Accel Wealth Management
All 13F Filings
- Location
- Waverly, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 383,359
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 290 | 383,359 | 13F-HR | Accel Wealth Management |
| Q4 2025 | 1/20/2026 | 281 | 365,634 | 13F-HR | Accel Wealth Management |
| Q3 2025 | 10/8/2025 | 278 | 343,784 | 13F-HR | Accel Wealth Management |
| Q2 2025 | 7/22/2025 | 269 | 299,596 | 13F-HR | Accel Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 167.6 K | 43.7% | 0 | 110.4 K | -110.4 K |
| ETFs | 215 K | 56.1% | 128.3 K | 0 | 128.3 K |
| Debt | 834 | 0.2% | 0 | 192 | -192 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
383,359
Holdings
290
QoQ value change ($000)
17,725
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.