Accel Wealth Management: 13F holdings
CIK 18382262026Q2
| Positions | 305 |
|---|---|
| Reported value | $444.4m |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DGRO ISHARES TR | 258,988 | $19.6m | 4.4% |
| VNLA JANUS DETROIT STR TR | 343,952 | $16.8m | 3.8% |
| SCHG SCHWAB STRATEGIC TR | 425,646 | $14.4m | 3.2% |
| VTI VANGUARD INDEX FDS | 29,330 | $10.9m | 2.4% |
| VTV VANGUARD INDEX FDS | 49,280 | $10.7m | 2.4% |
| RDVY FIRST TR EXCHANGE TRADED FD | 126,515 | $10.3m | 2.3% |
| AAPL APPLE INC | 27,875 | $8.1m | 1.8% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 158,567 | $7.8m | 1.8% |
| VOE VANGUARD INDEX FDS | 39,451 | $7.8m | 1.8% |
| AMZN AMAZON COM INC | 32,034 | $7.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1838226")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.