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Accelerate Investment Advisors LLC
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $178,277,232
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $25,565,481
- ISHARES TR · CORE MSCI INTL · 46435G326 · shares: $16,276,551
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $13,475,431
- VANGUARD INDEX FDS · MRNGSTR MID CAP · 922908629 · shares: $6,481,327
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $6,475,412
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $6,365,908
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $5,431,080
- APPLE INC · COM · 037833100 · shares: $4,263,906
- NVIDIA CORPORATION · COM · 67066G104 · shares: $3,687,904
- AMAZON COM INC · COM · 023135106 · shares: $3,607,451
Reported holdings
147 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 284,820 shares | $25,565,481 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 181,902 shares | $16,276,551 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 142,537 shares | $13,475,431 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 82,649 shares | $6,481,327 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 149,548 shares | $6,475,412 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 8,312 shares | $6,365,908 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 91,571 shares | $5,431,080 |
| APPLE INC | COM | 037833100 | — | 12,804 shares | $4,263,906 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 16,148 shares | $3,687,904 |
| AMAZON COM INC | COM | 023135106 | — | 14,479 shares | $3,607,451 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 25,023 shares | $3,559,794 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 104,113 shares | $3,397,203 |
| J P MORGAN EXCHANGE TRADED F | US RESEARCH ENHN | 46654Q617 | — | 44,812 shares | $3,069,174 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 12,894 shares | $2,943,480 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 42,056 shares | $2,912,765 |
| MICROSOFT CORP | COM | 594918104 | — | 4,480 shares | $2,297,711 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 5,483 shares | $1,786,485 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 10,735 shares | $1,785,060 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 9,841 shares | $1,601,586 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | — | 30,057 shares | $1,536,494 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | — | 59,207 shares | $1,526,368 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 41,073 shares | $1,493,004 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 57,643 shares | $1,448,557 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,551 shares | $1,209,843 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 13,745 shares | $1,115,558 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 24,853 shares | $1,112,932 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 22,669 shares | $1,109,874 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 2,845 shares | $1,083,535 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 3,137 shares | $1,079,225 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,472 shares | $1,067,450 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 2,781 shares | $1,062,709 |
| BROADCOM INC | COM | 11135F101 | — | 2,995 shares | $1,051,965 |
| TESLA INC | COM | 88160R101 | — | 2,946 shares | $1,045,186 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,366 shares | $1,042,113 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 22,082 shares | $1,042,046 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | — | 16,983 shares | $1,031,394 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 10,585 shares | $837,687 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 2,476 shares | $819,063 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 3,746 shares | $809,337 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 2,126 shares | $795,798 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 1,900 shares | $790,573 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,119 shares | $784,368 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | 09290C699 | — | 24,356 shares | $760,570 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 16,850 shares | $741,064 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 24,427 shares | $729,390 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | — | 11,604 shares | $718,172 |
| J P MORGAN EXCHANGE TRADED F | INTERNL GWT | 46641Q324 | — | 8,352 shares | $700,065 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 929 shares | $687,370 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 8,675 shares | $677,529 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | 46654Q757 | — | 7,004 shares | $666,921 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 2,911 shares | $646,985 |
| SIMPLIFY EXCHANGE TRADED FUN | KAYNE ANDERSON | 82889N277 | — | 25,760 shares | $642,225 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 594 shares | $632,848 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 2,047 shares | $614,352 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 2,255 shares | $597,456 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 643 shares | $585,357 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,159 shares | $577,208 |
| LINDE PLC | SHS | G54950103 | — | 1,192 shares | $565,632 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 4,360 shares | $547,921 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 7,125 shares | $544,327 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 4,486 shares | $537,573 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 | — | 7,950 shares | $535,274 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 23,886 shares | $522,386 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 11,329 shares | $508,567 |
| PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | — | 41,831 shares | $460,564 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 19,408 shares | $459,964 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 5,061 shares | $456,054 |
| MCKESSON CORP | COM | 58155Q103 | — | 529 shares | $451,392 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,972 shares | $448,388 |
| ELI LILLY & CO | COM | 532457108 | — | 374 shares | $432,198 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | — | 3,959 shares | $418,487 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 727 shares | $413,593 |
| SEI EXCHANGE TRADED FUNDS | QIM US LARGE CAP | 81589A205 | — | 7,680 shares | $412,954 |
| SEI EXCHANGE TRADED FUNDS | QIM US LARGE VAL | 81589A304 | — | 8,407 shares | $412,700 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 12,658 shares | $411,771 |
| UNITED RENTALS INC | COM | 911363109 | — | 407 shares | $407,335 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,958 shares | $399,937 |
| SEI EXCHANGE TRADED FUNDS | SELE INTL EQ ETF | 81589A700 | — | 10,907 shares | $390,362 |
| CISCO SYS INC | COM | 17275R102 | — | 3,604 shares | $387,894 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 4,193 shares | $377,864 |
| ABBVIE INC | COM | 00287Y109 | — | 1,436 shares | $375,639 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 4,940 shares | $373,563 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,190 shares | $371,577 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 2,946 shares | $369,033 |
| AMGEN INC | COM | 031162100 | — | 874 shares | $368,600 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 1,318 shares | $366,129 |
| FIDELITY COVINGTON TRUST | INT VL FCT ETF | 316092717 | — | 9,610 shares | $365,654 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 | — | 8,452 shares | $362,506 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 5,340 shares | $356,654 |
| ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | — | 6,815 shares | $339,803 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 3,472 shares | $338,381 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 2,977 shares | $317,676 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,100 shares | $305,173 |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 381430438 | — | 3,270 shares | $304,379 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 2,208 shares | $303,933 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 3,021 shares | $303,767 |
| WELLS FARGO & CO | COM | 949746101 | — | 3,793 shares | $303,659 |
| RTX CORPORATION | COM | 75513E101 | — | 1,620 shares | $300,783 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 488 shares | $298,417 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U406 | — | 6,048 shares | $293,864 |