Accel Wealth Management

CIK 0001838226 · WAVERLY, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

Accel Wealth Management reported 305 positions worth $444.4M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: DGRO (4.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$444.4M
2026 Q2
Positions
305
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.7%
Est. Net Flow (Q)
2026 Q2
10 / 305 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DGROISHARES TRSH$19.6M4.42%258,988
2VNLAJANUS DETROIT STR TRSH$16.8M3.78%343,952
3SCHGSCHWAB STRATEGIC TRSH$14.4M3.24%425,646
4VTIVANGUARD INDEX FDSSH$10.9M2.44%29,330
5VTVVANGUARD INDEX FDSSH$10.7M2.42%49,280
6RDVYFIRST TR EXCHANGE TRADED FDSH$10.3M2.31%126,515
7AAPLAPPLE INCSH$8.1M1.82%27,875
8CGDVCAPITAL GROUP DIVIDEND VALUESH$7.8M1.76%158,567
9VOEVANGUARD INDEX FDSSH$7.8M1.75%39,451
10AMZNAMAZON COM INCSH$7.6M1.72%32,034

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Accel Wealth Management hold as of Q2 2026?

Accel Wealth Management reported 305 positions worth $444.4M in its Q2 2026 13F filing. Largest positions: DGRO (4.4%), VNLA (3.8%), SCHG (3.2%), VTI (2.4%) and VTV (2.4%).

What did Accel Wealth Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Accel Wealth Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.