Accelerate Investment Advisors LLC
CIK: 0002035216Latest portfolio: $148.4M · Q4 2025
Holdings
120
Total Value
$148.4M
New Positions
7
Closed Positions
6
Top Holdings
View All 120 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 282,374 | $22.7M | 15.26% | +6K | |
| 2 | IDEVISHARES TR | 177,901 | $14.7M | 9.89% | +10K | |
| 3 | AGGISHARES TR | 125,672 | $12.6M | 8.46% | +2K | |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 146,298 | $6.7M | 4.54% | -3,093 | |
| 5 | VOVANGUARD INDEX FDS | 20,575 | $6.0M | 4.02% | +25 | |
| 6 | IVVISHARES TR | 7,386 | $5.1M | 3.41% | +17 | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 87,619 | $4.7M | 3.17% | +5K | |
| 8 | AAPLAPPLE INC | 13,637 | $3.7M | 2.50% | -1,296 | |
| 9 | AMZNAMAZON COM INC | 14,876 | $3.4M | 2.31% | -329 | |
| 10 | SCHASCHWAB STRATEGIC TR | 104,676 | $3.0M | 2.01% | +5K | |
| 11 | NVDANVIDIA CORPORATION | 15,175 | $2.8M | 1.91% | -1,599 | |
| 12 | IVEISHARES TR | 11,566 | $2.5M | 1.65% | +2K | |
| 13 | MSFTMICROSOFT CORP | 4,944 | $2.4M | 1.61% | -568 | |
| 14 | IVWISHARES TR | 18,347 | $2.3M | 1.52% | +218 | |
| 15 | DYNFBLACKROCK ETF TRUST | 36,577 | $2.2M | 1.50% | +1K | |
| 16 | OEFISHARES TR | 5,778 | $2.0M | 1.33% | +243 | |
| 17 | IEMGISHARES INC | 26,166 | $1.8M | 1.18% | +5K | |
| 18 | EFVISHARES TR | 22,203 | $1.6M | 1.07% | -1,911 | |
| 19 | TPLTEXAS PACIFIC LAND CORPORATI | 5,483 | $1.6M | 1.06% | +4K | |
| 20 | ITOTISHARES TR | 10,459 | $1.6M | 1.05% | +455 | |
| 21 | SCHPSCHWAB STRATEGIC TR | 57,353 | $1.5M | 1.02% | -15,204 | |
| 22 | VOOVANGUARD INDEX FDS | 2,223 | $1.4M | 0.94% | +136 | |
| 23 | QUALISHARES TR | 6,481 | $1.3M | 0.87% | -3,066 | |
| 24 | REETISHARES TR | 49,501 | $1.2M | 0.83% | +2K | |
| 25 | TSLATESLA INC | 2,633 | $1.2M | 0.80% | -102 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.265214673125527e+236T)
Technology0.0% ($3.7072830239110106e+22T)
Unknown0.0% ($1158502445443.3T)
Healthcare0.0% ($454446354293.2T)
Consumer Cyclical0.0% ($34331184305.3T)
Industrials0.0% ($326.3T)
Energy0.0% ($15.7T)
Communication Services0.0% ($993.9B)
Consumer Defensive0.0% ($546.4B)
Basic Materials0.0% ($543K)
Real Estate0.0% ($258K)
Utilities0.0% ($214K)
Filing History
Fund Information
Accelerate Investment Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $148.4M across 120 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 15.3% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.