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AIA

Accelerate Investment Advisors Portfolio holdings

AUM $174M
1-Year Est. Return 23.04%
This Fund
S&P 500
This Quarter Est. Return
+13.49%
1 Year Est. Return
+23.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$174M
AUM Growth
+$24.4M
Cap. Flow
+$8.64M
Cap. Flow %
4.96%
Top 10 Hldgs %
52.41%
Holding
156
New
23
Increased
55
Reduced
59
Closed
7

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.75M
2
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.11M
3
CORO
iShares International Country Rotation Active ETF
CORO
+$704K
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$568K
5
MU icon
Micron Technology
MU
+$481K

Top Sells

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$750K
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$710K
3
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$628K
4
INTU icon
Intuit
INTU
+$329K
5
DVY icon
iShares Select Dividend ETF
DVY
+$304K

Sector Composition

Rank Sector Weight
1 Miscellaneous 78.12%
2 Technology 8.36%
3 Consumer Discretionary 3.1%
4 Energy 2.38%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
THRO
51
iShares U.S. Thematic Rotation Active ETF
THRO
$6.8B
$610K 0.35%
14,152
-4,955
-26% -$205K
FTEC icon
52
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
$576K 0.33%
2,016
+251
+14% +$65.6K
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$45.4B
$562K 0.32%
7,216
+314
+5% +$24.5K
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.08T
$550K 0.32%
1,099
+214
+24% +$103K
IYW icon
55
iShares US Technology ETF
IYW
$25.5B
$540K 0.31%
2,140
– –
SCHD icon
56
Schwab US Dividend Equity ETF
SCHD
$112B
$531K 0.31%
16,756
+9,413
+128% +$299K
VGT icon
57
Vanguard Information Technology ETF
VGT
$149B
$521K 0.3%
4,360
– –
PTY icon
58
PIMCO Corporate & Income Opportunity Fund
PTY
$2.56B
$495K 0.28%
41,131
-3,321
-7% -$39.9K
SOXX icon
59
iShares Semiconductor ETF
SOXX
$42.8B
$484K 0.28%
+755
New +$383K
LLY icon
60
Eli Lilly
LLY
$1.02T
$467K 0.27%
+389
New +$397K
GE icon
61
GE Aerospace
GE
$350B
$465K 0.27%
1,244
+174
+16% +$54.5K
SCHR
62
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$462K 0.27%
18,747
+93
+0.5% +$2.3K
URI icon
63
United Rentals
URI
$62.9B
$461K 0.26%
407
-8
-2% -$7.61K
GLW icon
64
Corning
GLW
$133B
$461K 0.26%
1,804
-118
-6% -$21.5K
JBND icon
65
JPMorgan Active Bond ETF
JBND
$8.61B
$454K 0.26%
+8,490
New +$454K
AVDE icon
66
Avantis International Equity ETF
AVDE
$19.2B
$451K 0.26%
5,052
-930
-16% -$83.4K
EZU icon
67
iShare MSCI Eurozone ETF
EZU
$9.91B
$441K 0.25%
+6,352
New +$428K
SEIM icon
68
SEI QiM U.S. Large Cap Momentum Active ETF
SEIM
$1.49B
$439K 0.25%
7,816
-36
-0.5% -$1.88K
ABBV icon
69
AbbVie
ABBV
$453B
$432K 0.25%
1,717
-47
-3% -$10.1K
CSCO icon
70
Cisco
CSCO
$431B
$418K 0.24%
3,559
-382
-10% -$39.9K
MCK icon
71
McKesson
MCK
$106B
$413K 0.24%
546
-12
-2% -$9.51K
SEIV icon
72
SEI QiM U.S. Large Cap Value Active ETF
SEIV
$1.56B
$410K 0.24%
8,539
-27
-0.3% -$1.24K
MOAT icon
73
VanEck Morningstar Wide Moat ETF
MOAT
$12.1B
$410K 0.24%
3,940
-86
-2% -$8.69K
TFLO icon
74
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
$392K 0.23%
7,744
-1,008
-12% -$51K
SEIE
75
SEI Select International Equity ETF
SEIE
$1.32B
$387K 0.22%
10,907
– –
1 2
3
4 5

Similar funds

PMSA
Patrick M. Sweeney & Associates Libertyville, Illinois $174M AUM 29.38% 1-Year Est. Return
PIA
Prakash Investment Advisors Andover, Massachusetts $174M AUM 85.35% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
6SA
6th Street Advisors Daphne, Alabama $174M AUM
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
KCM
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SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Accelerate Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Accelerate Investment Advisors held 156 positions worth $174M, up 16% from $150M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Accelerate Investment Advisors deployed $8.64M of net new capital in Q2 2026, opening 23 new positions and adding to 55 existing holdings. Its largest new stake was JPMorgan Core Plus Bond ETF: 23,592 shares worth $1.11M.

By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, down from 79% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI USA Quality Factor ETF, an estimated $750K trimmed.

  • Accelerate Investment Advisors's largest Q2 2026 buy was JPMorgan Core Plus Bond ETF: 23,592 shares worth $1.11M.
  • Accelerate Investment Advisors added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $2.75M increase.
  • Accelerate Investment Advisors's biggest Q2 2026 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $750K.
  • Accelerate Investment Advisors fully exited Intuit in Q2 2026, selling an estimated $329K.
  • Accelerate Investment Advisors's ten largest holdings make up 52% of its $174M portfolio in Q2 2026.
  • Accelerate Investment Advisors opened 23 new positions and closed 7 in Q2 2026.
  • Accelerate Investment Advisors's portfolio value rose 16% quarter-over-quarter to $174M.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.