Long-term investor

Accel Wealth Management @accelwealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001838226).

Record

  • Tracked since 2025-06-30 (434 days), 146 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.4% · 6 months +8.6% · 1 year +15.5% · all +15.5%
  • Max drawdown -1.1% · Sharpe 1.08 · win rate 36% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46434V621 · 4.4% · long · since 2025-06-30
  • 47103U886 · 3.8% · long · since 2025-06-30
  • 808524300 · 3.2% · long · since 2025-06-30
  • 922908769 · 2.4% · long · since 2025-06-30
  • 922908744 · 2.4% · long · since 2025-06-30
  • 33738R506 · 2.3% · long · since 2025-06-30
  • AAPL · 1.8% · long · since 2025-06-30
  • 14020W106 · 1.8% · long · since 2025-06-30
  • 922908512 · 1.8% · long · since 2025-06-30
  • AMZN · 1.7% · long · since 2025-06-30
  • QQQ · 1.7% · long · since 2025-06-30
  • 25434V807 · 1.7% · long · since 2025-06-30

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