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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.73 Million 1.95% of portfolio
502,582
Q4 2025 Added 6.84%
$0
$2.13 Million 0.62% of portfolio
352,298
Q4 2025 Reduced 3.26%
$0
$2 Million 0.58% of portfolio
83,280
Q4 2025 Reduced 13.18%
$0
$1.86 Million 0.54% of portfolio
76,941
Q4 2025 Reduced 9.64%
$0
$1.34 Million 0.39% of portfolio
86,711
Q4 2025 Reduced 13.96%
$0
$1.11 Million 0.32% of portfolio
55,122
Q4 2025 Reduced 10.9%
$0
$552,000 0.16% of portfolio
68,329
Q4 2025 Reduced 3.31%
$0
$474,000 0.14% of portfolio
49,625
Q4 2025 Reduced 20.58%
$0
$240,000 0.07% of portfolio
10,990
Q4 2025 Added 5.59%
$0
$158,000 0.05% of portfolio
10,168
Q4 2025 Added 0.13%
$0
$116,000 0.03% of portfolio
12,000
Q3 2024 Added 20.0%
$0
$69,000 0.02% of portfolio
12,000
Q3 2024 Added 20.0%
$5.74M
$32,000 0.01% of portfolio
40,082
Q4 2025 Reduced 10.09%

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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