Accel Wealth Management

Q3 2025 13F Holdings

  • Location
    waverly, IA
  • Num holdings

    278

  • Value ($000)

    $343,784

  • Date Filed
    10/08/2025
  • Form type
    13F-HR
  • CIK
    0001838226
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$15.17M
4 %

222,820

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$12.43M
4 %

389,458

V
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
47103U886
$12.02M
4 %

243,845

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$8.55M
3 %

26,064

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$7.83M
2 %

41,982

A
AAPL

APPLE INC

COM
037833100
$7.41M
2 %

29,090

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$6.88M
2 %

11,462

A
AMZN

AMAZON COM INC

COM
023135106
$6.85M
2 %

31,200

P
PTY

PIMCO CORPORATE & INCOME OPP

COM
72201B101
$6.79M
2 %

470,402

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.34M
2 %

33,978

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