Accel Wealth Management Portfolio Holdings

Accel Wealth Management

  • $344 Million
  • Q4 2025

Accel Wealth Management has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $344 Million distributed in 281 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $15.7M, Janus Henderson Short Duration with a value of $14.5M, Schwab Strategic Tr Us Large C with a value of $13.1M, Vanguard Total Stock Market Et with a value of $9.09M, and Vanguard Value ETF with a value of $8.41M.

Examining the 13F form we can see an increase of $16.1M in the current position value, from $328M to 344M.

Below you can find more details about Accel Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $344 Million
ETFs: $222 Million
Technology: $33.5 Million
Financial Services: $30 Million
Industrials: $12.5 Million
Consumer Cyclical: $9.66 Million
Communication Services: $7.28 Million
Energy: $6.91 Million
Consumer Defensive: $6.5 Million
Other: $14.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$552,000 0.16% of portfolio
68,329
Q4 2025 Reduced 3.31%
$132B
$558,000 0.16% of portfolio
2,849
Q4 2025 Reduced 10.38%
$16.9B
$547,000 0.16% of portfolio
8,135
Q4 2025 Added 34.15%
$20.1B
$510,000 0.15% of portfolio
949
Q4 2025 Added 9.71%
$404B
$531,000 0.15% of portfolio
582
Q4 2025 Reduced 1.02%
$38.8B
$520,000 0.15% of portfolio
3,148
Q4 2025 Reduced 2.63%
$94.5B
$502,000 0.15% of portfolio
1,459
Q4 2025 Reduced 1.68%
$265B
$518,000 0.15% of portfolio
668
Q4 2025 Reduced 5.11%
$0
$474,000 0.14% of portfolio
49,625
Q4 2025 Reduced 20.58%
$533B
$468,000 0.14% of portfolio
1,439
Q4 2025 Added 3.53%
$237B
$498,000 0.14% of portfolio
3,261
Q4 2025 Reduced 0.06%
$1.91B
$472,000 0.14% of portfolio
38,817
Q4 2025 Added 2.5%
$70.1B
$481,000 0.14% of portfolio
2,650
Q4 2025 Reduced 0.79%
$2.45B
$459,000 0.13% of portfolio
29,522
Q4 2025 Added 5.28%
$96.4B
$434,000 0.13% of portfolio
3,473
Q4 2025 Reduced 0.06%
$237B
$452,000 0.13% of portfolio
1,907
Q4 2025 Added 0.9%
$75.4B
$431,000 0.13% of portfolio
3,386
Q4 2025 Reduced 2.65%
$4.71B
$445,000 0.13% of portfolio
26,580
Q4 2025 Reduced 5.51%
$159B
$465,000 0.13% of portfolio
952
Q3 2025 Reduced 9.51%
$187B
$439,000 0.13% of portfolio
2,635
Q4 2025 Reduced 18.52%
$1.33B
$425,000 0.12% of portfolio
8,704
Q4 2025 Added 4.08%
$140B
$408,000 0.12% of portfolio
1,159
Q3 2025 Reduced 13.57%
$190B
$408,000 0.12% of portfolio
4,160
Q4 2025 Added 11.74%
$114B
$426,000 0.12% of portfolio
2,221
Q4 2025 Added 13.26%
$147B
$411,000 0.12% of portfolio
4,008
Q4 2025 Reduced 2.58%
$224B
$385,000 0.11% of portfolio
1,263
Q4 2025 Added 20.75%
$1.34B
$368,000 0.11% of portfolio
2,308
Q3 2025 Reduced 4.19%
$255B
$365,000 0.11% of portfolio
1,070
Q4 2025 Added 0.09%
$193B
$388,000 0.11% of portfolio
3,679
Q4 2025 Added 35.56%
$512B
$343,000 0.1% of portfolio
639
Q4 2025 Reduced 0.78%
$67.6B
$319,000 0.09% of portfolio
7,036
Q4 2025 Added 0.29%
$181B
$297,000 0.09% of portfolio
3,248
Q4 2025 Added 8.16%
$31.5B
$300,000 0.09% of portfolio
4,258
Q4 2025 Reduced 0.91%
$73.7B
$296,000 0.09% of portfolio
3,431
Q4 2025 Reduced 11.16%
$113B
$310,000 0.09% of portfolio
3,502
Q4 2025 Reduced 5.22%
$12.9B
$302,000 0.09% of portfolio
3,048
Q4 2025 Added 0.07%
$112B
$297,000 0.09% of portfolio
8,161
Q4 2025 Reduced 15.34%
$49.1B
$298,000 0.09% of portfolio
2,703
Q4 2025 Added 1,055.13%
$228B
$320,000 0.09% of portfolio
2,462
Q4 2025 Reduced 0.24%
$23.5B
$294,000 0.09% of portfolio
8,228
Q4 2025 Reduced 22.49%
$115B
$290,000 0.08% of portfolio
541
Q3 2025 Added 2.46%
$100B
$285,000 0.08% of portfolio
4,042
Q4 2025 Reduced 17.46%
$328B
$290,000 0.08% of portfolio
968
Q3 2025 Added 11.91%
$23B
$287,000 0.08% of portfolio
2,830
Q4 2025 Reduced 14.55%
$593B
$279,000 0.08% of portfolio
1,271
Q4 2025 Reduced 0.16%
$99.7B
$277,000 0.08% of portfolio
1,388
Q4 2025 Added 0.14%
$573M
$259,000 0.08% of portfolio
12,495
Q4 2025 New
$44.1B
$291,000 0.08% of portfolio
3,618
Q4 2025 Reduced 7.14%
$172B
$266,000 0.08% of portfolio
6,492
Q4 2025 Reduced 6.29%

Summary

  • Portfolio
  • No. of Stocks 281
  • Current Value $344 Million
  • Prior Value $328 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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