Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Accel Wealth Management (CIK 1838226) reported $383.4M across 290 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($17.1M, 4.45%), VNLA ($16.8M, 4.39%), SCHG ($12.0M, 3.12%), VTV ($9.4M, 2.44%), VTI ($9.2M, 2.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $17.1M | 4.45% | 243,000 | Added |
| 2 | VNLA | JANUS DETROIT STR TR | $16.8M | 4.39% | 344,628 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $12.0M | 3.12% | 411,190 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $9.4M | 2.44% | 47,687 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $9.2M | 2.40% | 28,662 | Added |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $7.8M | 2.04% | 114,647 | Added |
| 7 | AAPL | APPLE INC | $7.2M | 1.88% | 28,436 | Trimmed |
| 8 | VOE | VANGUARD INDEX FDS | $6.8M | 1.77% | 36,751 | Added |
| 9 | AMZN | AMAZON COM INC | $6.6M | 1.72% | 31,740 | Added |
| 10 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.5M | 1.71% | 153,788 | Added |
| 11 | ITA | ISHARES TR | $6.3M | 1.64% | 28,809 | Added |
| 12 | DFIV | DIMENSIONAL ETF TRUST | $6.3M | 1.64% | 118,843 | Added |
| 13 | QQQ | INVESCO QQQ TR | $6.3M | 1.63% | 10,831 | Trimmed |
| 14 | PTY | PIMCO CORPORATE & INCOME OPP | $6.1M | 1.59% | 504,396 | Added |
| 15 | VYM | VANGUARD WHITEHALL FDS | $5.8M | 1.51% | 39,162 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $5.7M | 1.49% | 32,690 | Added |
| 17 | CGGR | CAPITAL GROUP GROWTH ETF | $5.3M | 1.39% | 133,035 | Added |
| 18 | JAAA | JANUS DETROIT STR TR | $5.2M | 1.35% | 102,658 | Added |
| 19 | AGG | ISHARES TR | $4.9M | 1.28% | 49,321 | Added |
| 20 | GLD | SPDR GOLD TR | $4.5M | 1.18% | 10,513 | Added |
| 21 | VBK | VANGUARD INDEX FDS | $4.5M | 1.16% | 14,774 | Added |
| 22 | GOOGL | ALPHABET INC | $4.4M | 1.15% | 15,299 | Trimmed |
| 23 | XMMO | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.08% | 28,552 | Added |
| 24 | IGEB | ISHARES TR | $4.0M | 1.05% | 89,157 | Added |
| 25 | DE | DEERE & CO | $4.0M | 1.05% | 7,123 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31