AI Portfolio Summary
In 2025 Q4, Accelerate Investment Advisors LLC maintained a portfolio of 128 distinct positions. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 2.4%. Conversely, Accelerate Investment Advisors LLC completely exited their position in ISHARES TR.
Total Positions
128
Quarter
2025 Q4
Top Holding
SPLG (15.3%)
Top 10 Concentration
55.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 128
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
SPDR SERIES TRU...
|
ETF | 15.26% | 14.70% |
#1
Prev: #1
|
6.5 | 6,498 | 2.4% |
P
S
|
282,374 | $22,652,013 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 9.89% | 9.14% |
#2
Prev: #2
|
7.5 | 10,356 | 6.2% |
P
S
|
177,901 | $14,673,299 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 8.46% | 8.47% |
#3
Prev: #3
|
4.9 | 1,552 | 1.3% |
P
S
|
125,672 | $12,552,073 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 4.54% | 4.70% |
#4
Prev: #4
|
2.8 | -3,093 | -2.1% |
P
S
|
146,298 | $6,735,577 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 4.02% | 4.11% |
#5
Prev: #5
|
2.6 | 25 | 0.1% |
P
S
|
20,575 | $5,971,382 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 3.41% | 3.36% |
#6
Prev: #6
|
1.9 | 17 | 0.2% |
P
S
|
7,386 | $5,058,728 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.17% | 3.04% |
#7
Prev: #7
|
3.3 | 5,013 | 6.1% |
P
S
|
87,619 | $4,710,384 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.50% | 2.59% |
#8
Prev: #8
|
1.5 | -1,296 | -8.7% |
P
S
|
13,637 | $3,707,413 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.31% | 2.27% |
#9
Prev: #9
|
1.4 | -329 | -2.2% |
P
S
|
14,876 | $3,433,707 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 2.01% | 1.90% |
#10
2
Prev: #12
|
1.3 | 4,615 | 4.6% |
P
S
|
104,676 | $2,981,159 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.91% | 2.13% |
#11
1
Prev: #10
|
1.3 | -1,599 | -9.5% |
P
S
|
15,175 | $2,830,222 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVE
ISHARES TR
|
ETF | 1.65% | 1.35% |
#12
3
Prev: #15
|
3.2 | 1,969 | 20.5% |
P
S
|
11,566 | $2,452,862 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.61% | 1.94% |
#13
2
Prev: #11
|
1.1 | -568 | -10.3% |
P
S
|
4,944 | $2,391,169 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVW
ISHARES TR
|
Warrant | 1.52% | 1.49% |
#14
1
Prev: #13
|
1.1 | 218 | 1.2% |
P
S
|
18,347 | $2,261,412 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 1.50% | 1.42% |
#15
1
Prev: #14
|
1.1 | 1,296 | 3.7% |
P
S
|
36,577 | $2,224,239 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OEF
ISHARES TR
|
ETF | 1.34% | 1.25% |
#16
2
Prev: #18
|
1.0 | 243 | 4.4% |
P
S
|
5,778 | $1,981,588 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 1.19% | 0.95% |
#17
5
Prev: #22
|
3.0 | 5,002 | 23.6% |
P
S
|
26,166 | $1,758,851 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFV
ISHARES TR
|
ETF | 1.07% | 1.11% |
#18
2
Prev: #20
|
0.9 | -1,911 | -7.9% |
P
S
|
22,203 | $1,585,509 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 1.06% | 1.16% |
#19
Prev: #19
|
3.4 | 3,655 | 199.9% |
P
S
|
5,483 | $1,574,791 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITOT
ISHARES TR
|
ETF | 1.05% | 0.99% |
#20
1
Prev: #21
|
0.9 | 455 | 4.5% |
P
S
|
10,459 | $1,555,150 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 1.02% | 1.33% |
#21
5
Prev: #16
|
0.4 | -15,204 | -21.0% |
P
S
|
57,353 | $1,519,284 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.94% | 0.87% |
#22
1
Prev: #23
|
2.4 | 136 | 6.5% |
P
S
|
2,223 | $1,393,858 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 0.87% | 1.26% |
#23
6
Prev: #17
|
0.3 | -3,066 | -32.1% |
P
S
|
6,481 | $1,287,328 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
REET
ISHARES TR
|
ETF | 0.83% | 0.83% |
#24
1
Prev: #25
|
0.8 | 1,817 | 3.8% |
P
S
|
49,501 | $1,235,042 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.80% | 0.83% |
#25
1
Prev: #26
|
0.8 | -102 | -3.7% |
P
S
|
2,633 | $1,184,041 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJS
ISHARES TR
|
ETF | 0.00% | 0.41% |
Sold All 😨
(Was: #45) |
0.0 | -5,447 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFG
ISHARES TR
|
Warrant | 0.00% | 0.21% |
Sold All 😨
(Was: #76) |
0.0 | -2,652 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
YEAR
AB ACTIVE ETFS ...
|
ETF | 0.00% | 0.16% |
Sold All 😨
(Was: #99) |
0.0 | -4,772 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.00% | 0.16% |
Sold All 😨
(Was: #103) |
0.0 | -813 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.00% | 0.16% |
Sold All 😨
(Was: #104) |
0.0 | -5,415 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDY
SPDR S&P MIDCAP...
|
ETF | 0.00% | 0.16% |
Sold All 😨
(Was: #105) |
0.0 | -387 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.00% | 0.14% |
Sold All 😨
(Was: #116) |
0.0 | -3,170 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 0.00% | 0.14% |
Sold All 😨
(Was: #118) |
0.0 | -2,387 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 128 holdings