Accel Wealth Management
Q4 2025 13F Holdings
- Locationwaverly, IA
- Num holdings
281
- Value ($000)
$365,634
- Date Filed01/20/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE DIV GRWTH | 46434V621 | $15.98M | 4 % | 230,125 | ||
JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $14.47M | 4 % | 294,483 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $13.29M | 4 % | 407,461 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.23M | 3 % | 27,545 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.58M | 2 % | 44,949 | ||
APPLE INC | COM | 037833100 | $7.87M | 2 % | 28,958 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.56M | 2 % | 12,312 | ||
AMAZON COM INC | COM | 023135106 | $7.27M | 2 % | 31,518 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $6.83M | 2 % | 98,304 | ||
PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | $6.48M | 2 % | 502,582 |
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