Accelerate Investment Advisors LLC holds a focused book of 149 reported positions worth $174.1M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened JPMorgan Core Plus Bond ETF and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Accelerate Investment Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Accelerate Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 20 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Constellation Investments, Inc. | 9 / 80 | $2.8B |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| Emerald Advisors, LLC | 30 / 80 | $685.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Accelerate Investment Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $24.0M | 273.4K | 13.8% | ▼−3.0% Reduced · −8K sh | |
| 2 | Ishares TR CORE MSCI INTL | $15.4M | 173.5K | 8.9% | ▼−1.0% Reduced · −2K sh | |
| 3 | Ishares TR CORE US AGGBD ET | $13.0M | 131.3K | 7.5% | ▲+2.9% Added · +4K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $9.3M | 12.4K | 5.3% | ▲+44% Added · +4K sh | |
| 5 | Fidelity Merrimack STR TR TOTAL BD ETF | $6.5M | 143.7K | 3.8% | ▲+2.7% Added · +4K sh | |
| 6 | Vanguard Index FDS MID CAP ETF | $6.3M | 78.3K | 3.6% | ▲+283% Added · +58K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.2M | 86.5K | 3.0% | ▼−0.8% Reduced · −694 sh | |
| 8 | Apple Inc COM | $4.3M | 14.7K | 2.4% | ▲+8.1% Added · +1K sh | |
| 9 | Amazon Com Inc COM | $3.6M | 15.2K | 2.1% | ▲+0.4% Added · +66 sh | |
| 10 | Schwab Strategic TR US SML CAP ETF | $3.6M | 99.3K | 2.1% | ▼−5.0% Reduced · −5K sh | |
| 11 | Nvidia Corporation COM | $3.5M | 17.4K | 2.0% | ▲+14% Added · +2K sh | |
| 12 | Ishares TR S&P 500 GRWT ETF | $3.1M | 22.3K | 1.8% | ▲+11% Added · +2K sh | |
| 13 | BlackRock ETF Trust ISHARES US EQUIT | $2.7M | 39.3K | 1.5% | ▲+12% Added · +4K sh | |
| 14 | Ishares TR S&P 500 VAL ETF | $2.6M | 11.6K | 1.5% | ▼−2.1% Reduced · −254 sh | |
| 15 | Texas Pacific Land Corporati COM | $2.4M | 5.5K | 1.4% | —Held | |
| 16 | Ishares Inc CORE MSCI EMKT | $2.0M | 23.8K | 1.1% | ▼−13% Reduced · −4K sh | |
| 17 | Microsoft Corp COM | $1.8M | 4.9K | 1.1% | ▲+0.2% Added · +12 sh | |
| 18 | Ishares TR CORE S&P TTL STK | $1.7M | 10.5K | 1.0% | ▲+4.3% Added · +432 sh | |
| 19 | Vanguard Index FDS S&P 500 ETF SHS | $1.6M | 2.3K | 0.9% | ▲+3.6% Added · +80 sh | |
| 20 | Ishares TR GLOBAL REIT ETF | $1.5M | 53.3K | 0.8% | ▲+2.9% Added · +1K sh | |
| 21 | Schwab Strategic TR US TIPS ETF | $1.4M | 53.4K | 0.8% | ▲+1.6% Added · +866 sh | |
| 22 | Exxon Mobil Corp COM | $1.4M | 10.0K | 0.8% | ▲+16% Added · +1K sh | |
| 23 | Alphabet Inc CAP STK CL C | $1.3M | 3.8K | 0.8% | ▲+13% Added · +422 sh | |
| 24 | Tesla Inc COM | $1.2M | 2.9K | 0.7% | ▲+5.8% Added · +159 sh | |
| 25 | Ishares TR EAFE GRWTH ETF | $1.2M | 9.6K | 0.7% | ▲+23% Added · +2K sh | |
| 26 | Broadcom Inc COM | $1.2M | 3.1K | 0.7% | ▼−5.5% Reduced · −182 sh | |
| 27 | Ishares TR EAFE VALUE ETF | $1.1M | 14.8K | 0.7% | ▼−35% Reduced · −8K sh | |
| 28 | BlackRock ETF Trust ISHA I IN TE ETF | $1.1M | 21.3K | 0.6% | ▼−1.4% Reduced · −315 sh | |
| 29 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $1.1M | 23.6K | 0.6% | ▲New New position | |
| 30 | Alphabet Inc CAP STK CL A | $1.1M | 3.1K | 0.6% | ▲+1.3% Added · +38 sh | |
| 31 | SPDR Gold TR GOLD SHS | $1.0M | 2.8K | 0.6% | ▼−2.0% Reduced · −59 sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $1.0M | 1.4K | 0.6% | ▲+13% Added · +154 sh | |
| 33 | Ishares TR MSCI USA MMENTM | $949K | 2.8K | 0.5% | ▼−11% Reduced · −345 sh | |
| 34 | Vanguard BD Index FDS TOTAL BND MRKT | $937K | 12.8K | 0.5% | ▼−2.6% Reduced · −344 sh | |
| 35 | Ishares TR S&P 100 ETF | $935K | 2.6K | 0.5% | ▼−2.4% Reduced · −63 sh | |
| 36 | Fidelity Covington Trust HIGH DIVID ETF | $913K | 15.1K | 0.5% | ▲+171% Added · +10K sh | |
| 37 | Meta Platforms Inc CL A | $888K | 1.6K | 0.5% | ▲+14% Added · +191 sh | |
| 38 | JPMorgan Chase & Co COM | $840K | 2.6K | 0.5% | ▼−0.3% Reduced · −8 sh | |
| 39 | Ishares TR RUS 1000 ETF | $812K | 2.0K | 0.5% | ▲+9.9% Added · +179 sh | |
| 40 | BlackRock ETF Trust ISHA LA CORE ETF | $811K | 16.1K | 0.5% | ▲+29% Added · +4K sh | |
| 41 | Vanguard Index FDS TOTAL STK MKT | $786K | 2.1K | 0.5% | ▲+0.1% Added · +3 sh | |
| 42 | Vanguard Index FDS VALUE ETF | $771K | 3.5K | 0.4% | ▼−2.7% Reduced · −99 sh | |
| 43 | BlackRock ETF Trust ISHARES DEFENSE | $767K | 24.1K | 0.4% | ▲+27% Added · +5K sh | |
| 44 | Micron Technology Inc COM | $740K | 641 | 0.4% | ▲New New position | |
| 45 | BlackRock ETF Trust ISHA IN CTRY ETF | $730K | 19.9K | 0.4% | ▲New New position | |
| 46 | Costco Wholesale Corporation COM | $685K | 732 | 0.4% | ▲+9.3% Added · +62 sh | |
| 47 | Invesco QQQ TR UNIT SER 1 | $663K | 901 | 0.4% | ▲+10% Added · +82 sh | |
| 48 | Simplify Exchange Traded Fun KAYNE ANDERSON | $662K | 25.8K | 0.4% | —Held | |
| 49 | Ishares TR MSCI USA QLT FCT | $646K | 2.9K | 0.4% | ▼−55% Reduced · −4K sh | |
| 50 | Linde PLC SHS | $641K | 1.2K | 0.4% | ▼−5.7% Reduced · −75 sh |
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Use Arkolith to show Accelerate Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.