Accel Wealth Management
CIK 1838226
13F filing for Q2 2026・No. 4,215
- Holdings
- US$444.38M
- Quarter change
- +US$61.02M
- Entries
- 305
- Net bought (estimate)
- +US$15.06M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 28
- Sold out 13
- Cut 148
- Added 101
- Corporate actions 2
- Unchanged 28
Largest holdings
305 stocks worth US$444.38M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE DIV GRWTH | Added | 258,988 | US$19.63M | 4.42% |
| JANUS DETROIT STR TRHENDRSN SHRT ETF | Cut | 343,952 | US$16.81M | 3.78% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 425,646 | US$14.4M | 3.24% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 29,330 | US$10.85M | 2.44% |
| VANGUARD INDEX FDSVALUE ETF | Added | 49,280 | US$10.74M | 2.42% |
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Added | 126,515 | US$10.26M | 2.31% |
| AAPLAppleCOM | Cut | 27,875 | US$8.07M | 1.82% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 158,567 | US$7.81M | 1.76% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Added | 39,451 | US$7.8M | 1.75% |
| AMZNAmazonCOM | Added | 32,034 | US$7.63M | 1.72% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.