Accelerate Investment Advisors LLC
CIK
2035216
City
Aliso Viejo
State / Country
CA
Top Portfolio Positions
53 positions ·
$33,884,340 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,605 | $3,452,812 | 10.19% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,175 | $3,160,497 | 9.33% |
| NVDA |
Nvidia Corp
Technology
|
15,248 | $2,659,251 | 7.85% |
| TPL |
Texas Pacific Land Corp
Energy
|
5,483 | $2,602,012 | 7.68% |
| MSFT |
Microsoft Corp
Technology
|
4,915 | $1,819,385 | 5.37% |
| XOM |
Exxon Mobil Corp
Energy
|
8,593 | $1,457,888 | 4.30% |
| GLD |
Spdr Gold Trust
|
2,887 | $1,242,247 | 3.67% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,751 | $1,022,684 | 3.02% |
| AVGO |
Broadcom Inc.
Technology
|
3,284 | $1,016,430 | 3.00% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,023 | $869,293 | 2.57% |
Portfolio Trend
Holdings in PTY
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $536,091 | 44,452 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $369,585 | 28,650 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $736,136 | 50,979 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $535,437 | 38,493 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $375,049 | 25,937 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $208,594 | 14,516 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $197,387 | 13,717 | Shares | Sole | 2024-10-11 | |
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