Accelerate Investment Advisors LLC
•CIK: 2035216•Filing: Q4 2025
**Accelerate Investment Advisors LLC** manages $148M across a diversified portfolio of 120 positions. The strategy exhibits significant allocations to covered call and income-generating strategies, evidenced by the top holdings including SPYM at $22.7M and IDEV at $14.7M. Further diversification is maintained through core fixed income and broad market exposure, with notable positions in AGG ($12.6M) and FBND ($6.7M). The portfolio structure balances income generation with exposure to major tech and international equities.
Total AUM
$148.4M
QoQ Performance
+1.0%
Positions
74
Top 10 Concentration
55.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
IDEV
AGG
SPYM15.3%
IDEV9.9%
AGG8.5%
FBND4.5%
VO4.0%
IVV3.4%
VWO3.2%
AAPL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.7%
Technology9.3%
ETF4.9%
Consumer4.2%
Financial1.8%
Healthcare1.2%
Energy0.7%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW7 new positions
↑59 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024