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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149B
$433,000 0.13% of portfolio
1,159
Q3 2025 Reduced 13.57%
$2.47B
$430,000 0.13% of portfolio
28,042
Q3 2025 New
$219B
$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%
$0
$429,000 0.13% of portfolio
7,602
Q3 2025 Added 0.25%
$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%
$0
$386,000 0.12% of portfolio
14,922
Q3 2025 Reduced 15.74%
$16.9B
$408,000 0.12% of portfolio
6,064
Q3 2025 Added 0.68%
$0
$381,000 0.12% of portfolio
7,040
Q3 2025 Added 1.48%
$65.9B
$391,000 0.12% of portfolio
1,826
Q3 2025 Added 0.05%
$143B
$401,000 0.12% of portfolio
4,114
Q3 2025 Reduced 7.47%
$0
$391,000 0.12% of portfolio
6,163
Q3 2025 Reduced 0.56%
$0
$389,000 0.12% of portfolio
9,367
Q3 2025 Added 1.47%
$275B
$355,000 0.11% of portfolio
1,069
Q3 2025 Reduced 40.81%
$526B
$366,000 0.11% of portfolio
644
Q3 2025 Reduced 2.42%
$645B
$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%
$111B
$349,000 0.11% of portfolio
3,695
Q3 2025 Reduced 4.03%
$22.1B
$372,000 0.11% of portfolio
10,615
Q3 2025 Reduced 17.69%
$30.4B
$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%
$0
$340,000 0.1% of portfolio
5,387
Q3 2025 Reduced 1.91%
$23.2B
$339,000 0.1% of portfolio
3,312
Q3 2025 Reduced 13.55%
$220B
$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%
$0
$344,000 0.1% of portfolio
3,236
Q3 2025 Reduced 6.45%
$177B
$333,000 0.1% of portfolio
11,793
Q3 2025 Reduced 16.53%
$0
$329,000 0.1% of portfolio
3,525
Q3 2025 Added 3.77%
$44.3B
$314,000 0.1% of portfolio
3,896
Q3 2025 Added 9.13%
$0
$328,000 0.1% of portfolio
5,770
Q3 2025 Reduced 25.22%
$77.5B
$324,000 0.1% of portfolio
3,862
Q3 2025 New
$221B
$330,000 0.1% of portfolio
2,468
Q3 2025 Reduced 3.82%
$0
$318,000 0.1% of portfolio
6,065
Q3 2025 Reduced 7.62%
$0
$309,000 0.09% of portfolio
2,613
Q2 2025 Reduced 10.67%
$336B
$291,000 0.09% of portfolio
968
Q3 2025 Added 11.91%
$101B
$298,000 0.09% of portfolio
4,897
Q3 2025 Added 9.06%
$0
$295,000 0.09% of portfolio
3,699
Q3 2025 Added 0.16%
$0
$305,000 0.09% of portfolio
4,015
Q3 2025 Reduced 11.68%
$51.9B
$296,000 0.09% of portfolio
1,263
Q3 2025 New
$0
$292,000 0.09% of portfolio
4,878
Q3 2025 Added 6.07%
$202B
$310,000 0.09% of portfolio
2,714
Q3 2025 Reduced 23.85%
$82.7B
$292,000 0.09% of portfolio
2,367
Q3 2025 Added 1.24%
$491B
$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%
$168B
$304,000 0.09% of portfolio
6,928
Q3 2025 Reduced 12.91%
$0
$253,000 0.08% of portfolio
13,121
Q3 2025 Reduced 24.97%
$72.6B
$257,000 0.08% of portfolio
4,068
Q3 2025 Added 0.15%
$1.29B
$247,000 0.08% of portfolio
6,877
Q3 2025 Added 18.53%

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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