Accelerate Investment Advisors LLC 13F Holdings
CIK 0002035216 · Aliso Viejo, CA
As of Sep 30, 2025, Accelerate Investment Advisors LLC reported 121 positions worth
CIK 0002035216 · Aliso Viejo, CA
As of Sep 30, 2025, Accelerate Investment Advisors LLC reported 121 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 275,876 | $21.6M | 14.70% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 167,545 | 3.4M | 9.14% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 124,120 | 2.4M | 8.47% |
| FIDELITY TOTAL BOND ETF | FBND | — | 149,391 | $6.9M | 4.70% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 20,550 | $6.0M | 4.11% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,369 | $4.9M | 3.36% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 82,606 | $4.5M | 3.04% |
| APPLE INC | AAPL | Technology | 14,933 | $3.8M | 2.59% |
| AMAZON.COM INC | AMZN | Equity | 15,205 | $3.3M | 2.27% |
| NVIDIA CORP | NVDA | Technology | 16,774 | $3.1M | 2.13% |
| MICROSOFT CORP | MSFT | Technology | 5,512 | $2.9M | 1.94% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 100,061 | $2.8M | 1.90% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 18,129 | $2.2M | 1.49% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 35,281 | $2.1M | 1.42% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 9,597 | $2.0M | 1.35% |
| SCHWAB US TIPS ETF | SCHP | — | 72,557 | $2.0M | 1.33% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 9,547 | .9M | 1.26% |
| ISHARES S&P 100 ETF | OEF | — | 5,535 | .8M | 1.25% |
| TEXAS PACIFIC LAND CORP | TPL | Energy | 1,828 | .7M | 1.16% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 24,114 | .6M | 1.11% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 10,004 | .5M | 0.99% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 21,164 | .4M | 0.95% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,087 | .3M | 0.87% |
| META PLATFORMS INC | META | Communication Services | 1,740 | .3M | 0.87% |
| ISHARES GLOBAL REIT ETF | REET | — | 47,684 | .2M | 0.83% |