Accel Wealth Management
All 13F Filings
- Location
- Waverly, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 444,378
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 305 | 444,378 | 13F-HR | Accel Wealth Management |
| 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 | 188 K | 42.3% | 20.45 K | 0 | 20.45 K |
| ETFs | 255.6 K | 57.5% | 40.66 K | 0 | 40.66 K |
| Debt | 746 | 0.2% | 0 | 88 | -88 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
444,378
Holdings
305
QoQ value change ($000)
61,019
(15.9%)
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.