Accel Wealth Management ETF holdings
Waverly, IA
Reported $301.2M in 154 ETFs in its Form 13F for June 30, 2026.
ETF value
$301.2M
ETFs held
154
Change from prior quarter
+16.8%
With price moves
ETFs as a share of its 13F
67.8%
of $444.4M
Top 10 of 154 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DGRO | iShares Core Dividend Growth ETF | $19.6M | 258,988 | +15,988 shares |
| VNLA | Janus Henderson Short Duration Income ETF | $16.8M | 343,952 | −676 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $14.4M | 425,646 | +14,456 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $10.9M | 29,330 | +668 shares |
| VTV | Vanguard Morningstar Value ETF | $10.7M | 49,280 | +1,593 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $10.3M | 126,515 | +11,868 shares |
| CGDV | Capital Group Dividend Value ETF | $7.8M | 158,567 | +4,779 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $7.8M | 39,451 | +2,700 shares |
| QQQ | Invesco QQQ Trust | $7.6M | 10,259 | −572 shares |
| DFIV | Dimensional International Value ETF | $7.5M | 139,100 | +20,257 shares |
144 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001838226. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Accel Wealth Management own?
Accel Wealth Management reported 154 ETF positions worth $301.2M in its Form 13F for June 30, 2026. The largest was DGRO, at $19.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.