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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
DVY icon
151
iShares Select Dividend ETF
DVY
$23.9B
– –
-2,007
Closed -$304K
INTU icon
152
Intuit
INTU
$91B
– –
-761
Closed -$329K
LOW icon
153
Lowe's Companies
LOW
$115B
– –
-937
Closed -$221K
MCD icon
154
McDonald's
MCD
$181B
– –
-724
Closed -$225K
PSX icon
155
Phillips 66
PSX
$102B
– –
-1,319
Closed -$240K
VZ icon
156
Verizon
VZ
$208B
– –
-4,083
Closed -$205K
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.