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 Market Cap. of $10 Billions to $200 Billions
