Accelerate Investment Advisors LLC Portfolio Holdings

Accelerate Investment Advisors LLC

  • $134 Billion
  • Q2 2025

Accelerate Investment Advisors LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 115 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 $18.8B, Ishares Core Msci Intl Develop with a value of $11.7B, Ishares Core U.S. Aggregate Bo with a value of $11.4B, Fidelity Merrimack Str Tr Tota with a value of $6.48B, and Vanguard Mid Cap ETF with a value of $5.35B.

Examining the 13F form we can see an increase of $15B in the current position value, from $119B to 134B.

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 $134 Billion
ETFs: $102 Billion
Technology: $10.5 Billion
Consumer Cyclical: $5.1 Billion
Financial Services: $3.48 Billion
Energy: $3.23 Billion
Communication Services: $2.83 Billion
Consumer Defensive: $1.72 Billion
Healthcare: $1.68 Billion
Other: $1.57 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.8 Billion 14.02% of portfolio
259,255
Q2 2025 Added 5.06%
$0
$11.7 Billion 8.71% of portfolio
154,055
Q2 2025 Added 5.53%
$0
$11.4 Billion 8.51% of portfolio
115,334
Q2 2025 Added 6.38%
$0
$6.48 Billion 4.82% of portfolio
141,664
Q2 2025 Added 6.1%
$0
$5.35 Billion 3.98% of portfolio
19,115
Q2 2025 Added 4.41%
$0
$4.64 Billion 3.45% of portfolio
7,468
Q2 2025 Reduced 11.23%
$0
$3.77 Billion 2.8% of portfolio
76,159
Q2 2025 Added 4.42%
$0
$2.33 Billion 1.73% of portfolio
91,941
Q2 2025 Added 6.65%
$0
$2.14 Billion 1.59% of portfolio
3,767
Q2 2025 Reduced 3.26%
$0
$2.02 Billion 1.51% of portfolio
18,377
Q2 2025 Added 7.66%
$0
$1.98 Billion 1.47% of portfolio
10,831
Q2 2025 Added 12.61%
$0
$1.84 Billion 1.37% of portfolio
28,995
Q2 2025 Added 60.03%
$0
$1.82 Billion 1.35% of portfolio
68,203
Q2 2025 Added 4.04%
$0
$1.8 Billion 1.34% of portfolio
9,212
Q2 2025 Added 11.36%
$0
$1.75 Billion 1.3% of portfolio
23,802
Q2 2025 Added 1.41%
$0
$1.71 Billion 1.27% of portfolio
31,318
Q2 2025 Added 17.53%
$0
$1.25 Billion 0.93% of portfolio
4,108
Q2 2025 Added 14.11%
$0
$1.16 Billion 0.87% of portfolio
19,379
Q2 2025 Added 74.43%
$0
$1.13 Billion 0.84% of portfolio
3,703
Q2 2025 Reduced 0.08%
$0
$993 Million 0.74% of portfolio
40,204
Q2 2025 Added 3.86%
$0
$879 Million 0.65% of portfolio
4,976
Q2 2025 Added 5.63%
$109B
$757 Million 0.56% of portfolio
2,484
Q2 2025 Reduced 5.19%
$0
$736 Million 0.55% of portfolio
4,246
Q2 2025 Added 7.93%
$0
$718 Million 0.53% of portfolio
9,119
Q2 2025 Reduced 1.77%
$0
$679 Million 0.51% of portfolio
1,099
Q2 2025 Added 2.33%
$0
$670 Million 0.5% of portfolio
1,973
Q2 2025 Added 11.22%
$0
$667 Million 0.5% of portfolio
5,952
Q2 2025 Reduced 6.05%
$0
$540 Million 0.4% of portfolio
5,424
Q2 2025 Added 0.43%
$0
$531 Million 0.4% of portfolio
963
Q2 2025 Added 31.56%
$0
$468 Million 0.35% of portfolio
18,689
Q2 2025 Added 51.5%
$0
$445 Million 0.33% of portfolio
6,013
Q2 2025 Reduced 2.98%
$0
$411 Million 0.31% of portfolio
1,711
Q2 2025 Reduced 1.38%
$0
$392 Million 0.29% of portfolio
7,744
Q2 2025 Reduced 5.84%
$0
$375 Million 0.28% of portfolio
12,834
Q2 2025 Reduced 0.74%
$0
$380 Million 0.28% of portfolio
4,050
Q2 2025 Reduced 5.22%
$0
$370 Million 0.27% of portfolio
1,874
Q2 2025 Added 33.38%
$0
$361 Million 0.27% of portfolio
545
Q3 2024 New
$0
$340 Million 0.25% of portfolio
12,281
Q2 2025 Added 0.66%
$0
$320 Million 0.24% of portfolio
726
Q2 2025 Added 15.97%
$0
$304 Million 0.23% of portfolio
6,807
Q2 2025 Added 4.47%
$0
$312 Million 0.23% of portfolio
735
Q2 2025 New
$0
$302 Million 0.22% of portfolio
5,810
Q2 2025 New
$0
$276 Million 0.21% of portfolio
3,003
Q2 2025 New
$0
$282 Million 0.21% of portfolio
8,567
Q2 2025 New
$0
$286 Million 0.21% of portfolio
12,312
Q2 2025 Reduced 7.62%
$0
$288 Million 0.21% of portfolio
2,866
Q2 2025 Added 1.2%
$0
$289 Million 0.21% of portfolio
4,566
Q2 2025 Reduced 6.55%
$0
$273 Million 0.2% of portfolio
2,057
Q2 2025 New
$0
$274 Million 0.2% of portfolio
1,270
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $134 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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