Accelerate Investment Advisors LLC
Q1 2025 13F Holdings
- Locationaliso viejo, CA
- Num holdings
115
- Value ($000)
$119,438
- Date Filed04/21/2025
- Form type13F-HR
- CIK0002035216
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $16.23M | 14 % | 246,773 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $10.72M | 9 % | 108,412 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $10.06M | 8 % | 145,982 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $6.10M | 5 % | 133,516 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $4.73M | 4 % | 18,307 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.73M | 4 % | 8,413 | ||
AAPL APPLE INC | COM | 037833100 | $3.41M | 3 % | 15,353 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.30M | 3 % | 72,936 | ||
AMZN AMAZON COM INC | COM | 023135106 | $2.50M | 2 % | 13,114 | ||
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | $2.42M | 2 % | 1,828 |
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