Accelerate Investment Advisors LLC
All 13F Filings
- Location
- Aliso Viejo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 174,138
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/12/2026 | 149 | 174,138 | 13F-HR | Accelerate Investment Advisors LLC |
| Q1 2026 | 4/13/2026 | 133 | 149,705 | 13F-HR | Accelerate Investment Advisors LLC |
| Q4 2025 | 1/12/2026 | 120 | 148,413 | 13F-HR | Accelerate Investment Advisors LLC |
| Q3 2025 | 10/14/2025 | 121 | 146,987 | 13F-HR | Accelerate Investment Advisors LLC |
| Q2 2025 | 7/7/2025 | 115 | 134,427 | 13F-HR | Accelerate Investment Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.99 K | 23.0% | 6.616 K | 0 | 6.616 K |
| ETFs | 132.7 K | 76.4% | 17.4 K | 0 | 17.4 K |
| Debt | 1.016 K | 0.6% | 475 | 0 | 475 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
174,138
Holdings
149
QoQ value change ($000)
24,433
(16.3%)
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.