Accel Wealth Management

CIK 0001838226 • 6 13F filings • Apr 10, 2025 – Jul 10, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $276.6M251 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$338K	0.1%	2,547 SH
ABBVIE INC	COM	$1.1M	0.4%	5,173 SH
ADVANCED MICRO DEVICES INC	COM	$505K	0.2%	4,919 SH
ALLIANT ENERGY CORP	COM	$384K	0.1%	5,974 SH
ALPHABET INC	CAP STK CL A	$2.7M	1.0%	17,680 SH
ALPHABET INC	CAP STK CL C	$619K	0.2%	3,964 SH
AMAZON COM INC	COM	$6.1M	2.2%	32,276 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$209K	0.1%	3,155 SH
AMERICAN ELEC PWR CO INC	COM	$263K	0.1%	2,409 SH
AMERICAN EXPRESS CO	COM	$447K	0.2%	1,662 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$348K	0.1%	11,494 SH
AMERIPRISE FINL INC	COM	$689K	0.2%	1,423 SH
APPLE INC	COM	$6.6M	2.4%	29,919 SH
ARCHER DANIELS MIDLAND CO	COM	$524K	0.2%	10,919 SH
ARES CAPITAL CORP	COM	$1.1M	0.4%	50,346 SH
ARISTA NETWORKS INC	COM SHS	$203K	0.1%	2,624 SH
ARM HOLDINGS PLC	SPONSORED ADS	$386K	0.1%	3,614 SH
AT&T INC	COM	$356K	0.1%	12,581 SH
BANK AMERICA CORP	COM	$680K	0.2%	16,294 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$863K	0.3%	1,620 SH
BLACKROCK CORE BD TR	SHS BEN INT	$772K	0.3%	71,152 SH
BLACKROCK TCP CAPITAL CORP	COM	$96K	0.0%	12,000 SH
BLACKSTONE INC	COM	$1.9M	0.7%	13,873 SH
BOEING CO	COM	$337K	0.1%	1,974 SH
BOSTON SCIENTIFIC CORP	COM	$448K	0.2%	4,442 SH
BP PLC	SPONSORED ADR	$346K	0.1%	10,233 SH
BRISTOL-MYERS SQUIBB CO	COM	$281K	0.1%	4,603 SH
BROADCOM INC	COM	$1.3M	0.5%	7,797 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.9M	0.7%	52,612 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.5M	0.5%	43,393 SH
CASEYS GEN STORES INC	COM	$335K	0.1%	771 SH
CATERPILLAR INC	COM	$376K	0.1%	1,140 SH
CENTRAL SECS CORP	COM	$311K	0.1%	6,920 SH
CHEVRON CORP NEW	COM	$1.1M	0.4%	6,498 SH
CISCO SYS INC	COM	$566K	0.2%	9,172 SH
CITIGROUP INC	COM NEW	$283K	0.1%	3,992 SH
CLOUDFLARE INC	CL A COM	$206K	0.1%	1,830 SH
COCA COLA CO	COM	$276K	0.1%	3,849 SH
COCA COLA CONS INC	COM	$340K	0.1%	252 SH
COHEN & STEERS INFRASTRUCTUR	COM	$2.3M	0.8%	88,435 SH
COMMUNITY HEALTHCARE TR INC	COM	$182K	0.1%	10,000 SH
CONOCOPHILLIPS	COM	$568K	0.2%	5,410 SH
CONSTELLATION ENERGY CORP	COM	$559K	0.2%	2,774 SH
COSTCO WHSL CORP NEW	COM	$639K	0.2%	676 SH
DEERE & CO	COM	$3.4M	1.2%	7,247 SH
DEVON ENERGY CORP NEW	COM	$453K	0.2%	12,117 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$288K	0.1%	7,308 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$239K	0.1%	7,231 SH
DISNEY WALT CO	COM	$355K	0.1%	3,602 SH
DUKE ENERGY CORP NEW	COM NEW	$341K	0.1%	2,797 SH
EA SERIES TRUST	BRIDGEWAY BLUE	$334K	0.1%	26,167 SH
EASTERLY GOVT PPTYS INC	COM	$127K	0.0%	12,000 SH
EATON CORP PLC	SHS	$377K	0.1%	1,386 SH
EATON VANCE TAX ADVT DIV INC	COM	$2.6M	0.9%	110,043 SH
ELI LILLY & CO	COM	$815K	0.3%	986 SH
EMERSON ELEC CO	COM	$399K	0.1%	3,639 SH
ENERGY FUELS INC	COM NEW	$43K	0.0%	11,452 SH
EOG RES INC	COM	$236K	0.1%	1,840 SH
EXELON CORP	COM	$258K	0.1%	5,599 SH
EXXON MOBIL CORP	COM	$787K	0.3%	6,616 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$384K	0.1%	7,543 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$378K	0.1%	20,237 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$873K	0.3%	49,617 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$530K	0.2%	20,762 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$1.1M	0.4%	51,249 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$2.0M	0.7%	36,891 SH
FIRST TR EXCHANGE TRADED FD	INTL EQUITY OPP	$216K	0.1%	4,579 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$319K	0.1%	4,680 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$3.5M	1.3%	59,623 SH
FIRST TR EXCHANGE-TRADED FD	DORSY WRGH VLU	$401K	0.1%	14,091 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$205K	0.1%	4,997 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$280K	0.1%	11,811 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$1.3M	0.5%	61,627 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$1.4M	0.5%	31,609 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$389K	0.1%	11,608 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$233K	0.1%	2,311 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$205K	0.1%	6,916 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$1.3M	0.5%	43,340 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S. EQU	$903K	0.3%	30,060 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.6M	2.0%	119,174 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY B	$262K	0.1%	8,510 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$633K	0.2%	14,582 SH
FIRST TR NASDAQ 100 TECH IND	SHS	$691K	0.2%	3,981 SH
FIRST TR VALUE LINE DIVID IN	SHS	$2.0M	0.7%	44,476 SH
FS KKR CAP CORP	COM	$210K	0.1%	10,000 SH
GABELLI EQUITY TR INC	COM	$2.0M	0.7%	360,509 SH
GAMING & LEISURE PPTYS INC	COM	$217K	0.1%	4,254 SH
GENERAL DYNAMICS CORP	COM	$434K	0.2%	1,593 SH
GENERAL MTRS CO	COM	$205K	0.1%	4,358 SH
GLOBAL X FDS	CYBRSCURTY ETF	$730K	0.3%	22,588 SH
GLOBAL X FDS	NASDAQ 100 COVER	$2.6M	1.0%	158,619 SH
GLOBAL X FDS	RUSSELL 2000	$330K	0.1%	21,876 SH
GLOBAL X FDS	US INFR DEV ETF	$630K	0.2%	16,703 SH
GLOBAL X FDS	US PFD ETF	$1.2M	0.4%	60,842 SH
GOLDMAN SACHS BDC INC	SHS	$140K	0.1%	12,000 SH
GOLDMAN SACHS GROUP INC	COM	$382K	0.1%	699 SH
HERCULES CAPITAL INC	COM	$400K	0.1%	20,841 SH
HONEYWELL INTL INC	COM	$561K	0.2%	2,647 SH
INDUSTRIAL LOGISTICS PPTYS T	COM SHS BEN INT	$40K	0.0%	11,671 SH
INTEL CORP	COM	$1.1M	0.4%	50,633 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.4%	4,397 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$558K	0.2%	49,727 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$365K	0.1%	5,906 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$306K	0.1%	6,627 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$229K	0.1%	9,438 SH
INVESCO EXCHANGE TRADED FD T	BUILDING & CONST	$357K	0.1%	5,308 SH
INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$756K	0.3%	52,956 SH
INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$1.8M	0.6%	92,686 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$2.4M	0.9%	20,892 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$1.5M	0.5%	24,000 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$454K	0.2%	2,623 SH
INVESCO QQQ TR	UNIT SER 1	$4.5M	1.6%	9,645 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$715K	0.3%	15,281 SH
ISHARES TR	COHEN STEER REIT	$671K	0.2%	10,908 SH
ISHARES TR	CORE DIV GRWTH	$13.2M	4.8%	213,571 SH
ISHARES TR	CORE HIGH DV ETF	$202K	0.1%	1,670 SH
ISHARES TR	CORE S&P TTL STK	$202K	0.1%	1,654 SH
ISHARES TR	CORE S&P US VLU	$208K	0.1%	2,253 SH
ISHARES TR	CORE S&P500 ETF	$1.3M	0.5%	2,371 SH
ISHARES TR	CORE US AGGBD ET	$3.4M	1.2%	34,670 SH
ISHARES TR	INVESTMENT GRADE	$2.9M	1.0%	64,237 SH
ISHARES TR	MORNINGSTAR GRWT	$431K	0.2%	5,321 SH
ISHARES TR	MRGSTR MD CP GRW	$1.4M	0.5%	19,400 SH
ISHARES TR	MSCI EAFE ETF	$255K	0.1%	3,125 SH
ISHARES TR	NATIONAL MUN ETF	$450K	0.2%	4,272 SH
ISHARES TR	PFD AND INCM SEC	$1.3M	0.5%	42,659 SH
ISHARES TR	RUSSELL 2000 ETF	$707K	0.3%	3,545 SH
ISHARES TR	US AER DEF ETF	$2.8M	1.0%	18,083 SH
ISHARES TR	US CONSM STAPLES	$806K	0.3%	11,261 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$814K	0.3%	15,447 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$455K	0.2%	7,966 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$10.9M	3.9%	221,771 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.7M	0.6%	33,172 SH
JOHNSON & JOHNSON	COM	$1.1M	0.4%	6,561 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.7%	8,350 SH
KENVUE INC	COM	$501K	0.2%	20,897 SH
KIMBELL RTY PARTNERS LP	UNIT	$168K	0.1%	12,000 SH
KINDER MORGAN INC DEL	COM	$2.7M	1.0%	95,274 SH
KULR TECHNOLOGY GROUP INC	COM	$26K	0.0%	19,600 SH
LOCKHEED MARTIN CORP	COM	$502K	0.2%	1,123 SH
MARATHON PETE CORP	COM	$202K	0.1%	1,384 SH
MARTIN MARIETTA MATLS INC	COM	$209K	0.1%	437 SH
MASTERCARD INCORPORATED	CL A	$368K	0.1%	671 SH
MCDONALDS CORP	COM	$346K	0.1%	1,109 SH
MEDICAL PPTYS TRUST INC	COM	$101K	0.0%	16,770 SH
MERCK & CO INC	COM	$491K	0.2%	5,469 SH
META PLATFORMS INC	CL A	$456K	0.2%	791 SH
MICRON TECHNOLOGY INC	COM	$377K	0.1%	4,337 SH
MICROSOFT CORP	COM	$3.6M	1.3%	9,530 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$176K	0.1%	13,651 SH
MYOMO INC	COM NEW	$198K	0.1%	41,082 SH
NETFLIX INC	COM	$227K	0.1%	243 SH
NEWMONT CORP	COM	$635K	0.2%	13,162 SH
NEXTERA ENERGY INC	COM	$599K	0.2%	8,456 SH
NORTHROP GRUMMAN CORP	COM	$684K	0.2%	1,337 SH
NRG ENERGY INC	COM NEW	$333K	0.1%	3,483 SH
NUVEEN PFD & INCOME OPPORTUN	COM	$582K	0.2%	73,070 SH
NVIDIA CORPORATION	COM	$3.7M	1.3%	33,822 SH
OGE ENERGY CORP	COM	$273K	0.1%	5,933 SH
ONEOK INC NEW	COM	$474K	0.2%	4,779 SH
PACER FDS TR	US CASH COWS 100	$210K	0.1%	3,834 SH
PALANTIR TECHNOLOGIES INC	CL A	$975K	0.4%	11,550 SH
PEAKSTONE REALTY TRUST	COMMON SHARES	$151K	0.1%	11,996 SH
PEPSICO INC	COM	$2.0M	0.7%	13,651 SH
PHILIP MORRIS INTL INC	COM	$549K	0.2%	3,457 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$1.2M	0.4%	33,870 SH
PIMCO CORPORATE & INCOME OPP	COM	$6.1M	2.2%	425,251 SH
PRICE T ROWE GROUP INC	COM	$369K	0.1%	4,019 SH
PROCTER AND GAMBLE CO	COM	$1.7M	0.6%	9,782 SH
PROSHARES TR	S&P 500 HIGH INC	$718K	0.3%	17,064 SH
PRUDENTIAL FINL INC	COM	$1.1M	0.4%	10,240 SH
Q2 HLDGS INC	COM	$322K	0.1%	4,025 SH
QUALCOMM INC	COM	$598K	0.2%	3,891 SH
RECURSION PHARMACEUTICALS IN	CL A	$233K	0.1%	44,050 SH
ROBERT HALF INC.	COM	$273K	0.1%	5,011 SH
ROYCE SMALL CAP TRUST INC	COM	$1.5M	0.5%	102,204 SH
RTX CORPORATION	COM	$2.0M	0.7%	15,174 SH
S&P GLOBAL INC	COM	$537K	0.2%	1,057 SH
SALESFORCE INC	COM	$540K	0.2%	2,013 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$593K	0.2%	29,980 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$259K	0.1%	9,275 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.2M	3.0%	325,992 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$229K	0.1%	8,630 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$282K	0.1%	2,925 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.9M	0.7%	38,295 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$369K	0.1%	4,512 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.7M	0.6%	21,372 SH
SELECT SECTOR SPDR TR	SBI MATERIALS	$201K	0.1%	2,343 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$309K	0.1%	1,496 SH
SOUNDHOUND AI INC	CLASS A COM	$248K	0.1%	30,502 SH
SOUTHERN CO	COM	$212K	0.1%	2,307 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$255K	0.1%	606 SH
SPDR GOLD TR	GOLD SHS	$2.3M	0.8%	8,049 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$346K	0.1%	9,500 SH
SPDR SER TR	PORTFLI HIGH YLD	$202K	0.1%	8,616 SH
SPDR SER TR	PORTFLI TIPS ETF	$347K	0.1%	13,152 SH
SPDR SER TR	PRTFLO S&P500 GW	$356K	0.1%	4,431 SH
SPDR SER TR	PRTFLO S&P500 HI	$212K	0.1%	4,792 SH
SPDR SER TR	PRTFLO S&P500 VL	$280K	0.1%	5,475 SH
SPDR SER TR	S&P CAP MKTS	$1.5M	0.6%	12,094 SH
SPDR SER TR	S&P HOMEBUILD	$676K	0.2%	6,976 SH
SPDR SER TR	S&P REGL BKG	$347K	0.1%	6,112 SH
SPDR SER TR	SSGA US LRG ETF	$239K	0.1%	1,375 SH
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$382K	0.1%	9,294 SH
STARWOOD PPTY TR INC	COM	$832K	0.3%	42,101 SH
STONECO LTD	COM CL A	$343K	0.1%	32,730 SH
STRATEGY SHS	NS 7HANDL IDX	$664K	0.2%	31,499 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$344K	0.1%	2,073 SH
TESLA INC	COM	$423K	0.2%	1,632 SH
UNION PAC CORP	COM	$238K	0.1%	1,006 SH
UNITEDHEALTH GROUP INC	COM	$258K	0.1%	492 SH
US BANCORP DEL	COM NEW	$294K	0.1%	6,953 SH
VALERO ENERGY CORP	COM	$306K	0.1%	2,317 SH
VANECK ETF TRUST	DIGI TRANSFRM	$112K	0.0%	12,414 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$3.5M	1.3%	119,945 SH
VANECK ETF TRUST	PREFERRED SECURT	$232K	0.1%	13,827 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$415K	0.2%	4,304 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$200K	0.1%	2,558 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.4M	0.5%	3,901 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$648K	0.2%	2,650 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.8M	2.1%	35,952 SH
VANGUARD INDEX FDS	MID CAP ETF	$522K	0.2%	2,018 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	0.9%	4,951 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$310K	0.1%	1,664 SH
VANGUARD INDEX FDS	SMALL CP ETF	$585K	0.2%	2,636 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.9M	0.7%	7,712 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.3M	2.3%	22,912 SH
VANGUARD INDEX FDS	VALUE ETF	$6.5M	2.4%	37,695 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$294K	0.1%	6,496 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$996K	0.4%	21,512 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$291K	0.1%	3,687 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.7M	1.0%	13,748 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.5%	26,923 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.2M	1.9%	40,189 SH
VANGUARD WORLD FD	CONSUM STP ETF	$2.0M	0.7%	9,323 SH
VANGUARD WORLD FD	ENERGY ETF	$6.2M	2.3%	48,101 SH
VANGUARD WORLD FD	EXTENDED DUR	$1.1M	0.4%	15,172 SH
VANGUARD WORLD FD	FINANCIALS ETF	$215K	0.1%	1,796 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$2.1M	0.8%	8,021 SH
VANGUARD WORLD FD	INF TECH ETF	$405K	0.1%	746 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$391K	0.1%	1,267 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.6M	0.6%	9,635 SH
VERIZON COMMUNICATIONS INC	COM	$368K	0.1%	8,105 SH
VICTORY PORTFOLIOS II	VCSHS US SMCP HG	$2.0M	0.7%	34,208 SH
VISA INC	COM CL A	$486K	0.2%	1,386 SH
VODAFONE GROUP PLC NEW	SPONSORED ADR	$238K	0.1%	25,375 SH
WALMART INC	COM	$579K	0.2%	6,595 SH
WASTE CONNECTIONS INC	COM	$221K	0.1%	1,131 SH
WILLIAMS COS INC	COM	$242K	0.1%	4,055 SH
WP CAREY INC	COM	$653K	0.2%	10,344 SH
XCEL ENERGY INC	COM	$235K	0.1%	3,325 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001838226-26-000006	—	View
Jan 20, 2026	Q4 2025	13F-HR	0001838226-26-000001	$365.6M	View
Oct 8, 2025	Q3 2025