1y return+17.0%S&P 500 +20.9%
3y return+43.8%S&P 500 +68.5%
5y return+30.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $145 against $200 in the S&P 500.2
Accel Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DGROIshares Tr | $19.6M | 4.4% | +6.6% |
| VNLAJanus Detroit Str Tr | $16.8M | 3.8% | |
| SCHGSchwab Strategic Tr | $14.4M | 3.2% | +3.5% |
| VTIVanguard Index Fds | $10.9M | 2.4% | +2.3% |
| VTVVanguard Index Fds | $10.7M | 2.4% | +3.3% |
| RDVYFirst Tr Exchange Traded Fd | $10.3M | 2.3% | +10.4% |
| AAPLApple Inc | $8.1M | 1.8% | −2.0% |
| CGDVCapital Group Dividend Value | $7.8M | 1.8% | +3.1% |
| VOEVanguard Index Fds | $7.8M | 1.8% | +7.3% |
| AMZNAmazon Com Inc | $7.6M | 1.7% | |
| QQQInvesco Qqq Tr | $7.6M | 1.7% | −5.3% |
| DFIVDimensional Etf Trust | $7.5M | 1.7% | +17.0% |
| ITAIshares Tr | $7.3M | 1.6% | +4.8% |
| INTCIntel Corp | $6.7M | 1.5% | −5.6% |
| ACYNFirst Tr Exchange-traded Fd | $6.7M | 1.5% | +246.8% |
| NVDANvidia Corporation | $6.6M | 1.5% | +1.1% |
| VYMVanguard Whitehall Fds | $6.2M | 1.4% | |
| BUFQFirst Tr Exchng Traded Fd Vi | $6.1M | 1.4% | +96.9% |
| CGGRCapital Group Growth Etf | $5.6M | 1.3% | −10.9% |
| VBKVanguard Index Fds | $5.5M | 1.2% | +2.5% |
| GOOGLAlphabet Inc | $5.5M | 1.2% | |
| PTYPimco Corporate & Income Opp | $5.4M | 1.2% | −11.0% |
| XMMOInvesco Exchange Traded Fd T | $5.3M | 1.2% | +10.0% |
| AGGIshares Tr | $4.9M | 1.1% | |
| DEDeere & Co | $4.5M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $6.6M |
| AMDAdvanced Micro Devices Inc | December 31, 2020 | +533.4% | $3.1M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $5.5M |
| DEDeere & Co | December 31, 2020 | +135.8% | $4.5M |
| QQQInvesco Qqq Tr | December 31, 2020 | +134.7% | $7.6M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $8.1M |
| XMMOInvesco Exchange Traded Fd T | December 31, 2020 | +117.4% | $5.3M |
| ITAIshares Tr | March 31, 2023 | +110.7% | $7.3M |
| GLDSpdr Gold Tr | December 31, 2020 | +106.5% | $3.8M |
| RDVYFirst Tr Exchange Traded Fd | December 31, 2020 | +103.0% | $10.3M |
Sold off last quarter
- IWFIshares Tr was $870K
- Honeywell Intl IncCUSIP 438516106 was $591K
- BCDAbrdn Etfs was $456K
- SPGIS&p Global Inc was $407K
- TAt&t Inc was $276K
- BSXBoston Scientific Corp was $241K
- PKSTPeakstone Realty Trust was $216K
- Medtronic PLCCUSIP G5960L103 was $213K
- XOVREntrepreneurshares Series Tr was $207K
- UBERUber Technologies Inc was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +2.7% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +5.7% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Accel Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1838226&type=13F-HR&dateb=&owner=include&count=40CIK 1838226
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1838226/000183822626000004/Filed July 10, 2026 · accession 0001838226-26-000004