Accelerate Investment Advisors LLC
Q2 2025 13F Holdings
- Locationaliso viejo, CA
- Num holdings
115
- Value ($000)
$134,427
- Date Filed07/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $18.85M | 14 % | 259,255 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $11.71M | 9 % | 154,055 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $11.44M | 9 % | 115,334 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $6.48M | 5 % | 141,664 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $5.35M | 4 % | 19,115 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.64M | 3 % | 7,468 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.77M | 3 % | 76,159 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.39M | 3 % | 15,466 | ||
AAPL APPLE INC | COM | 037833100 | $2.96M | 2 % | 14,404 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.77M | 2 % | 5,561 |
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