Accelerate Investment Advisors LLC
Q3 2025 13F Holdings
- Locationaliso viejo, CA
- Num holdings
121
- Value ($000)
$146,987
- Date Filed10/14/2025
- Form type13F-HR
- CIK0002035216
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $21.61 M | 15 % | 275,876 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $13.43 M | 9 % | 167,545 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $12.44 M | 9 % | 124,120 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $6.91 M | 5 % | 149,391 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.04 M | 4 % | 20,550 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.93 M | 3 % | 7,369 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.48 M | 3 % | 82,606 | ||
AAPL APPLE INC | COM | 037833100 | $3.80 M | 3 % | 14,933 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.34 M | 2 % | 15,205 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.13 M | 2 % | 16,774 |
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