# Accelerate Investment Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2035216. Source: https://holderbook.com/funds/2035216-accelerate-investment-advisors-llc/

- Reported value: $174.1M
- Positions: 149
- Weight of the ten largest: 52.4%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $24.0M | 273,416 | 13.8% | 8 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $15.4M | 173,530 | 8.9% | 8 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $13.0M | 131,339 | 7.5% | 8 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $9.3M | 12,427 | 5.3% | 8 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $6.5M | 143,715 | 3.8% | 8 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $6.3M | 78,300 | 3.6% | 8 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $5.2M | 86,459 | 3.0% | 8 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $4.3M | 14,712 | 2.4% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.6M | 15,241 | 2.1% | 8 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $3.6M | 99,267 | 2.1% | 8 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.5M | 17,372 | 2.0% | 8 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $3.1M | 22,265 | 1.8% | 8 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $2.7M | 39,287 | 1.5% | 8 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $2.6M | 11,592 | 1.5% | 8 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $2.4M | 5,483 | 1.4% | 8 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.0M | 23,765 | 1.1% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.8M | 4,927 | 1.1% | 8 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $1.7M | 10,548 | 1.0% | 8 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.6M | 2,275 | 0.9% | 8 |
| ISHARES TR | [REET](https://holderbook.com/stocks/REET/) | $1.5M | 53,302 | 0.8% | 8 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $1.4M | 53,387 | 0.8% | 8 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.4M | 9,991 | 0.8% | 8 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,757 | 0.8% | 8 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.2M | 2,910 | 0.7% | 8 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $1.2M | 9,616 | 0.7% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.2M | 3,102 | 0.7% | 8 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $1.1M | 14,839 | 0.7% | 8 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $1.1M | 21,284 | 0.6% | 5 |
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $1.1M | 23,592 | 0.6% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.1M | 3,061 | 0.6% | 8 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.0M | 2,828 | 0.6% | 8 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.0M | 1,363 | 0.6% | 8 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $949.3K | 2,769 | 0.5% | 7 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $937.4K | 12,769 | 0.5% | 8 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $935.5K | 2,557 | 0.5% | 8 |
| FIDELITY COVINGTON TRUST | [FDVV](https://holderbook.com/stocks/FDVV/) | $913.1K | 15,145 | 0.5% | 5 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $887.5K | 1,576 | 0.5% | 8 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $840.3K | 2,567 | 0.5% | 8 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $811.6K | 1,982 | 0.5% | 8 |
| BLACKROCK ETF TRUST | [BLCR](https://holderbook.com/stocks/BLCR/) | $810.6K | 16,092 | 0.5% | 2 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $785.7K | 2,123 | 0.5% | 8 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $771.3K | 3,539 | 0.4% | 8 |
| BLACKROCK ETF TRUST | [IDEF](https://holderbook.com/stocks/IDEF/) | $767.4K | 24,147 | 0.4% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $740.0K | 641 | 0.4% | 1 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $729.7K | 19,938 | 0.4% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $685.1K | 732 | 0.4% | 8 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $663.2K | 901 | 0.4% | 7 |
| SIMPLIFY EXCHANGE TRADED FUN | [KNRG](https://holderbook.com/stocks/KNRG/) | $662.2K | 25,760 | 0.4% | 2 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $645.5K | 2,942 | 0.4% | 8 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $641.0K | 1,236 | 0.4% | 8 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $610.1K | 14,152 | 0.4% | 5 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $575.8K | 2,016 | 0.3% | 8 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $562.3K | 7,216 | 0.3% | 8 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $550.0K | 1,099 | 0.3% | 8 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $539.9K | 2,140 | 0.3% | 8 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $531.3K | 16,756 | 0.3% | 2 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $521.1K | 4,360 | 0.3% | 8 |
| PIMCO CORPORATE & INCOME OPP | [PTY](https://holderbook.com/stocks/PTY/) | $494.8K | 41,131 | 0.3% | 8 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $483.8K | 755 | 0.3% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $466.8K | 389 | 0.3% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $464.9K | 1,244 | 0.3% | 5 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $462.3K | 18,747 | 0.3% | 6 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $461.1K | 407 | 0.3% | 5 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $460.8K | 1,804 | 0.3% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $454.2K | 8,490 | 0.3% | 1 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $450.7K | 5,052 | 0.3% | 8 |
| ISHARES INC | [EZU](https://holderbook.com/stocks/EZU/) | $441.5K | 6,352 | 0.3% | 1 |
| SEI EXCHANGE TRADED FUNDS | [SEIM](https://holderbook.com/stocks/SEIM/) | $438.9K | 7,816 | 0.3% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $432.2K | 1,717 | 0.2% | 8 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $418.0K | 3,559 | 0.2% | 6 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $412.7K | 546 | 0.2% | 7 |
| SEI EXCHANGE TRADED FUNDS | [SEIV](https://holderbook.com/stocks/SEIV/) | $409.9K | 8,539 | 0.2% | 2 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $409.6K | 3,940 | 0.2% | 8 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $392.1K | 7,744 | 0.2% | 8 |
| SEI EXCHANGE TRADED FUNDS | [SEIE](https://holderbook.com/stocks/SEIE/) | $387.1K | 10,907 | 0.2% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $377.8K | 2,279 | 0.2% | 8 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $365.8K | 2,946 | 0.2% | 5 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $365.3K | 5,340 | 0.2% | 5 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $364.3K | 1,212 | 0.2% | 5 |
| ISHARES TR | [IVLU](https://holderbook.com/stocks/IVLU/) | $353.6K | 8,455 | 0.2% | 5 |
| UNITED AIRLS HLDGS INC | [UAL](https://holderbook.com/stocks/UAL/) | $347.6K | 2,556 | 0.2% | 5 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $344.4K | 10,179 | 0.2% | 8 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $342.0K | 3,970 | 0.2% | 8 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $340.6K | 940 | 0.2% | 8 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $335.6K | 348 | 0.2% | 1 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $331.8K | 6,550 | 0.2% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $325.0K | 305 | 0.2% | 2 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $323.2K | 2,207 | 0.2% | 5 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $320.8K | 3,881 | 0.2% | 8 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $320.3K | 9,201 | 0.2% | 8 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $319.5K | 2,896 | 0.2% | 5 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $316.5K | 663 | 0.2% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $315.3K | 894 | 0.2% | 5 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $314.9K | 4,419 | 0.2% | 3 |
| FIDELITY COVINGTON TRUST | [FIVA](https://holderbook.com/stocks/FIVA/) | $313.1K | 8,129 | 0.2% | 2 |
| GOLDMAN SACHS ETF TR | [GSEW](https://holderbook.com/stocks/GSEW/) | $308.5K | 3,268 | 0.2% | 8 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $302.4K | 2,670 | 0.2% | 7 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $301.5K | 2,991 | 0.2% | 8 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $300.3K | 1,583 | 0.2% | 5 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $298.7K | 1,176 | 0.2% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.8% | +14.8% | -5.0% | 100% |
| Q1 2026 | -1.8% | -4.6% | +2.9% | 100% |
| Q4 2025 | +1.6% | +2.4% | -0.8% | 100% |
| Q3 2025 | +6.3% | +7.8% | -1.5% | 100% |
| Q2 2025 | +7.1% | +10.5% | -3.4% | 100% |
| Q1 2025 | -1.8% | -4.6% | +2.8% | 100% |
| Q4 2024 | -0.2% | +2.1% | -2.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $174.1M | 149 |
| Q1 2026 | $149.7M | 133 |
| Q4 2025 | $148.4M | 120 |
| Q3 2025 | $147.0M | 121 |
| Q2 2025 | $134.4M | 115 |
| Q1 2025 | $119.4M | 115 |
| Q4 2024 | $113.4M | 100 |
| Q3 2024 | $102.4M | 84 |