Accel Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ACYN
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
|
+$4.73M |
| 2 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$2.95M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$2.14M |
| 4 |
Capital Group Core Balanced ETF
CGBL
|
+$1.45M |
| 5 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$1.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$870K |
| 2 |
Micron Technology
MU
|
+$843K |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$820K |
| 4 |
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
|
+$746K |
| 5 |
ProShares S&P 500 High Income ETF
ISPY
|
+$694K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.83% |
| 2 | Industrials | 3.66% |
| 3 | Financials | 3.28% |
| 4 | Consumer Discretionary | 2.23% |
| 5 | Communication Services | 1.96% |
Similar funds
Accel Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Accel Wealth Management held 317 positions worth $444M, up 16% from $383M the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Accel Wealth Management deployed $14.5M of net new capital in Q2 2026, opening 27 new positions and adding to 101 existing holdings. Its largest new stake was Dimensional Emerging Core Equity Market ETF: 13,371 shares worth $538K.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 8.4% a quarter earlier, followed by Industrials and Financials.
On the sell side, the largest reduction was Micron Technology, an estimated $843K trimmed.
- Accel Wealth Management's largest Q2 2026 buy was Dimensional Emerging Core Equity Market ETF: 13,371 shares worth $538K.
- Accel Wealth Management added most to FT Vest Laddered Autocallable Barrier & Income ETF in Q2 2026, an estimated $4.73M increase.
- Accel Wealth Management's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $843K.
- Accel Wealth Management fully exited iShares Russell 1000 Growth ETF in Q2 2026, selling an estimated $870K.
- Accel Wealth Management's ten largest holdings make up 26% of its $444M portfolio in Q2 2026.
- Accel Wealth Management opened 27 new positions and closed 12 in Q2 2026.
- Accel Wealth Management's portfolio value rose 16% quarter-over-quarter to $444M.
Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.