§ 13F · FUND PROFILE
Accel Wealth Management.
AUM · $444M (13F)Positions · 305Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 259K | $20M | 4.4% | +7% |
| 2 | VNLA | JANUS DETROIT STR TR | 344K | $17M | 3.8% | ±0% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 426K | $14M | 3.2% | +4% |
| 4 | VTI | VANGUARD INDEX FDS | 29K | $11M | 2.4% | +2% |
| 5 | VTV | VANGUARD INDEX FDS | 49K | $11M | 2.4% | +3% |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | 127K | $10M | 2.3% | +10% |
| 7 | AAPL | APPLE INC | 28K | $8M | 1.8% | −2% |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 159K | $8M | 1.8% | +3% |
| 9 | VOE | VANGUARD INDEX FDS | 39K | $8M | 1.8% | +7% |
| 10 | AMZN | AMAZON COM INC | 32K | $8M | 1.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACCEL SIGNAL
AC read
Accel Wealth Management is a Other fund managing $444 million in assets. The fund runs a broad portfolio of 305 positions.
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