Accel Wealth Management

Institutional manager (13F) · CIK 1838226

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $240M

#	Issuer	Value	Shares
1	ISHARES TR	$17M	243,000
2	JANUS DETROIT STR TR	$17M	344,628
3	SCHWAB STRATEGIC TR	$12M	411,190
4	VANGUARD INDEX FDS	$9M	47,687
5	VANGUARD INDEX FDS	$9M	28,662
6	FIRST TR EXCHANGE TRADED FD	$8M	114,647
7	APPLE INC	$7M	28,436
8	VANGUARD INDEX FDS	$7M	36,751
9	AMAZON COM INC	$7M	31,740
10	CAPITAL GROUP DIVIDEND VALUE	$7M	153,788
11	ISHARES TR	$6M	28,809
12	DIMENSIONAL ETF TRUST	$6M	118,843
13	INVESCO QQQ TR	$6M	10,831
14	PIMCO CORPORATE & INCOME OPP	$6M	504,396
15	VANGUARD WHITEHALL FDS	$6M	39,162
16	NVIDIA CORPORATION	$6M	32,690
17	CAPITAL GROUP GROWTH ETF	$5M	133,035
18	JANUS DETROIT STR TR	$5M	102,658
19	ISHARES TR	$5M	49,321
20	SPDR GOLD TR	$5M	10,513
21	VANGUARD INDEX FDS	$4M	14,774
22	ALPHABET INC	$4M	15,299
23	INVESCO EXCHANGE TRADED FD T	$4M	28,552
24	ISHARES TR	$4M	89,157
25	DEERE & CO	$4M	7,123
26	SPDR SERIES TRUST	$4M	25,763
27	MICROSOFT CORP	$4M	9,495
28	VANECK ETF TRUST	$3M	117,895
29	VANGUARD INDEX FDS	$3M	5,604
30	VANGUARD SPECIALIZED FUNDS	$3M	14,741
31	KINDER MORGAN INC DEL	$3M	86,775
32	RTX CORPORATION	$3M	14,661
33	FIRST TR EXCHNG TRADED FD VI	$3M	79,448
34	ISHARES TR	$3M	33,867
35	VANGUARD WORLD FD	$2M	14,029
36	FIRST TR EXCHANGE-TRADED FD	$2M	94,677
37	FIRST TR EXCHANGE TRADED FD	$2M	61,225
38	JPMORGAN CHASE & CO	$2M	8,083
39	INVESCO EXCH TRADED FD TR II	$2M	98,926
40	GLOBAL X FDS	$2M	32,128
41	PROSHARES TR	$2M	51,990
42	INTEL CORP	$2M	50,784
43	PEPSICO INC	$2M	14,218
44	VANGUARD WORLD FD	$2M	9,390
45	J P MORGAN EXCHANGE TRADED F	$2M	33,883
46	VANGUARD WORLD FD	$2M	10,353
47	BROADCOM INC	$2M	6,627
48	EATON VANCE TAX ADVT DIV INC	$2M	82,631
49	PALANTIR TECHNOLOGIES INC	$2M	13,521
50	FIRST TR EXCHNG TRADED FD VI	$2M	57,387

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.