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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.79 Million 2.07% of portfolio
470,402
Q3 2025 Added 8.32%
$0
$2.35 Million 0.71% of portfolio
95,919
Q3 2025 Reduced 11.71%
$0
$2.22 Million 0.68% of portfolio
364,162
Q3 2025 Reduced 0.15%
$0
$2.11 Million 0.64% of portfolio
85,150
Q3 2025 Reduced 2.58%
$0
$1.63 Million 0.49% of portfolio
100,781
Q3 2025 Reduced 4.59%
$0
$1.26 Million 0.38% of portfolio
61,862
Q3 2025 Added 20.33%
$0
$621,000 0.19% of portfolio
62,485
Q3 2025 Reduced 3.84%
$0
$579,000 0.18% of portfolio
70,665
Q3 2025 Reduced 3.75%
$0
$219,000 0.07% of portfolio
10,408
Q3 2025 Added 7.61%
$0
$151,000 0.05% of portfolio
10,155
Q3 2025 Added 0.05%
$0
$122,000 0.04% of portfolio
12,000
Q3 2024 Added 20.0%
$0
$74,000 0.02% of portfolio
12,000
Q3 2024 Added 20.0%
$5.95M
$39,000 0.01% of portfolio
44,582
Q3 2025 Added 4.7%

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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