Accel Wealth Management

Accel Wealth Management reported 305 holdings worth US$444M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 10, 2026

Accel Wealth Management reported 305 holdings worth US$444M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Jul 10, 2026 (Form 13F).

Holdings
305
Value as reported
US$444M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc27,875US$8.07M1.8%
Amazon.com, Inc.32,034US$7.63M1.7%
Alphabet Inc (google) Class C19,526US$6.98M1.6%
Intel Corporation47,927US$6.69M1.5%
Nvidia Corporation33,049US$6.61M1.5%
Deere & Company7,080US$4.49M1.0%
Micron Technology, Inc.3,642US$4.2M0.95%
Microsoft Corp.9,394US$3.5M0.79%
Advanced Micro Devices Inc5,372US$3.12M0.70%
Kinder Morgan, Inc.86,829US$2.78M0.62%
Jp Morgan Chase & Co.7,968US$2.61M0.59%
Rtx Corporation13,607US$2.58M0.58%
Broadcom Inc.6,670US$2.52M0.57%
Pepsico, Inc.13,891US$1.88M0.42%
Caterpillar, Inc.1,705US$1.82M0.41%
International Business Machines Corporation5,821US$1.64M0.37%
Palantir Technologies Inc.13,376US$1.56M0.35%
Eli Lilly And Company1,246US$1.5M0.34%
Blackstone Inc.11,969US$1.41M0.32%
Newmont Corporation14,744US$1.38M0.31%
Johnson & Johnson5,375US$1.37M0.31%
Abbvie Inc.5,358US$1.35M0.30%
Procter & Gamble Company (the)8,991US$1.32M0.30%
Marvell Technology, Inc.4,110US$1.22M0.28%
Prudential Financial, Inc.10,486US$1.13M0.25%
Chevron Corporation6,545US$1.08M0.24%
Ares Capital Corporation56,895US$1.05M0.24%
Cisco Systems, Inc.8,929US$1.05M0.24%
Bank Of America Corporation18,391US$1.05M0.24%
Phillips Edison & Company, Inc.24,786US$1.03M0.23%
Taiwan Semiconductor Manufacturing Co., Ltd.2,102US$1M0.23%
Exxon Mobil Corporation7,248US$991K0.22%
Tesla, Inc.2,328US$979K0.22%
Walmart Inc.8,410US$953K0.21%
Rocket Lab Corporation8,776US$892K0.20%
American Healthcare Reit, Inc.15,457US$806K0.18%
Berkshire Hathaway Inc.1,605US$803K0.18%
Nextera Energy, Inc.9,097US$798K0.18%
Citigroup, Inc.5,381US$753K0.17%
Corning Incorporated2,837US$725K0.16%
Ameriprise Financial, Inc.1,574US$722K0.16%
W. P. Carey Inc. Reit9,831US$703K0.16%
Archer-daniels-midland Company9,086US$694K0.16%
Hercules Capital, Inc.43,516US$686K0.15%
Alliant Energy Corporation8,972US$684K0.15%
Goldman Sachs Group, Inc. (the)665US$672K0.15%
Starwood Property Trust Inc.39,345US$644K0.15%
Valero Energy Corporation2,418US$630K0.14%
Merck & Company, Inc.4,862US$625K0.14%
Dell Technologies Inc.1,421US$613K0.14%
Lockheed Martin Corporation1,180US$601K0.14%
Northrop Grumman Corporation1,140US$580K0.13%
Constellation Energy Corporation2,332US$579K0.13%
Philip Morris International Inc3,096US$560K0.13%
Costco Wholesale Corporation591US$553K0.12%
Ati Inc.2,699US$532K0.12%
Meta Platforms, Inc.931US$524K0.12%
Energy Fuels Inc.34,659US$503K0.11%
Annaly Capital Management Inc.22,086US$494K0.11%
General Dynamics Corporation1,376US$487K0.11%
Coca-cola Consolidated, Inc.2,476US$473K0.11%
Emerson Electric Company3,207US$459K0.10%
Nrg Energy, Inc.3,122US$456K0.10%
Oneok, Inc.5,196US$452K0.10%
Qualcomm Incorporated2,359US$436K0.10%
Crowdstrike Holdings, Inc.568US$433K0.10%
Visa Inc.1,250US$429K0.10%
U.s. Bancorp7,059US$426K0.10%
Duke Energy Corporation (holding Company)3,303US$418K0.09%
Woodward, Inc.963US$410K0.09%
Boeing Company (the)1,868US$404K0.09%
Applied Materials, Inc.556US$402K0.09%
Freeport-mcmoran, Inc.6,349US$399K0.09%
Devon Energy Corporation9,654US$399K0.09%
Caseys General Stores, Inc.498US$396K0.09%
Credo Technology Group Holding Ltd1,407US$383K0.09%
Arista Networks, Inc.2,185US$371K0.08%
Conocophillips3,411US$355K0.08%
Microchip Technology Incorporated3,806US$347K0.08%
Lam Research Corporation797US$345K0.08%
American Express Company1,009US$341K0.08%
Ge Vernova Inc.285US$335K0.08%
Mastercard Incorporated638US$328K0.07%
Marathon Petroleum Corporation1,251US$320K0.07%
Astera Labs, Inc.656US$317K0.07%
American Electric Power Company, Inc.2,313US$316K0.07%
Coca-cola Company (the)3,886US$316K0.07%
Capital One Financial Corporation1,539US$309K0.07%
Mcdonald's Corporation1,122US$303K0.07%
Royal Bank Of Canada1,458US$302K0.07%
Rockwell Automation, Inc.606US$300K0.07%
Capital Southwest Corporation12,521US$298K0.07%
Soundhound Ai, Inc.45,622US$295K0.07%
T. Rowe Price Group, Inc.2,572US$292K0.07%
Ford Mtr Co Del20,993US$292K0.07%
General Motors Company3,736US$288K0.06%
Ge Aerospace768US$287K0.06%
Salesforce, Inc.1,812US$284K0.06%
Bp Plc7,629US$282K0.06%
Cheniere Energy, Inc.1,163US$278K0.06%

Every holding of Accel Wealth Management

Source

View original at SEC

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