Institutional Fund
Accel Wealth Management
Waverly, IACIK 18382265 filings on record
Portfolio Value
$383.36M
Q1 2026
Holdings
290
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+4.8%
from $365.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.4%
- Janus Detroit Str Tr4.4%
- Schwab Strategic Tr3.1%
- Vanguard Index Fds2.4%
- Vanguard Index Fds2.4%
- First Tr Exchange Traded Fd2.0%
- Other81.2%
Portfolio Holdings
290 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 243.0K | $17.05M | 4.4% | +12.9K | Added |
| 2 | Janus Detroit Str Tr | 344.6K | $16.84M | 4.4% | +50.1K | Added |
| 3 | Schwab Strategic Tr | 411.2K | $11.98M | 3.1% | +3.7K | Added |
| 4 | Vanguard Index Fds | 47.7K | $9.36M | 2.4% | +2.7K | Added |
| 5 | Vanguard Index Fds | 28.7K | $9.20M | 2.4% | +1.1K | Added |
| 6 | First Tr Exchange Traded Fd | 114.6K | $7.83M | 2.0% | +16.3K | Added |
| 7 | Apple Inc | 28.4K | $7.22M | 1.9% | −522 | Reduced |
| 8 | Vanguard Index Fds | 36.8K | $6.77M | 1.8% | +2.2K | Added |
| 9 | Amazon Com Inc | 31.7K | $6.61M | 1.7% | +222 | Added |
| 10 | Capital Group Dividend Value | 153.8K | $6.54M | 1.7% | +17.5K | Added |
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