Accel Wealth Management
Q3 2025 13F Holdings
- Locationwaverly, IA
- Num holdings
278
- Value ($000)
$343,784
- Date Filed10/08/2025
- Form type13F-HR
- CIK0001838226
- 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 |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $15.17 M | 4 % | 222,820 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.43 M | 4 % | 389,458 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $12.02 M | 4 % | 243,845 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $8.55 M | 3 % | 26,064 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.83 M | 2 % | 41,982 | ||
AAPL APPLE INC | COM | 037833100 | $7.41 M | 2 % | 29,090 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.88 M | 2 % | 11,462 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.85 M | 2 % | 31,200 | ||
PTY PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | $6.79 M | 2 % | 470,402 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.34 M | 2 % | 33,978 |
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