Accelerate Investment Advisors LLC reported 53 positions worth $37.54M for the quarter ended Sep 30, 2026, down 4.6% on the prior quarter. It opened 1 new position, added to 12, trimmed 36 and exited 8. Its largest holding is Apple Inc. at 11.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | +5,717 | +193.3% | $446.51K | 1.8% |
| PSX Phillips 66 | +1,009 | – | $257.52K | 0.686% |
| SPCX Space Exploration Technologies Corp | +1,456 | +96.0% | $219.67K | 1.19% |
| BRK-B Berkshire Hathaway Inc | +60 | +5.5% | $29.88K | 1.54% |
| GOOGL Alphabet Inc. | +76 | +2.5% | $26.15K | 2.87% |
| AMD Advanced Micro Devices Inc | +22 | +4.7% | $13.45K | 0.795% |
| TSLA Tesla, Inc. | +36 | +1.2% | $12.77K | 2.78% |
| PG PROCTER & GAMBLE Co | +56 | +3.5% | $8.14K | 0.635% |
| RTX RTX Corp | +37 | +2.3% | $6.87K | 0.801% |
| GLD Spdr Gold Trust | +17 | +0.6% | $6.47K | 2.89% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -1,908 | -13.0% | $635.39K | 11.36% |
| NVDA Nvidia Corp | -1,224 | -7.0% | $279.54K | 9.82% |
| IBM International Business Machines Corp | -932 | -100.0% | $262.26K | Exited |
| UNH Unitedhealth Group Inc | -562 | -100.0% | $233.64K | Exited |
| ORLY O Reilly Automotive Inc | -2,494 | -100.0% | $229.65K | Exited |
| MSFT Microsoft Corp | -447 | -9.1% | $229.26K | 6.12% |
| NEE Nextera Energy Inc | -2,465 | -100.0% | $216.35K | Exited |
| KLAC Kla Corp | -699 | -100.0% | $210.98K | Exited |
| GEV GE Vernova Inc. | -175 | -100.0% | $205.24K | Exited |
| PLD Prologis, Inc. | -1,481 | -100.0% | $200.63K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PSX Phillips 66 | +1,009 | $257.52K | 0.686% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IBM International Business Machines Corp | -932 | $262.26K | 0.666% |
| UNH Unitedhealth Group Inc | -562 | $233.64K | 0.594% |
| ORLY O Reilly Automotive Inc | -2,494 | $229.65K | 0.583% |
| NEE Nextera Energy Inc | -2,465 | $216.35K | 0.55% |
| KLAC Kla Corp | -699 | $210.98K | 0.536% |
| GEV GE Vernova Inc. | -175 | $205.24K | 0.521% |
| PLD Prologis, Inc. | -1,481 | $200.63K | 0.51% |
| LGVN Longeveron Inc. | -1,425 | $10.02K | 0.025% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 12.8K | $4.26M | 11.36% | -1,908 | -13.0% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 16.1K | $3.69M | 9.82% | -1,224 | -7.0% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 14.5K | $3.61M | 9.61% | -762 | -5.0% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 4,480 | $2.30M | 6.12% | -447 | -9.1% | Reduced | 0% |
| 5 | TPL Texas Pacific Land Corp | Real Estate | 5,483 | $1.79M | 4.76% | 0 | 0.0% | Unchanged | 0.01% |
| 6 | XOM ExxonMobil Holdings Corp | Energy | 9,841 | $1.60M | 4.27% | -150 | -1.5% | Reduced | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 3,551 | $1.21M | 3.22% | -206 | -5.5% | Reduced | 0% |
| 8 | GLD Spdr Gold Trust | Financial Services | 2,845 | $1.08M | 2.89% | +17 | +0.6% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 3,137 | $1.08M | 2.87% | +76 | +2.5% | Added | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 1,472 | $1.07M | 2.84% | -104 | -6.6% | Reduced | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 2,995 | $1.05M | 2.8% | -107 | -3.4% | Reduced | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 2,946 | $1.05M | 2.78% | +36 | +1.2% | Added | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 2,476 | $819.06K | 2.18% | -91 | -3.5% | Reduced | 0% |
| 14 | IAU Ishares Gold Trust | Others | 8,675 | $677.53K | 1.8% | +5,717 | +193.3% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 594 | $632.85K | 1.69% | -47 | -7.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Accelerate Investment Advisors.
As of its Q3 2026 13F filing, Accelerate Investment Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 11.4%, Nvidia Corp (NVDA) at 9.8%, Amazon Com Inc (AMZN) at 9.6%, Microsoft Corp (MSFT) at 6.1%, Texas Pacific Land Corp (TPL) at 4.8% of the reported portfolio.
Accelerate Investment Advisors LLC reported a 13F portfolio worth $37.54M across 53 positions for Q3 2026. That is down 4.6% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($446.51K), Phillips 66 ($257.52K), Space Exploration Technologies Corp ($219.67K). It opened 1 new positions.
Its largest sales by value were Apple Inc. ($635.39K), Nvidia Corp ($279.54K), International Business Machines Corp ($262.26K). It exited 8 positions entirely.
From the Form 13F-HR reports Accelerate Investment Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.