Accelerate Investment Advisors LLC Portfolio Holdings

Accelerate Investment Advisors LLC

  • $147 Billion
  • Q3 2025

Accelerate Investment Advisors LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $21.6B, Ishares Core Msci Intl Develop with a value of $13.4B, Ishares Core U.S. Aggregate Bo with a value of $12.4B, Fidelity Merrimack Str Tr Tota with a value of $6.91B, and Vanguard Mid Cap ETF with a value of $6.04B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $134B to 147B.

Accelerate Investment Advisors LLC is based out at Aliso Viejo, CA

Below you can find more details about Accelerate Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $111 Billion
Technology: $11.9 Billion
Consumer Cyclical: $5.67 Billion
Financial Services: $3.88 Billion
Communication Services: $3.19 Billion
Energy: $3.08 Billion
Healthcare: $1.8 Billion
Industrials: $1.49 Billion
Other: $1.81 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.6 Billion 14.7% of portfolio
275,876
Q3 2025 Added 6.41%
$0
$13.4 Billion 9.14% of portfolio
167,545
Q3 2025 Added 8.76%
$0
$12.4 Billion 8.47% of portfolio
124,120
Q3 2025 Added 7.62%
$0
$6.91 Billion 4.7% of portfolio
149,391
Q3 2025 Added 5.45%
$0
$6.04 Billion 4.11% of portfolio
20,550
Q3 2025 Added 7.51%
$0
$4.93 Billion 3.36% of portfolio
7,369
Q3 2025 Reduced 1.33%
$0
$4.48 Billion 3.04% of portfolio
82,606
Q3 2025 Added 8.47%
$4.22T
$3.8 Billion 2.59% of portfolio
14,933
Q3 2025 Added 3.67%
$2.26T
$3.34 Billion 2.27% of portfolio
15,205
Q3 2025 Reduced 1.69%
$451B
$3.13 Billion 2.13% of portfolio
16,774
Q3 2025 Added 0.25%
$3.86T
$2.86 Billion 1.94% of portfolio
5,512
Q3 2025 Reduced 0.88%
$0
$2.79 Billion 1.9% of portfolio
100,061
Q3 2025 Added 8.83%
$0
$2.19 Billion 1.49% of portfolio
18,129
Q3 2025 Reduced 1.35%
$0
$2.09 Billion 1.42% of portfolio
35,281
Q3 2025 Added 12.65%
$0
$1.98 Billion 1.35% of portfolio
9,597
Q3 2025 Added 4.18%
$0
$1.96 Billion 1.33% of portfolio
72,557
Q3 2025 Added 6.38%
$0
$1.84 Billion 1.25% of portfolio
5,535
Q3 2025 Added 34.74%
$7.16B
$1.71 Billion 1.16% of portfolio
1,828
Q4 2024 Added 0.16%
$0
$1.64 Billion 1.11% of portfolio
24,114
Q3 2025 Reduced 16.83%
$0
$1.46 Billion 0.99% of portfolio
10,004
Q3 2025 Reduced 1.93%
$0
$1.4 Billion 0.95% of portfolio
21,164
Q3 2025 Added 9.21%
$1.65T
$1.28 Billion 0.87% of portfolio
1,740
Q3 2025 Added 4.19%
$0
$1.28 Billion 0.87% of portfolio
2,087
Q3 2025 Reduced 44.6%
$0
$1.22 Billion 0.83% of portfolio
47,684
Q3 2025 Added 18.61%
$1.4T
$1.22 Billion 0.83% of portfolio
2,735
Q3 2025 Reduced 3.43%
$0
$1.08 Billion 0.73% of portfolio
5,771
Q3 2025 Added 15.98%
$130B
$1.04 Billion 0.71% of portfolio
2,923
Q3 2025 Added 17.67%
$0
$1.02 Billion 0.69% of portfolio
13,731
Q3 2025 Reduced 42.31%
$470B
$992 Million 0.67% of portfolio
8,798
Q3 2025 Reduced 1.08%
$1.5T
$915 Million 0.62% of portfolio
3,766
Q3 2025 Added 12.25%
$139B
$905 Million 0.62% of portfolio
2,742
Q3 2025 Reduced 1.01%
$871B
$841 Million 0.57% of portfolio
2,667
Q3 2025 Reduced 1.11%
$0
$793 Million 0.54% of portfolio
10,050
Q3 2025 Added 10.21%
$1.53T
$763 Million 0.52% of portfolio
3,132
Q3 2025 Reduced 1.51%
$0
$739 Million 0.5% of portfolio
1,109
Q3 2025 Added 0.91%
$0
$736 Million 0.5% of portfolio
50,979
Q3 2025 Added 32.44%
$0
$723 Million 0.49% of portfolio
1,979
Q3 2025 Added 0.3%
$0
$697 Million 0.47% of portfolio
2,124
Q3 2025 Reduced 42.64%
$646B
$696 Million 0.47% of portfolio
1,385
Q3 2025 Added 22.78%
Kayne Anderson Bdc Inc
-
$690 Million 0.47% of portfolio
-
Q3 2025 Reduced 17.45%
Blackrock ETF Trust
-
$617 Million 0.42% of portfolio
-
Q3 2025 Added 113.34%
Blackrock ETF Trust
-
$623 Million 0.42% of portfolio
-
Q3 2025 Added 3.2%
Linde PLC
-
$604 Million 0.41% of portfolio
-
Q3 2025 Reduced 0.16%
$0
$602 Million 0.41% of portfolio
5,447
Q3 2025 Added 0.42%
$415B
$591 Million 0.4% of portfolio
638
Q3 2025 Reduced 0.31%
$0
$578 Million 0.39% of portfolio
964
Q3 2025 Added 0.1%
$113B
$497 Million 0.34% of portfolio
643
Q2 2025 Reduced 1.53%
$0
$474 Million 0.32% of portfolio
6,004
Q3 2025 Reduced 0.15%
$0
$472 Million 0.32% of portfolio
18,790
Q3 2025 Added 0.54%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $147 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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