Accel Wealth Management

Q4 2025 13F-HR Holdings

Location
Waverly, IA
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
281
Total value ($000)
$365,634
Net value change ($000)
+21,850 (6.4%)
New positions
18
Sold out positions
14
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/8/2026 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)
VNLA 2,452 20.4%
DFIV 1,558 48.4%
GOOGL 1,110 29.6%
CGGR 1,079 24.2%
ISPY 964 49.3%
GLD 914 28.8%
RDVY 891 15.0%
SCHG 863 6.9%
CGDV 833 16.3%
PXH 827 NEW
Top Reduces (Value $000, Stocks/ETFs)
EDV -908 -100.0%
CSB -561 -41.1%
PID -474 -30.5%
NET -392 -100.0%
MUB -345 -100.0%
MSFT -339 -6.8%
VDE -334 -17.0%
PTY -310 -4.6%
NVDA -297 -4.7%
APH -293 -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