Accel Wealth Management

Q1 2026 13F-HR Holdings

Location
Waverly, IA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
290
Total value ($000)
$383,359
Net value change ($000)
+17,725 (4.8%)
New positions
20
Sold out positions
12
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 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)
BUFQ 2,806 NEW
VNLA 2,368 16.4%
RDVI 2,070 593.1%
FIRST TRUST EXCHANGE-TRADED FUND 1,885 NEW
BUFR 1,717 776.9%
DFIV 1,494 31.3%
DGRO 1,079 6.8%
RDVY 999 14.6%
VBK 833 22.9%
JAAA 819 18.8%
Top Reduces (Value $000, Stocks/ETFs)
QYLD -2,028 -85.6%
SCHG -1,313 -9.9%
QQQ -1,311 -17.3%
MSFT -1,133 -24.4%
ISPY -667 -22.8%
AMZN -665 -9.1%
AAPL -655 -8.3%
BX -523 -25.9%
IYW -504 -31.3%
GOOGL -465 -9.6%
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