Accelerate Investment Advisors LLC ETF holdings
Aliso Viejo, CA
Reported $135.5M in 90 ETFs in its Form 13F for June 30, 2026.
ETF value
$135.5M
ETFs held
90
Change from prior quarter
+15.4%
With price moves
ETFs as a share of its 13F
77.8%
of $174.1M
Top 10 of 90 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $24.0M | 273,416 | −8,323 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $15.4M | 173,530 | −1,718 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $13.0M | 131,339 | +3,741 shares |
| IVV | iShares Core S&P 500 ETF | $9.3M | 12,427 | +3,777 shares |
| FBND | Fidelity Total Bond ETF | $6.5M | 143,715 | +3,747 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $6.3M | 78,300 | +57,867 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $5.2M | 86,459 | −694 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $3.6M | 99,267 | −5,259 shares |
| IVW | iShares S&P 500 Growth ETF | $3.1M | 22,265 | +2,281 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $2.7M | 39,287 | +4,090 shares |
80 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) 0002035216. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Accelerate Investment Advisors LLC own?
Accelerate Investment Advisors LLC reported 90 ETF positions worth $135.5M in its Form 13F for June 30, 2026. The largest was SPYM, at $24.0M.
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.