Accel Wealth Management

Est. AUM

$444.4M

13F long equity, this entity only

Positions

305

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE DIV GRWTH	$19.6M	258988	4.42%	SOLE
2	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$16.8M	343952	3.78%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$14.4M	425646	3.24%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$10.9M	29330	2.44%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$10.7M	49280	2.42%	SOLE
6	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$10.3M	126515	2.31%	SOLE
7	APPLE INC	COM	$8.1M	27875	1.82%	SOLE
8	CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$7.8M	158567	1.76%	SOLE
9	VANGUARD INDEX FDS	MCAP VL IDXVIP	$7.8M	39451	1.75%	SOLE
10	AMAZON COM INC	COM	$7.6M	32034	1.72%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$7.6M	10259	1.70%	SOLE
12	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.5M	139100	1.69%	SOLE
13	ISHARES TR	US AER DEF ETF	$7.3M	30190	1.65%	SOLE
14	INTEL CORP	COM	$6.7M	47927	1.51%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$6.7M	320777	1.50%	SOLE
16	NVIDIA CORPORATION	COM	$6.6M	33049	1.49%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.2M	39373	1.40%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	FT VEST NASD ETF	$6.1M	156414	1.38%	SOLE
19	CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$5.6M	118518	1.26%	SOLE
20	VANGUARD INDEX FDS	SML CP GRW ETF	$5.5M	15139	1.25%	SOLE
21	ALPHABET INC	CAP STK CL A	$5.5M	15324	1.23%	SOLE
22	PIMCO CORPORATE & INCOME OPP	COM	$5.4M	448727	1.21%	SOLE
23	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$5.3M	31416	1.20%	SOLE
24	ISHARES TR	CORE US AGGBD ET	$4.9M	49572	1.10%	SOLE
25	DEERE & CO	COM	$4.5M	7080	1.01%	SOLE
26	JANUS DETROIT STR TR	HENDRSON AAA CL	$4.4M	86453	0.98%	SOLE
27	FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$4.3M	117011	0.96%	SOLE
28	MICRON TECHNOLOGY INC	COM	$4.2M	3642	0.95%	SOLE
29	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$4.1M	141030	0.93%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.1M	5981	0.92%	SOLE
31	SPDR SERIES TRUST	ST STR SP CAPMKT	$4.1M	27798	0.92%	SOLE
32	ISHARES TR	INVT GRAD SY ETF	$4.0M	88009	0.89%	SOLE
33	SPDR GOLD TR	GOLD SHS	$3.8M	10199	0.85%	SOLE
34	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	15573	0.83%	SOLE
35	VANECK ETF TRUST	SEMICONDUCTR ETF	$3.6M	5439	0.80%	SOLE
36	MICROSOFT CORP	COM	$3.5M	9394	0.79%	SOLE
37	INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$3.5M	143044	0.78%	SOLE
38	VANECK ETF TRUST	FALLEN ANGEL HG	$3.4M	115605	0.76%	SOLE
39	ISHARES TR	MRGSTR MD CP GRW	$3.3M	33332	0.74%	SOLE
40	ADVANCED MICRO DEVICES INC	COM	$3.1M	5372	0.70%	SOLE
41	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$2.9M	68241	0.66%	SOLE
42	KINDER MORGAN INC DEL	COM	$2.8M	86829	0.62%	SOLE
43	JPMORGAN CHASE & CO	COM	$2.6M	7968	0.59%	SOLE
44	RTX CORPORATION	COM	$2.6M	13607	0.58%	SOLE
45	BROADCOM INC	COM	$2.5M	6670	0.57%	SOLE
46	VANGUARD INDEX FDS	GROWTH ETF	$2.3M	26896	0.52%	SOLE
47	CAPITAL GROUP CORE BALANCED	SHS	$2.3M	60453	0.52%	SOLE
48	VANGUARD WORLD FD	UTILITIES ETF	$2.1M	10764	0.47%	SOLE
49	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$2.1M	22454	0.47%	SOLE
50	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.1M	15696	0.47%	SOLE

1–50 of 305

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.