Holdings of Accelerate Investment Advisors LLC
129 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 55 % of the equity sleeve
Sector breakdown
- Funds 10.4 %
- Technology 7.0 %
- Consumer discretionary 3.5 %
- Communication 1.9 %
- Financials 1.9 %
- Health care 1.2 %
- Energy 1.2 %
- Consumer staples 1.0 %
- Industrials 0.9 %
- Utilities 0.2 %
- Unattributed 70.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 129 | 147.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Philip Morris International Inc. | 1,506 | 249.1K $ | |
| 102 | iShares S&P Mid-Cap 400 Value ETF | 1,861 | 246.6K $ | |
| 103 | ISHARES TRUST | 3,628 | 246.5K $ | |
| 104 | Visa Inc | 801 | 242K $ | |
| 105 | Phillips 66 | 1,319 | 240.3K $ | |
| 106 | Fidelity Covington Trust | 6,891 | 239.9K $ | |
| 107 | International Business Machines Corp. | 957 | 232.1K $ | |
| 108 | State Street SPDR Bloomberg 1-10 Year TIPS ETF | 11,995 | 230.2K $ | |
| 109 | iShares Core S&P Mid-Cap ETF | 3,402 | 229.8K $ | |
| 110 | Bank of America Corp | 4,711 | 229.7K $ | |
| 111 | Procter & Gamble Co/The | 1,589 | 229.5K $ | |
| 112 | United Airlines Holdings Inc | 2,459 | 226.4K $ | |
| 113 | Schwab US Dividend Equity ETF | 7,343 | 225.3K $ | |
| 114 | McDonald's Corp. | 724 | 225K $ | |
| 115 | Lowe's Cos Inc | 937 | 221.5K $ | |
| 116 | Janus Henderson Short Duration | 4,515 | 220.6K $ | |
| 117 | iShares Russell 2000 Growth ETF | 693 | 217.6K $ | |
| 118 | iShares Trust | 2,257 | 215.4K $ | |
| 119 | iShares Emerging Markets Equity Factor ETF | 3,448 | 208.4K $ | |
| 120 | Schwab US Broad Market ETF | 8,271 | 207.6K $ | |
| 121 | SEI Enhanced US Large Cap Quality Factor ETF | 5,692 | 207.2K $ | |
| 122 | iShares Trust | 2,212 | 206K $ | |
| 123 | iShares Russell Mid-Cap Value | 1,413 | 205.9K $ | |
| 124 | FIDELITY COVINGTON TRUST | 2,376 | 205.6K $ | |
| 125 | Verizon Communications Inc | 4,083 | 205K $ | |
| 126 | Caterpillar Inc | 284 | 200.9K $ | |
| 127 | Blackrock Inc | 209 | 200.7K $ | |
| 128 | Evolus Inc | 10,670 | 43.9K $ | |
| 129 | Brand Engagement Network Inc | 16,815 | 4.4K $ | |