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Manager record

Accelerate Investment Advisors LLC

Aliso Viejo, CA · CIK 2035216 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$174.14MReported 13F valueQ2 2026 · as filed
149Holdings listed
+16.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $134.4M$134.4MQ2 2025115 holdingsQ3 2025: $147.0M$147.0MQ3 2025121 holdingsQ4 2025: $148.4M$148.4MQ4 2025120 holdingsQ1 2026: $149.7M$149.7MQ1 2026133 holdingsQ2 2026: $174.1M$174.1MQ2 2026149 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$174.14M · 149 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$149.71M · 133 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$148.41M · 120 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$146.99M · 121 holdings listed · View original SEC filing ↗
Jul 07 2025 13F-HR · period Q2 2025

$134.43M · 115 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology