StockDriftsStockDriftsTop 50 Accelerate Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.8% | 273.4K | $24.0M | -2.95%(-8.32K) | $66.85(+36.19%) | 2026-06-30 | |
| IDEV | ISHARES TR | 8.87% | 173.5K | $15.4M | -0.98%(-1.72K) | $70.03(+33.28%) | 2026-06-30 | |
| AGG | ISHARES TR | 7.47% | 131.3K | $13.0M | +2.93%(+3.74K) | $99.20(-1.80%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.34% | 12.4K | $9.3M | +43.66%(+3.78K) | $614.04(+26.60%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.75% | 143.7K | $6.5M | +2.68%(+3.75K) | $45.81(-1.93%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.62% | 78.3K | $6.3M | -4.20%(-3.43K) | $64.14(+29.45%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.96% | 86.5K | $5.2M | -0.80%(-694) | $46.77(+29.16%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.44% | 14.7K | $4.3M | +8.14%(+1.11K) | $222.45(+37.86%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.09% | 15.2K | $3.6M | +0.43%(+66) | $193.22(+42.30%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 2.06% | 99.3K | $3.6M | -5.03%(-5.26K) | $25.05(+38.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.07% |
Accelerate Investment Advisors LLC reports $174.14M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (13.8%), IDEV (8.9%) and AGG (7.5%). The top 20 holdings account for 65.51% of reported assets. Its disclosed equity book has returned +21.41% cumulatively over 7 quarters. 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 Accelerate Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2035216). View Accelerate Investment Advisors LLC’s 13F filings on SEC