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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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