Top 50 Accelerate Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 14.4% | 281.7K | $21.6M | -0.22%(-635) | $66.85(+27.44%) | 2026-03-31 | |
| IDEV | ISHARES TR | 9.78% | 175.2K | $14.6M | -1.49%(-2.65K) | $70.03(+25.72%) | 2026-03-31 | |
| AGG | ISHARES TR | 8.46% | 127.6K | $12.7M | +1.53%(+1.93K) | $99.21(-0.44%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.27% | 140.0K | $6.4M | -4.33%(-6.33K) | $45.82(-0.59%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.92% | 20.4K | $5.9M | -0.69%(-142) | $64.14(+21.14%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.77% | 8.7K | $5.6M | +17.11%(+1.26K) | $580.04(+25.33%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.15% | 87.2K | $4.7M | -0.53%(-466) | $46.77(+26.93%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.31% | 13.6K | $3.5M | -0.23%(-32) | $225.90(+25.80%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.11% | 15.2K | $3.2M | +2.01%(+299) | $193.11(+41.66%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 2.03% | 104.5K | $3.0M | -0.14%(-150) | $25.05(+32.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.15% | +23.03% |
| Top 20 Holdings Unweighted | +7.44% | +24.04% |
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