§ 13F · FUND PROFILE
Accel Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $299.6T (13F)Positions · 269Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 230K | $16.0T | 4.4% | +3% |
| 2 | VNLA | JANUS DETROIT STR TR | 294K | $14.5T | 4.0% | +21% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 407K | $13.3T | 3.6% | +5% |
| 4 | VTI | VANGUARD INDEX FDS | 28K | $9.2T | 2.5% | +6% |
| 5 | VTV | VANGUARD INDEX FDS | 45K | $8.6T | 2.3% | +7% |
| 6 | AAPL | APPLE INC | 29K | $7.9T | 2.2% | ±0% |
| 7 | QQQ | INVESCO QQQ TR | 12K | $7.6T | 2.1% | +7% |
| 8 | AMZN | AMAZON COM INC | 32K | $7.3T | 2.0% | +1% |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 98K | $6.8T | 1.9% | +11% |
| 10 | PTY | PIMCO CORPORATE & INCOME OPP | 503K | $6.5T | 1.8% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACCEL SIGNAL
AC read
Accel Wealth Management is a Other fund managing $299595.7 trillion in assets. The fund runs a broad portfolio of 269 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed