Accelerate Investment Advisors LLC — 13F Holdings

2026 Q3  ·  161 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Accelerate Investment Advisors LLC maintained a portfolio of 161 distinct positions. The most significant new addition was J P MORGAN EXCHANGE TRADED F, now representing 1.72% of the total fund value. They heavily accumulated shares in J P MORGAN EXCHANGE TRADED F, increasing the position by 254.0%. The fund also reduced its exposure to ISHARES TR by 33.1%.
Position History hover any row below to update
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Accelerate Investment Advisors LLC Franklin, TN RIA / Wealth Manager AUM $177M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
161
Quarter
2026 Q3
Top Holding
SPLG (14.3%)
Top 10 Concentration
51.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 161
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPLG
SPDR SERIES TRU...
ETF 14.34% 13.80% #1
Prev: #1
6.5
—
11,404 4.2%
P
S
284,820 $25,565,481 2024 Q3 13F Filing 2026-09-30 2026-11-02
IDEV
ISHARES TR
Bond/Debt 9.13% 8.87% #2
Prev: #2
5.7
—
8,372 4.8%
P
S
181,902 $16,276,551 2024 Q3 13F Filing 2026-09-30 2026-11-02
AGG
ISHARES TR
ETF 7.56% 7.47% #3
Prev: #3
6.0
—
11,198 8.5%
P
S
142,537 $13,475,431 2024 Q3 13F Filing 2026-09-30 2026-11-02
VO
VANGUARD INDEX ...
ETF 3.64% 3.62% #4 2
Prev: #6
4.0
—
4,349 5.6%
P
S
82,649 $6,481,327 2024 Q3 13F Filing 2026-09-30 2026-11-02
FBND
FIDELITY MERRIM...
ETF 3.63% 3.75% #5
Prev: #5
2.5
—
5,833 4.1%
P
S
149,548 $6,475,412 2024 Q3 13F Filing 2026-09-30 2026-11-02
IVV
ISHARES TR
ETF 3.57% 5.34% #6 2
Prev: #4
1.4
—
-4,115 -33.1%
P
S
8,312 $6,365,908 2024 Q3 13F Filing 2026-09-30 2026-11-02
VWO
VANGUARD INTL E...
ETF 3.05% 2.96% #7
Prev: #7
3.2
—
5,112 5.9%
P
S
91,571 $5,431,080 2024 Q3 13F Filing 2026-09-30 2026-11-02
AAPL
APPLE INC
Technology 2.39% 2.44% #8
Prev: #8
1.5
—
-1,908 -13.0%
P
S
12,804 $4,263,906 2024 Q3 13F Filing 2026-09-30 2026-11-02
NVDA
NVIDIA CORPORAT...
Technology 2.07% 2.00% #9 2
Prev: #11
1.3
—
-1,224 -7.0%
P
S
16,148 $3,687,904 2024 Q3 13F Filing 2026-09-30 2026-11-02
AMZN
AMAZON COM INC
Consumer Cyclical 2.02% 2.09% #10 1
Prev: #9
1.3
—
-762 -5.0%
P
S
14,479 $3,607,451 2024 Q3 13F Filing 2026-09-30 2026-11-02
IVW
ISHARES TR
Warrant 2.00% 1.76% #11 1
Prev: #12
2.8
—
2,758 12.4%
P
S
25,023 $3,559,794 2024 Q3 13F Filing 2026-09-30 2026-11-02
SCHA
SCHWAB STRATEGI...
ETF 1.91% 2.06% #12 2
Prev: #10
1.3
—
4,846 4.9%
P
S
104,113 $3,397,203 2024 Q3 13F Filing 2026-09-30 2026-11-02
JUSA
J P MORGAN EXCH...
ETF 1.72% — #13
Prev: #—
4.2
—
44,812 —
NEW
 44,812 $3,069,174 2026 Q3 13F Filing 2026-09-30 2026-11-02
IVE
ISHARES TR
ETF 1.65% 1.51% #14
Prev: #14
2.7
—
1,302 11.2%
P
S
12,894 $2,943,480 2024 Q3 13F Filing 2026-09-30 2026-11-02
DYNF
BLACKROCK ETF T...
ETF 1.63% 1.53% #15 2
Prev: #13
2.7
—
2,769 7.0%
P
S
42,056 $2,912,765 2024 Q3 13F Filing 2026-09-30 2026-11-02
MSFT
MICROSOFT CORP
Technology 1.29% 1.06% #16 1
Prev: #17
1.0
—
-447 -9.1%
P
S
4,480 $2,297,711 2024 Q3 13F Filing 2026-09-30 2026-11-02
TPL
TEXAS PACIFIC L...
Energy 1.00% 1.38% #17 2
Prev: #15
1.4
—
no change no change
P
S
5,483 $1,786,485 2024 Q3 13F Filing 2026-09-30 2026-11-02
ITOT
ISHARES TR
ETF 1.00% 0.99% #18
Prev: #18
0.9
—
187 1.8%
P
S
10,735 $1,785,060 2024 Q3 13F Filing 2026-09-30 2026-11-02
XOM
EXXONMOBIL HOLD...
Energy 0.90% 0.78% #19 3
Prev: #22
0.9
—
-150 -1.5%
P
S
9,841 $1,601,586 2024 Q3 13F Filing 2026-09-30 2026-11-02
JBND
J P MORGAN EXCH...
Bond/Debt 0.86% 0.26% #20 45
Prev: #65
3.3
—
21,567 254.0%
P
S
30,057 $1,536,494 2026 Q2 13F Filing 2026-09-30 2026-11-02
REET
ISHARES TR
ETF 0.86% 0.85% #21 1
Prev: #20
2.3
—
5,905 11.1%
P
S
59,207 $1,526,368 2024 Q3 13F Filing 2026-09-30 2026-11-02
CORO
BLACKROCK ETF T...
ETF 0.84% 0.42% #22 23
Prev: #45
3.3
—
21,135 106.0%
P
S
41,073 $1,493,004 2026 Q2 13F Filing 2026-09-30 2026-11-02
SCHP
SCHWAB STRATEGI...
ETF 0.81% 0.81% #23 2
Prev: #21
2.3
—
4,256 8.0%
P
S
57,643 $1,448,557 2024 Q3 13F Filing 2026-09-30 2026-11-02
GOOG
ALPHABET INC
Communication Services 0.68% 0.76% #24 1
Prev: #23
0.8
—
-206 -5.5%
P
S
3,551 $1,209,843 2024 Q3 13F Filing 2026-09-30 2026-11-02
IEMG
ISHARES INC
ETF 0.63% 1.13% #25 9
Prev: #16
0.3
—
-10,020 -42.2%
P
S
13,745 $1,115,558 2024 Q3 13F Filing 2026-09-30 2026-11-02
JCPB
J P MORGAN EXCH...
ETF 0.62% 0.64% #26 3
Prev: #29
2.2
—
1,261 5.3%
P
S
24,853 $1,112,932 2026 Q2 13F Filing 2026-09-30 2026-11-02
BLCR
BLACKROCK ETF T...
ETF 0.62% 0.47% #27 13
Prev: #40
2.7
—
6,577 40.9%
P
S
22,669 $1,109,874 2026 Q1 13F Filing 2026-09-30 2026-11-02
GLD
SPDR GOLD TR
ETF 0.61% 0.60% #28 3
Prev: #31
0.7
—
17 0.6%
P
S
2,845 $1,083,535 2024 Q3 13F Filing 2026-09-30 2026-11-02
GOOGL
ALPHABET INC
Communication Services 0.61% 0.63% #29 1
Prev: #30
0.7
—
76 2.5%
P
S
3,137 $1,079,225 2024 Q3 13F Filing 2026-09-30 2026-11-02
META
META PLATFORMS ...
Communication Services 0.60% 0.51% #30 7
Prev: #37
0.7
—
-104 -6.6%
P
S
1,472 $1,067,450 2024 Q3 13F Filing 2026-09-30 2026-11-02
OEF
ISHARES TR
ETF 0.60% 0.54% #31 4
Prev: #35
2.2
—
224 8.8%
P
S
2,781 $1,062,709 2024 Q3 13F Filing 2026-09-30 2026-11-02
AVGO
BROADCOM INC
Technology 0.59% 0.67% #32 6
Prev: #26
0.7
—
-107 -3.4%
P
S
2,995 $1,051,965 2024 Q3 13F Filing 2026-09-30 2026-11-02
TSLA
TESLA INC
Consumer Cyclical 0.59% 0.70% #33 9
Prev: #24
0.7
—
36 1.2%
P
S
2,946 $1,045,186 2024 Q3 13F Filing 2026-09-30 2026-11-02
SPY
STATE STR SPDR ...
ETF 0.58% 0.58% #34 2
Prev: #32
0.7
—
3 0.2%
P
S
1,366 $1,042,113 2024 Q3 13F Filing 2026-09-30 2026-11-02
BAI
BLACKROCK ETF T...
ETF 0.58% 0.64% #35 7
Prev: #28
0.7
—
798 3.7%
P
S
22,082 $1,042,046 2025 Q2 13F Filing 2026-09-30 2026-11-02
FDVV
FIDELITY COVING...
ETF 0.58% 0.52% #36
Prev: #36
2.2
—
1,838 12.1%
P
S
16,983 $1,031,394 2025 Q2 13F Filing 2026-09-30 2026-11-02
EFV
ISHARES TR
ETF 0.47% 0.65% #37 10
Prev: #27
0.2
—
-4,254 -28.7%
P
S
10,585 $837,687 2024 Q3 13F Filing 2026-09-30 2026-11-02
JPM
JPMORGAN CHASE ...
Financial Services 0.46% 0.48% #38
Prev: #38
0.7
—
-91 -3.5%
P
S
2,476 $819,063 2024 Q3 13F Filing 2026-09-30 2026-11-02
VTV
VANGUARD INDEX ...
ETF 0.45% 0.44% #39 3
Prev: #42
2.2
—
207 5.8%
P
S
3,746 $809,337 2024 Q3 13F Filing 2026-09-30 2026-11-02
VTI
VANGUARD INDEX ...
ETF 0.45% 0.45% #40 1
Prev: #41
0.7
—
3 0.1%
P
S
2,126 $795,798 2024 Q3 13F Filing 2026-09-30 2026-11-02
IWB
ISHARES TR
ETF 0.44% 0.47% #41 2
Prev: #39
0.7
—
-82 -4.1%
P
S
1,900 $790,573 2024 Q3 13F Filing 2026-09-30 2026-11-02
VOO
VANGUARD INDEX ...
ETF 0.44% 0.90% #42 23
Prev: #19
0.2
—
-1,156 -50.8%
P
S
1,119 $784,368 2024 Q3 13F Filing 2026-09-30 2026-11-02
IDEF
BLACKROCK ETF T...
ETF 0.43% 0.44% #43
Prev: #43
0.7
—
209 0.9%
P
S
24,356 $760,570 2026 Q1 13F Filing 2026-09-30 2026-11-02
THRO
BLACKROCK ETF T...
ETF 0.42% 0.35% #44 7
Prev: #51
2.2
—
2,698 19.1%
P
S
16,850 $741,064 2025 Q2 13F Filing 2026-09-30 2026-11-02
IALT
BLACKROCK ETF T...
ETF 0.41% — #45
Prev: #—
3.7
—
24,427 —
NEW
 24,427 $729,390 2026 Q3 13F Filing 2026-09-30 2026-11-02
JEMA
J P MORGAN EXCH...
ETF 0.40% — #46
Prev: #—
3.7
—
11,604 —
NEW
 11,604 $718,172 2026 Q3 13F Filing 2026-09-30 2026-11-02
JIG
J P MORGAN EXCH...
Bond/Debt 0.39% — #47
Prev: #—
3.7
—
8,352 —
NEW
 8,352 $700,065 2026 Q3 13F Filing 2026-09-30 2026-11-02
QQQ
INVESCO QQQ TR
ETF 0.39% 0.38% #48 1
Prev: #47
0.7
—
28 3.1%
P
S
929 $687,370 2024 Q4 13F Filing 2026-09-30 2026-11-02
IAU
ISHARES GOLD TR
ETF 0.38% 0.13% #49 89
Prev: #138
3.2
—
5,717 193.3%
P
S
8,675 $677,529 2025 Q3 13F Filing 2026-09-30 2026-11-02
JIVE
J P MORGAN EXCH...
Bond/Debt 0.37% — #50
Prev: #—
3.6
—
7,004 —
NEW
 7,004 $666,921 2026 Q3 13F Filing 2026-09-30 2026-11-02
Showing 1-50 of 161 holdings

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