Institutional Fund
Accelerate Investment Advisors LLC
Aliso Viejo, CACIK 20352165 filings on record
Portfolio Value
$149.71M
Q1 2026
Holdings
133
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+0.9%
from $148.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust14.4%
- Ishares Tr9.8%
- Ishares Tr8.5%
- Fidelity Merrimack Str Tr4.3%
- Vanguard Index Fds3.9%
- Ishares Tr3.8%
- Other55.4%
Portfolio Holdings
133 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 281.7K | $21.56M | 14.4% | −635 | Reduced |
| 2 | Ishares Tr | 175.2K | $14.65M | 9.8% | −2.7K | Reduced |
| 3 | Ishares Tr | 127.6K | $12.67M | 8.5% | +1.9K | Added |
| 4 | Fidelity Merrimack Str Tr | 140.0K | $6.39M | 4.3% | −6.3K | Reduced |
| 5 | Vanguard Index Fds | 20.4K | $5.87M | 3.9% | −142 | Reduced |
| 6 | Ishares Tr | 8.7K | $5.65M | 3.8% | +1.3K | Added |
| 7 | Vanguard Intl Equity Index F | 87.2K | $4.71M | 3.1% | −466 | Reduced |
| 8 | Apple Inc | 13.6K | $3.45M | 2.3% | −32 | Reduced |
| 9 | Amazon Com Inc | 15.2K | $3.16M | 2.1% | +299 | Added |
| 10 | Schwab Strategic Tr | 104.5K | $3.04M | 2.0% | −150 | Reduced |
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