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Accelerate Investment Advisors - Q1 2026 13F Filings

AC

Accelerate Investment Advisors LLC

CIK: 0002035216
Address: California Aliso Viejo 120 Vantis Drive Suite 330
$149.71 M
Portfolio Value
133
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IDEV Ishares Core Msci Dev Mkts
+$14.65 M
2. EFG Ishares Msci Eafe Growth Etf
+$870,108
3. IVV Ishares Core S&P 500 Etf
+$825,617.33
4. KNRG Simplify Kayne Anderson Energy And Infrastructure Credit Etf
+$654,690
5. IDEF Ishares Defense Industrials Active Etf
+$620,698

Top Sells

Q1 2026
1. OEF Ishares S&P 100 Etf
−$1 M
2. KBDC Kayne Anderson Bdc
−$624,344
3. ITA Ishares Us Aerospace & Defense Etf
−$445,696
4. VTV Vanguard Value Etf
−$341,420.24
5. FBND Fidelity Total Bond Etf
−$288,773.78

Asset Allocation

Stocks/ETFs
+12.42%
$149.7 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-99.97%
$4,372 0.00%

Sector Allocation (Stocks)

Accelerate Investment Advisors Q1 2026 Filing Summary

Accelerate Investment Advisors LLC filed its 13F report for Q1 2026 on April 13, 2026. The portfolio totaled 149.71 M reflecting a +0.87% change from the prior quarter, spanning 133 assets. The top 10 holdings comprised 54.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 25 new positions and 9 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Accelerate Investment Advisors’s Q1 2026 Filing

Accelerate Investment Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/13/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Accelerate Investment Advisors reported a managed portfolio value of 149.71 M, consisting of 133 individual positions.

This page displays the raw filing documents. To see which stocks Accelerate Investment Advisors bought or sold during Q1 2026, please visit Accelerate Investment Advisors's Portfolio Analysis page.