Accelerate Investment Advisors LLC

CIK 0002035216 · ALISO VIEJO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Accelerate Investment Advisors LLC reported 149 positions worth $174.1M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: SPYM (13.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$174.1M
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.4%
Est. Net Flow (Q)
2026 Q2
10 / 149 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$24.0M13.80%273,416
2IDEVISHARES TRSH$15.4M8.87%173,530
3AGGISHARES TRSH$13.0M7.46%131,339
4IVVISHARES TRSH$9.3M5.34%12,427
5FBNDFIDELITY MERRIMACK STR TRSH$6.5M3.75%143,715
6VOVANGUARD INDEX FDSSH$6.3M3.62%78,300
7VWOVANGUARD INTL EQUITY INDEX FSH$5.2M2.96%86,459
8AAPLAPPLE INCSH$4.3M2.44%14,712
9AMZNAMAZON COM INCSH$3.6M2.09%15,241
10SCHASCHWAB STRATEGIC TRSH$3.6M2.06%99,267

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Accelerate Investment Advisors LLC hold as of Q2 2026?

Accelerate Investment Advisors LLC reported 149 positions worth $174.1M in its Q2 2026 13F filing. Largest positions: SPYM (13.8%), IDEV (8.9%), AGG (7.5%), IVV (5.3%) and FBND (3.8%).

What did Accelerate Investment Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Accelerate Investment Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.