Accelerate Investment Advisors LLC

Q4 2025 13F-HR Holdings

Location
Aliso Viejo, CA
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$148,413
Net value change ($000)
+1,426 (1.0%)
New positions
7
Sold out positions
8
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IDEV 1,241 9.2%
SPYM 1,040 4.8%
IVE 471 23.8%
IEMG 364 26.1%
PM 270 NEW
VEA 260 NEW
MTUM 241 54.4%
VWO 234 5.2%
GOOGL 230 30.1%
MRK 222 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJS -602 -100.0%
QUAL -570 -30.7%
MSFT -464 -16.3%
SCHP -436 -22.3%
PTY -366 -49.7%
META -328 -25.7%
EFG -302 -100.0%
NVDA -300 -9.6%
BRK-B -252 -36.2%
YEAR -242 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type