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Accelerate Investment Advisors LLC — 13F Holdings & Portfolio

CIK 2035216 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Accelerate Investment Advisors LLC manages $174.1M in 13F-reported U.S. long-equity assets across 149 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (13.80%), IDEV (8.87%), AGG (7.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions and exited 7; 81 existing positions rose in reported value and 22 fell.

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
$174.1M

Long-equity book

Holdings
149

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+23 / −7 / ↑81 / ↓22

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPYM13.8% · -3%IDEV8.9% · -1%AGG7.5% · +3%IVV5.3% · +44%FBND3.8% · +3%VO3.6% · +283%VWO3.0% · -1%AAPL2.4% · +8%AMZN2.1% · +0%SCHA2.1% · -5%NVDA2.0% · +14%IVW1.8% · +11%DYNF1.5% · +12%IVE1.5% · -2%TPL1.4% · 0%IEMG1.1% · -14%MSFT1.1% · +0%ITOT1.0% · +4%VOO0.9% · +4%REET0.8% · +3%SCHP0.8% · +2%XOM0.8% · +16%GOOG0.8% · +13%TSLA0.7% · +6%EFG0.7% · +23%AVGO0.7% · -6%EFV0.7% · -35%BAI0.6% · -2%JCPB0.6% · newGOOGL0.6% · +1%GLD0.6% · -2%SPY0.6% · +13%MTUM0.5% · -11%BND0.5% · -3%OEF0.5% · -2%FDVV0.5% · +171%META0.5% · +14%JPM0.5% · -0%IWB0.5% · +10%BLCR0.5% · +29%VTI0.5% · +0%VTV0.4% · -3%IDEF0.4% · +27%MU0.4% · newCORO0.4% · newCOST0.4% · +9%QQQ0.4% · +10%KNRG0.4% · 0%QUAL0.4% · -55%LIN0.4% · -6%THRO0.3% · -26%FTEC0.3% · +14%BSV0.3% · +4%BRK.B0.3% · +24%IYW0.3% · 0%SCHD0.3% · +128%VGT0.3% · +700%PTY0.3% · -8%SOXX0.3% · newLLY0.3% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 52.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 3, 2026.

Assets Under Management
$315.4M
Discretionary
$271.4M
Employees
40
Accounts
905
Address
120 VANTIS DR.
SUITE 330
ALISO VIEJO, CA 92656
Phone
(888) 439-7071
Website
Name Title / Status Ownership Type
ACCELERATE INVESTMENT ADVISORS LLC ControlOWNER/MANAGING MEMBER
since Mar 2023
75% or moreDomestic Entity
GIOVINAZZO, CHRISTOPHER, M ControlCEO
since Mar 2023
Less than 5%Individual
ALLRED, STACY, RIA HOWELLCHIEF COMPLIANCE OFFICER
since Sep 2026
Less than 5%Individual
GIOVINAZZO, CHRISTOPHER, M Control
Indirect owner via ACCELERATE INVESTMENT ADVISORS LLC
OWNER/MANAGING MEMBER
since Mar 2023
75% or moreIndividual
Ownership & leadership changes · 4 filings with changes since Mar 29, 2023

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 3, 2026 filing
  • No longer listedFARRALES, VINA AILEEN, FERIA · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jul 2026
  • AddedALLRED, STACY, RIA HOWELL · CHIEF COMPLIANCE OFFICER · Less than 5%
Jul 8, 2026 filing
  • No longer listedHughes, Nolan · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2026
  • AddedFARRALES, VINA AILEEN, FERIA · CHIEF COMPLIANCE OFFICER · Less than 5%
Jan 26, 2026 filing
  • No longer listedNICKS, BRENT, PATRICK · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Mar 2023
  • AddedHughes, Nolan · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 21, 2025 filing
  • ChangedNICKS, BRENT, PATRICK · no longer a control person
Mar 29, 2023 filing (earliest on record)
  • ListedACCELERATE INVESTMENT ADVISORS LLC · OWNER/MANAGING MEMBER · 75% or more · control person
  • ListedGIOVINAZZO, CHRISTOPHER, M · CEO · Less than 5% · control person
  • ListedGIOVINAZZO, CHRISTOPHER, M · OWNER/MANAGING MEMBER · 75% or more · indirect via ACCELERATE INVESTMENT ADVISORS LLC · control person
  • ListedNICKS, BRENT, PATRICK · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 81 →

Top Trims

Show all 22 →

New Positions

Show all 23 →

Exited Positions

Show all 7 →

Accelerate Investment Advisors LLC Holdings (2026-06-30)

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 $24.0M 13.80% 273,416 SH
2 ISHARES TR IDEV 46435G326 $15.4M 8.87% 173,530 SH
3 ISHARES TR AGG 464287226 $13.0M 7.47% 131,339 SH
4 ISHARES TR IVV 464287200 $9.3M 5.34% 12,427 SH
5 FIDELITY MERRIMACK STR TR FBND 316188309 $6.5M 3.75% 143,715 SH
6 VANGUARD INDEX FDS VO 922908629 $6.3M 3.62% 78,300 SH
7 VANGUARD INTL EQUITY INDEX F VWO 922042858 $5.2M 2.96% 86,459 SH
8 APPLE INC AAPL 037833100 $4.3M 2.44% 14,712 SH
9 AMAZON COM INC AMZN 023135106 $3.6M 2.09% 15,241 SH
10 SCHWAB STRATEGIC TR SCHA 808524607 $3.6M 2.06% 99,267 SH
11 NVIDIA CORPORATION NVDA 67066G104 $3.5M 2.00% 17,372 SH
12 ISHARES TR IVW 464287309 $3.1M 1.76% 22,265 SH
13 BLACKROCK ETF TRUST DYNF 09290C103 $2.7M 1.53% 39,287 SH
14 ISHARES TR IVE 464287408 $2.6M 1.51% 11,592 SH
15 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $2.4M 1.38% 5,483 SH
16 ISHARES INC IEMG 46434G103 $2.0M 1.13% 23,765 SH
17 MICROSOFT CORP MSFT 594918104 $1.8M 1.06% 4,927 SH
18 ISHARES TR ITOT 464287150 $1.7M 0.99% 10,548 SH
19 VANGUARD INDEX FDS VOO 922908363 $1.6M 0.90% 2,275 SH
20 ISHARES TR REET 46434V647 $1.5M 0.85% 53,302 SH
21 SCHWAB STRATEGIC TR SCHP 808524870 $1.4M 0.81% 53,387 SH
22 EXXON MOBIL CORP XOM 30231G102 $1.4M 0.78% 9,991 SH
23 ALPHABET INC GOOG 02079K107 $1.3M 0.76% 3,757 SH
24 TESLA INC TSLA 88160R101 $1.2M 0.70% 2,910 SH
25 ISHARES TR EFG 464288885 $1.2M 0.69% 9,616 SH
26 BROADCOM INC AVGO 11135F101 $1.2M 0.67% 3,102 SH
27 ISHARES TR EFV 464288877 $1.1M 0.65% 14,839 SH
28 BLACKROCK ETF TRUST BAI 09290C780 $1.1M 0.64% 21,284 SH
29 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $1.1M 0.64% 23,592 SH
30 ALPHABET INC GOOGL 02079K305 $1.1M 0.63% 3,061 SH
31 SPDR GOLD TR GLD 78463V107 $1.0M 0.60% 2,828 SH
32 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.0M 0.58% 1,363 SH
33 ISHARES TR MTUM 46432F396 $949.3K 0.55% 2,769 SH
34 VANGUARD BD INDEX FDS BND 921937835 $937.4K 0.54% 12,769 SH
35 ISHARES TR OEF 464287101 $935.5K 0.54% 2,557 SH
36 FIDELITY COVINGTON TRUST FDVV 316092840 $913.1K 0.52% 15,145 SH
37 META PLATFORMS INC META 30303M102 $887.5K 0.51% 1,576 SH
38 JPMORGAN CHASE & CO JPM 46625H100 $840.3K 0.48% 2,567 SH
39 ISHARES TR IWB 464287622 $811.6K 0.47% 1,982 SH
40 BLACKROCK ETF TRUST BLCR 09290C855 $810.6K 0.47% 16,092 SH
41 VANGUARD INDEX FDS VTI 922908769 $785.7K 0.45% 2,123 SH
42 VANGUARD INDEX FDS VTV 922908744 $771.3K 0.44% 3,539 SH
43 BLACKROCK ETF TRUST IDEF 09290C699 $767.4K 0.44% 24,147 SH
44 MICRON TECHNOLOGY INC MU 595112103 $740.0K 0.42% 641 SH
45 BLACKROCK ETF TRUST CORO 09290C764 $729.7K 0.42% 19,938 SH
46 COSTCO WHOLESALE CORPORATION COST 22160K105 $685.1K 0.39% 732 SH
47 INVESCO QQQ TR QQQ 46090E103 $663.2K 0.38% 901 SH
48 SIMPLIFY EXCHANGE TRADED FUN KNRG 82889N277 $662.2K 0.38% 25,760 SH
49 ISHARES TR QUAL 46432F339 $645.5K 0.37% 2,942 SH
50 LINDE PLC LIN G54950103 $641.0K 0.37% 1,236 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $174.1M 149 0001172661-26-003312
2026-03-31 2026-04-13 $149.7M 133 0001213900-26-042947
2025-12-31 2026-01-12 $148.4M 120 0001213900-26-003124
Filer Information
Address
120 VANTIS DRIVE
SUITE 330
ALISO VIEJO, CA 92656
Phone
(888) 439-7071
Filing Manager
Accelerate Investment Advisors LLC
ALISO VIEJO, CA
Signatory
Chris Giovinazzo
CEO