Accelerate Investment Advisors LLC
All 13F Filings
- Location
- Aliso Viejo, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 178,277
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 147 | 178,277 | 13F-HR | Accelerate Investment Advisors LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.65 K | 21.2% | 0 | 2.338 K | -2.338 K |
| ETFs | 138.3 K | 77.7% | 5.516 K | 0 | 5.516 K |
| Debt | 2.08 K | 1.2% | 1.064 K | 0 | 1.064 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
178,277
Holdings
147
QoQ value change ($000)
4,139
(2.4%)
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.