Accel Wealth Management Portfolio Holdings

Accel Wealth Management

  • $328 Million
  • Q3 2025

Accel Wealth Management has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $328 Million distributed in 278 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $15.1M, Schwab Strategic Tr Us Large C with a value of $12.4M, Janus Henderson Short Duration with a value of $12M, Vanguard Total Stock Market Et with a value of $8.55M, and Vanguard Value ETF with a value of $7.83M.

Examining the 13F form we can see an increase of $38.4M in the current position value, from $290M to 328M.

Below you can find more details about Accel Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $328 Million
ETFs: $207 Million
Technology: $34 Million
Financial Services: $31.2 Million
Industrials: $11.9 Million
Consumer Cyclical: $8.74 Million
Energy: $7.35 Million
Communication Services: $6.74 Million
Consumer Defensive: $6.43 Million
Other: $13 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.42T
$7.41 Million 2.26% of portfolio
29,090
Q3 2025 Reduced 1.49%
$2.54T
$6.85 Million 2.09% of portfolio
31,200
Q3 2025 Reduced 5.59%
$0
$6.79 Million 2.07% of portfolio
470,402
Q3 2025 Added 8.32%
$481B
$6.34 Million 1.93% of portfolio
33,978
Q3 2025 Reduced 0.05%
$3.79T
$4.99 Million 1.52% of portfolio
9,628
Q3 2025 Reduced 1.08%
$1.74T
$3.75 Million 1.14% of portfolio
15,441
Q3 2025 Reduced 1.33%
$144B
$3.2 Million 0.97% of portfolio
7,001
Q3 2025 Reduced 3.37%
$263B
$2.56 Million 0.78% of portfolio
15,302
Q3 2025 Added 1.02%
$926B
$2.54 Million 0.77% of portfolio
8,061
Q3 2025 Reduced 1.74%
$375B
$2.5 Million 0.76% of portfolio
13,696
Q3 2025 Added 4.62%
$60.6B
$2.46 Million 0.75% of portfolio
86,912
Q3 2025 Reduced 8.39%
$0
$2.35 Million 0.71% of portfolio
95,919
Q3 2025 Reduced 11.71%
$103B
$2.29 Million 0.7% of portfolio
13,383
Q3 2025 Reduced 2.03%
$0
$2.22 Million 0.68% of portfolio
364,162
Q3 2025 Reduced 0.15%
$143B
$2.16 Million 0.66% of portfolio
6,542
Q3 2025 Added 0.75%
$0
$2.11 Million 0.64% of portfolio
85,150
Q3 2025 Reduced 2.58%
$156B
$1.64 Million 0.5% of portfolio
48,771
Q3 2025 Reduced 3.76%
$0
$1.63 Million 0.49% of portfolio
100,781
Q3 2025 Reduced 4.59%
$352B
$1.51 Million 0.46% of portfolio
9,858
Q3 2025 Reduced 1.43%
$281B
$1.24 Million 0.38% of portfolio
4,409
Q3 2025 Reduced 0.02%
$0
$1.26 Million 0.38% of portfolio
61,862
Q3 2025 Added 20.33%
$4.06B
$1.17 Million 0.36% of portfolio
34,070
Q3 2025 Reduced 0.25%
$507B
$1.11 Million 0.34% of portfolio
5,977
Q3 2025 Reduced 5.47%
$71.4B
$1.13 Million 0.34% of portfolio
13,434
Q3 2025 Added 4.37%
$39.7B
$1.09 Million 0.33% of portfolio
10,540
Q3 2025 Reduced 4.34%
$398B
$1.03 Million 0.31% of portfolio
4,443
Q3 2025 Reduced 8.01%
$1.78T
$982,000 0.3% of portfolio
4,035
Q3 2025 Added 0.52%
$306B
$956,000 0.29% of portfolio
6,161
Q3 2025 Reduced 4.72%
$383B
$856,000 0.26% of portfolio
5,293
Q3 2025 Reduced 0.56%
$5.59B
$813,000 0.25% of portfolio
42,023
Q3 2025 Added 0.76%
$120B
$778,000 0.24% of portfolio
1,560
Q3 2025 Added 7.73%
$1.41T
$779,000 0.24% of portfolio
1,062
Q3 2025 Added 33.92%
$87.2B
$801,000 0.24% of portfolio
1,316
Q3 2025 Added 0.23%
$1.39T
$786,000 0.24% of portfolio
1,768
Q3 2025 Added 5.18%
$430B
$792,000 0.24% of portfolio
15,367
Q3 2025 Reduced 4.87%
$647B
$769,000 0.23% of portfolio
1,530
Q3 2025 Reduced 7.22%
$939B
$721,000 0.22% of portfolio
946
Q3 2025 Reduced 2.57%
$281B
$723,000 0.22% of portfolio
7,019
Q3 2025 Added 1.21%
$49.6B
$712,000 0.22% of portfolio
1,451
Q3 2025 Added 0.14%
$262B
$726,000 0.22% of portfolio
4,340
Q3 2025 Added 0.65%
$14B
$692,000 0.21% of portfolio
10,243
Q3 2025 Added 0.82%
$499B
$705,000 0.21% of portfolio
6,257
Q3 2025 Reduced 5.9%
$135B
$669,000 0.2% of portfolio
3,179
Q3 2025 Added 20.83%
$115B
$638,000 0.19% of portfolio
1,941
Q3 2025 Reduced 30.97%
$2.29B
$622,000 0.19% of portfolio
32,901
Q3 2025 Added 49.85%
$300B
$636,000 0.19% of portfolio
1,333
Q3 2025 Added 0.15%
$2.11B
$608,000 0.19% of portfolio
37,872
Q3 2025 Added 25.75%
$0
$621,000 0.19% of portfolio
62,485
Q3 2025 Reduced 3.84%
$168B
$618,000 0.19% of portfolio
8,188
Q3 2025 Reduced 3.61%

Summary

  • Portfolio
  • No. of Stocks 278
  • Current Value $328 Million
  • Prior Value $290 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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