Accelerate Investment Advisors LLC
151 holdingsFiling period: 2026-06-30Current AUM: $175.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 273.4K | $24.0M | $24.3M | 13.84% | -8,323 | 2026-06-30 |
| 2 | IDEV | ISHARES TR | 173.5K | $15.4M | $15.8M | 8.97% | -1,718 | 2026-06-30 |
| 3 | AGG | ISHARES TR | 131.3K | $13.0M | $12.6M | 7.16% | +3.7K | 2026-06-30 |
| 4 | IVV | ISHARES TR | 12.4K | $9.3M | $9.4M | 5.37% | +3.8K | 2026-06-30 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 143.7K | $6.5M | $6.4M | 3.61% | +3.7K | 2026-06-30 |
| 6 | VO | VANGUARD INDEX FDS | 78.3K | $6.3M | $6.3M | 3.57% | +57.9K | 2026-06-30 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 86.5K | $5.2M | $5.1M | 2.91% | -694 | 2026-06-30 |
| 8 | AAPL | APPLE INC | 14.7K | $4.3M | $4.9M | 2.77% | +1.1K | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 15.2K | $3.6M | $3.8M | 2.15% | +66 | 2026-06-30 |
| 10 | SCHA | SCHWAB STRATEGIC TR | 99.3K | $3.6M | $3.3M | 1.87% | -5,259 | 2026-06-30 |
| 11 | NVDA | NVIDIA CORPORATION | 17.4K | $3.5M | $3.7M | 2.10% | +2.1K | 2026-06-30 |
| 12 | IVW | ISHARES TR | 22.3K | $3.1M | $3.1M | 1.74% | +2.3K | 2026-06-30 |
| 13 | DYNF | BLACKROCK ETF TRUST | 39.3K | $2.7M | $2.7M | 1.54% | +4.1K | 2026-06-30 |
| 14 | IVE | ISHARES TR | 11.6K | $2.6M | $2.7M | 1.54% | -254 | 2026-06-30 |
| 15 | TPL | TEXAS PACIFIC LAND CORPORATI | 5.5K | $2.4M | $2.0M | 1.16% | -- | 2026-06-30 |
| 16 | IEMG | ISHARES INC | 23.8K | $2.0M | $1.9M | 1.08% | -3,696 | 2026-06-30 |
| 17 | MSFT | MICROSOFT CORP | 4.9K | $1.8M | $2.4M | 1.39% | +12 | 2026-06-30 |
| 18 | ITOT | ISHARES TR | 10.5K | $1.7M | $1.7M | 0.99% | +432 | 2026-06-30 |
| 19 | VOO | VANGUARD INDEX FDS | 2.3K | $1.6M | $1.6M | 0.90% | +80 | 2026-06-30 |
| 20 | REET | ISHARES TR | 53.3K | $1.5M | $1.4M | 0.80% | +1.5K | 2026-06-30 |
| 21 | SCHP | SCHWAB STRATEGIC TR | 53.4K | $1.4M | $1.4M | 0.78% | +866 | 2026-06-30 |
| 22 | XOM | EXXON MOBIL CORP | 10.0K | $1.4M | $1.7M | 0.96% | +1.4K | 2026-06-30 |
| 23 | XOM | EXXON MOBIL CORP | 10.0K | $1.4M | $1.7M | 0.96% | +1.4K | 2026-06-30 |
| 24 | GOOG | ALPHABET INC | 3.8K | $1.3M | $1.3M | 0.73% | +422 | 2026-06-30 |
| 25 | TSLA | TESLA INC | 2.9K | $1.2M | $1.0M | 0.59% | +159 | 2026-06-30 |
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