Institutional Manager · CIK 0002035216
Accelerate Investment Advisors LLC
Aliso Viejo, CA · File #028-24386
Latest AUM
$148.4M
Positions
120
Top-10 Concentration
64.3%
Filings
6
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 282,374 | $22.7M | 17.67% |
| 2 | ISHARES TR | 46435G326 | 177,901 | $14.7M | 11.45% |
| 3 | ISHARES TR | 464287226 | 125,672 | $12.6M | 9.79% |
| 4 | FIDELITY MERRIMACK STR TR | 316188309 | 146,298 | $6.7M | 5.25% |
| 5 | VANGUARD INDEX FDS | 922908629 | 20,575 | $6.0M | 4.66% |
| 6 | ISHARES TR | 464287200 | 7,386 | $5.1M | 3.95% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 87,619 | $4.7M | 3.67% |
| 8 | APPLE INC | AAPL | 13,637 | $3.7M | 2.89% |
| 9 | AMAZON COM INC | AMZN | 14,876 | $3.4M | 2.68% |
| 10 | SCHWAB STRATEGIC TR | 808524607 | 104,676 | $3.0M | 2.33% |
| 11 | NVIDIA CORPORATION | NVDA | 15,175 | $2.8M | 2.21% |
| 12 | ISHARES TR | 464287408 | 11,566 | $2.5M | 1.91% |
| 13 | MICROSOFT CORP | MSFT | 4,944 | $2.4M | 1.87% |
| 14 | ISHARES TR | 464287309 | 18,347 | $2.3M | 1.76% |
| 15 | BLACKROCK ETF TRUST | BLK | 36,577 | $2.2M | 1.74% |
| 16 | ISHARES TR | 464287101 | 5,778 | $2.0M | 1.55% |
| 17 | ISHARES INC | 46434G103 | 26,166 | $1.8M | 1.37% |
| 18 | ISHARES TR | 464288877 | 22,203 | $1.6M | 1.24% |
| 19 | TEXAS PACIFIC LAND CORPORATI | TPL | 5,483 | $1.6M | 1.23% |
| 20 | ISHARES TR | 464287150 | 10,459 | $1.6M | 1.21% |