Accel Wealth Management
•CIK: 1838226•Filing: Q4 2025
**Accel Wealth Management** manages $366M across a diversified portfolio of 281 positions. The strategy exhibits a notable tilt toward dividend growth and sector-specific exposure, evidenced by top holdings such as DGRO ($16.0M) and VNLA ($14.5M). Significant allocations are maintained in core growth and technology names, including SCHG ($13.3M), VTI ($9.2M), and AAPL ($7.9M). This positioning suggests a focus on income generation combined with exposure to established market leaders.
Total AUM
$365.6M
QoQ Performance
+6.4%
Positions
186
Top 10 Concentration
28.1%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRO4.4%
VNLA4.0%
SCHG3.6%
VTI2.5%
VTV2.3%
AAPL2.2%
NDQ2.1%
AMZN2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.4%
Technology9.7%
Consumer2.9%
Industrial2.5%
Financial2.2%
ETF1.5%
Healthcare1.2%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
+78 more exited positions
Changes from Q3 2025
NEW5 new positions
↑101 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023