Accel Wealth Management

CIK 0001838226 · Q1 2026

13F Equity AUM

$383.4M

+4.8% QoQ

Positions

290

+9 QoQ

AUM Rank

#5,081

Top 41%

Skill Alpha (FF)

-3.2%/yr

Underperformer

Rank #6,474 · Top 79%

vs S&P -8.5%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 16.8%Top 10: 25.9%Top 20: 40.6%

DGRO4.5%

VNLA4.4%

SCHG3.1%

VTV2.4%

VTI2.4%

RDVY2.0%

AAPL1.9%

VOE1.8%

AMZN1.7%

CGDV1.7%

Others (280)74.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services73.7%

Technology8.5%

Industrials3.5%

Energy2.4%

Consumer Cyclical2.4%

Other9.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 290Median: 0.14%Avg: 0.34%

0–0.5%

239(36.8%)

0.5–1%

26(17.1%)

1–3%

22(34.1%)

3–5%

3(12.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 263Unique: 27vs 20 funds

3.6%Low

290

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.9%

BANK OF AMERICA CORP /DE/

5.4%

4.7%

6.7%

4.6%

4.1%

VANGUARD CAPITAL MANAGEMENT LLC

3.6%

GEODE CAPITAL MANAGEMENT, LLC

3.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New21Increased133Decreased113Exited12

New Positions

BUFQ0.7%

+79K

FIRST TR EXCHANGE-TR…0.5%

+93K

FMAR0.1%

+9K

FJAN0.1%

+9K

TDVI0.1%

+15K

GLW0.1%

+3K

GEV0.1%

+335

WMB0.1%

+3K

MMM0.1%

+1K

ROBT0.1%

+5K

Increased

RDVI0.6%

+81K(+611%)

BUFR0.5%

+51K(+790%)

VNLA4.4%

+50K(+17%)

VRP0.6%

+26K(+36%)

DFIV1.6%

+23K(+24%)

CGDV1.7%

+18K(+13%)

JAAA1.4%

+17K(+19%)

RDVY2.0%

+16K(+17%)

IGEB1.1%

+13K(+17%)

DGRO4.5%

+13K(+6%)

Decreased

QYLD0.1%

-114,169(-85%)

ISPY0.6%

-12,032(-19%)

PGX0.1%

-9,764(-28%)

RVT0.3%

-9,637(-11%)

BHK0.1%

-9,550(-19%)

GAB0.5%

-8,656(-2%)

PFFD0.1%

-7,357(-23%)

PID0.3%

-6,901(-14%)

ANGL0.9%

-6,016(-5%)

MYO0.0%

-5,882(-15%)

Exited

-4,890

-9,718

-1,620

-1,271

-340

-478

-3,873

-2,254

-412

-1,435

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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