account_balance
Investment manager · 13F filer · SEC CIK 1838226
Accel Wealth Management
Reported value$464Mas of Sep 30, 2026
Positions309 14 new, 10 sold out
Top 10 weight26.9%DGRO alone is 5%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DGROiShares Tr
4.7%Added +13%
SCHGSchwab Strategic Tr
3.7%Added +11%
VNLAJanus Detroit STR Tr
3.6%
VTVVanguard Index FDS
2.5%Added +8%
VTIVanguard Index FDS
2.5%Added +4%
RDVYFirst Tr Exchange Traded Fd
2.3%Added +9%
AAPLApple Inc.
2.0%
DFIVDimensional ETF Trust
1.9%Added +13%
CGDVCapital Group Dividend Value
1.9%Added +13%
ACYNFirst Tr Exchange-Traded Fd
1.9%Added +31%
QQQInvesco QQQ Tr
1.8%Added +11%
VOEVanguard Index FDS
1.8%Added +6%
DGROiShares Tr
4.7%Added +13%
SCHGSchwab Strategic Tr
3.7%Added +11%
VNLAJanus Detroit STR Tr
3.6%
VTVVanguard Index FDS
2.5%+8%
VTIVanguard Index FDS
2.5%+4%
RDVYFirst Tr Exchange Traded Fd
2.3%
AAPLApple Inc.
2.0%
DFIVDimensional ETF Trust
1.9%
CGDVCapital Group Dividend Value
1.9%
ACYN1.9%
QQQ1.8%
VOE1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRO iShares Tr 4.7% Added +13%
SCHG Schwab Strategic Tr 3.7% Added +11%
VNLA Janus Detroit STR Tr 3.6% Held
VTV Vanguard Index FDS 2.5% Added +8%
VTI Vanguard Index FDS 2.5% Added +4%
RDVY First Tr Exchange Traded Fd 2.3% Added +9%
AAPL Apple Inc. 2.0% HeldDFIV Dimensional ETF Trust 1.9% Added +13%
CGDV Capital Group Dividend Value 1.9% Added +13%
ACYN First Tr Exchange-Traded Fd 1.9% Added +31%
QQQ Invesco QQQ Tr 1.8% Added +11%
VOE Vanguard Index FDS 1.8% Added +6%
What changed
Biggest moves since Jun 30, 2026
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