Accelerate Investment Advisors LLC

Q3 2026 13F-HR Holdings

Location
Aliso Viejo, CA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$178,277
Net value change ($000)
+4,139 (2.4%)
New positions
13
Sold out positions
15
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JUSA 3,069 NEW
EXXONMOBIL HOLDINGS CORP 1,602 NEW
SPYM 1,537 6.4%
IDEV 831 5.4%
CORO 763 104.5%
IALT 729 NEW
JEMA 718 NEW
JIG 700 NEW
JIVE 667 NEW
GOVT 522 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -2,941 -31.6%
XOM -1,366 -100.0%
MTUM -949 -100.0%
IEMG -853 -43.3%
VOO -778 -49.8%
BND -668 -71.3%
EFG -658 -55.0%
TPL -614 -25.6%
SCHV -320 -100.0%
EFV -298 -26.2%
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