13F Filings History of Accelerate Investment Advisors LLC

Latest 13F report
Q3 2025 - Oct 14, 2025
Value $
$147M
Signature - Title
Brent P. Nicks - CCO
Location
Aliso Viejo, CA
Summary
This page shows a list of all the recent 13F filings made by Accelerate Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Accelerate Investment Advisors LLC reported 121 stock holdings with total value $147M as of Q3 2025. Top holdings included SPLG, IDEV, AGG, FBND, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 121 $147M +$9.59M -$5.54M +$4.05M SPLG, IDEV, AGG, FBND, VO 13F-HR 10/14/2025, 06:13 AM
Q2 2025 115 $134M +$13.3M -$6.53M +$6.78M SPLG, IDEV, AGG, FBND, VO 13F-HR 7/7/2025, 04:03 PM
Q1 2025 115 $119M +$12.6M -$4.69M +$7.95M SPLG, AGG, IDEV, FBND, VO 13F-HR 4/21/2025, 08:00 AM
Q4 2024 100 $113M +$16M -$2M +$14M SPLG, AGG, IDEV, FBND, IVV 13F-HR 1/13/2025, 02:08 PM
Q3 2024 84 $102M $0 $0 SPLG, AGG, IDEV, FBND, VO 13F-HR 10/11/2024, 05:30 PM