StockDriftsStockDriftsTop 50 Accel Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 4.42% | 259.0K | $19.6M | +6.58%(+15.99K) | $54.63(+45.68%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 3.78% | 344.0K | $16.8M | -0.20%(-676) | $48.44(+1.01%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.24% | 425.6K | $14.4M | +3.52%(+14.46K) | $26.44(+34.71%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.44% | 29.3K | $10.9M | +2.33%(+668) | $246.01(+55.83%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.42% | 49.3K | $10.7M | +3.34%(+1.59K) | $156.24(+45.62%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.31% | 126.5K | $10.3M | +10.35%(+11.87K) | $59.83(+39.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.82% | 27.9K | $8.1M | -1.97%(-561) | $137.71(+121.76%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.76% | 158.6K | $7.8M | +3.11%(+4.78K) | $38.79(+31.14%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 1.75% | 39.5K | $7.8M | +7.35%(+2.70K) | $147.21(+42.66%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.72% | 32.0K | $7.6M | +0.93%(+294) | $160.26(+63.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.33% | +37.97% | +3.89% | +21.00% |
| Top 20 Holdings Unweighted | +11.85% | +39.93% | +4.02% | +21.77% |
Accel Wealth Management reports $444.38M in US-listed equity holdings across 305 positions in its most recent 13F filing. Its largest disclosed positions are DGRO (4.4%), VNLA (3.8%) and SCHG (3.2%). The top 20 holdings account for 40.49% of reported assets. Its disclosed equity book has returned +37.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Accel Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1838226). View Accel Wealth Management’s 13F filings on SEC