13F Filings History of Accelerate Investment Advisors LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$148,412,623
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 120 stock holdings with total value $148,412,623 as of Q4 2025. Top holdings included SPYM, IDEV, AGG, FBND, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 120 $148,412,623 +$6,752,377 -$6,430,735 +$321,642 SPYM, IDEV, AGG, FBND, VO 13F-HR 12 Jan 2026, 06:45
Q3 2025 121 $146,987,384 +$9,592,009 -$5,543,982 +$4,048,027 SPLG, IDEV, AGG, FBND, VO 13F-HR 14 Oct 2025, 06:13
Q2 2025 115 $134,426,548 +$13,316,837 -$6,533,793 +$6,783,044 SPLG, IDEV, AGG, FBND, VO 13F-HR 07 Jul 2025, 16:03
Q1 2025 115 $119,438,120 +$12,640,564 -$4,694,898 +$7,945,666 SPLG, AGG, IDEV, FBND, VO 13F-HR 21 Apr 2025, 08:00
Q4 2024 100 $113,391,176 +$15,953,931 -$2,001,287 +$13,952,644 SPLG, AGG, IDEV, FBND, IVV 13F-HR 13 Jan 2025, 14:08
Q3 2024 84 $102,399,234 $0 $0 $0 SPLG, AGG, IDEV, FBND, VO 13F-HR 11 Oct 2024, 17:30