§ 13F · FUND PROFILE
Accel Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $344M (13F)Positions · 278Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 243K | $17M | 4.4% | +6% |
| 2 | VNLA | JANUS DETROIT STR TR | 345K | $17M | 4.4% | +17% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 411K | $12M | 3.1% | +1% |
| 4 | VTV | VANGUARD INDEX FDS | 48K | $9M | 2.4% | +6% |
| 5 | VTI | VANGUARD INDEX FDS | 29K | $9M | 2.4% | +4% |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | 115K | $8M | 2.0% | +17% |
| 7 | AAPL | APPLE INC | 28K | $7M | 1.9% | −2% |
| 8 | VOE | VANGUARD INDEX FDS | 37K | $7M | 1.8% | +6% |
| 9 | AMZN | AMAZON COM INC | 32K | $7M | 1.7% | +1% |
| 10 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 154K | $7M | 1.7% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACCEL SIGNAL
AC read
Accel Wealth Management is a Other fund managing $344 million in assets. The fund runs a broad portfolio of 278 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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