Accel Wealth Management

Accel Wealth Management reported 309 holdings worth US$464M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Accel Wealth Management reported 309 holdings worth US$464M as of Sep 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. Filed Oct 13, 2026 (Form 13F).

Holdings
309
Value as reported
US$464M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc27,861US$9.28M2.0%
Amazon.com, Inc.31,915US$7.95M1.7%
Nvidia Corporation33,356US$7.62M1.6%
Alphabet Inc (google) Class C19,291US$6.62M1.4%
Intel Corporation47,079US$5.66M1.2%
Deere & Company7,063US$4.74M1.0%
Microsoft Corp.8,539US$4.38M0.94%
Micron Technology, Inc.3,641US$3.88M0.84%
Rtx Corporation16,767US$3.11M0.67%
Advanced Micro Devices Inc5,024US$3.07M0.66%
Kinder Morgan, Inc.83,695US$2.52M0.54%
Jp Morgan Chase & Co.7,604US$2.52M0.54%
Palantir Technologies Inc.13,080US$2.45M0.53%
Broadcom Inc.6,650US$2.34M0.50%
Pepsico, Inc.13,827US$1.75M0.38%
Newmont Corporation14,748US$1.7M0.37%
Abbvie Inc.5,518US$1.44M0.31%
Johnson & Johnson5,403US$1.43M0.31%
Eli Lilly And Company1,207US$1.4M0.30%
Caterpillar, Inc.1,694US$1.37M0.30%
Chevron Corporation6,699US$1.37M0.29%
International Business Machines Corporation6,130US$1.35M0.29%
Procter & Gamble Company (the)9,060US$1.32M0.28%
Blackstone Inc.11,701US$1.31M0.28%
Valero Energy Corporation3,199US$1.24M0.27%
Prudential Financial, Inc.10,584US$1.2M0.26%
Ares Capital Corporation58,240US$1.11M0.24%
Space Exploration Technologies Corp7,294US$1.1M0.24%
Marvell Technology, Inc.4,119US$1.09M0.23%
Bank Of America Corporation18,295US$996K0.21%
Cisco Systems, Inc.8,917US$960K0.21%
Taiwan Semiconductor Manufacturing Co., Ltd.2,070US$944K0.20%
Phillips Edison & Company, Inc.24,517US$915K0.20%
Walmart Inc.8,544US$888K0.19%
American Healthcare Reit, Inc.16,817US$862K0.19%
Tesla, Inc.2,305US$818K0.18%
Berkshire Hathaway Inc.1,585US$789K0.17%
Ameriprise Financial, Inc.1,523US$750K0.16%
Dell Technologies Inc.1,392US$749K0.16%
Hercules Capital, Inc.43,237US$727K0.16%
Archer-daniels-midland Company9,091US$722K0.16%
Citigroup, Inc.5,386US$697K0.15%
Meta Platforms, Inc.948US$688K0.15%
Merck & Company, Inc.4,721US$686K0.15%
Rocket Lab Corporation9,628US$671K0.14%
Nextera Energy, Inc.8,842US$670K0.14%
Corning Incorporated4,184US$643K0.14%
W. P. Carey Inc. Reit9,950US$643K0.14%
Alliant Energy Corporation9,564US$605K0.13%
Crowdstrike Holdings, Inc.2,269US$601K0.13%
Lockheed Martin Corporation1,179US$601K0.13%
Goldman Sachs Group, Inc. (the)662US$596K0.13%
Philip Morris International Inc3,107US$593K0.13%
Constellation Energy Corporation2,330US$592K0.13%
Northrop Grumman Corporation1,169US$565K0.12%
Starwood Property Trust Inc.39,394US$532K0.11%
Costco Wholesale Corporation578US$527K0.11%
Annaly Capital Management Inc.27,762US$524K0.11%
Ati Inc.2,699US$511K0.11%
Emerson Electric Company3,202US$497K0.11%
Marathon Petroleum Corporation1,252US$495K0.11%
Visa Inc.1,268US$456K0.10%
General Dynamics Corporation1,369US$454K0.10%
Coca-cola Consolidated, Inc.2,391US$453K0.10%
Freeport-mcmoran, Inc.6,358US$445K0.10%
Arista Networks, Inc.2,174US$443K0.10%
Conocophillips3,412US$427K0.09%
U.s. Bancorp7,381US$426K0.09%
Qualcomm Incorporated2,243US$413K0.09%
Salesforce, Inc.1,775US$407K0.09%
Energy Fuels Inc.35,953US$397K0.09%
Devon Energy Corporation8,061US$371K0.08%
Bp Plc8,349US$367K0.08%
Duke Energy Corporation (holding Company)3,062US$349K0.08%
Boeing Company (the)1,860US$346K0.07%
Microchip Technology Incorporated4,445US$346K0.07%
Mastercard Incorporated623US$344K0.07%
Coca-cola Company (the)3,892US$335K0.07%
Bloom Energy Corporation1,152US$319K0.07%
Caseys General Stores, Inc.522US$318K0.07%
Woodward, Inc.963US$317K0.07%
Verizon Communications Inc.6,803US$312K0.07%
Cheniere Energy, Inc.1,143US$307K0.07%
Applied Materials, Inc.593US$303K0.07%
American Express Company995US$303K0.07%
Pfizer, Inc.10,583US$302K0.07%
Nrg Energy, Inc.3,121US$299K0.06%
Capital One Financial Corporation1,541US$298K0.06%
Capital Southwest Corporation12,533US$290K0.06%
Ge Aerospace912US$285K0.06%
Phillips 661,093US$279K0.06%
Walt Disney Company (the)2,619US$275K0.06%
Echostar Corporation3,033US$271K0.06%
Principal Financial Group Inc2,421US$271K0.06%
Ge Vernova Inc.284US$270K0.06%
Union Pacific Corporation989US$269K0.06%
General Motors Company3,472US$267K0.06%
Rockwell Automation, Inc.606US$264K0.06%
Oge Energy Corp5,782US$263K0.06%
Analog Devices, Inc.658US$261K0.06%

Every holding of Accel Wealth Management

Source

View original at SEC

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