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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
SGOV icon
101
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$297K 0.17%
2,945
-749
-20% -$75.3K
DIA icon
102
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$295K 0.17%
565
+1
+0.2% +$499
FVD icon
103
First Trust Value Line Dividend Fund
FVD
$8.19B
$290K 0.17%
6,021
-125
-2% -$5.96K
ADI icon
104
Analog Devices
ADI
$176B
$290K 0.17%
729
-97
-12% -$38.4K
MRK icon
105
Merck
MRK
$371B
$287K 0.17%
2,236
+99
+5% +$11.6K
DDEC icon
106
FT Vest US Equity Deep Buffer ETF December
DDEC
$440M
$287K 0.16%
6,048
– –
SPGI icon
107
S&P Global
SPGI
$131B
$286K 0.16%
701
-194
-22% -$81.9K
VTEB icon
108
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$282K 0.16%
5,571
+531
+11% +$26.7K
XAR icon
109
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.77B
$278K 0.16%
+979
New +$265K
IJJ icon
110
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$275K 0.16%
1,863
+2
+0.1% +$283
IWO icon
111
iShares Russell 2000 Growth ETF
IWO
$14.9B
$273K 0.16%
694
+1
+0.1% +$365
EMGF icon
112
iShares Emerging Markets Equity Factor ETF
EMGF
$1.97B
$271K 0.16%
3,706
+258
+7% +$18.1K
AMD icon
113
Advanced Micro Devices
AMD
$780B
$271K 0.16%
+466
New +$191K
BAC icon
114
Bank of America
BAC
$438B
$267K 0.15%
4,691
-20
-0.4% -$1.06K
TXN icon
115
Texas Instruments
TXN
$236B
$267K 0.15%
+895
New +$248K
ETN icon
116
Eaton
ETN
$160B
$267K 0.15%
626
+58
+10% +$23.4K
IEV icon
117
iShares Europe ETF
IEV
$1.68B
$264K 0.15%
3,628
– –
IBM icon
118
IBM
IBM
$221B
$262K 0.15%
932
-25
-3% -$6.3K
IEF icon
119
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$260K 0.15%
2,754
+497
+22% +$47K
EWJ icon
120
iShares MSCI Japan ETF
EWJ
$23.3B
$259K 0.15%
+2,778
New +$252K
SPCX
121
SpaceX
SPCX
$1.95T
$259K 0.15%
+1,516
New +$258K
PM icon
122
Philip Morris
PM
$284B
$258K 0.15%
1,428
-78
-5% -$13.5K
SCHB icon
123
Schwab US Broad Market ETF
SCHB
$44.8B
$250K 0.14%
8,633
+362
+4% +$10.1K
INTC icon
124
Intel
INTC
$506B
$248K 0.14%
+1,776
New +$180K
IJH icon
125
iShares Core S&P Mid-Cap ETF
IJH
$126B
$244K 0.14%
3,166
-236
-7% -$17.3K
3 4
5
6 7

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
Kalehua Capital Management Dallas, Texas $174M AUM
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.