Accel Wealth Management

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    waverly, IA
  • CIK
    0001838226
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

256

$276.65 M
DGRO, VNLA, SCHG, AAPL
13F-HR
Apr 10, 2025
000183822625000002

251

$263.73 M
VNLA, DGRO, AAPL, VTI
13F-HR
Jan 21, 2025
000183822625000001

256

$268.58 M
VNLA, DGRO, AAPL, VTI
13F-HR
Oct 15, 2024
000183822624000005

244

$249.86 M
VNLA, DGRO, AMZN, VTI
13F-HR
Jul 12, 2024
000183822624000002

227

$235.65 M
VNLA, DGRO, VTI, FIRST TR EXCHANGE-TRADED FD
13F-HR
Apr 19, 2024
000108514624001936

195

$199.16 M
VNLA, DGRO, FIRST TR EXCHANGE-TRADED FD, VYM
13F-HR
Jan 18, 2024
000108514624000288

168

$179.53 M
VNLA, DGRO, FIRST TR EXCHANGE-TRADED FD, AAPL
13F-HR
Oct 19, 2023
000108514623003834

170

$181.66 M
VNLA, DGRO, FIRST TR EXCHANGE-TRADED FD, AAPL
13F-HR
Jul 24, 2023
000108514623002876

1,256

$244.60 M
VNLA, DGRO, FIRST TR EXCHANGE-TRADED FD, VYM
13F-HR
Apr 20, 2023
000087015623000015

1,059

$208.96 M
T 1.375 09/30/23, DGRO, VNLA, FIRST TR EXCHANGE-TRADED FD
13F-HR
Jan 26, 2023
000087015623000006

1,094

$187.26 M
DGRO, FIRST TR EXCHANGE-TRADED FD, VYM, VNLA
13F-HR
Oct 12, 2022
000087015622000048

1,052

$174.21 M
DGRO, FIRST TR EXCHANGE-TRADED FD, VYM, AAPL
13F-HR
Aug 3, 2022
000087015622000040

954

$193.50 M
DGRO, FIRST TR EXCHANGE-TRADED FD, VYM, AAPL
13F-HR
Apr 29, 2022
000087015622000028

941

$203.97 M
DGRO, FIRST TR EXCHANGE-TRADED FD, VYM, AAPL
13F-HR
Jan 18, 2022
000087015622000008

829

$154.78 M
DGRO, VYM, FIRST TR EXCHANGE-TRADED FD, AAPL
13F-HR
Nov 4, 2021
000087015621000055

914

$150.87 M
DGRO, VYM, FPXI, AAPL
13F-HR
Aug 3, 2021
000087015621000040

890

$123.42 M
VYM, DGRO, CAPD, AAPL
13F-HR
May 10, 2021
000087015621000029

859

$107.35 M
VYM, AAPL, CAPD, AMZN
13F-HR
Jan 27, 2021
000087015621000007