CIK 1838226
Accel Wealth Management
Institutional 13F holdings & portfolio
Holdings
281
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 281
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DGRO | ISHARES TR | 230K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 294K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 407K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| AAPL | APPLE INC | 29K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 12K | $1M+ | SH |
| AMZN | AMAZON COM INC | 32K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 98K | $1M+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 503K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 32K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 136K | $1M+ | SH |
| ITA | ISHARES TR | 26K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 39K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 125K | $1M+ | SH |
| GOOGL | ALPHABET INC | 16K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 96K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 86K | $1M+ | SH |
| AGG | ISHARES TR | 42K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 124K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| KCE | SPDR SERIES TRUST | 24K | $1M+ | SH |
| IGEB | ISHARES TR | 76K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 25K | $1M+ | SH |
| DE | DEERE & CO | 7K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 15K | $1M+ | SH |
| ISPY | PROSHARES TR | 64K | $1M+ | SH |
| RTX | RTX CORPORATION | 15K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 8K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 13K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 134K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 86K | $1M+ | SH |
| IMCG | ISHARES TR | 29K | $1M+ | SH |
| AVGO | BROADCOM INC | 7K | $1M+ | SH |
| GAB | GABELLI EQUITY TR INC | 352K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 38K | $1M+ | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 83K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| JPEM | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| PEP | PEPSICO INC | 14K | $1M+ | SH |
| BX | BLACKSTONE INC | 13K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 52K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 9K | $1M+ | SH |
| SHLD | GLOBAL X FDS | 29K | $1M+ | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 77K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 39K | $1M+ | SH |