc. | 0.24% | 6,932 | $352K | New |
| WMT Walmart Inc. | 0.23% | 2,824 | $351K | Reduce -16.6% |
| AMGN Amgen Inc. | 0.23% | 965 | $339K | Reduce -11.0% |
| IVLU iShares MSCI International V | 0.23% | 8,518 | $338K | Add +0.6% |
| INTU Intuit Inc. | 0.22% | 761 | $329K | Add +14.3% |
| IWF iShares Russell 1000 Growth | 0.21% | 751 | $320K | Add +2.0% |
| FDVV Fidelity High Dividend ETF | 0.21% | 5,597 | $309K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.20% | 1,238 | $307K | No change |
| JNJ Johnson & Johnson | 0.20% | 1,253 | $306K | Reduce -11.6% |
| RTX RTX Corp. | 0.20% | 1,586 | $306K | Add +1.7% |
| CSCO Cisco Systems Inc. | 0.20% | 3,941 | $306K | Reduce -5.2% |
| WFC Wells Fargo & Co. | 0.20% | 3,841 | $306K | Reduce -0.0% |
| DVY iShares Select Dividend ETF | 0.20% | 2,007 | $304K | Reduce -2.9% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 1,070 | $304K | Add +2.6% |
| EEM iShares MSCI Emerging Market | 0.20% | 5,340 | $303K | No change |
| URI United Rentals Inc. | 0.20% | 415 | $302K | Add +2.7% |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 2,962 | $298K | Add +1.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.20% | 2,650 | $293K | New |
| HD Home Depot Inc. | 0.20% | 889 | $293K | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.20% | 10,019 | $292K | Add +2.3% |
| SCHV Schwab US Large-Cap Value | 0.19% | 9,519 | $290K | Reduce -0.8% |
| FVD First Trust Value Line DVD | 0.19% | 6,146 | $289K | Reduce -5.0% |
| GSEW Goldman Sachs Eql WGHT Large | 0.19% | 3,370 | $285K | Add +0.1% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 2,207 | $283K | No change |
| VEA Vanguard Ftse Developed ETF | 0.19% | 4,412 | $283K | Add +6.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 643 | $281K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 2,884 | $280K | Reduce -2.7% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.18% | 6,048 | $268K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.18% | 11,468 | $266K | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.18% | 528 | $264K | Add +4.1% |
| ADI Analog Devices Inc. | 0.18% | 826 | $263K | Reduce -7.2% |
| GLW Corning Inc. | 0.17% | 1,922 | $261K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.17% | 564 | $261K | Reduce -22.6% |
| IAU iShares Gold Trust | 0.17% | 2,961 | $261K | Reduce -5.4% |
| NEE Nextera Energy Inc. | 0.17% | 2,781 | $258K | Add +4.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BNAIW Brand Engagement Netwo -CW27 | *W EXP 03/14/202 | 16,815 | $4K | Add +14.3% |
Total filed on the 13F, all lines: $149.7M.
Portfolio Sells Q4 2025 → Q1 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.2% | 14.40% | −0.86 |
| OEF iShares S&P 100 ETF | Reduce -54.7% | 0.56% | −0.78 |
| KBDC Kayne Anderson BDC Inc. | Sold out | 0.00% | −0.42 |
| MSFT Microsoft Corp. | Reduce -0.6% | 1.22% | −0.40 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.30 |
| FBND Fidelity Total Bond ETF | Reduce -4.3% | 4.27% | −0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -32.4% | 0.48% | −0.22 |
| AAPL Apple Inc. | Reduce -0.2% | 2.31% | −0.19 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.17 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.16 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.15 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.15 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.15 |
| FLDR Fidelity Low Durat Fact ETF | Sold out | 0.00% | −0.14 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.14 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -3.8% | 1.37% | −0.13 |
| BSV Vanguard Short-Term Bond ETF | Reduce -23.9% | 0.36% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -3.8% | 0.53% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.7% | 3.92% | −0.10 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.5% | 9.78% | −0.10 |
| SCHP Schwab U.S. Tips ETF | Reduce -8.4% | 0.93% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.3% | 0.96% | −0.09 |
| IWB iShares Russell 1000 ETF | Reduce -9.4% | 0.43% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 0.51% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 0.88% | −0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -22.6% | 0.17% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -6.1% | 0.65% | −0.05 |
| ABBV Abbvie Inc. | Reduce -11.3% | 0.26% | −0.05 |
| V Visa Inc. Class A | Reduce -9.6% | 0.16% | −0.05 |
| IEV iShares Europe ETF | Reduce -19.6% | 0.16% | −0.04 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -5.9% | 0.25% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -0.0% | 0.20% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.15% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -0.6% | 0.26% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.5% | 3.15% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.45% | −0.03 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -0.5% | 0.26% | −0.02 |
| BLK BlackRock Inc. | Reduce -2.8% | 0.13% | −0.02 |
| WMT Walmart Inc. | Reduce -16.6% | 0.23% | −0.02 |
| PM Philip Morris International | Reduce -10.4% | 0.17% | −0.02 |
| AMGN Amgen Inc. | Reduce -11.0% | 0.23% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -5.2% | 0.20% | −0.01 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Reduce -5.8% | 0.15% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -5.0% | 0.19% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.0% | 0.15% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.7% | 0.19% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -2.7% | 0.17% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.6% | 0.18% | −0.00 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.1% | 0.14% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 0.15% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| EFG iShares MSCI Eafe Growth ETF | New | 0.58% | +0.58 |
| KNRG Smplfy KYN Andr En & Infr CR | New | 0.44% | +0.44 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.41% | +0.41 |
| IVV iShares Core S&P 500 ETF | Add +17.1% | 3.77% | +0.37 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.34% | +0.34 |
| SGOV iShares 0-3 Month Treasury B | New | 0.25% | +0.25 |
| SEIM Sei Qim US Large Cap Momentu | New | 0.24% | +0.24 |
| SEIV Sei Qim US Large Cap Value A | New | 0.24% | +0.24 |
| SEIE Sei Select Intl Equity | New | 0.24% | +0.24 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.24% | +0.24 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.20% | +0.20 |
| GLW Corning Inc. | New | 0.17% | +0.17 |
| PSX Phillips 66 | New | 0.16% | +0.16 |
| FIVA Fidelity Intl Val Fact ETF | New | 0.16% | +0.16 |
| SCHD Schwab US DVD Equity ETF | New | 0.15% | +0.15 |
| EMGF iShares Emerging Markets Equ | New | 0.14% | +0.14 |
| SEIQ Sei Qim US Large Cap Quality | New | 0.14% | +0.14 |
| IWS iShares Russell Mid-Cap Valu | New | 0.14% | +0.14 |
| FIDU Fidelity MSCI Indust Indx | New | 0.14% | +0.14 |
| VZ Verizon Communications Inc. | New | 0.14% | +0.14 |
| ETN Eaton Corp. PLC | New | 0.14% | +0.14 |
| CAT Caterpillar Inc. | New | 0.13% | +0.13 |
| PTY PIMCO Corporate & Income Opp | Add +55.2% | 0.36% | +0.11 |
| IEMG iShares Core MSCI Emerging | Add +5.0% | 1.28% | +0.09 |
| COST Costco Wholesale Corp. | Add +5.7% | 0.45% | +0.08 |
| EFV iShares MSCI Eafe Value ETF | Add +3.4% | 1.14% | +0.07 |
| LIN Linde PLC | Add +2.8% | 0.43% | +0.07 |
| MTUM iShares MSCI USA Momentum Fa | Add +13.9% | 0.50% | +0.04 |
| REET iShares Global REIT ETF | Add +4.7% | 0.87% | +0.04 |
| BAI Ishrs AI in and Tech Act ETF | Add +10.1% | 0.48% | +0.04 |
| EOLS Evolus Inc. | New | 0.03% | +0.03 |
| NEE Nextera Energy Inc. | Add +4.2% | 0.17% | +0.03 |
| MRK Merck & Co. Inc. | Add +1.3% | 0.17% | +0.02 |
| MCK McKesson Corp. | Add +2.6% | 0.32% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +2.4% | 1.67% | +0.02 |
| THRO iShares U.S. Thematic Rotati | Add +11.1% | 0.46% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +6.0% | 0.19% | +0.01 |
| RTX RTX Corp. | Add +1.7% | 0.20% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +8.9% | 0.17% | +0.01 |
| IVLU iShares MSCI International V | Add +0.6% | 0.23% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.5% | 0.53% | +0.01 |
| AVDE Avantis International Equity | Add +0.0% | 0.34% | +0.01 |
| MCD McDonald's Corp. | Add +3.9% | 0.15% | +0.01 |
| TFLO iShares Treasury Floating Ra | Add +2.7% | 0.30% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +1.5% | 8.46% | +0.00 |
| SCHR Schwab Intermediate-Term US | Add +1.9% | 0.31% | +0.00 |
| MINT PIMCO Enhanced Short Maturit | Add +1.1% | 0.20% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.15% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.1% | 0.16% | −0.00 |
| ILCV iShares Morningstar Value Et | Add +1.9% | 0.14% | −0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| BNAIW Brand Engagement Netwo -CW27 | *W EXP 03/14/202 | Add +14.3% | 16,815 | $4K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |