Accelerate Investment Advisors LLC
Registered adviserFiling Date
Global Rank
#6,803
/ 8,811
▲ 1093
Top Industry
Semiconductors
17.6%
Period ended 4 months ago
Filed Aug 12, 2026 · 2mo
8 quarters · since Sep 2024
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$315,370,800
Main clients
Individuals and high net worth
(82% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $315,370,800 | Individuals and high net worth (82%) |
| Feb 2025 to Mar 2026 | $242,848,720 | Individuals and high net worth (82%) |
| Aug 2024 to Jan 2025 | $173,485,832 | Individuals and high net worth (89%) |
| Feb 2024 to Jul 2024 | $104,001,238 | Individuals and high net worth (78%) |
| Aug 2023 to Jan 2024 | $75,586,642 | Individuals and high net worth (76%) |
| May 2023 to Jul 2023 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 75.0% of the book (60%+)
Turnover
Low turnover
16.0% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 7.2 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 74.0%; sector active share 68.5% against the combined 13F book's sector weights.
Over time 8 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
149 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
34.2%
+10.8 pts
Top 5
61.7%
+14.5 pts
Top 10
75.0%
+10.3 pts
HHI
1,479
Diversified+692
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 77.8% | $135,544,128 |
| Technology | 8.4% | $14,561,834 |
| Consumer Cyclical | 3.1% | $5,401,452 |
| Energy | 2.4% | $4,143,316 |
| Communication Services | 1.9% | $3,309,114 |
| Financial Services | 1.9% | $3,240,737 |
| Healthcare | 1.6% | $2,768,383 |
| Industrials | 1.5% | $2,630,106 |
| Consumer Defensive | 0.8% | $1,477,931 |
| Basic Materials | 0.4% | $641,409 |
| Utilities | 0.1% | $216,353 |
| Real Estate | 0.1% | $200,631 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP INDEX FUND | +57,867 | 78,300 | $6,308,631 | |
| FDVV | Fidelity High Dividend ETF | +9,548 | 15,145 | $913,092 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +9,413 | 16,756 | $531,332 | |
| IDEF | +5,177 | 24,147 | $767,391 | ||
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | +4,090 | 39,287 | $2,671,908 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +3,815 | 4,360 | $521,107 | |
| IVV | iShares Core S&P 500 ETF | +3,777 | 12,427 | $9,306,456 | |
| FBND | Fidelity Total Bond ETF | +3,747 | 143,715 | $6,537,595 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +3,741 | 131,339 | $12,999,934 | |
| BLCR | +3,641 | 16,092 | $810,554 | ||
| VUG | VANGUARD GROWTH INDEX FUND | +3,327 | 3,970 | $341,975 | |
| IVW | iShares S&P 500 Growth ETF | +2,281 | 22,265 | $3,062,105 | |
| IWF | iShares Russell 1000 Growth ETF | +2,195 | 2,946 | $365,804 | |
| NVDA | Nvidia Corp | +2,124 | 17,372 | $3,475,963 | |
| EFG | iShares MSCI EAFE Growth ETF | +1,803 | 9,616 | $1,196,422 | |
| REET | iShares Global REIT ETF | +1,499 | 53,302 | $1,472,201 | |
| XOM | ExxonMobil Holdings Corp | +1,398 | 9,991 | $1,365,969 | |
| FIVA | Fidelity International Value Factor ETF | +1,238 | 8,129 | $313,129 | |
| AAPL | Apple Inc. | +1,107 | 14,712 | $4,257,064 | |
| SCHP | Schwab U.S. TIPS ETF | +866 | 53,387 | $1,414,755 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +531 | 5,571 | $281,781 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | +497 | 2,754 | $260,445 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | +432 | 10,548 | $1,732,719 | |
| GOOG | Alphabet Inc. | +422 | 3,757 | $1,327,460 | |
| SCHB | Schwab U.S. Broad Market ETF | +362 | 8,633 | $250,011 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | −8,323 | 273,416 | $24,027,798 | |
| EFV | iShares MSCI EAFE Value ETF | −8,113 | 14,839 | $1,135,925 | |
| SCHA | Schwab U.S. Small-Cap ETF | −5,259 | 99,267 | $3,586,516 | |
| THRO | −4,955 | 14,152 | $610,092 | ||
| IEMG | iShares Trust | −3,696 | 23,765 | $1,968,692 | |
| QUAL | iShares MSCI USA Quality Factor ETF | −3,578 | 2,942 | $645,563 | |
| PTY | Pimco Corporate & Income Opportunity Fund | −3,321 | 41,131 | $494,805 | |
| SCHZ | Schwab U.S. Aggregate Bond ETF | −1,753 | 9,715 | $224,707 | |
| IDEV | iShares Core MSCI International Developed Markets ETF | −1,718 | 173,530 | $15,445,905 | |
| TFLO | iShares Treasury Floating Rate Bond ETF | −1,008 | 7,744 | $392,078 | |
| AVDE | Avantis International Equity ETF | −930 | 5,052 | $450,638 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | −749 | 2,945 | $296,473 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −694 | 86,459 | $5,160,737 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | −568 | 2,082 | $229,748 | |
| CSCO | Cisco Systems, Inc. | −382 | 3,559 | $418,040 | |
| NEAR | iShares Short Duration Bond Active ETF | −382 | 6,550 | $331,823 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | −345 | 2,769 | $949,296 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −344 | 12,769 | $937,372 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | −318 | 9,201 | $320,286 | |
| NEE | Nextera Energy Inc | −316 | 2,465 | $216,353 | |
| BAI | BlackRock ETF Trust | −315 | 21,284 | $1,122,092 | |
| IVE | iShares S&P 500 Value ETF | −254 | 11,592 | $2,632,079 | |
| IJH | iShares Core S&P Mid-Cap ETF | −236 | 3,166 | $244,130 | |
| ORLY | O Reilly Automotive Inc | −209 | 2,494 | $229,672 | |
| SPGI | S&P Global Inc. | −194 | 701 | $285,489 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JCPB | JPMorgan Core Plus Bond ETF | 23,592 | $1,107,408 | |
| MU | Micron Technology Inc | 641 | $739,899 | |
| CORO | 19,938 | $729,730 | ||
| SOXX | iShares Semiconductor ETF | 755 | $483,773 | |
| LLY | ELI LILLY & Co | 389 | $466,578 | |
| JBND | JPMorgan Active Bond ETF | 8,490 | $454,215 | |
| EZU | iShares Trust | 6,352 | $441,464 | |
| STX | Seagate Technology Holdings plc | 348 | $335,820 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 663 | $316,628 | |
| XAR | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 979 | $277,830 | |
| AMD | Advanced Micro Devices Inc | 466 | $270,704 | |
| TXN | Texas Instruments Inc | 895 | $266,772 | |
| EWJ | iShares MSCI Japan ETF | 2,778 | $259,104 | |
| SPCX | Space Exploration Technologies Corp | 1,516 | $259,023 | |
| INTC | Intel Corp | 1,776 | $247,982 | |
| UNH | Unitedhealth Group Inc | 562 | $233,584 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 1,223 | $233,005 | |
| IJR | iShares Core S&P Small-Cap ETF | 1,464 | $217,125 | |
| DHR | Danaher Corp | 1,119 | $213,147 | |
| KLAC | Kla Corp | 699 | $210,895 | |
| GEV | GE Vernova Inc. | 175 | $205,600 | |
| PLD | Prologis, Inc. | 1,481 | $200,631 | |
| LGVN | Longeveron Inc. | 14,250 | $10,017 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTU | Intuit Inc. | 761 | $329,041 | |
| PSX | Phillips 66 | 1,319 | $240,295 | |
| MCD | Mcdonalds Corp | 724 | $225,011 | |
| LOW | Lowes Companies Inc | 937 | $221,394 | |
| VZ | Verizon Communications Inc | 4,083 | $204,966 | |
| BLK | BlackRock, Inc. | 209 | $200,997 | |
| DVY | iShares Select Dividend ETF | 2,007 | $0 | |
| No positions match the current search. | ||||
149 tracked positions ·
$174,135,394 total
· filing declares
149 positions · $174,138,451
· as of Jun 30, 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 |
|---|---|---|---|---|---|---|
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Reduced | 273,416 | $24,027,798 | 13.80% | |
| IDEV |
iShares Core MSCI International Developed Markets ETF
|
Reduced | 173,530 | $15,445,905 | 8.87% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 131,339 | $12,999,934 | 7.47% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 12,427 | $9,306,456 | 5.34% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 143,715 | $6,537,595 | 3.75% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 78,300 | $6,308,631 | 3.62% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 86,459 | $5,160,737 | 2.96% | |
| AAPL |
Apple Inc.
Technology
|
Added | 14,712 | $4,257,064 | 2.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,241 | $3,632,539 | 2.09% | |
| SCHA |
Schwab U.S. Small-Cap ETF
|
Reduced | 99,267 | $3,586,516 | 2.06% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 17,372 | $3,475,963 | 2.00% | |
| IVW |
iShares S&P 500 Growth ETF
|
Added | 22,265 | $3,062,105 | 1.76% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Added | 39,287 | $2,671,908 | 1.53% | |
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 11,592 | $2,632,079 | 1.51% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Held | 5,483 | $2,399,580 | 1.38% | |
| IEMG |
iShares Trust
|
Reduced | 23,765 | $1,968,692 | 1.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,927 | $1,837,869 | 1.06% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Added | 10,548 | $1,732,719 | 1.00% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 2,275 | $1,562,492 | 0.90% | |
| REET |
iShares Global REIT ETF
|
Added | 53,302 | $1,472,201 | 0.85% | |
| SCHP |
Schwab U.S. TIPS ETF
|
Added | 53,387 | $1,414,755 | 0.81% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 9,991 | $1,365,969 | 0.78% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 3,757 | $1,327,460 | 0.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,910 | $1,223,946 | 0.70% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
Added | 9,616 | $1,196,422 | 0.69% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,102 | $1,171,780 | 0.67% | |
| EFV |
iShares MSCI EAFE Value ETF
|
Reduced | 14,839 | $1,135,925 | 0.65% | |
| BAI |
BlackRock ETF Trust
|
Reduced | 21,284 | $1,122,092 | 0.64% | |
| JCPB |
JPMorgan Core Plus Bond ETF
|
NEW | 23,592 | $1,107,408 | 0.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,061 | $1,093,909 | 0.63% | |
| GLD |
Spdr Gold Trust
|
Reduced | 2,828 | $1,041,778 | 0.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,363 | $1,017,847 | 0.58% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
Reduced | 2,769 | $949,296 | 0.55% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Reduced | 12,769 | $937,372 | 0.54% | |
| OEF |
iShares S&P 100 ETF
|
Reduced | 2,557 | $935,529 | 0.54% | |
| FDVV |
Fidelity High Dividend ETF
|
Added | 15,145 | $913,092 | 0.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,576 | $887,745 | 0.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,567 | $840,256 | 0.48% | |
| IWB |
iShares Russell 1000 ETF
|
Added | 1,982 | $811,629 | 0.47% | |
| BLCR |
|
Added | 16,092 | $810,554 | 0.47% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 2,123 | $785,594 | 0.45% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 3,539 | $771,254 | 0.44% | |
| IDEF |
|
Added | 24,147 | $767,391 | 0.44% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 641 | $739,899 | 0.42% | |
| CORO |
|
NEW | 19,938 | $729,730 | 0.42% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 732 | $684,764 | 0.39% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 901 | $663,496 | 0.38% | |
| KNRG |
|
Held | 25,760 | $662,160 | 0.38% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
Reduced | 2,942 | $645,563 | 0.37% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 1,236 | $641,409 | 0.37% |
Showing the top 50 of 149 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.