Accelerate Investment Advisors LLC Portfolio Holdings

Accelerate Investment Advisors LLC

  • $148 Billion
  • Q4 2025

Accelerate Investment Advisors LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $22.7B, Ishares Core Msci Intl Develop with a value of $14.7B, Ishares Core U.S. Aggregate Bo with a value of $12.6B, Fidelity Merrimack Str Tr Tota with a value of $6.74B, and Vanguard Mid Cap ETF with a value of $5.97B.

Examining the 13F form we can see an increase of $1.43B in the current position value, from $147B to 148B.

Accelerate Investment Advisors LLC is based out at Aliso Viejo, CA

Below you can find more details about Accelerate Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $114 Billion
Technology: $11.2 Billion
Consumer Cyclical: $5.62 Billion
Financial Services: $3.33 Billion
Energy: $3.02 Billion
Communication Services: $2.88 Billion
Healthcare: $2.21 Billion
Consumer Defensive: $1.42 Billion
Other: $1.67 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.7 Billion 15.26% of portfolio
282,374
Q4 2025 Added 2.36%
$0
$14.7 Billion 9.89% of portfolio
177,901
Q4 2025 Added 6.18%
$0
$12.6 Billion 8.46% of portfolio
125,672
Q4 2025 Added 1.25%
$0
$6.74 Billion 4.54% of portfolio
146,298
Q4 2025 Reduced 2.07%
$0
$5.97 Billion 4.02% of portfolio
20,575
Q4 2025 Added 0.12%
$0
$5.06 Billion 3.41% of portfolio
7,386
Q4 2025 Added 0.23%
$0
$4.71 Billion 3.17% of portfolio
87,619
Q4 2025 Added 6.07%
$4.3T
$3.71 Billion 2.5% of portfolio
13,637
Q4 2025 Reduced 8.68%
$2.39T
$3.43 Billion 2.31% of portfolio
14,876
Q4 2025 Reduced 2.16%
$0
$2.98 Billion 2.01% of portfolio
104,676
Q4 2025 Added 4.61%
$465B
$2.83 Billion 1.91% of portfolio
15,175
Q4 2025 Reduced 9.53%
$0
$2.45 Billion 1.65% of portfolio
11,566
Q4 2025 Added 20.52%
$3.78T
$2.39 Billion 1.61% of portfolio
4,944
Q4 2025 Reduced 10.3%
$0
$2.26 Billion 1.52% of portfolio
18,347
Q4 2025 Added 1.2%
$0
$2.22 Billion 1.5% of portfolio
36,577
Q4 2025 Added 3.67%
$0
$1.98 Billion 1.34% of portfolio
5,778
Q4 2025 Added 4.39%
$0
$1.59 Billion 1.07% of portfolio
22,203
Q4 2025 Reduced 7.92%
$7.89B
$1.57 Billion 1.06% of portfolio
5,483
Q4 2025 Added 199.95%
$0
$1.56 Billion 1.05% of portfolio
10,459
Q4 2025 Added 4.55%
$0
$1.52 Billion 1.02% of portfolio
57,353
Q4 2025 Reduced 20.95%
$0
$1.39 Billion 0.94% of portfolio
2,223
Q4 2025 Added 6.52%
$0
$1.29 Billion 0.87% of portfolio
6,481
Q4 2025 Reduced 32.11%
$0
$1.24 Billion 0.83% of portfolio
49,501
Q4 2025 Added 3.81%
$1.29T
$1.18 Billion 0.8% of portfolio
2,633
Q4 2025 Reduced 3.73%
$130B
$1.16 Billion 0.78% of portfolio
2,923
Q3 2025 Added 17.67%
$490B
$1.06 Billion 0.71% of portfolio
8,799
Q4 2025 Added 0.01%
$0
$1.03 Billion 0.7% of portfolio
13,963
Q4 2025 Added 1.69%
$0
$1.03 Billion 0.69% of portfolio
5,378
Q4 2025 Reduced 6.81%
$139B
$1.01 Billion 0.68% of portfolio
2,918
Q4 2025 Added 6.42%
$1.74T
$993 Million 0.67% of portfolio
3,166
Q4 2025 Added 1.09%
$1.37T
$950 Million 0.64% of portfolio
1,439
Q4 2025 Reduced 17.3%
$1.65T
$938 Million 0.63% of portfolio
2,997
Q4 2025 Reduced 20.42%
$881B
$850 Million 0.57% of portfolio
2,639
Q4 2025 Reduced 1.05%
$0
$767 Million 0.52% of portfolio
1,125
Q4 2025 Added 1.44%
$0
$743 Million 0.5% of portfolio
1,991
Q4 2025 Added 0.61%
$0
$715 Million 0.48% of portfolio
9,072
Q4 2025 Reduced 9.73%
$0
$714 Million 0.48% of portfolio
2,131
Q4 2025 Added 0.33%
$0
$684 Million 0.46% of portfolio
2,734
Q4 2025 Added 58.13%
Blackrock ETF Trust
-
$663 Million 0.45% of portfolio
-
Q4 2025 Added 4.5%
Blackrock ETF Trust
-
$653 Million 0.44% of portfolio
-
Q4 2025 Added 8.65%
Kayne Anderson Bdc Inc
-
$624 Million 0.42% of portfolio
-
Q4 2025 Reduced 15.83%
Linde PLC
-
$544 Million 0.37% of portfolio
-
Q4 2025 Added 0.24%
$404B
$547 Million 0.37% of portfolio
634
Q4 2025 Reduced 0.63%
$0
$503 Million 0.34% of portfolio
818
Q4 2025 Reduced 15.15%
$0
$492 Million 0.33% of portfolio
5,981
Q4 2025 Reduced 0.38%
$0
$459 Million 0.31% of portfolio
18,300
Q4 2025 Reduced 2.61%
$414B
$454 Million 0.31% of portfolio
1,989
Q4 2025 Added 11.43%
$182B
$441 Million 0.3% of portfolio
666
Q4 2025 Reduced 0.45%
$662B
$444 Million 0.3% of portfolio
883
Q4 2025 Reduced 36.25%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $148 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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