Accelerate Investment Advisors LLC
Q4 2025 13F Holdings
- Locationaliso viejo, CA
- Num holdings
120
- Value ($000)
$148,413
- Date Filed01/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $22.65M | 15 % | 282,374 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $14.67M | 10 % | 177,901 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $12.55M | 9 % | 125,672 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $6.74M | 5 % | 146,298 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $5.97M | 4 % | 20,575 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $5.06M | 3 % | 7,386 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.71M | 3 % | 87,619 | ||
APPLE INC | COM | 037833100 | $3.71M | 3 % | 13,637 | ||
AMAZON COM INC | COM | 023135106 | $3.43M | 2 % | 14,876 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $2.98M | 2 % | 104,676 |
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