Institutional Manager · CIK 0001838226
Accel Wealth Management
WAVERLY, IA · File #028-20466
Latest AUM
$365.6M
Positions
281
Top-10 Concentration
42.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025281 pos · $365.6M
- 13F HOLDINGS REPORTQ/E Sep 2025278 pos · $343.8M
- 13F HOLDINGS REPORTQ/E Jun 2025269 pos · $299.6M
- 13F HOLDINGS REPORTQ/E Mar 2025256 pos · $276.6M
- 13F HOLDINGS REPORTQ/E Dec 2024251 pos · $263.7M
- 13F HOLDINGS REPORTQ/E Sep 2024256 pos · $268.6M
- 13F HOLDINGS REPORTQ/E Jun 2024244 pos · $249.9M
- 13F HOLDINGS REPORTQ/E Mar 2024227 pos · $235.6M
- 13F HOLDINGS REPORTQ/E Dec 2023168 pos · $179.5M
- 13F HOLDINGS REPORTQ/E Sep 2023170 pos · $181.7M
- 13F HOLDINGS REPORTQ/E Jun 20231,256 pos · $244.6M
- 13F HOLDINGS REPORTQ/E Mar 20231,059 pos · $209.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46434V621 | 230,125 | $16.0M | 6.91% |
| 2 | JANUS DETROIT STR TR | 47103U886 | 294,483 | $14.5M | 6.26% |
| 3 | SCHWAB STRATEGIC TR | 808524300 | 407,461 | $13.3M | 5.75% |
| 4 | VANGUARD INDEX FDS | 922908769 | 27,545 | $9.2M | 3.99% |
| 5 | VANGUARD INDEX FDS | 922908744 | 44,949 | $8.6M | 3.71% |
| 6 | APPLE INC | AAPL | 28,958 | $7.9M | 3.41% |
| 7 | INVESCO QQQ TR | IVZ | 12,312 | $7.6M | 3.27% |
| 8 | AMAZON COM INC | AMZN | 31,518 | $7.3M | 3.15% |
| 9 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 98,304 | $6.8M | 2.95% |
| 10 | PIMCO CORPORATE & INCOME OPP | PTY | 502,582 | $6.5M | 2.80% |
| 11 | VANGUARD INDEX FDS | 922908512 | 34,587 | $6.1M | 2.65% |
| 12 | NVIDIA CORPORATION | NVDA | 32,404 | $6.0M | 2.61% |
| 13 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 136,266 | $5.9M | 2.57% |
| 14 | ISHARES TR | 464288760 | 26,250 | $5.6M | 2.44% |
| 15 | VANGUARD WHITEHALL FDS | 921946406 | 39,251 | $5.6M | 2.44% |
| 16 | CAPITAL GROUP GROWTH ETF | 14020G101 | 124,520 | $5.5M | 2.40% |
| 17 | ALPHABET INC | GOOG | 15,541 | $4.9M | 2.10% |
| 18 | DIMENSIONAL ETF TRUST | 25434V807 | 95,781 | $4.8M | 2.07% |
| 19 | MICROSOFT CORP | MSFT | 9,610 | $4.6M | 2.01% |
| 20 | JANUS DETROIT STR TR | 47103U845 | 86,045 | $4.4M | 1.88% |