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 (471 days), 161 trades recorded
  • Returns: week n/a · month n/a · 90 days -1.9% · 6 months +3.1% · 1 year +3.8% · all +3.8%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46434V621 · 4.7% · long · since 2025-09-30
  • 808524300 · 3.7% · long · since 2025-09-30
  • 47103U886 · 3.6% · long · since 2025-09-30
  • 922908744 · 2.5% · long · since 2025-09-30
  • 922908769 · 2.5% · long · since 2025-09-30
  • 33738R506 · 2.3% · long · since 2025-09-30
  • AAPL · 2.0% · long · since 2025-09-30
  • 25434V807 · 1.9% · long · since 2025-09-30
  • 14020W106 · 1.9% · long · since 2025-09-30
  • 33733E690 · 1.9% · long · since 2026-03-31
  • 46090E103 · 1.8% · long · since 2025-09-30
  • 922908512 · 1.8% · long · since 2025-09-30

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