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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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