Accel Wealth Management

13F filer · CIK 0001838226

Reported Jul 10, 2026

Net seller this quarter

13F portfolio value$444MU.S. long equity reported on 13F

Positions16814 new · 8 closed

Net flow last quarter-$3.72MBuys minus sells

Top 10 positions weight14.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 2026168 positions
AAPLApple Inc.	$8.07M	1.82%	0.00%	-2.0%	Q4 2020
AMZNAmazon Com Inc	$7.63M	1.72%	0.00%	+0.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$7.55M	1.70%	Not reported	-5.3%	Q4 2020
INTCIntel Corp	$6.69M	1.51%	0.00%	-5.6%	Q4 2020
NVDANvidia Corp	$6.61M	1.49%	0.00%	+1.1%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.22M	1.40%	Not reported	+0.5%	Q4 2020
GOOGLAlphabet Inc.	$5.48M	1.23%	0.00%	+0.2%	Q4 2020
PTYPimco Corporate & Income Opportunity Fund	$5.4M	1.21%	Not reported	-11.0%	Q4 2020
DEDeere & Co	$4.49M	1.01%	0.00%	-0.6%	Q4 2020
MUMicron Technology Inc	$4.2M	0.95%	0.00%	-23.6%	Q4 2020
GLDSPDR Gold Trust	$3.76M	0.85%	0.00%	-3.0%	Q4 2020
SMHMarket Vectors ETF Trust	$3.57M	0.80%	Not reported	+17.1%	Q1 2021
MSFTMicrosoft Corp	$3.5M	0.79%	0.00%	-1.1%	Q4 2020
AMDAdvanced Micro Devices Inc	$3.12M	0.70%	0.00%	+1.4%	Q4 2020
KMIKinder Morgan, Inc.	$2.78M	0.62%	0.00%	+0.1%	Q4 2020
JPMJPMorgan Chase & Co	$2.61M	0.59%	0.00%	-1.4%	Q4 2020
RTXRTX Corp	$2.58M	0.58%	0.00%	-7.2%	Q4 2020
AVGOBroadcom Inc.	$2.52M	0.57%	0.00%	+0.7%	Q4 2020
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$2.07M	0.47%	Not reported	-9.7%	Q4 2020
SHLDSears Holdings Corp	$2.07M	0.46%	0.03%	+7.7%	Q3 2025
FVDFirst Trust Value Line Dividend Fund	$1.93M	0.43%	Not reported	-1.5%	Q4 2020
PEPPepsico Inc	$1.88M	0.42%	0.00%	-2.3%	Q4 2020
GABGabelli Equity Trust Inc	$1.83M	0.41%	Not reported	-5.9%	Q2 2021
UTFCohen & Steers Infrastructure Fund Inc	$1.82M	0.41%	Not reported	-9.6%	Q4 2020
CATCaterpillar Inc	$1.82M	0.41%	0.00%	+5.2%	Q4 2020
IBMInternational Business Machines Corp	$1.64M	0.37%	0.00%	-1.4%	Q4 2020
PLTRPalantir Technologies Inc.	$1.56M	0.35%	0.00%	-1.1%	Q2 2021
GOOGAlphabet Inc.	$1.5M	0.34%	Not reported	+1.0%	Q4 2020
LLYELI LILLY & Co	$1.5M	0.34%	0.00%	+19.2%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$1.46M	0.33%	Not reported	+12.7%	Q4 2020
XIDEExide Technologies	$1.46M	0.33%	0.06%	+1.5%	Q4 2023
BXBlackstone Inc.	$1.41M	0.32%	0.00%	-8.0%	Q4 2020
NEMNEWMONT Corp	$1.38M	0.31%	0.00%	+0.8%	Q1 2022
JNJJohnson & Johnson	$1.37M	0.31%	0.00%	-8.8%	Q4 2020
ABBVAbbVie Inc.	$1.35M	0.30%	0.00%	+10.2%	Q4 2020
PGPROCTER & GAMBLE Co	$1.32M	0.30%	0.00%	-3.3%	Q4 2020
MRVLMarvell Technology, Inc.	$1.22M	0.28%	0.00%	+3.9%	Q4 2020
RVTRoyce Small-Cap Trust, Inc.	$1.21M	0.27%	Not reported	-15.0%	Q4 2020
PRUPrudential Financial Inc	$1.13M	0.25%	0.00%	-2.0%	Q4 2020
CVXChevron Corp	$1.08M	0.24%	0.00%	+3.0%	Q4 2020
LGOVLargo Vista Group Ltd	$1.08M	0.24%	Not reported	-34.0%	Q3 2024
ARCCAres Capital Corp	$1.05M	0.24%	0.01%	+4.0%	Q1 2023
CSCOCisco Systems, Inc.	$1.05M	0.24%	0.00%	0.0%	Q4 2020
BACBank of America Corp	$1.05M	0.24%	0.00%	-4.6%	Q4 2020
PECOPhillips Edison & Company, Inc.	$1.03M	0.23%	0.02%	-32.5%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1M	0.23%	0.00%	-2.7%	Q4 2020
XOMExxonMobil Holdings Corp	$991K	0.22%	0.00%	-0.5%	Q4 2020
TSLATesla, Inc.	$979K	0.22%	0.00%	-0.3%	Q4 2020
WMTWalmart Inc.	$953K	0.21%	0.00%	-4.1%	Q4 2020
ARMArm Holdings PLC	$924K	0.21%	0.00%	+1.0%	Q1 2024

Q1 2026Reported Apr 8, 2026161 positions
AAPLApple Inc.	$7.22M	1.88%	0.00%	-1.8%	Q4 2020
AMZNAmazon Com Inc	$6.61M	1.72%	0.00%	+0.7%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$6.25M	1.63%	Not reported	-12.0%	Q4 2020
PTYPimco Corporate & Income Opportunity Fund	$6.08M	1.59%	Not reported	+0.4%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.8M	1.51%	Not reported	-0.2%	Q4 2020
NVDANvidia Corp	$5.7M	1.49%	0.00%	+0.9%	Q4 2020
GLDSPDR Gold Trust	$4.52M	1.18%	0.00%	+2.1%	Q4 2020
GOOGLAlphabet Inc.	$4.4M	1.15%	0.00%	-1.6%	Q4 2020
DEDeere & Co	$4.01M	1.05%	0.00%	-0.2%	Q4 2020
MSFTMicrosoft Corp	$3.51M	0.92%	0.00%	-1.2%	Q4 2020
KMIKinder Morgan, Inc.	$2.91M	0.76%	0.00%	+1.1%	Q4 2020
RTXRTX Corp	$2.83M	0.74%	0.00%	-4.1%	Q4 2020
JPMJPMorgan Chase & Co	$2.38M	0.62%	0.00%	-0.1%	Q4 2020
SHLDSears Holdings Corp	$2.28M	0.59%	0.03%	+9.1%	Q3 2025
INTCIntel Corp	$2.24M	0.58%	0.00%	+6.2%	Q4 2020
PEPPepsico Inc	$2.21M	0.58%	0.00%	+0.9%	Q4 2020
AVGOBroadcom Inc.	$2.05M	0.54%	0.00%	+1.1%	Q4 2020
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$2.03M	0.53%	Not reported	-0.8%	Q4 2020
PLTRPalantir Technologies Inc.	$1.98M	0.52%	0.00%	+1.1%	Q2 2021
GABGabelli Equity Trust Inc	$1.92M	0.50%	Not reported	-2.5%	Q2 2021
FVDFirst Trust Value Line Dividend Fund	$1.91M	0.50%	Not reported	+2.8%	Q4 2020
UTFCohen & Steers Infrastructure Fund Inc	$1.89M	0.49%	Not reported	-5.0%	Q4 2020
SMHMarket Vectors ETF Trust	$1.78M	0.46%	Not reported	+25.4%	Q1 2021
LGOVLargo Vista Group Ltd	$1.65M	0.43%	Not reported	+5.6%	Q3 2024
MUMicron Technology Inc	$1.61M	0.42%	0.00%	+0.7%	Q4 2020
NEMNEWMONT Corp	$1.58M	0.41%	0.00%	+1.3%	Q1 2022
BXBlackstone Inc.	$1.5M	0.39%	0.00%	-0.7%	Q4 2020
JNJJohnson & Johnson	$1.44M	0.38%	0.00%	-1.1%	Q4 2020
IBMInternational Business Machines Corp	$1.43M	0.37%	0.00%	+26.2%	Q4 2020
XIDEExide Technologies	$1.4M	0.37%	0.06%	+2.9%	Q4 2023
PECOPhillips Edison & Company, Inc.	$1.37M	0.36%	0.03%	-0.7%	Q1 2022
PGPROCTER & GAMBLE Co	$1.34M	0.35%	0.00%	+3.8%	Q4 2020
CVXChevron Corp	$1.32M	0.34%	0.00%	+8.8%	Q4 2020
RVTRoyce Small-Cap Trust, Inc.	$1.28M	0.33%	Not reported	-11.1%	Q4 2020
XOMExxonMobil Holdings Corp	$1.24M	0.32%	0.00%	+4.7%	Q4 2020
GOOGAlphabet Inc.	$1.21M	0.31%	Not reported	+3.4%	Q4 2020
CATCaterpillar Inc	$1.15M	0.30%	0.00%	+6.2%	Q4 2020
WMTWalmart Inc.	$1.09M	0.28%	0.00%	+6.6%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$1.09M	0.28%	Not reported	+1.2%	Q4 2020
AMDAdvanced Micro Devices Inc	$1.08M	0.28%	0.00%	-0.1%	Q4 2020
ABBVAbbVie Inc.	$1.06M	0.28%	0.00%	+9.2%	Q4 2020
PRUPrudential Financial Inc	$1.05M	0.27%	0.00%	-5.6%	Q4 2020
NOCNorthrop Grumman Corp	$996K	0.26%	0.00%	+0.1%	Q1 2021
ARCCAres Capital Corp	$986K	0.26%	0.01%	-0.8%	Q1 2023
LLYELI LILLY & Co	$962K	0.25%	0.00%	+0.8%	Q4 2020
LMTLockheed Martin Corp	$953K	0.25%	0.00%	-1.9%	Q4 2020
BACBank of America Corp	$939K	0.25%	0.00%	+7.0%	Q4 2020
NEENextera Energy Inc	$903K	0.24%	0.00%	-7.4%	Q4 2020
TSLATesla, Inc.	$868K	0.23%	0.00%	+2.9%	Q4 2020
IBITiShares Bitcoin Trust ETF	$806K	0.21%	0.00%	-0.1%	Q1 2024

Q4 2025Reported Jan 20, 2026156 positions
AAPLApple Inc.	$7.87M	2.15%	0.00%	-0.5%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$7.56M	2.07%	Not reported	+7.4%	Q4 2020
AMZNAmazon Com Inc	$7.27M	1.99%	0.00%	+1.0%	Q4 2020
PTYPimco Corporate & Income Opportunity Fund	$6.48M	1.77%	Not reported	+6.8%	Q4 2020
NVDANvidia Corp	$6.04M	1.65%	0.00%	-4.6%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.63M	1.54%	Not reported	-0.8%	Q4 2020
GOOGLAlphabet Inc.	$4.86M	1.33%	0.00%	+0.7%	Q4 2020
MSFTMicrosoft Corp	$4.65M	1.27%	0.00%	-0.2%	Q4 2020
GLDSPDR Gold Trust	$4.08M	1.12%	0.00%	+15.6%	Q4 2020
DEDeere & Co	$3.32M	0.91%	0.00%	+2.0%	Q4 2020
RTXRTX Corp	$2.8M	0.77%	0.00%	-0.1%	Q4 2020
JPMJPMorgan Chase & Co	$2.61M	0.71%	0.00%	+0.4%	Q4 2020
PLTRPalantir Technologies Inc.	$2.38M	0.65%	0.00%	-2.3%	Q2 2021
KMIKinder Morgan, Inc.	$2.36M	0.65%	0.00%	-1.2%	Q4 2020
AVGOBroadcom Inc.	$2.27M	0.62%	0.00%	+0.2%	Q4 2020
GABGabelli Equity Trust Inc	$2.17M	0.59%	Not reported	-3.3%	Q2 2021
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$2.1M	0.57%	Not reported	-13.2%	Q4 2020
PEPPepsico Inc	$2.02M	0.55%	0.00%	-0.7%	Q4 2020
BXBlackstone Inc.	$2.02M	0.55%	0.00%	-2.1%	Q4 2020
SHLDSears Holdings Corp	$1.91M	0.52%	0.03%	+21.3%	Q3 2025
UTFCohen & Steers Infrastructure Fund Inc	$1.86M	0.51%	Not reported	-9.6%	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$1.82M	0.50%	Not reported	-2.3%	Q4 2020
INTCIntel Corp	$1.76M	0.48%	0.00%	-2.0%	Q4 2020
LGOVLargo Vista Group Ltd	$1.58M	0.43%	Not reported	+16.1%	Q3 2024
NEMNEWMONT Corp	$1.44M	0.39%	0.00%	+7.5%	Q1 2022
RVTRoyce Small-Cap Trust, Inc.	$1.4M	0.38%	Not reported	-14.0%	Q4 2020
IBMInternational Business Machines Corp	$1.39M	0.38%	0.00%	+6.1%	Q4 2020
XIDEExide Technologies	$1.38M	0.38%	0.06%	+14.0%	Q4 2023
MUMicron Technology Inc	$1.35M	0.37%	0.00%	+9.1%	Q4 2020
SMHMarket Vectors ETF Trust	$1.33M	0.36%	Not reported	+30.2%	Q1 2021
PECOPhillips Edison & Company, Inc.	$1.32M	0.36%	0.03%	+8.6%	Q1 2022
PGPROCTER & GAMBLE Co	$1.28M	0.35%	0.00%	-9.2%	Q4 2020
PRUPrudential Financial Inc	$1.28M	0.35%	0.00%	+7.5%	Q4 2020
GOOGAlphabet Inc.	$1.28M	0.35%	Not reported	+0.8%	Q4 2020
JNJJohnson & Johnson	$1.23M	0.34%	0.00%	-0.3%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$1.17M	0.32%	Not reported	Not reported	Q4 2020
AMDAdvanced Micro Devices Inc	$1.14M	0.31%	0.00%	+0.2%	Q4 2020
ARCCAres Capital Corp	$1.12M	0.30%	0.01%	-10.9%	Q1 2023
LLYELI LILLY & Co	$1.11M	0.30%	0.00%	+9.6%	Q4 2020
IBITiShares Bitcoin Trust ETF	$1.04M	0.29%	0.00%	+6.0%	Q1 2024
TSLATesla, Inc.	$1.02M	0.28%	0.00%	+28.3%	Q4 2020
ABBVAbbVie Inc.	$1.02M	0.28%	0.00%	+0.3%	Q4 2020
BACBank of America Corp	$991K	0.27%	0.00%	+17.2%	Q4 2020
WMTWalmart Inc.	$916K	0.25%	0.00%	+17.1%	Q4 2020
CVXChevron Corp	$890K	0.24%	0.00%	-5.2%	Q4 2020
CATCaterpillar Inc	$874K	0.24%	0.00%	+14.5%	Q4 2020
NEENextera Energy Inc	$842K	0.23%	0.00%	+28.1%	Q4 2020
XOMExxonMobil Holdings Corp	$838K	0.23%	0.00%	+11.3%	Q4 2020
NOCNorthrop Grumman Corp	$831K	0.23%	0.00%	+10.8%	Q1 2021
BRK.BBerkshire Hathaway Inc	$804K	0.22%	Not reported	+4.5%	Q4 2020

Q3 2025Reported Oct 8, 2025157 positions
AAPLApple Inc.	$7.41M	2.15%	0.00%	-1.5%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$6.88M	2.00%	Not reported	+14.3%	Q4 2020
AMZNAmazon Com Inc	$6.85M	1.99%	0.00%	-5.6%	Q4 2020
PTYPimco Corporate & Income Opportunity Fund	$6.79M	1.98%	Not reported	+8.3%	Q4 2020
NVDANvidia Corp	$6.34M	1.84%	0.00%	-0.1%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.58M	1.62%	Not reported	-1.4%	Q4 2020
MSFTMicrosoft Corp	$4.99M	1.45%	0.00%	-1.1%	Q4 2020
GOOGLAlphabet Inc.	$3.75M	1.09%	0.00%	-1.3%	Q4 2020
DEDeere & Co	$3.2M	0.93%	0.00%	-3.4%	Q4 2020
GLDSPDR Gold Trust	$3.17M	0.92%	0.00%	-0.8%	Q4 2020
RTXRTX Corp	$2.56M	0.74%	0.00%	+1.0%	Q4 2020
JPMJPMorgan Chase & Co	$2.54M	0.74%	0.00%	-1.7%	Q4 2020
PLTRPalantir Technologies Inc.	$2.5M	0.73%	0.00%	+4.6%	Q2 2021
KMIKinder Morgan, Inc.	$2.46M	0.72%	0.00%	-8.4%	Q4 2020
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$2.35M	0.68%	Not reported	-11.7%	Q4 2020
BXBlackstone Inc.	$2.29M	0.67%	0.00%	-2.0%	Q4 2020
GABGabelli Equity Trust Inc	$2.22M	0.65%	Not reported	-0.2%	Q2 2021
AVGOBroadcom Inc.	$2.16M	0.63%	0.00%	+0.8%	Q4 2020
UTFCohen & Steers Infrastructure Fund Inc	$2.11M	0.61%	Not reported	-2.6%	Q4 2020
PEPPepsico Inc	$1.99M	0.58%	0.00%	-0.4%	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$1.87M	0.54%	Not reported	-4.8%	Q4 2020
SHLDSears Holdings Corp	$1.71M	0.50%	0.02%	New	Q3 2025
INTCIntel Corp	$1.64M	0.48%	0.00%	-3.8%	Q4 2020
RVTRoyce Small-Cap Trust, Inc.	$1.63M	0.47%	Not reported	-4.6%	Q4 2020
PGPROCTER & GAMBLE Co	$1.51M	0.44%	0.00%	-1.4%	Q4 2020
LGOVLargo Vista Group Ltd	$1.35M	0.39%	Not reported	+1.6%	Q3 2024
IBITiShares Bitcoin Trust ETF	$1.29M	0.37%	0.00%	+19.9%	Q1 2024
ARCCAres Capital Corp	$1.26M	0.37%	0.01%	+20.3%	Q1 2023
IBMInternational Business Machines Corp	$1.24M	0.36%	0.00%	0.0%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$1.23M	0.36%	Not reported	+68.8%	Q4 2020
XIDEExide Technologies	$1.22M	0.36%	0.05%	-2.9%	Q4 2023
PECOPhillips Edison & Company, Inc.	$1.17M	0.34%	0.03%	-0.3%	Q1 2022
NEMNEWMONT Corp	$1.13M	0.33%	0.00%	+4.4%	Q1 2022
JNJJohnson & Johnson	$1.11M	0.32%	0.00%	-5.5%	Q4 2020
PRUPrudential Financial Inc	$1.09M	0.32%	0.00%	-4.3%	Q4 2020
ABBVAbbVie Inc.	$1.03M	0.30%	0.00%	-8.0%	Q4 2020
GOOGAlphabet Inc.	$983K	0.29%	Not reported	+0.5%	Q4 2020
CVXChevron Corp	$957K	0.28%	0.00%	-4.7%	Q4 2020
SMHMarket Vectors ETF Trust	$928K	0.27%	Not reported	Not reported	Q1 2021
AMDAdvanced Micro Devices Inc	$856K	0.25%	0.00%	-0.6%	Q4 2020
STWDStarwood Property Trust, Inc.	$814K	0.24%	0.01%	+0.8%	Q4 2020
NOCNorthrop Grumman Corp	$802K	0.23%	0.00%	+0.2%	Q1 2021
BACBank of America Corp	$793K	0.23%	0.00%	-4.9%	Q4 2020
TSLATesla, Inc.	$786K	0.23%	0.00%	+5.2%	Q4 2020
METAMeta Platforms, Inc.	$780K	0.23%	Not reported	+33.9%	Q4 2020
LMTLockheed Martin Corp	$779K	0.23%	0.00%	+7.7%	Q4 2020
BRK.BBerkshire Hathaway Inc	$769K	0.22%	Not reported	-7.2%	Q4 2020
MUMicron Technology Inc	$726K	0.21%	0.00%	+0.7%	Q4 2020
WMTWalmart Inc.	$723K	0.21%	0.00%	+1.2%	Q4 2020
LLYELI LILLY & Co	$722K	0.21%	0.00%	-2.6%	Q4 2020

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