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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
CVX icon
76
Chevron
CVX
$409B
$378K 0.22%
2,279
-166
-7% -$30.9K
IWF icon
77
iShares Russell 1000 Growth ETF
IWF
$126B
$366K 0.21%
2,946
-58
-2% -$6.99K
EEM icon
78
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$365K 0.21%
5,340
– –
IWM icon
79
iShares Russell 2000 ETF
IWM
$81.2B
$364K 0.21%
1,212
-26
-2% -$7.31K
IVLU icon
80
iShares MSCI Intl Value Factor ETF
IVLU
$4.68B
$354K 0.2%
8,455
-63
-0.7% -$2.64K
UAL icon
81
United Airlines
UAL
$36.2B
$348K 0.2%
2,556
+97
+4% +$10K
SCHG icon
82
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$344K 0.2%
10,179
+160
+2% +$5.3K
VUG icon
83
Vanguard Morningstar Growth ETF
VUG
$228B
$342K 0.2%
3,970
+112
+3% +$9.42K
AMGN icon
84
Amgen
AMGN
$236B
$341K 0.2%
940
-25
-3% -$8.56K
STX icon
85
Seagate
STX
$192B
$336K 0.19%
+348
New +$265K
NEAR icon
86
iShares Short Maturity Bond ETF
NEAR
$5.05B
$332K 0.19%
6,550
-382
-6% -$19.4K
CAT icon
87
Caterpillar
CAT
$374B
$325K 0.19%
305
+21
+7% +$18.4K
IWP icon
88
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$323K 0.19%
2,207
– –
WFC icon
89
Wells Fargo
WFC
$272B
$321K 0.18%
3,881
+40
+1% +$3.21K
SCHV
90
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$320K 0.18%
9,201
-318
-3% -$10.5K
IWR icon
91
iShares Russell Mid-Cap ETF
IWR
$56.9B
$319K 0.18%
2,896
+12
+0.4% +$1.26K
TSM icon
92
TSMC
TSM
$2.22T
$316K 0.18%
+663
New +$269K
HD icon
93
Home Depot
HD
$320B
$315K 0.18%
894
+5
+0.6% +$1.63K
VEA icon
94
Vanguard FTSE Developed Markets ETF
VEA
$240B
$315K 0.18%
4,419
+7
+0.2% +$488
FIVA
95
Fidelity International Value Factor ETF
FIVA
$634M
$313K 0.18%
8,129
+1,238
+18% +$46.3K
GSEW icon
96
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.04B
$309K 0.18%
3,268
-102
-3% -$9.28K
WMT icon
97
Walmart Inc
WMT
$850B
$302K 0.17%
2,670
-154
-5% -$19.1K
MINT icon
98
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$302K 0.17%
2,991
+29
+1% +$2.92K
RTX icon
99
RTX Corp
RTX
$271B
$300K 0.17%
1,583
-3
-0.2% -$550
JNJ icon
100
Johnson & Johnson
JNJ
$663B
$299K 0.17%
1,176
-77
-6% -$17.9K
2 3
4
5 6

Similar funds

PMSA
Patrick M. Sweeney & Associates Libertyville, Illinois $174M AUM 29.38% 1-Year Est. Return
PIA
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NWA
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6SA
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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
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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.