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 101–150 of 281
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | 10K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 4K | $500K+ | SH |
| PXH | INVESCO EXCH TRADED FD TR II | 32K | $500K+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 45K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| CSB | VICTORY PORTFOLIOS II | 14K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| STWD | STARWOOD PPTY TR INC | 43K | $500K+ | SH |
| HTGC | HERCULES CAPITAL INC | 39K | $500K+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 15K | $500K+ | SH |
| PAVE | GLOBAL X FDS | 15K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 1K | $500K+ | SH |
| XISE | FIRST TR EXCHNG TRADED FD VI | 23K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| BUG | GLOBAL X FDS | 22K | $500K+ | SH |
| SPYI | NEOS ETF TRUST | 12K | $500K+ | SH |
| WPC | WP CAREY INC | 10K | $500K+ | SH |
| RKLB | ROCKET LAB CORP | 9K | $500K+ | SH |
| PFFD | GLOBAL X FDS | 33K | $500K+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 14K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 17K | $500K+ | SH |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 13K | $500K+ | SH |
| NLR | VANECK ETF TRUST | 5K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 668 | $500K+ | SH |
| FOCT | FIRST TR EXCHNG TRADED FD VI | 12K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 10K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 68K | $500K+ | SH |
| LNT | ALLIANT ENERGY CORP | 8K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| CASY | CASEYS GEN STORES INC | 949 | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $500K+ | SH |
| IBOT | VANECK ETF TRUST | 10K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 689 | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| V | VISA INC | 1K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 582 | $500K+ | SH |
| NRG | NRG ENERGY INC | 3K | $500K+ | SH |
| DVLU | FIRST TR EXCHANGE-TRADED FD | 14K | $100K–$500K | SH |