Accel Wealth Management
Filing Date
Global Rank
#5,062
/ 8,604
▲ 140
· as of Mar 2026
Top Industry
Asset Management
15.6%
3Y Alpha vs SPY
-1.4%
Period ended 3 months ago
Filed Apr 8, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.5%
SPY
+76.5%
Annualised alpha
-1.6%
Max drawdown
−17.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
149 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.3%
−0.4 pts
Top 5
23.4%
−2.3 pts
Top 10
37.6%
−2.4 pts
HHI
202
Diversified−22
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.7% | $32,220,414 |
| Financial Services | 20.6% | $28,055,444 |
| Industrials | 10.9% | $14,832,087 |
| Unclassified | 8.7% | $11,881,299 |
| Energy | 7.2% | $9,797,818 |
| Consumer Cyclical | 6.6% | $9,038,308 |
| Consumer Defensive | 5.5% | $7,472,793 |
| Communication Services | 4.8% | $6,494,868 |
| Healthcare | 4.0% | $5,386,231 |
| Real Estate | 3.3% | $4,543,545 |
| Utilities | 3.0% | $4,051,167 |
| Basic Materials | 1.7% | $2,357,045 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | +7,966 | 19,520 | $225,260 | |
| SOUN | Soundhound Ai, Inc. | +6,431 | 45,248 | $310,853 | |
| UUUU | Energy Fuels Inc | +4,431 | 33,953 | $619,642 | |
| NLY | Annaly Capital Management Inc | +4,122 | 20,431 | $432,115 | |
| INTC | Intel Corp | +2,985 | 50,784 | $2,241,097 | |
| PTY | Pimco Corporate & Income Opportunity Fund | +1,814 | 504,396 | $6,083,015 | |
| DVN | Devon Energy Corp/De | +1,652 | 9,880 | $497,161 | |
| C | Citigroup Inc | +1,386 | 5,546 | $628,971 | |
| TRIN | Trinity Capital Inc. | +1,380 | 13,380 | $196,819 | |
| PFE | Pfizer Inc | +1,336 | 10,326 | $289,954 | |
| BAC | Bank Of America Corp /De/ | +1,254 | 19,269 | $939,363 | |
| IBM | International Business Machines Corp | +1,227 | 5,903 | $1,430,828 | |
| OKE | Oneok Inc /New/ | +1,028 | 5,286 | $477,801 | |
| KMI | Kinder Morgan, Inc. | +932 | 86,775 | $2,909,565 | |
| T | At&T Inc. | +736 | 9,535 | $276,419 | |
| NFLX | Netflix Inc | +716 | 3,419 | $328,736 | |
| HTGC | Hercules Capital, Inc. | +688 | 39,741 | $586,974 | |
| WMT | Walmart Inc. | +543 | 8,765 | $1,089,314 | |
| MRVL | Marvell Technology, Inc. | +524 | 3,955 | $391,742 | |
| CVX | Chevron Corp | +516 | 6,357 | $1,315,263 | |
| COF | Capital One Financial Corp | +446 | 1,536 | $280,212 | |
| ABBV | AbbVie Inc. | +408 | 4,864 | $1,057,871 | |
| PG | PROCTER & GAMBLE Co | +344 | 9,295 | $1,342,569 | |
| XOM | Exxon Mobil Corp | +325 | 7,286 | $1,236,142 | |
| DUK | Duke Energy CORP | +299 | 3,772 | $493,905 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RVT | Royce Small-Cap Trust, Inc. | −9,637 | 77,074 | $1,279,428 | |
| BHK | Blackrock Core Bond Trust | −9,550 | 40,075 | $367,087 | |
| GAB | Gabelli Equity Trust Inc | −8,656 | 343,642 | $1,924,395 | |
| MYO | Myomo, Inc. | −5,882 | 34,200 | $23,119 | |
| UTF | Cohen & Steers Infrastructure Fund Inc | −3,849 | 73,092 | $1,891,620 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | −3,314 | 65,015 | $490,213 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,481 | 10,831 | $6,251,436 | |
| RXRX | Recursion Pharmaceuticals, Inc. | −1,000 | 39,200 | $120,344 | |
| ARM | Arm Holdings PLC /Uk | −861 | 2,581 | $390,453 | |
| NEE | Nextera Energy Inc | −773 | 9,717 | $902,514 | |
| VZ | Verizon Communications Inc | −771 | 5,721 | $287,194 | |
| EVT | Eaton Vance Tax-Advantaged Dividend Income Fund | −649 | 82,631 | $2,028,591 | |
| RTX | RTX Corp | −632 | 14,661 | $2,828,106 | |
| PRU | Prudential Financial Inc | −629 | 10,701 | $1,045,380 | |
| XEL | Xcel Energy Inc | −567 | 3,051 | $242,371 | |
| AAPL | Apple Inc. | −522 | 28,436 | $7,216,772 | |
| LNT | Alliant Energy Corp | −494 | 7,641 | $548,318 | |
| ADM | Archer-Daniels-Midland Co | −480 | 9,327 | $677,979 | |
| QCOM | Qualcomm Inc/De | −441 | 2,194 | $282,543 | |
| ARCC | Ares Capital Corp | −412 | 54,710 | $985,874 | |
| UBER | Uber Technologies, Inc | −387 | 2,861 | $205,791 | |
| RKLB | Rocket Lab Corp | −380 | 8,572 | $550,493 | |
| DIS | Walt Disney Co | −339 | 3,340 | $321,909 | |
| ATI | Ati Inc | −299 | 2,749 | $399,869 | |
| BP | Bp PLC | −257 | 7,904 | $371,488 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLW | Corning Inc /Ny | 2,867 | $389,825 | |
| GEV | GE Vernova Inc. | 335 | $292,421 | |
| WMB | Williams Companies, Inc. | 3,172 | $230,858 | |
| DELL | Dell Technologies Inc. | 1,382 | $226,827 | |
| AMAT | Applied Materials Inc /De | 641 | $219,087 | |
| BMY | Bristol Myers Squibb Co | 3,569 | $216,459 | |
| MMM | 3M Co | 1,475 | $214,214 | |
| LRCX | Lam Research Corp | 967 | $206,609 | |
| PSX | Phillips 66 | 1,110 | $202,219 | |
| ADI | Analog Devices Inc | 633 | $201,382 | |
| VALE | Vale S.A. | 12,076 | $192,129 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SHOP | Shopify Inc. | 1,620 | $260,771 | |
| ORCL | Oracle Corp | 1,271 | $247,730 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 478 | $229,712 | |
| MLM | Martin Marietta Materials Inc | 340 | $211,704 | |
| CMI | Cummins Inc | 412 | $210,305 | |
| WFC | Wells Fargo & Company/Mn | 2,254 | $210,072 | |
| GXO | GXO Logistics, Inc. | 3,820 | $201,084 | |
| No positions match the current search. | ||||
149 positions ·
$136,131,019 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 149 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 28,436 | $7,216,772 | 5.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 31,740 | $6,610,489 | 4.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 10,831 | $6,251,436 | 4.59% | |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
Added | 504,396 | $6,083,015 | 4.47% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 32,690 | $5,701,136 | 4.19% | |
| GLD |
Spdr Gold Trust
|
Added | 10,513 | $4,523,638 | 3.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 15,299 | $4,399,380 | 3.23% | |
| DE |
Deere & Co
Industrials
|
Reduced | 7,123 | $4,012,385 | 2.95% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 9,495 | $3,514,764 | 2.58% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 86,775 | $2,909,565 | 2.14% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 14,661 | $2,828,106 | 2.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 8,083 | $2,377,695 | 1.75% | |
| INTC |
Intel Corp
Technology
|
Added | 50,784 | $2,241,097 | 1.65% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 14,218 | $2,207,913 | 1.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,627 | $2,051,122 | 1.51% | |
| EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
Financial Services
|
Reduced | 82,631 | $2,028,591 | 1.49% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 13,521 | $1,977,851 | 1.45% | |
| GAB |
Gabelli Equity Trust Inc
Financial Services
|
Reduced | 343,642 | $1,924,395 | 1.41% | |
| UTF |
Cohen & Steers Infrastructure Fund Inc
Financial Services
|
Reduced | 73,092 | $1,891,620 | 1.39% | |
| MU |
Micron Technology Inc
Technology
|
Added | 4,766 | $1,610,145 | 1.18% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 14,629 | $1,583,589 | 1.16% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 13,007 | $1,495,674 | 1.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,892 | $1,440,240 | 1.06% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 5,903 | $1,430,828 | 1.05% | |
| PECO |
Phillips Edison & Company, Inc.
Real Estate
|
Reduced | 36,742 | $1,374,885 | 1.01% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 9,295 | $1,342,569 | 0.99% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,357 | $1,315,263 | 0.97% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
Reduced | 77,074 | $1,279,428 | 0.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 7,286 | $1,236,142 | 0.91% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,621 | $1,148,413 | 0.84% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,765 | $1,089,314 | 0.80% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 5,298 | $1,077,772 | 0.79% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,864 | $1,057,871 | 0.78% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Reduced | 10,701 | $1,045,380 | 0.77% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 1,460 | $996,070 | 0.73% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Reduced | 54,710 | $985,874 | 0.72% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,045 | $961,159 | 0.71% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,577 | $953,123 | 0.70% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 19,269 | $939,363 | 0.69% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 9,717 | $902,514 | 0.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,334 | $867,664 | 0.64% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 20,984 | $806,205 | 0.59% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,622 | $777,262 | 0.57% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
Added | 42,819 | $737,343 | 0.54% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,160 | $729,972 | 0.54% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
Added | 15,451 | $728,669 | 0.54% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 8,926 | $692,568 | 0.51% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Held | 949 | $690,739 | 0.51% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Added | 9,997 | $679,396 | 0.50% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Reduced | 9,327 | $677,979 | 0.50% |