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Accelerate Investment Advisors Llc

Portfolio Manager
Accelerate Investment Advisors LLC
Performance
-1.81% (2026 Q1)
AUM (13F)
$149.71M
# of Holdings
133
Performance Rank
Allocation (Top 20)
67.84%

Accelerate Investment Advisors Llc Holdings Map

Top 50 Accelerate Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
14.4%281.7K$21.6M
-0.22%(-635)
2025-Q1: 246.8K shares2025-Q2: 259.3K shares2025-Q3: 275.9K shares2025-Q4: 282.4K shares2026-Q1: 281.7K shares
$66.85(+27.44%)
2026-03-31
IDEV
ISHARES TR
9.78%175.2K$14.6M
-1.49%(-2.65K)
2025-Q1: 146.0K shares2025-Q2: 154.1K shares2025-Q3: 167.5K shares2025-Q4: 177.9K shares2026-Q1: 175.2K shares
$70.03(+25.72%)
2026-03-31
AGG
ISHARES TR
8.46%127.6K$12.7M
+1.53%(+1.93K)
2025-Q1: 108.4K shares2025-Q2: 115.3K shares2025-Q3: 124.1K shares2025-Q4: 125.7K shares2026-Q1: 127.6K shares
$99.21(-0.44%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
4.27%140.0K$6.4M
-4.33%(-6.33K)
2025-Q1: 133.5K shares2025-Q2: 141.7K shares2025-Q3: 149.4K shares2025-Q4: 146.3K shares2026-Q1: 140.0K shares
$45.82(-0.59%)
2026-03-31
VO
VANGUARD INDEX FDS
3.92%20.4K$5.9M
-0.69%(-142)
2025-Q1: 18.3K shares2025-Q2: 19.1K shares2025-Q3: 20.6K shares2025-Q4: 20.6K shares2026-Q1: 20.4K shares
$64.14(+21.14%)
2026-03-31
IVV
ISHARES TR
3.77%8.7K$5.6M
+17.11%(+1.26K)
2025-Q1: 8.4K shares2025-Q2: 7.5K shares2025-Q3: 7.4K shares2025-Q4: 7.4K shares2026-Q1: 8.7K shares
$580.04(+25.33%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.15%87.2K$4.7M
-0.53%(-466)
2025-Q1: 72.9K shares2025-Q2: 76.2K shares2025-Q3: 82.6K shares2025-Q4: 87.6K shares2026-Q1: 87.2K shares
$46.77(+26.93%)
2026-03-31
AAPL
APPLE INC
2.31%13.6K$3.5M
-0.23%(-32)
2025-Q1: 15.4K shares2025-Q2: 14.4K shares2025-Q3: 14.9K shares2025-Q4: 13.6K shares2026-Q1: 13.6K shares
$225.90(+25.80%)
2026-03-31
AMZN
AMAZON COM INC
2.11%15.2K$3.2M
+2.01%(+299)
2025-Q1: 13.1K shares2025-Q2: 15.5K shares2025-Q3: 15.2K shares2025-Q4: 14.9K shares2026-Q1: 15.2K shares
$193.11(+41.66%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
2.03%104.5K$3.0M
-0.14%(-150)
2025-Q1: 86.2K shares2025-Q2: 91.9K shares2025-Q3: 100.1K shares2025-Q4: 104.7K shares2026-Q1: 104.5K shares
$25.05(+32.33%)
2026-03-31

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