Notify me when Accel Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 278 | $343,783,936 | +$40,087,700 | -$14,811,081 | +$25,276,619 | DGRO, SCHG, VNLA, VTI, VTV | 13F-HR | 07 Oct 2025, 17:53 |
| Q2 2025 | 269 | $299,595,653 | +$13,873,501 | -$8,813,801 | +$5,059,700 | DGRO, VNLA, SCHG, VTI, AMZN | 13F-HR | 21 Jul 2025, 17:52 |
| Q1 2025 | 256 | $276,647,635 | +$28,499,191 | -$10,047,128 | +$18,452,063 | DGRO, VNLA, SCHG, AAPL, VTV | 13F-HR | 10 Apr 2025, 12:18 |
| Q4 2024 | 251 | $263,732,083 | +$13,538,874 | -$19,964,670 | -$6,425,796 | VNLA, DGRO, AAPL, VTI, AMZN | 13F-HR | 21 Jan 2025, 11:31 |
| Q3 2024 | 256 | $268,581,230 | +$24,647,378 | -$17,194,968 | +$7,452,410 | VNLA, DGRO, AAPL, VTI, AMZN | 13F-HR | 15 Oct 2024, 09:52 |
| Q2 2024 | 244 | $249,863,938 | +$23,742,444 | -$7,520,061 | +$16,222,383 | VNLA, DGRO, AMZN, VTI, AAPL | 13F-HR | 12 Jul 2024, 10:02 |
| Q1 2024 | 227 | $235,646,964 | +$29,167,430 | -$5,418,844 | +$23,748,586 | VNLA, DGRO, VTI, FTSL, VYM | 13F-HR | 19 Apr 2024, 17:04 |
| Q4 2023 | 195 | $199,155,495 | +$14,184,757 | -$8,360,637 | +$5,824,120 | VNLA, DGRO, FTSL, VYM, AAPL | 13F-HR | 18 Jan 2024, 09:41 |
| Q3 2023 | 168 | $179,525,037 | +$10,030,251 | -$6,751,223 | +$3,279,028 | VNLA, DGRO, FTSL, AAPL, VYM | 13F-HR | 19 Oct 2023, 12:06 |
| Q2 2023 | 170 | $181,664,619 | +$31,046,308 | -$98,173,770 | -$67,127,462 | VNLA, DGRO, FTSL, AAPL, VYM | 13F-HR | 24 Jul 2023, 15:25 |
| Q1 2023 | 1,255 | $244,595,367 | +$66,635,400 | -$36,201,044 | +$30,434,356 | VNLA, DGRO, FTSL, VYM, AAPL | 13F-HR | 20 Apr 2023, 13:00 |
| Q4 2022 | 1,058 | $208,960,607 | +$46,213,810 | -$25,555,331 | +$20,658,479 | DGRO, VNLA, FTSL, VYM, VOE | 13F-HR | 26 Jan 2023, 09:30 |
| Q3 2022 | 1,053 | $187,198,000 | +$23,919,526 | -$4,849,939 | +$19,069,587 | DGRO, FTSL, VYM, VNLA, AAPL | 13F-HR | 12 Oct 2022, 10:14 |
| Q2 2022 | 1,013 | $173,983,000 | +$16,957,738 | -$7,985,312 | +$8,972,426 | DGRO, FTSL, VYM, AAPL, ANGL | 13F-HR | 03 Aug 2022, 15:13 |
| Q1 2022 | 927 | $193,401,000 | +$14,216,392 | -$16,512,403 | -$2,296,011 | DGRO, FTSL, VYM, AAPL, ANGL | 13F-HR | 28 Apr 2022, 18:23 |
| Q4 2021 | 925 | $203,955,000 | +$42,828,966 | -$2,428,048 | +$40,400,918 | DGRO, FTSL, VYM, AAPL, QQQ | 13F-HR | 18 Jan 2022, 13:24 |
| Q3 2021 | 819 | $154,763,000 | +$16,429,081 | -$10,307,278 | +$6,121,803 | DGRO, VYM, FTSL, AAPL, FPXI | 13F-HR | 04 Nov 2021, 10:47 |
| Q2 2021 | 898 | $150,845,000 | +$32,254,108 | -$6,009,849 | +$26,244,259 | DGRO, VYM, FPXI, AAPL, CAPD | 13F-HR | 03 Aug 2021, 13:07 |
| Q1 2021 | 867 | $123,402,000 | +$15,089,215 | -$4,825,657 | +$10,263,558 | VYM, DGRO, CAPD, AAPL, AMZN | 13F-HR | 10 May 2021, 17:05 |
| Q4 2020 | 831 | $107,325,000 | $0 | $0 | $0 | VYM, AAPL, CAPD, AMZN, AGG | 13F-HR | 26 Jan 2021, 18:09 |