Institutional Investor · CIK 0001838226
ACCEL WEALTH MANAGEMENT
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
323
Total Value
$467.46M
Total Shares
6.69M
Latest Filing
Jul 10, 2026
CIK
0001838226
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 258,988 | $19.63M | 0.0492% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 343,952 | $16.81M | 0.5072% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 425,646 | $14.40M | 0.0246% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 29,330 | $10.85M | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 49,280 | $10.74M | 0.0043% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 126,515 | $10.26M | 0.0419% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 27,875 | $8.07M | 0.0002% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 27,875 | $8.07M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 158,567 | $7.81M | 0.0211% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 39,451 | $7.80M | 0.0217% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 32,034 | $7.63M | 0.0003% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 32,034 | $7.63M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,259 | $7.55M | 1.0530% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,259 | $7.55M | 0.0014% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 139,100 | $7.51M | 0.0401% | SH | — | View | |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 47,927 | $6.69M | 0.0010% | SH | — | View |
Intel Corporation(4335.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 47,927 | $6.69M | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 320,777 | $6.67M | N/A | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 33,049 | $6.61M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 33,049 | $6.61M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 39,373 | $6.22M | 0.0066% | SH | — | View | |
Capital Group Growth ETF(CGGR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 118,518 | $5.59M | 0.0214% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,139 | $5.54M | 0.0110% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 15,324 | $5.48M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 448,727 | $5.40M | 0.2117% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 31,416 | $5.35M | 0.0611% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 49,572 | $4.91M | 0.0035% | SH | — | View | |
Deere & Company(DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 7,080 | $4.49M | 0.0026% | SH | — | View |
Janus Henderson AAA CLO…(JAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 86,453 | $4.37M | 0.0154% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 3,642 | $4.20M | 0.0003% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,981 | $4.11M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 27,798 | $4.09M | 0.9754% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,199 | $3.76M | 0.0029% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,573 | $3.68M | 0.0029% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,439 | $3.57M | 0.0043% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 9,394 | $3.50M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 143,044 | $3.48M | 0.1162% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 115,605 | $3.38M | 0.1072% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 33,332 | $3.28M | 0.0803% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 33,332 | $3.28M | 1.3888% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 5,372 | $3.12M | 0.0003% | SH | — | View |
First Trust SMID Cap…(SDVY) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 68,241 | $2.94M | 0.0263% | SH | — | View |
Kinder Morgan, Inc.(2KD.DE) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-10 | 86,829 | $2.78M | 0.0039% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 7,968 | $2.61M | 0.0003% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 7,968 | $2.61M | 0.0003% | SH | — | View |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 13,607 | $2.58M | 0.0010% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 6,670 | $2.52M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 26,896 | $2.32M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 60,453 | $2.29M | 0.0307% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,764 | $2.11M | 0.0191% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 22,454 | $2.10M | 0.0852% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,696 | $2.09M | 0.0181% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,195 | $2.07M | 0.0231% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 74,654 | $2.07M | 0.1001% | SH | — | View | |
Global X - Defense…(SHLD) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 34,597 | $2.07M | 0.0501% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,951 | $2.03M | 0.0060% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 37,174 | $1.99M | 0.0037% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 39,960 | $1.93M | 0.0249% | SH | — | View | |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 13,891 | $1.88M | 0.0010% | SH | — | View |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 13,891 | $1.88M | 0.0010% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 323,540 | $1.83M | 0.1040% | SH | — | View | |
Vanguard Energy ETF(VDE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 12,175 | $1.83M | 0.0185% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 66,098 | $1.82M | 0.0683% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,999 | $1.82M | 0.0423% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 1,705 | $1.82M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,868 | $1.70M | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,529 | $1.65M | 0.0083% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 5,821 | $1.64M | 0.0006% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 13,376 | $1.56M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,022 | $1.51M | 0.0002% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 4,250 | $1.50M | 0.0000% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,246 | $1.50M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,763 | $1.46M | 0.0040% | SH | — | View | |
Blackstone Inc.(BX) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 11,969 | $1.41M | 0.0015% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 31,053 | $1.41M | 0.0060% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 22,336 | $1.40M | 0.3836% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 29,933 | $1.40M | 0.0079% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 20,258 | $1.38M | 0.2638% | SH | — | View | |
Newmont Corporation(NEM.AX) | Basic Materials | Gold | 2026-06-30 | 2026-07-10 | 14,744 | $1.38M | 0.0014% | SH | — | View |
Newmont Corporation(NEM) | Basic Materials | Gold | 2026-06-30 | 2026-07-10 | 14,744 | $1.38M | 0.0014% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 5,375 | $1.37M | 0.0002% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 5,375 | $1.37M | 0.0002% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 5,358 | $1.35M | 0.0003% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 5,358 | $1.35M | 0.0003% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 8,991 | $1.32M | 0.0004% | SH | — | View |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 4,110 | $1.22M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 65,508 | $1.21M | 0.0548% | SH | — | View | |
| Financial Services | Insurance - Life | 2026-06-30 | 2026-07-10 | 10,486 | $1.13M | 0.0030% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 47,001 | $1.12M | 0.0472% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 6,545 | $1.08M | 0.0003% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 6,545 | $1.08M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 50,342 | $1.08M | 0.1607% | SH | — | View | |
Ares Capital Corporation(ARCC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 56,895 | $1.05M | 0.0079% | SH | — | View |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 8,929 | $1.05M | 0.0002% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 8,929 | $1.05M | 0.0002% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 18,391 | $1.05M | 0.0003% | SH | — | View | |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 18,391 | $1.05M | 0.0003% | SH | — | View |
Phillips Edison & Co.(PECO) | Real Estate | REIT - Retail | 2026-06-30 | 2026-07-10 | 24,786 | $1.03M | 0.0193% | SH | — | View |
VanEck Robotics ETF(IBOT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 14,667 | $1.01M | 0.9778% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 2,102 | $1.00M | 0.0000% | SH | — | View |
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