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Accel Wealth Management

Q1 2026 13F Holdings

  • Location
    waverly, IA
  • Num holdings

    290

  • Value ($000)

    $383,359

  • Date Filed
    04/08/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$17.05M
4 %

243,000

V
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
47103U886
$16.84M
4 %

344,628

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$11.98M
3 %

411,190

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$9.36M
2 %

47,687

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.2M
2 %

28,662

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$7.83M
2 %

114,647

A
AAPL

APPLE INC

COM
037833100
$7.22M
2 %

28,436

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$6.77M
2 %

36,751

A
AMZN

AMAZON COM INC

COM
023135106
$6.61M
2 %

31,740

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$6.54M
2 %

153,788

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