Accelerate Investment Advisors LLC

Est. AUM

$149.7M

13F long equity, this entity only

Positions

133

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$21.6M	281739	14.40%	SOLE
2	ISHARES TR	CORE MSCI INTL	$14.6M	175248	9.78%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$12.7M	127598	8.46%	SOLE
4	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$6.4M	139968	4.27%	SOLE
5	VANGUARD INDEX FDS	MID CAP ETF	$5.9M	20433	3.92%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$5.7M	8650	3.77%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.7M	87153	3.15%	SOLE
8	APPLE INC	COM	$3.5M	13605	2.31%	SOLE
9	AMAZON COM INC	COM	$3.2M	15175	2.11%	SOLE
10	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.0M	104526	2.03%	SOLE
11	NVIDIA CORPORATION	COM	$2.7M	15248	1.78%	SOLE
12	TEXAS PACIFIC LAND CORPORATI	COM	$2.6M	5483	1.74%	SOLE
13	ISHARES TR	S&P 500 VAL ETF	$2.5M	11846	1.67%	SOLE
14	ISHARES TR	S&P 500 GRWT ETF	$2.3M	19984	1.51%	SOLE
15	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.0M	35197	1.37%	SOLE
16	ISHARES INC	CORE MSCI EMKT	$1.9M	27461	1.28%	SOLE
17	MICROSOFT CORP	COM	$1.8M	4915	1.22%	SOLE
18	ISHARES TR	EAFE VALUE ETF	$1.7M	22952	1.14%	SOLE
19	EXXON MOBIL CORP	COM	$1.5M	8593	0.97%	SOLE
20	ISHARES TR	CORE S&P TTL STK	$1.4M	10116	0.96%	SOLE
21	SCHWAB STRATEGIC TR	US TIPS ETF	$1.4M	52521	0.93%	SOLE
22	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2195	0.88%	SOLE
23	ISHARES TR	GLOBAL REIT ETF	$1.3M	51803	0.87%	SOLE
24	ISHARES TR	MSCI USA QLT FCT	$1.3M	6520	0.84%	SOLE
25	SPDR GOLD TR	GOLD SHS	$1.2M	2887	0.83%	SOLE
26	TESLA INC	COM	$1.0M	2751	0.68%	SOLE
27	BROADCOM INC	COM	$1.0M	3284	0.68%	SOLE
28	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$966K	13113	0.65%	SOLE
29	ALPHABET INC	CAP STK CL C	$957K	3335	0.64%	SOLE
30	ISHARES TR	EAFE GRWTH ETF	$870K	7813	0.58%	SOLE
31	ALPHABET INC	CAP STK CL A	$869K	3023	0.58%	SOLE
32	ISHARES TR	S&P 100 ETF	$833K	2620	0.56%	SOLE
33	META PLATFORMS INC	CL A	$792K	1385	0.53%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$786K	1209	0.53%	SOLE
35	JPMORGAN CHASE & CO	COM	$757K	2575	0.51%	SOLE
36	ISHARES TR	MSCI USA MMENTM	$747K	3114	0.50%	SOLE
37	VANGUARD INDEX FDS	VALUE ETF	$714K	3638	0.48%	SOLE
38	BLACKROCK ETF TRUST	ISHARES A I INNO	$712K	21599	0.48%	SOLE
39	BLACKROCK ETF TRUST	ISHARES US THEMA	$692K	19107	0.46%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$680K	2120	0.45%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$667K	670	0.45%	SOLE
42	SIMPLIFY EXCHANGE TRADED FUN	KAYNE ANDERSON	$655K	25760	0.44%	SOLE
43	LINDE PLC	SHS	$650K	1311	0.43%	SOLE
44	ISHARES TR	RUS 1000 ETF	$643K	1803	0.43%	SOLE
45	BLACKROCK ETF TRUST	ISHARES DEFENSE	$621K	18970	0.41%	SOLE
46	VANGUARD BD INDEX FDS	SHORT TRM BOND	$541K	6902	0.36%	SOLE
47	PIMCO CORPORATE & INCOME OPP	COM	$536K	44452	0.36%	SOLE
48	BLACKROCK ETF TRUST	ISHARES LARGE CA	$511K	12451	0.34%	SOLE
49	AMERICAN CENTY ETF TR	INTL EQT ETF	$508K	5982	0.34%	SOLE
50	CHEVRON CORPORATION	COM	$506K	2445	0.34%	SOLE

1–50 of 133

1 / 3

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