Accel Wealth Management 13F Holdings · Q2 2026
Accel Wealth Management reported 305 securities worth $444.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DGRO (4.42%), VNLA (3.78%), SCHG (3.24%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $19.6M | 4.42% | 258,988 | Added |
| 2 | VNLA | JANUS DETROIT STR TR | $16.8M | 3.78% | 343,952 | Trimmed |
| 3 | SCHG | SCHWAB STRATEGIC TR | $14.4M | 3.24% | 425,646 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $10.9M | 2.44% | 29,330 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $10.7M | 2.42% | 49,280 | Added |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $10.3M | 2.31% | 126,515 | Added |
| 7 | AAPL | APPLE INC | $8.1M | 1.82% | 27,875 | Trimmed |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.8M | 1.76% | 158,567 | Added |
| 9 | VOE | VANGUARD INDEX FDS | $7.8M | 1.75% | 39,451 | Added |
| 10 | AMZN | AMAZON COM INC | $7.6M | 1.72% | 32,034 | Added |
| 11 | QQQ | INVESCO QQQ TR | $7.6M | 1.70% | 10,259 | Trimmed |
| 12 | DFIV | DIMENSIONAL ETF TRUST | $7.5M | 1.69% | 139,100 | Added |
| 13 | ITA | ISHARES TR | $7.3M | 1.65% | 30,190 | Added |
| 14 | INTC | INTEL CORP | $6.7M | 1.51% | 47,927 | Trimmed |
| 15 | ACYN | FIRST TR EXCHANGE-TRADED FD | $6.7M | 1.50% | 320,777 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $6.6M | 1.49% | 33,049 | Added |
| 17 | VYM | VANGUARD WHITEHALL FDS | $6.2M | 1.40% | 39,373 | Added |
| 18 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $6.1M | 1.38% | 156,414 | Added |
| 19 | CGGR | CAPITAL GROUP GROWTH ETF | $5.6M | 1.26% | 118,518 | Trimmed |
| 20 | VBK | VANGUARD INDEX FDS | $5.5M | 1.25% | 15,139 | Added |
| 21 | GOOGL | ALPHABET INC | $5.5M | 1.23% | 15,324 | Added |
| 22 | PTY | PIMCO CORPORATE & INCOME OPP | $5.4M | 1.21% | 448,727 | Trimmed |
| 23 | XMMO | INVESCO EXCHANGE TRADED FD T | $5.3M | 1.20% | 31,416 | Added |
| 24 | AGG | ISHARES TR | $4.9M | 1.10% | 49,572 | Added |
| 25 | DE | DEERE & CO | $4.5M | 1.01% | 7,080 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR