Accel Wealth Management Portfolio Holdings
Accel Wealth Management
- $290 Million
- Q2 2025
Accel Wealth Management has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $290 Million distributed in 269 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 $13.8M, Janus Henderson Short Duration with a value of $11.6M, Schwab Strategic Tr Us Large C with a value of $9.62M, Vanguard Total Stock Market Et with a value of $7.5M, and Amazon Com Inc with a value of $7.25M.
Examining the 13F form we can see an increase of $22.2M in the current position value, from $268M to 290M.
Below you can find more details about Accel Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$290 Million
ETFs: $176 Million
Financial Services: $30.3 Million
Technology: $28.3 Million
Industrials: $12 Million
Consumer Cyclical: $8.75 Million
Energy: $7.09 Million
Consumer Defensive: $6.56 Million
Communication Services: $5.56 Million
Other: $12.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 269
- Current Value $290 Million
- Prior Value $268 Million
- Filing
- Period Q2 2025
- Filing Date July 21, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 24 stocks
- Additional Purchases 126 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks