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☆Accelerate Investment Advisors LLC

CIK 0002035216 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.356
AUM ($M)
174
Positions
149
Turnover
0.09
Top-10 wt
52%
Herfindahl
0.044
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 156 positions · portfolio value $174M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST TRIM — 13.8% -0.6% 24.0 273,416 -8,323 5 —
☆IDEV funds › ISHARES TR TRIM — 8.9% -0.9% 15.4 173,530 -1,718 5 —
☆AGG funds › ISHARES TR ADD — 7.5% -1.0% 13.0 131,339 +3,741 5 —
☆IVV funds › ISHARES TR ADD — 5.3% +1.6% 9.3 12,427 +3,777 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 3.8% -0.5% 6.5 143,715 +3,747 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 3.6% -0.3% 6.3 78,300 +57,867 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 3.0% -0.2% 5.2 86,459 -694 5 —
☆AAPL funds › APPLE INC ADD — 2.4% +0.1% 4.3 14,712 +1,107 5 —
☆AMZN funds › AMAZON COM INC ADD — 2.1% -0.0% 3.6 15,241 +66 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 2.1% +0.0% 3.6 99,267 -5,259 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.0% +0.2% 3.5 17,372 +2,124 5 —
☆IVW funds › ISHARES TR ADD — 1.8% +0.2% 3.1 22,265 +2,281 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 1.5% +0.2% 2.7 39,287 +4,090 5 —
☆IVE funds › ISHARES TR TRIM — 1.5% -0.2% 2.6 11,592 -254 5 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI HOLD — 1.4% -0.4% 2.4 5,483 +0 5 —
☆IEMG funds › ISHARES INC TRIM — 1.1% -0.1% 2.0 23,765 -3,696 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.1% -0.2% 1.8 4,927 +12 5 —
☆ITOT funds › ISHARES TR ADD — 1.0% +0.0% 1.7 10,548 +432 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.9% +0.0% 1.6 2,275 +80 5 —
☆REET funds › ISHARES TR ADD — 0.8% -0.0% 1.5 53,302 +1,499 5 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 0.8% -0.1% 1.4 53,387 +866 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.8% -0.2% 1.4 9,991 +1,398 5 —
☆GOOG funds › ALPHABET INC ADD — 0.8% +0.1% 1.3 3,757 +422 5 —
☆TSLA funds › TESLA INC ADD — 0.7% +0.0% 1.2 2,910 +159 5 —
☆EFG funds › ISHARES TR ADD — 0.7% +0.1% 1.2 9,616 +1,803 2 —
☆AVGO funds › BROADCOM INC TRIM — 0.7% -0.0% 1.2 3,102 -182 5 —
☆EFV funds › ISHARES TR TRIM — 0.7% -0.5% 1.1 14,839 -8,113 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.6% +0.2% 1.1 21,284 -315 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F NEW — 0.6% +0.6% 1.1 23,592 +23,592 1 —
☆GOOGL funds › ALPHABET INC ADD — 0.6% +0.0% 1.1 3,061 +38 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.6% -0.2% 1.0 2,828 -59 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.6% +0.1% 1.0 1,363 +154 5 —
☆MTUM funds › ISHARES TR TRIM — 0.5% +0.0% 0.9 2,769 -345 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.5% -0.1% 0.9 12,769 -344 5 —
☆OEF funds › ISHARES TR TRIM — 0.5% -0.0% 0.9 2,557 -63 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 0.5% +0.3% 0.9 15,145 +9,548 5 —
☆META funds › META PLATFORMS INC ADD — 0.5% -0.0% 0.9 1,576 +191 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.5% -0.0% 0.8 2,567 -8 5 —
☆IWB funds › ISHARES TR ADD — 0.5% +0.0% 0.8 1,982 +179 5 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 0.5% +0.1% 0.8 16,092 +3,641 2 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.5% -0.0% 0.8 2,123 +3 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.4% -0.0% 0.8 3,539 -99 5 —
☆IDEF funds › BLACKROCK ETF TRUST ADD — 0.4% +0.0% 0.8 24,147 +5,177 2 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.4% +0.4% 0.7 641 +641 1 —
☆CORO funds › BLACKROCK ETF TRUST NEW — 0.4% +0.4% 0.7 19,938 +19,938 1 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.4% -0.1% 0.7 732 +62 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.4% +0.1% 0.7 901 +82 5 —
☆KNRG funds › SIMPLIFY EXCHANGE TRADED FUN HOLD — 0.4% -0.1% 0.7 25,760 +0 2 —
☆QUAL funds › ISHARES TR TRIM — 0.4% -0.5% 0.6 2,942 -3,578 5 —
☆LIN funds › LINDE PLC TRIM — 0.4% -0.1% 0.6 1,236 -75 5 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.4% -0.1% 0.6 14,152 -4,955 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST ADD — 0.3% +0.1% 0.6 2,016 +251 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.3% -0.0% 0.6 7,216 +314 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.3% +0.0% 0.6 1,099 +214 5 —
☆IYW funds › ISHARES TR HOLD — 0.3% +0.1% 0.5 2,140 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.2% 0.5 16,756 +9,413 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.3% +0.0% 0.5 4,360 +3,815 5 —
☆PTY funds › PIMCO CORPORATE & INCOME OPP TRIM — 0.3% -0.1% 0.5 41,131 -3,321 5 —
☆SOXX funds › ISHARES TR NEW — 0.3% +0.3% 0.5 755 +755 1 —
☆LLY funds › ELI LILLY & CO NEW — 0.3% +0.3% 0.5 389 +389 1 —
☆GE funds › GE AEROSPACE ADD — 0.3% +0.1% 0.5 1,244 +174 5 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 0.5 18,747 +93 5 —
☆URI funds › UNITED RENTALS INC TRIM — 0.3% +0.1% 0.5 407 -8 5 —
☆GLW funds › CORNING INC TRIM — 0.3% +0.1% 0.5 1,804 -118 2 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F NEW — 0.3% +0.3% 0.5 8,490 +8,490 1 —
☆AVDE funds › AMERICAN CENTY ETF TR TRIM — 0.3% -0.1% 0.5 5,052 -930 5 —
☆EZU funds › ISHARES INC NEW — 0.3% +0.3% 0.4 6,352 +6,352 1 —
☆SEIM funds › SEI EXCHANGE TRADED FUNDS TRIM — 0.3% +0.0% 0.4 7,816 -36 2 —
☆ABBV funds › ABBVIE INC TRIM — 0.2% -0.0% 0.4 1,717 -47 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.0% 0.4 3,559 -382 5 —
☆MCK funds › MCKESSON CORP TRIM — 0.2% -0.1% 0.4 546 -12 5 —
☆SEIV funds › SEI EXCHANGE TRADED FUNDS TRIM — 0.2% -0.0% 0.4 8,539 -27 2 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.2% -0.0% 0.4 3,940 -86 5 —
☆TFLO funds › ISHARES TR TRIM — 0.2% -0.1% 0.4 7,744 -1,008 5 —
☆SEIE funds › SEI EXCHANGE TRADED FUNDS HOLD — 0.2% -0.0% 0.4 10,907 +0 2 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.2% -0.1% 0.4 2,279 -166 5 —
☆IWF funds › ISHARES TR ADD — 0.2% -0.0% 0.4 2,946 +2,195 5 —
☆EEM funds › ISHARES TR HOLD — 0.2% +0.0% 0.4 5,340 +0 5 —
☆IWM funds › ISHARES TR TRIM — 0.2% +0.0% 0.4 1,212 -26 5 —
☆IVLU funds › ISHARES TR TRIM — 0.2% -0.0% 0.4 8,455 -63 5 —
☆UAL funds › UNITED AIRLS HLDGS INC ADD — 0.2% +0.0% 0.3 2,556 +97 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 0.3 10,179 +160 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.3 3,970 +3,327 5 —
☆AMGN funds › AMGEN INC TRIM — 0.2% -0.0% 0.3 940 -25 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.2% +0.2% 0.3 348 +348 1 —
☆NEAR funds › ISHARES U S ETF TR TRIM — 0.2% -0.0% 0.3 6,550 -382 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.2% +0.1% 0.3 305 +21 2 —
☆IWP funds › ISHARES TR HOLD — 0.2% -0.0% 0.3 2,207 +0 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.2% -0.0% 0.3 3,881 +40 5 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.3 9,201 -318 5 —
☆IWR funds › ISHARES TR ADD — 0.2% -0.0% 0.3 2,896 +12 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.2% +0.2% 0.3 663 +663 1 —
☆HD funds › HOME DEPOT INC ADD — 0.2% -0.0% 0.3 894 +5 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.2% -0.0% 0.3 4,419 +7 3 —
☆FIVA funds › FIDELITY COVINGTON TRUST ADD — 0.2% +0.0% 0.3 8,129 +1,238 2 —
☆GSEW funds › GOLDMAN SACHS ETF TR TRIM — 0.2% -0.0% 0.3 3,268 -102 5 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.1% 0.3 2,670 -154 5 —
☆MINT funds › PIMCO ETF TR ADD — 0.2% -0.0% 0.3 2,991 +29 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.2% -0.0% 0.3 1,583 -3 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.2% -0.0% 0.3 1,176 -77 5 —
☆SGOV funds › ISHARES TR TRIM — 0.2% -0.1% 0.3 2,945 -749 2 —
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.2% -0.0% 0.3 565 +1 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.0% 0.3 6,021 -125 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.2% -0.0% 0.3 729 -97 5 —
☆MRK funds › MERCK & CO INC ADD — 0.2% -0.0% 0.3 2,236 +99 3 —
☆DDEC funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.2% -0.0% 0.3 6,048 +0 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.2% -0.1% 0.3 701 -194 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.2% -0.0% 0.3 5,571 +531 4 —
☆XAR funds › SPDR SERIES TRUST NEW — 0.2% +0.2% 0.3 979 +979 1 —
☆IJJ funds › ISHARES TR ADD — 0.2% -0.0% 0.3 1,863 +2 5 —
☆IWO funds › ISHARES TR ADD — 0.2% +0.0% 0.3 694 +1 4 —
☆EMGF funds › ISHARES INC ADD — 0.2% +0.0% 0.3 3,706 +258 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.2% +0.2% 0.3 466 +466 1 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.2% +0.0% 0.3 4,691 -20 5 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.2% +0.2% 0.3 895 +895 1 —
☆ETN funds › EATON CORP PLC ADD — 0.2% +0.0% 0.3 626 +58 2 —
☆IEV funds › ISHARES TR HOLD — 0.2% -0.0% 0.3 3,628 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.2% -0.0% 0.3 932 -25 5 —
☆IEF funds › ISHARES TR ADD — 0.1% +0.0% 0.3 2,754 +497 3 —
☆EWJ funds › ISHARES INC NEW — 0.1% +0.1% 0.3 2,778 +2,778 1 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.3 1,516 +1,516 1 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% -0.0% 0.3 1,428 -78 3 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.3 8,633 +362 5 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.2 1,776 +1,776 1 —
☆IJH funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 3,166 -236 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.2 470 -58 5 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.2 702 -99 5 —
☆FIDU funds › FIDELITY COVINGTON TRUST ADD — 0.1% -0.0% 0.2 2,391 +15 2 —
☆IWS funds › ISHARES TR ADD — 0.1% -0.0% 0.2 1,438 +25 2 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.1% +0.1% 0.2 562 +562 1 —
☆XLK funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.2 1,223 +1,223 1 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 0.2 1,585 -4 5 —
☆SHV funds › ISHARES TR TRIM — 0.1% -0.1% 0.2 2,082 -568 2 —
☆ORLY funds › OREILLY AUTOMOTIVE INC TRIM — 0.1% -0.0% 0.2 2,494 -209 5 —
☆TIPX funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.2 12,015 +20 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.2 9,715 -1,753 5 —
☆SEIQ funds › SEI EXCHANGE TRADED FUNDS HOLD — 0.1% -0.0% 0.2 5,692 +0 2 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.1% -0.0% 0.2 2,958 -3 4 —
☆IJR funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,464 +1,464 1 —
☆CUSIP:464288109 funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 2,140 -72 3 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.0% 0.2 2,465 -316 4 —
☆VNLA funds › JANUS DETROIT STR TR TRIM — 0.1% -0.0% 0.2 4,381 -134 5 —
☆DHR funds › DANAHER CORP DEL NEW — 0.1% +0.1% 0.2 1,119 +1,119 1 —
☆KLAC funds › KLA CORP NEW — 0.1% +0.1% 0.2 699 +699 1 —
☆GEV funds › GE VERNOVA INC NEW — 0.1% +0.1% 0.2 175 +175 1 —
☆PLD funds › PROLOGIS INC. NEW — 0.1% +0.1% 0.2 1,481 +1,481 1 —
☆EOLS funds › EVOLUS INC HOLD — 0.0% +0.0% 0.1 10,670 +0 2 —
☆LGVN funds › LONGEVERON INC NEW — 0.0% +0.0% 0.0 14,250 +14,250 1 —
☆BNAIW funds › BRAND ENGAGEMENT NETWORK INC HOLD — 0.0% -0.0% 0.0 16,815 +0 4 —
☆DVY funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -2,007 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.1% 0.0 0 -4,083 0 —
☆LOW funds › LOWES COS INC EXIT — 0.0% -0.1% 0.0 0 -937 0 —
☆BLK funds › BLACKROCK INC EXIT — 0.0% -0.1% 0.0 0 -209 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.2% 0.0 0 -761 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.2% 0.0 0 -724 0 —
☆PSX funds › PHILLIPS 66 EXIT — 0.0% -0.2% 0.0 0 -1,319 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 174 149 0.09 52% 0.044 0.356 — in
2026Q1 150 133 0.07 54% 0.048 0.401 — in
2025Q4 148 120 0.05 56% 0.051 0.414 — in
2025Q3 147 121 0.06 55% 0.048 0.385 — in
2025Q2 134 115 0.09 53% 0.046 0.339 — entered
2025Q1 119 115 0.00 54% 0.045 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status