Accelerate Investment Advisors LLC

Q3 2025 13F-HR Holdings

Location
Aliso Viejo, CA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
121
Total value ($000)
$146,987
Net value change ($000)
+12,560 (9.3%)
New positions
10
Sold out positions
5
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
SPYM 2,767 14.7%
IDEV 1,718 14.7%
AGG 1,002 8.8%
AAPL 847 28.7%
VWO 709 18.8%
VO 687 12.8%
OEF 592 47.4%
NVDA 487 18.4%
SCHA 466 20.0%
FBND 427 6.6%
Top Reduces (Value $000, Stocks/ETFs)
VOO -862 -40.3%
BND -732 -41.8%
VTI -428 -38.0%
EFG -365 -54.7%
IYW -322 -43.8%
AMT -292 -100.0%
PM -278 -100.0%
KBDC -267 -27.9%
TPL -225 -11.7%
EFV -205 -11.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type