Accelerate Investment Advisors LLC

Q1 2026 13F-HR Holdings

Location
Aliso Viejo, CA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
133
Total value ($000)
$149,705
Net value change ($000)
+1,292 (0.9%)
New positions
22
Sold out positions
9
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TPL 1,027 65.2%
EFG 870 NEW
KNRG 655 NEW
IDEF 621 NEW
IVV 591 11.7%
BLCR 511 NEW
XOM 399 37.7%
SGOV 372 NEW
SEIM 358 NEW
SEIV 356 NEW
Top Reduces (Value $000, Stocks/ETFs)
OEF -1,149 -58.0%
SPYM -1,088 -4.8%
KBDC -624 -100.0%
MSFT -572 -23.9%
ITA -446 -100.0%
FBND -351 -5.2%
VTV -313 -30.5%
AMZN -274 -8.0%
PLD -259 -100.0%
AAPL -254 -6.9%
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