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
$0
$579,000 0.18% of portfolio
70,665
Q3 2025 Reduced 3.75%
$32.3B
$599,000 0.18% of portfolio
10,042
Q3 2025 Reduced 2.25%
$318B
$585,000 0.18% of portfolio
8,551
Q3 2025 Reduced 3.99%
$1.46T
$566,000 0.17% of portfolio
2,030
Q3 2025 Reduced 8.89%
$409B
$544,000 0.17% of portfolio
588
Q3 2025 Reduced 16.0%
$275B
$560,000 0.17% of portfolio
704
Q3 2025 Added 0.57%
$4.73B
$531,000 0.16% of portfolio
28,130
Q3 2025 Reduced 12.72%
$39.1B
$523,000 0.16% of portfolio
3,233
Q3 2025 Reduced 4.46%
$196B
$538,000 0.16% of portfolio
3,234
Q3 2025 Reduced 8.05%
$241B
$529,000 0.16% of portfolio
3,263
Q3 2025 Reduced 5.75%
$20B
$489,000 0.15% of portfolio
865
Q3 2025 Added 2.98%
$94.5B
$506,000 0.15% of portfolio
1,484
Q3 2025 Reduced 5.72%
$76B
$456,000 0.14% of portfolio
3,478
Q3 2025 Reduced 4.19%
$164B
$463,000 0.14% of portfolio
952
Q3 2025 Reduced 9.51%
$67.8B
$454,000 0.14% of portfolio
2,671
Q3 2025 Added 0.41%
$240B
$447,000 0.14% of portfolio
1,890
Q3 2025 Reduced 4.88%
$141B
$433,000 0.13% of portfolio
1,159
Q3 2025 Reduced 13.57%
$2.44B
$430,000 0.13% of portfolio
28,042
Q3 2025 New
$235B
$434,000 0.13% of portfolio
5,172
Q3 2025 Reduced 9.18%
$116B
$423,000 0.13% of portfolio
1,961
Q3 2025 Added 0.05%
$95.2B
$430,000 0.13% of portfolio
3,475
Q3 2025 Added 7.19%
$1.39B
$429,000 0.13% of portfolio
8,363
Q3 2025 Added 11.77%
$16.9B
$408,000 0.12% of portfolio
6,064
Q3 2025 Added 0.68%
$60.4B
$391,000 0.12% of portfolio
1,826
Q3 2025 Added 0.05%
$150B
$401,000 0.12% of portfolio
4,114
Q3 2025 Reduced 7.47%
$273B
$355,000 0.11% of portfolio
1,069
Q3 2025 Reduced 40.81%
$530B
$366,000 0.11% of portfolio
644
Q3 2025 Reduced 2.42%
$587B
$358,000 0.11% of portfolio
1,273
Q3 2025 Reduced 2.38%
$195B
$377,000 0.11% of portfolio
3,723
Q3 2025 Reduced 2.41%
$114B
$349,000 0.11% of portfolio
3,695
Q3 2025 Reduced 4.03%
$22.9B
$372,000 0.11% of portfolio
10,615
Q3 2025 Reduced 17.69%
$31B
$313,000 0.1% of portfolio
4,297
Q3 2025 Reduced 10.37%
$70.3B
$339,000 0.1% of portfolio
7,016
Q3 2025 Added 0.27%
$23.4B
$339,000 0.1% of portfolio
3,312
Q3 2025 Reduced 13.55%
$226B
$317,000 0.1% of portfolio
1,046
Q3 2025 Reduced 4.65%
$112B
$332,000 0.1% of portfolio
9,640
Q3 2025 Reduced 4.73%
$183B
$333,000 0.1% of portfolio
11,793
Q3 2025 Reduced 16.53%
$43.8B
$314,000 0.1% of portfolio
3,896
Q3 2025 Added 9.13%
$74.6B
$324,000 0.1% of portfolio
3,862
Q3 2025 New
$226B
$330,000 0.1% of portfolio
2,468
Q3 2025 Reduced 3.82%
$332B
$291,000 0.09% of portfolio
968
Q3 2025 Added 11.91%
$102B
$298,000 0.09% of portfolio
4,897
Q3 2025 Added 9.06%
$53.3B
$296,000 0.09% of portfolio
1,263
Q3 2025 New
$196B
$310,000 0.09% of portfolio
2,714
Q3 2025 Reduced 23.85%
$80.5B
$292,000 0.09% of portfolio
2,367
Q3 2025 Added 1.24%
$514B
$280,000 0.09% of portfolio
234
Q3 2025 Added 0.86%
$182B
$294,000 0.09% of portfolio
3,003
Q3 2025 Added 3.41%
$173B
$304,000 0.09% of portfolio
6,928
Q3 2025 Reduced 12.91%
$72.6B
$257,000 0.08% of portfolio
4,068
Q3 2025 Added 0.15%

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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