StockDriftsStockDriftsTop 50 Accel Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 4.75% | 292.3K | $22.0M | +12.88%(+33.35K) | $57.02(+37.65%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.65% | 471.8K | $17.0M | +10.85%(+46.20K) | $27.34(+30.12%) | 2026-09-30 | |
| VNLA | JANUS DETROIT STR TR | 3.59% | 343.3K | $16.7M | -0.18%(-621) | $48.44(+0.50%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 2.47% | 53.1K | $11.5M | +7.71%(+3.80K) | $160.59(+38.37%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.45% | 30.4K | $11.4M | +3.72%(+1.09K) | $250.53(+49.90%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.32% | 137.7K | $10.8M | +8.83%(+11.17K) | $61.44(+29.14%) | 2026-09-30 | |
| AAPL | APPLE INC | 2% | 27.9K | $9.3M | -0.05%(-14) | $137.71(+149.04%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 1.9% | 157.9K | $8.8M | +13.50%(+18.77K) | $47.27(+18.45%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.89% | 179.5K | $8.8M | +13.17%(+20.89K) | $39.98(+22.62%) | 2026-09-30 | |
| ACYN | FIRST TR EXCHANGE-TRADED FD | 1.89% | 419.6K | $8.8M | +30.80%(+98.79K) | $20.57(+0.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.00% | +40.49% | +4.15% | +22.54% |
| Top 20 Holdings Unweighted | +12.69% | +43.10% | +4.28% | +23.30% |
Accel Wealth Management reports $464.26M in US-listed equity holdings across 309 positions in its most recent 13F filing. Its largest disclosed positions are DGRO (4.8%), SCHG (3.6%) and VNLA (3.6%). The top 20 holdings account for 41.83% of reported assets. Its disclosed equity book has returned +40.49% on a three-year cumulative basis. Figures reflect the Q3 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