13F Insight
DOSSIER · 13F-HR · Q2 2026

Accel Wealth Management

$444M in tracked AUM across 305 positions as of Q2 2026.

AW
CIK 0001838226 · last filed Jun 30, 2026
Total AUM
$444M
as of Q2 2026
Holdings
305
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Accel Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DGRO
ISHARES TR
$20M259K4.4%02
VNLA
JANUS DETROIT STR TR
$17M344K3.8%03
SCHG
SCHWAB STRATEGIC TR
$14M426K3.2%04
VTI
VANGUARD INDEX FDS
$11M29K2.4%05
VTV
VANGUARD INDEX FDS
$11M49K2.4%06
RDVY
FIRST TR EXCHANGE TRADED FD
$10M127K2.3%07
AAPL
APPLE INC
$8M28K1.8%08
CGDV
CAPITAL GROUP DIVIDEND VALUE
$8M159K1.8%09
VOE
VANGUARD INDEX FDS
$8M39K1.8%10
AMZN
AMAZON COM INC
$8M32K1.7%

Filing history

2026Q2Jun 30
$444M▲ 15.9%
305 positionsView →2026Q1Mar 31
$383M▲ 4.8%
290 positionsView →2025Q4Dec 31
$366M▲ 6.4%
281 positionsView →2025Q3Sep 30
$344M▲ 14.7%
278 positionsView →2025Q2Jun 30
$300M▲ 8.3%
269 positionsLocked2025Q1Mar 31
$277M▲ 4.9%
256 positionsLocked2024Q4Dec 31
$264M▼ 1.8%
251 positionsLocked2024Q3Sep 30
$269M▲ 7.5%
256 positionsLocked2024Q2Jun 30
$250M▲ 6.0%
244 positionsLocked2024Q1Mar 31
$236M▲ 18.3%
227 positionsLocked2023Q4Dec 31
$199M▲ 10.9%
195 positionsLocked2023Q3Sep 30
$180M▼ 1.2%
168 positionsLocked
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