Accelerate Investment Advisors LLC — 13F Holdings & Portfolio
CIK 2035216 · latest 13F-HR filed 2026-04-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$149.7M
Long-equity book
Holdings
133
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+22 / −9 / ↑22 / ↓44
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TEXAS PACIFIC LAND CORPORATI$1.0M +65.2%
- ISHARES TR$591.3K +11.7%
- EXXON MOBIL CORP$399.0K +37.7%
- PIMCO CORPORATE & INCOME OPP$166.5K +45.1%
- ISHARES INC$156.6K +8.9%
Top Trims
- ISHARES TR-$1.1M -57.9%
- MICROSOFT CORP-$571.9K -23.9%
- FIDELITY MERRIMACK STR TR-$350.3K -5.2%
- VANGUARD INDEX FDS-$313.2K -30.5%
- AMAZON COM INC-$273.3K -8.0%
New Positions
- ISHARES TR$870.1K
- SIMPLIFY EXCHANGE TRADED FUN$654.7K
- BLACKROCK ETF TRUST$620.7K
- BLACKROCK ETF TRUST$511.2K
- ISHARES TR$371.8K
Exited Positions
- KAYNE ANDERSON BDC INC$624.3K
- ISHARES TR$445.7K
- PROLOGIS INC.$258.7K
- SELECT SECTOR SPDR TR$242.0K
- DANAHER CORPORATION$217.8K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYM | 78464A854 | $21.6M | 14.40% | 281,739 | SH |
| 2 | ISHARES TR | IDEV | 46435G326 | $14.6M | 9.78% | 175,248 | SH |
| 3 | ISHARES TR | AGG | 464287226 | $12.7M | 8.46% | 127,598 | SH |
| 4 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $6.4M | 4.27% | 139,968 | SH |
| 5 | VANGUARD INDEX FDS | VO | 922908629 | $5.9M | 3.92% | 20,433 | SH |
| 6 | ISHARES TR | IVV | 464287200 | $5.6M | 3.77% | 8,650 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $4.7M | 3.15% | 87,153 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $3.5M | 2.31% | 13,605 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $3.2M | 2.11% | 15,175 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $3.0M | 2.03% | 104,526 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.7M | 1.78% | 15,248 | SH |
| 12 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $2.6M | 1.74% | 5,483 | SH |
| 13 | ISHARES TR | IVE | 464287408 | $2.5M | 1.67% | 11,846 | SH |
| 14 | ISHARES TR | IVW | 464287309 | $2.3M | 1.51% | 19,984 | SH |
| 15 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $2.0M | 1.37% | 35,197 | SH |
| 16 | ISHARES INC | IEMG | 46434G103 | $1.9M | 1.28% | 27,461 | SH |
| 17 | MICROSOFT CORP | MSFT | 594918104 | $1.8M | 1.22% | 4,915 | SH |
| 18 | ISHARES TR | EFV | 464288877 | $1.7M | 1.14% | 22,952 | SH |
| 19 | EXXON MOBIL CORP | XOM | 30231G102 | $1.5M | 0.97% | 8,593 | SH |
| 20 | ISHARES TR | ITOT | 464287150 | $1.4M | 0.96% | 10,116 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $1.4M | 0.93% | 52,521 | SH |
| 22 | VANGUARD INDEX FDS | VOO | 922908363 | $1.3M | 0.88% | 2,195 | SH |
| 23 | ISHARES TR | REET | 46434V647 | $1.3M | 0.87% | 51,803 | SH |
| 24 | ISHARES TR | QUAL | 46432F339 | $1.3M | 0.84% | 6,520 | SH |
| 25 | SPDR GOLD TR | GLD | 78463V107 | $1.2M | 0.83% | 2,887 | SH |
| 26 | TESLA INC | TSLA | 88160R101 | $1.0M | 0.68% | 2,751 | SH |
| 27 | BROADCOM INC | AVGO | 11135F101 | $1.0M | 0.68% | 3,284 | SH |
| 28 | VANGUARD BD INDEX FDS | BND | 921937835 | $965.6K | 0.65% | 13,113 | SH |
| 29 | ALPHABET INC | GOOG | 02079K107 | $956.6K | 0.64% | 3,335 | SH |
| 30 | ISHARES TR | EFG | 464288885 | $870.1K | 0.58% | 7,813 | SH |
| 31 | ALPHABET INC | GOOGL | 02079K305 | $869.4K | 0.58% | 3,023 | SH |
| 32 | ISHARES TR | OEF | 464287101 | $833.4K | 0.56% | 2,620 | SH |
| 33 | META PLATFORMS INC | META | 30303M102 | $792.1K | 0.53% | 1,385 | SH |
| 34 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $786.5K | 0.53% | 1,209 | SH |
| 35 | JPMORGAN CHASE & CO | JPM | 46625H100 | $757.4K | 0.51% | 2,575 | SH |
| 36 | ISHARES TR | MTUM | 46432F396 | $747.3K | 0.50% | 3,114 | SH |
| 37 | VANGUARD INDEX FDS | VTV | 922908744 | $713.8K | 0.48% | 3,638 | SH |
| 38 | BLACKROCK ETF TRUST | BAI | 09290C780 | $711.7K | 0.48% | 21,599 | SH |
| 39 | BLACKROCK ETF TRUST | THRO | 09290C806 | $692.1K | 0.46% | 19,107 | SH |
| 40 | VANGUARD INDEX FDS | VTI | 922908769 | $680.0K | 0.45% | 2,120 | SH |
| 41 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $667.5K | 0.45% | 670 | SH |
| 42 | SIMPLIFY EXCHANGE TRADED FUN | KNRG | 82889N277 | $654.7K | 0.44% | 25,760 | SH |
| 43 | LINDE PLC | LIN | G54950103 | $650.2K | 0.43% | 1,311 | SH |
| 44 | ISHARES TR | IWB | 464287622 | $642.8K | 0.43% | 1,803 | SH |
| 45 | BLACKROCK ETF TRUST | IDEF | 09290C699 | $620.7K | 0.41% | 18,970 | SH |
| 46 | VANGUARD BD INDEX FDS | BSV | 921937827 | $541.2K | 0.36% | 6,902 | SH |
| 47 | PIMCO CORPORATE & INCOME OPP | PTY | 72201B101 | $536.1K | 0.36% | 44,452 | SH |
| 48 | BLACKROCK ETF TRUST | BLCR | 09290C855 | $511.2K | 0.34% | 12,451 | SH |
| 49 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $507.5K | 0.34% | 5,982 | SH |
| 50 | CHEVRON CORPORATION | CVX | 166764100 | $505.8K | 0.34% | 2,445 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $149.7M | 133 | 0001213900-26-042947 |
| 2025-12-31 | 2026-01-12 | $148.4M | 120 | 0001213900-26-003124 |