Accelerate Investment Advisors LLC

Q4 2025 13F Holdings

  • Location
    aliso viejo, CA
  • Num holdings

    120

  • Value ($000)

    $148,413

  • Date Filed
    01/12/2026
  • Form type
    13F-HR
  • CIK
    0002035216
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$22.65 M
15 %

282,374

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$14.67 M
10 %

177,901

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$12.55 M
9 %

125,672

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$6.74 M
5 %

146,298

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$5.97 M
4 %

20,575

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.06 M
3 %

7,386

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$4.71 M
3 %

87,619

A
AAPL

APPLE INC

COM
037833100
$3.71 M
3 %

13,637

A
AMZN

AMAZON COM INC

COM
023135106
$3.43 M
2 %

14,876

S
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$2.98 M
2 %

104,676

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