Accelerate Investment Advisors LLC

Q2 2026 13F-HR Holdings

Location
Aliso Viejo, CA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$174,138
Net value change ($000)
+24,433 (16.3%)
New positions
22
Sold out positions
7
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 3,657 64.7%
SPYM 2,464 11.4%
JCPB 1,107 NEW
NVDA 817 30.7%
AAPL 804 23.3%
IVW 802 35.5%
IDEV 801 5.5%
MU 740 NEW
CORO 730 NEW
DYNF 624 30.5%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -605 -48.4%
EFV -570 -33.4%
INTU -329 -100.0%
DVY -304 -100.0%
PSX -240 -100.0%
MCD -225 -100.0%
LOW -221 -100.0%
VZ -205 -100.0%
TPL -202 -7.8%
BLK -201 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type