Accel Wealth Management
Q2 2025 13F Holdings
- Locationwaverly, IA
- Num holdings
269
- Value ($000)
$299,596
- Date Filed07/22/2025
- Form type13F-HR
- CIK0001838226
- 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 |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $13.81M | 5 % | 215,993 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $11.64M | 4 % | 236,649 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.62M | 3 % | 329,500 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.50M | 3 % | 24,692 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.25M | 2 % | 33,047 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $6.68M | 2 % | 37,809 | ||
AAPL APPLE INC | COM | 037833100 | $6.06M | 2 % | 29,531 | ||
PTY PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | $6.04M | 2 % | 434,285 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.92M | 2 % | 35,982 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.53M | 2 % | 10,027 |
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