Accelerate Investment Advisors LLC
CIK: 0002035216SEC EDGAR →
Portfolio Value
$148.4M
Holdings
120
As of
Q4 2025
New Positions
10
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 282,374 | $22.7M | 15.26% |
| 2 | ISHARES TR | 177,901 | $14.7M | 9.89% |
| 3 | ISHARES TR | 125,672 | $12.6M | 8.46% |
| 4 | FIDELITY MERRIMACK STR TR | 146,298 | $6.7M | 4.54% |
| 5 | VANGUARD INDEX FDS | 20,575 | $6.0M | 4.02% |
| 6 | ISHARES TR | 7,386 | $5.1M | 3.41% |
| 7 | VANGUARD INTL EQUITY INDEX F | 87,619 | $4.7M | 3.17% |
| 8 | APPLE INC | 13,637 | $3.7M | 2.50% |
| 9 | AMAZON COM INC | 14,876 | $3.4M | 2.31% |
| 10 | SCHWAB STRATEGIC TR | 104,676 | $3.0M | 2.01% |
Quarterly Changes
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $116.3M | 78.4% |
| Technology | 10 | $11.6M | 7.8% |
| Consumer Cyclical | 6 | $5.6M | 3.8% |
| Unknown | 7 | $3.4M | 2.3% |
| Energy | 3 | $3.0M | 2.0% |
| Communication Services | 3 | $2.9M | 1.9% |
| Healthcare | 7 | $2.2M | 1.5% |
| Industrials | 4 | $1.2M | 0.8% |
| Consumer Defensive | 3 | $1.1M | 0.8% |
| Basic Materials | 1 | $543K | 0.4% |
| Real Estate | 1 | $258K | 0.2% |
| Utilities | 1 | $214K | 0.1% |