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 201–250 of 281
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 8K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 968 | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| TROW | PRICE T ROWE GROUP INC | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| BP | BP PLC | 8K | $100K–$500K | SH |
| WWD | WOODWARD INC | 933 | $100K–$500K | SH |
| FPXI | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 12K | $100K–$500K | SH |
| EMXC | ISHARES INC | 4K | $100K–$500K | SH |
| ADPV | SERIES PORTFOLIOS TR | 6K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 4K | $100K–$500K | SH |
| BBLU | EA SERIES TRUST | 17K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| BCD | ABRDN ETFS | 8K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| ETG | EATON VANCE TX ADV GLBL DIV | 11K | $100K–$500K | SH |
| KVUE | KENVUE INC | 15K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 541 | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| SPIP | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| FMTL | FIRST TR EXCHANGE TRADED FD | 9K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| SATS | ECHOSTAR CORP | 2K | $100K–$500K | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 13K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| OGE | OGE ENERGY CORP | 6K | $100K–$500K | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 605 | $100K–$500K | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 4K | $100K–$500K | SH |
| IUSV | ISHARES TR | 2K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 478 | $100K–$500K | SH |
| KBE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |