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Accelerate Investment Advisors - Q4 2025 13F Filings

AC

Accelerate Investment Advisors LLC

CIK: 0002035216
Address: California Aliso Viejo 120 Vantis Drive Suite 330
$148.41 M
Portfolio Value
120
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SPLG Spdr Portfolio S&P 500 Etf
+$521,268.89
2. IVE Ishares S&P 500 Value Etf
+$417,576.11
3. IEMG Ishares Core Msci Emerging Markets Etf
+$336,229.18
4. PM Philip Morris International
+$269,558
5. VWO Vanguard Ftse Emerging Markets Etf
+$269,498.11

Top Sells

Q4 2025
1. QUAL Ishares Msci Usa Quality Factor Etf
−$609,002.88
2. IJS Ishares S&P Small-Cap 600 Value Etf
−$602,420
3. SCHP Schwab Us Tips Etf
−$402,754.76
4. AAPL Apple
−$352,336.09
5. EFG Ishares Msci Eafe Growth Etf
−$301,968

Asset Allocation

Stocks/ETFs
+0.14%
$133.16 M 89.72%
Options
$0 0.00%
Debt
$0 0.00%
Other
+8.88%
$15.25 M 10.28%

Sector Allocation (Stocks)

Accelerate Investment Advisors Q4 2025 Filing Summary

Accelerate Investment Advisors LLC filed its 13F report for Q4 2025 on January 12, 2026. The portfolio totaled 148.41 M reflecting a +0.97% change from the prior quarter, spanning 120 assets. The top 10 holdings comprised 53.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 8 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Accelerate Investment Advisors’s Q4 2025 Filing

Accelerate Investment Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Accelerate Investment Advisors reported a managed portfolio value of 148.41 M, consisting of 120 individual positions.

This page displays the raw filing documents. To see which stocks Accelerate Investment Advisors bought or sold during Q4 2025, please visit Accelerate Investment Advisors's Portfolio Analysis page.