Accelerate Investment Advisors LLC
CIK 2035216 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- SPYM13.80%
- IDEV8.87%
- AGG7.47%
- IVV5.34%
- FBND3.75%
- VO3.62%
- VWO2.96%
- AAPL2.44%
- AMZN2.09%
- SCHA2.06%
Share classes counted separately52.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +1.57 pp3.77% → 5.34%Shares +3.78K (+43.66%)
- AGGWeight decreased · -0.99 pp8.46% → 7.47%Shares +3.74K (+2.93%)
- IDEVWeight decreased · -0.91 pp9.78% → 8.87%Shares -1.72K (-0.98%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $24.03M | 13.80% | 273.42K shares | 14.40% → 13.80%-0.60 pp -8.32K (-2.95%) | Reduced | ▾ |
| 02 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $15.45M | 8.87% | 173.53K shares | 9.78% → 8.87%-0.91 pp -1.72K (-0.98%) | Reduced | ▾ |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $13.00M | 7.47% | 131.34K shares | 8.46% → 7.47%-0.99 pp +3.74K (+2.93%) | Added | ▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $9.31M | 5.34% | 12.43K shares | 3.77% → 5.34%+1.57 pp +3.78K (+43.66%) | Added | ▾ |
| 05 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $6.54M | 3.75% | 143.72K shares | 4.27% → 3.75%-0.52 pp +3.75K (+2.68%) | Added | ▾ |
| 06 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $6.31M | 3.62% | 78.30K shares | 3.92% → 3.62%-0.30 pp +57.87K (+283.20%) | Added | ▾ |
| 07 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $5.16M | 2.96% | 86.46K shares | 3.15% → 2.96%-0.19 pp -694 (-0.80%) | Reduced | ▾ |
| 08 | AAPLAPPLE INC View history and evidence | $4.26M | 2.44% | 14.71K shares | 2.31% → 2.44%+0.13 pp +1.11K (+8.14%) | Added | ▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $3.63M | 2.09% | 15.24K shares | 2.11% → 2.09%-0.02 pp +66 (+0.43%) | Added | ▾ |
| 10 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $3.59M | 2.06% | 99.27K shares | 2.03% → 2.06%+0.03 pp -5.26K (-5.03%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INTU INTUIT INC | Non-derivative | -761 | -$328.97K | SEC filing ↗ | SEC filing ↗ |
| DVY ISHARES SELECT DIVIDEND ETF | Non-derivative | -2,007 | -$303.90K | SEC filing ↗ | SEC filing ↗ |
| PSX PHILLIPS 66 | Non-derivative | -1,319 | -$240.30K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2035216 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 174138451
}Research all 149 reported holdings.
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