Accelerate Investment Advisors LLC

CIK 0002035216 • 6 13F filings • Apr 21, 2025 – Aug 12, 2026

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Filer information

Filed by: Accelerate Investment Advisors LLC, CCO
Address: 120 Vantis Drive, Suite 330, Aliso Viejo, CA, 92656
Phone: 334-500-4817
AUM: $148.4M

AUM over time

$174.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $148.4M120 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$454K	0.3%Prev: 0.3%	1,989 SH	Increased+204 SH
ALPHABET INC	CAP STK CL A	$938K	0.6%Prev: 0.6%	2,997 SH	Increased-769 SH
ALPHABET INC	CAP STK CL C	$993K	0.7%Prev: 0.5%	3,166 SH	Increased+34 SH
AMAZON COM INC	COM	$3.4M	2.3%Prev: 2.3%	14,876 SH	Increased-329 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$492K	0.3%Prev: 0.3%	5,981 SH	Increased-23 SH
AMGEN INC	COM	$355K	0.2%Prev: 0.2%	1,084 SH	Increased-16 SH
ANALOG DEVICES INC	COM	$241K	0.2%Prev: 0.2%	890 SH	Increased-23 SH
APPLE INC	COM	$3.7M	2.5%Prev: 2.6%	13,637 SH	Decreased-1,296 SH
BANK AMERICA CORP	COM	$256K	0.2%Prev: 0.2%	4,660 SH	Increased+23 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$444K	0.3%Prev: 0.5%	883 SH	Decreased-502 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$653K	0.4%Prev: 0.4%	19,622 SH	Increased+1,563 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.2M	1.5%Prev: 1.4%	36,577 SH	Increased+1,296 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$663K	0.4%Prev: 0.4%	17,205 SH	Increased+741 SH
BLACKROCK INC	COM	$230K	0.2%Prev: 0.2%	215 SH	Decreased-5 SH
BRAND ENGAGEMENT NETWORK INC	*W EXP 03/14/202	$646	0.0%Prev: 0.0%	14,715 SH	Increased
BROADCOM INC	COM	$1.0M	0.7%Prev: 0.6%	2,918 SH	Increased+176 SH
CHEVRON CORP NEW	COM	$382K	0.3%Prev: 0.3%	2,507 SH	Increased+48 SH
CISCO SYS INC	COM	$320K	0.2%Prev: 0.2%	4,158 SH	Increased+39 SH
COSTCO WHSL CORP NEW	COM	$547K	0.4%Prev: 0.4%	634 SH	Decreased-4 SH
DANAHER CORPORATION	COM	$218K	0.1%	952 SH	New
EXXON MOBIL CORP	COM	$1.1M	0.7%Prev: 0.7%	8,799 SH	Increased+1 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$316K	0.2%Prev: 0.2%	5,578 SH	Decreased-250 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$421K	0.3%Prev: 0.3%	1,875 SH	Decreased-181 SH
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$215K	0.1%Prev: 0.1%	4,283 SH	Increased+92 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$6.7M	4.5%Prev: 4.7%	146,298 SH	Decreased-3,093 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$298K	0.2%Prev: 0.2%	6,466 SH	Decreased-104 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$273K	0.2%Prev: 0.2%	6,048 SH	Increased
GE AEROSPACE	COM NEW	$321K	0.2%Prev: 0.2%	1,043 SH	Increased+10 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$287K	0.2%Prev: 0.2%	3,368 SH	Increased+3 SH
HOME DEPOT INC	COM	$305K	0.2%Prev: 0.2%	886 SH	Decreased-8 SH
INTERNATIONAL BUSINESS MACHS	COM	$284K	0.2%Prev: 0.2%	958 SH	Increased+5 SH
INTUIT	COM	$441K	0.3%Prev: 0.3%	666 SH	Decreased-3 SH
INVESCO QQQ TR	UNIT SER 1	$503K	0.3%Prev: 0.4%	818 SH	Decreased-146 SH
ISHARES GOLD TR	ISHARES NEW	$254K	0.2%Prev: 0.2%	3,129 SH	Increased+45 SH
ISHARES INC	CORE MSCI EMKT	$1.8M	1.2%Prev: 0.9%	26,166 SH	Increased+5,002 SH
ISHARES TR	7-10 YR TRSY BD	$217K	0.1%	2,260 SH	New
ISHARES TR	CORE MSCI INTL	$14.7M	9.9%Prev: 9.1%	177,901 SH	Increased+10,356 SH
ISHARES TR	CORE S&P MCP ETF	$227K	0.2%Prev: 0.1%	3,434 SH	Increased+195 SH
ISHARES TR	CORE S&P TTL STK	$1.6M	1.0%Prev: 1.0%	10,459 SH	Increased+455 SH
ISHARES TR	CORE S&P500 ETF	$5.1M	3.4%Prev: 3.4%	7,386 SH	Increased+17 SH
ISHARES TR	CORE US AGGBD ET	$12.6M	8.5%Prev: 8.5%	125,672 SH	Increased+1,552 SH
ISHARES TR	EAFE VALUE ETF	$1.6M	1.1%Prev: 1.1%	22,203 SH	Decreased-1,911 SH
ISHARES TR	EUROPE ETF	$309K	0.2%Prev: 0.2%	4,510 SH	Increased-16 SH
ISHARES TR	FLTG RATE NT ETF	$217K	0.1%	4,273 SH	New
ISHARES TR	GLOBAL REIT ETF	$1.2M	0.8%Prev: 0.8%	49,501 SH	Increased+1,817 SH
ISHARES TR	MORNINGSTAR VALU	$205K	0.1%	2,170 SH	New
ISHARES TR	MSCI EMG MKT ETF	$292K	0.2%Prev: 0.2%	5,340 SH	Increased
ISHARES TR	MSCI INTL VLU FT	$322K	0.2%Prev: 0.2%	8,465 SH	Increased-30 SH
ISHARES TR	MSCI USA MMENTM	$684K	0.5%Prev: 0.3%	2,734 SH	Increased+1,005 SH
ISHARES TR	MSCI USA QLT FCT	$1.3M	0.9%Prev: 1.3%	6,481 SH	Decreased-3,066 SH
ISHARES TR	RUS 1000 ETF	$743K	0.5%Prev: 0.5%	1,991 SH	Increased+12 SH
ISHARES TR	RUS 1000 GRW ETF	$349K	0.2%Prev: 0.2%	736 SH	Increased+1 SH
ISHARES TR	RUS 2000 GRW ETF	$223K	0.2%Prev: 0.1%	690 SH	Increased+22 SH
ISHARES TR	RUS MD CP GR ETF	$302K	0.2%Prev: 0.2%	2,207 SH	Increased+619 SH
ISHARES TR	RUS MID CAP ETF	$285K	0.2%Prev: 0.2%	2,963 SH	Increased+25 SH
ISHARES TR	RUSSELL 2000 ETF	$305K	0.2%Prev: 0.2%	1,238 SH	Increased
ISHARES TR	S&P 100 ETF	$2.0M	1.3%Prev: 1.3%	5,778 SH	Increased+243 SH
ISHARES TR	S&P 500 GRWT ETF	$2.3M	1.5%Prev: 1.5%	18,347 SH	Increased+218 SH
ISHARES TR	S&P 500 VAL ETF	$2.5M	1.7%Prev: 1.3%	11,566 SH	Increased+1,969 SH
ISHARES TR	S&P MC 400VL ETF	$245K	0.2%Prev: 0.2%	1,859 SH	Increased+4 SH
ISHARES TR	SELECT DIVID ETF	$292K	0.2%Prev: 0.2%	2,067 SH	Decreased+6 SH
ISHARES TR	TRS FLT RT BD	$430K	0.3%Prev: 0.2%	8,524 SH	Increased+1,554 SH
ISHARES TR	U.S. TECH ETF	$430K	0.3%Prev: 0.3%	2,153 SH	Increased+40 SH
ISHARES TR	US AER DEF ETF	$446K	0.3%Prev: 0.2%	2,076 SH	Increased+382 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$222K	0.1%Prev: 0.2%	4,509 SH	Decreased-69 SH
JOHNSON & JOHNSON	COM	$293K	0.2%Prev: 0.2%	1,418 SH	Decreased-397 SH
JPMORGAN CHASE & CO.	COM	$850K	0.6%Prev: 0.6%	2,639 SH	Increased-28 SH
KAYNE ANDERSON BDC INC	COM SHS	$624K	0.4%Prev: 0.5%	43,599 SH	Decreased-8,197 SH
LINDE PLC	SHS	$544K	0.4%Prev: 0.4%	1,275 SH	Decreased+3 SH
LOWES COS INC	COM	$231K	0.2%Prev: 0.2%	956 SH	Decreased-34 SH
MASTERCARD INCORPORATED	CL A	$290K	0.2%Prev: 0.2%	507 SH	Increased
MCDONALDS CORP	COM	$213K	0.1%Prev: 0.1%	697 SH	Increased+22 SH
MCKESSON CORP	COM	$446K	0.3%Prev: 0.3%	544 SH	Decreased-99 SH
MERCK & CO INC	COM	$222K	0.1%	2,109 SH	New
META PLATFORMS INC	CL A	$950K	0.6%Prev: 0.9%	1,439 SH	Decreased-301 SH
MICROSOFT CORP	COM	$2.4M	1.6%Prev: 1.9%	4,944 SH	Decreased-568 SH
NEXTERA ENERGY INC	COM	$214K	0.1%Prev: 0.1%	2,668 SH	Increased-44 SH
NVIDIA CORPORATION	COM	$2.8M	1.9%Prev: 2.1%	15,175 SH	Decreased-1,599 SH
OREILLY AUTOMOTIVE INC	COM	$253K	0.2%Prev: 0.2%	2,778 SH	Decreased+16 SH
PHILIP MORRIS INTL INC	COM	$270K	0.2%	1,681 SH	New
PIMCO CORPORATE & INCOME OPP	COM	$370K	0.2%Prev: 0.5%	28,650 SH	Decreased-22,329 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$294K	0.2%Prev: 0.2%	2,931 SH	Increased+32 SH
PROCTER AND GAMBLE CO	COM	$227K	0.2%Prev: 0.2%	1,585 SH	Decreased-24 SH
PROLOGIS INC.	COM	$259K	0.2%Prev: 0.1%	2,026 SH	Increased+105 SH
RTX CORPORATION	COM	$286K	0.2%Prev: 0.2%	1,559 SH	Decreased-302 SH
S&P GLOBAL INC	COM	$450K	0.3%Prev: 0.3%	861 SH	Increased+71 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$459K	0.3%Prev: 0.3%	18,300 SH	Decreased-490 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$204K	0.1%Prev: 0.1%	8,388 SH	Decreased-200 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$270K	0.2%Prev: 0.2%	11,540 SH	Decreased-276 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$217K	0.1%Prev: 0.2%	8,261 SH	Decreased-477 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$320K	0.2%Prev: 0.2%	9,795 SH	Increased+5 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$284K	0.2%Prev: 0.2%	9,596 SH	Increased+5 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$3.0M	2.0%Prev: 1.9%	104,676 SH	Increased+4,615 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.5M	1.0%Prev: 1.3%	57,353 SH	Decreased-15,204 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$242K	0.2%	1,681 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$350K	0.2%Prev: 0.2%	729 SH	Increased+3 SH
SPDR GOLD TR	GOLD SHS	$1.2M	0.8%Prev: 0.7%	2,923 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$767K	0.5%Prev: 0.5%	1,125 SH	Increased+16 SH
SPDR SERIES TRUST	STATE STREET SPD	$22.7M	15.3%	282,374 SH	New
SPDR SERIES TRUST	STATE STRET SPDR	$243K	0.2%	12,732 SH	New
TESLA INC	COM	$1.2M	0.8%Prev: 0.8%	2,633 SH	Decreased-102 SH
TEXAS PACIFIC LAND CORPORATI	COM	$1.6M	1.1%Prev: 1.2%	5,483 SH	Decreased+3,655 SH
UNITED AIRLS HLDGS INC	COM	$263K	0.2%Prev: 0.2%	2,353 SH	Increased-200 SH
UNITED RENTALS INC	COM	$327K	0.2%Prev: 0.3%	404 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$218K	0.1%Prev: 0.2%	660 SH	Decreased-37 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$419K	0.3%Prev: 0.3%	4,046 SH	Increased+8 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$715K	0.5%Prev: 0.5%	9,072 SH	Decreased-978 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.0M	0.7%Prev: 0.7%	13,963 SH	Increased+232 SH
VANGUARD INDEX FDS	GROWTH ETF	$314K	0.2%Prev: 0.2%	643 SH	Increased+29 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.0M	4.0%Prev: 4.1%	20,575 SH	Decreased+25 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.9%Prev: 0.9%	2,223 SH	Increased+136 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$714K	0.5%Prev: 0.5%	2,131 SH	Increased+7 SH
VANGUARD INDEX FDS	VALUE ETF	$1.0M	0.7%Prev: 0.7%	5,378 SH	Decreased-393 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.7M	3.2%Prev: 3.0%	87,619 SH	Increased+5,013 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$233K	0.2%Prev: 0.1%	4,628 SH	Increased+300 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$260K	0.2%	4,161 SH	New
VANGUARD WORLD FD	INF TECH ETF	$411K	0.3%Prev: 0.3%	545 SH	Increased
VISA INC	COM CL A	$311K	0.2%Prev: 0.2%	886 SH	Decreased-52 SH
WALMART INC	COM	$377K	0.3%Prev: 0.2%	3,387 SH	Increased+161 SH
WELLS FARGO CO NEW	COM	$358K	0.2%Prev: 0.3%	3,842 SH	Decreased-589 SH

Sold (vs prior filing)

AB ACTIVE ETFS INC — $242K
AUTOMATIC DATA PROCESSING IN — $239K
COCA COLA CO — $210K
ISHARES TR — $208K
ISHARES TR — $302K
ISHARES TR — $602K
SELECT SECTOR SPDR TR — $274K
SPDR S&P MIDCAP 400 ETF TR — $230K
SPDR SERIES TRUST — $249K
SPDR SERIES TRUST — $21.6M
VERIZON COMMUNICATIONS INC — $238K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001213900-26-003124	$148.4M	View
Oct 14, 2025	Q3 2025	13F-HR	0001213900-25-098277	$147.0M	View
Aug 12, 2026	Q2 2026