Accel Wealth Management

Q2 2026 13F-HR Holdings

Location
Waverly, IA
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
305
Total value ($000)
$444,378
Net value change ($000)
+61,019 (15.9%)
New positions
28
Sold out positions
12
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FIRST TRUST EXCHANGE-TRADED FUND 4,784 253.8%
INTC 4,451 198.6%
BUFQ 3,336 118.9%
MU 2,594 161.1%
DGRO 2,575 15.1%
RDVY 2,427 31.0%
SCHG 2,426 20.3%
BUFR 2,336 120.5%
AMD 2,043 189.5%
SMH 1,786 100.3%
Top Reduces (Value $000, Stocks/ETFs)
IWF -870 -100.0%
JAAA -806 -15.6%
GLD -767 -17.0%
JPEM -703 -33.4%
PTY -685 -11.3%
VDE -600 -24.7%
HON -591 -100.0%
LGOV -569 -34.6%
ISPY -460 -20.4%
BCD -456 -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.
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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