Fund Holdings — Accel Wealth Management

Total Portfolio Value
$383.36M
Total Bought
$42.64M
Total Sold
$18.57M
Net Transaction
+$24.07M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
079,448+79,44802,8060.73%+2,806
JANUS DETROIT STR TR
HENDRSN SHRT ETF
294,483344,628+50,14514,47116,8394.39%+2,368
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
13,31794,677+81,3603492,4190.63%+2,070
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
6,45157,387+50,9362211,9380.51%+1,717
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
95,781118,843+23,0624,7796,2731.64%+1,493
FIRST TR EXCHANGE-TRADED FD35,21292,505+57,2933961,8850.49%+1,489
ISHARES TR
CORE DIV GRWTH
230,125243,000+12,87515,97517,0544.45%+1,078
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
98,304114,647+16,3436,8297,8282.04%+999
VANGUARD INDEX FDS12,02114,774+2,7533,6324,4651.16%+834
JANUS DETROIT STR TR
HENDRSON AAA CL
86,045102,658+16,6134,3525,1711.35%+819
VANGUARD WORLD FD
ENERGY ETF
12,97614,029+1,0531,6342,4280.63%+794
VANGUARD INDEX FDS44,94947,687+2,7388,5859,3562.44%+771
ISHARES TR41,76149,321+7,5604,1714,8961.28%+725
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
24,78128,552+3,7713,4314,1411.08%+709
DEERE & CO(DE)7,1397,123-163,3244,0121.05%+689
SELECT SECTOR SPDR TR
ST STR INDL ETF
4,3808,438+4,0586791,3650.36%+685
ISHARES TR26,25028,809+2,5595,6366,3021.64%+666
VANGUARD INDEX FDS34,58736,751+2,1646,1356,7721.77%+638
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
72,61998,926+26,3071,7672,3720.62%+605
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
136,266153,788+17,5225,9476,5421.71%+595
INVESCO EXCH TRADED FD TR II35,21235,965+7533969680.25%+572
KINDER MORGAN INC DEL(KMI)85,84386,775+9322,3602,9100.76%+550
ISHARES TR
INVT GRAD SY ETF
76,23089,157+12,9273,4814,0171.05%+537
INTEL CORP(INTC)47,79950,784+2,9851,7642,2410.58%+477
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
09,240+9,24004480.12%+448
VANECK ETF TRUST
SEMICONDUCTR ETF
3,7044,645+9411,3341,7810.46%+447
SPDR GOLD TR(GLD)10,30210,513+2114,0834,5241.18%+441
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,588+8,58804330.11%+433
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
51,90161,225+9,3241,9892,4140.63%+425
CHEVRON CORPORATION(CVX)5,8416,357+5168901,3150.34%+425
FIRST TR EXCHANGE-TRADED FD
FT VEST TEC
015,320+15,32004070.11%+407
EXXON MOBIL CORP6,9617,286+3258381,2360.32%+398
CORNING INC(GLW)02,867+2,86703900.10%+390
GLOBAL X FDS
DEFENSE TECH ETF
29,45432,128+2,6741,9082,2760.59%+368
ISHARES TR28,95033,867+4,9172,3112,6680.70%+356
GE VERNOVA INC(GEV)0335+33502920.08%+292
CATERPILLAR INC(CAT)1,5261,621+958741,1480.30%+274
MICRON TECHNOLOGY INC(MU)4,7334,766+331,3511,6100.42%+259
VANGUARD WORLD FD
UTILITIES ETF
9,69210,353+6611,7932,0510.54%+258
WILLIAMS COS INC(WMB)03,172+3,17202310.06%+231
DELL TECHNOLOGIES INC(DELL)01,382+1,38202270.06%+227
APPLIED MATLS INC0641+64102190.06%+219
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
04,713+4,71302180.06%+218
BRISTOL-MYERS SQUIBB CO(BMY)03,569+3,56902160.06%+216
3M CO(MMM)01,475+1,47502140.06%+214
ISHARES TR
MSCI USA MMENTM
0885+88502120.06%+212
AMERICAN CENTY ETF TR02,080+2,08002080.05%+208
ENTREPRENEURSHARES SERIES TR012,280+12,28002070.05%+207
JOHNSON & JOHNSON(JNJ)5,9585,892-661,2331,4400.38%+207
LAM RESEARCH CORP(LRCX)0967+96702070.05%+207
PHILLIPS 66(PSX)01,110+1,11002020.05%+202
ANALOG DEVICES INC(ADI)0633+63302010.05%+201
DEVON ENERGY CORP NEW(DVN)8,2289,880+1,6523014970.13%+196
EXCHANGE TRADED CONCEPTS TRU15,91818,343+2,4251,0111,2060.31%+196
ABRDN ETFS8,47212,753+4,2812624560.12%+194
VALE S A012,076+12,07601920.05%+192
VALERO ENERGY CORP(VLO)2,6502,517-1334316220.16%+190
ENERGY FUELS INC(UUUU)29,52233,953+4,4314296200.16%+190
PEPSICO INC(PEP)14,09314,218+1252,0232,2080.58%+185
LOCKHEED MARTIN CORP(LMT)1,6081,577-317789530.25%+176
WALMART INC(WMT)8,2228,765+5439161,0890.28%+173
VANGUARD WHITEHALL FDS39,25139,162-895,6335,8001.51%+167
CASEYS GEN STORES INC(CASY)94994905256910.18%+166
NORTHROP GRUMMAN CORP(NOC)1,4581,460+28319960.26%+165
ONEOK INC NEW(OKE)4,2585,286+1,0283134780.12%+165
CITIGROUP INC(C)4,1605,546+1,3864856290.16%+143
NEWMONT CORP(NEM)14,44314,629+1861,4421,5840.41%+142
CONOCOPHILLIPS(COP)3,5023,517+153284640.12%+136
VANGUARD WORLD FD
CONSUM STP ETF
9,3719,390+191,9802,1090.55%+129
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
11,14611,002-1441,0961,2190.32%+123
FIRST TR EXCHANGE-TRADED FD
INDX CRI MET ETF
8,60011,115+2,5152513720.10%+121
COCA COLA CONS INC(COKE)2,3082,476+1683544750.12%+121
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
19,22821,633+2,4051,0891,2080.32%+120
CAPITAL GROUP CORE BALANCED
SHS
17,35321,253+3,9006137310.19%+118
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
19,43421,949+2,5159151,0310.27%+116
ARCHER DANIELS MIDLAND CO9,8079,327-4805646780.18%+114
MARATHON PETE CORP(MPC)1,3881,391+32263400.09%+114
CHENIERE ENERGY INC(LNG)1,1711,192+212283380.09%+111
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
20,62620,952+3261,4851,5930.42%+107
MARVELL TECHNOLOGY INC(MRVL)3,4313,955+5242923920.10%+100
FIRST TR EXCHANGE-TRADED FD13,93314,010+776187120.19%+94
FIRST TR EXCHANGE-TRADED FD
SHS
39,46540,585+1,1201,8191,9090.50%+90
COSTCO WHOLESALE CORPORATION(COST)582594+125025920.15%+90
BP PLC(BP)8,1617,904-2572833720.10%+88
DUKE ENERGY CORP NEW(DUK)3,4733,772+2994074940.13%+87
VANECK ETF TRUST
ROBOTICS ETF
9,86711,247+1,3805195980.16%+78
NETFLIX INC.(NFLX)2,7033,419+7162533290.09%+75
GLOBAL X FDS
US INFR DEV ETF
15,14215,703+5617247980.21%+74
FORD MTR CO(F)11,55419,520+7,9661522250.06%+74
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
33,53733,883+3462,0372,1050.55%+68
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
72,29376,318+4,0251,5781,6460.43%+68
ANNALY CAPITAL MANAGEMENT IN16,30920,431+4,1223654320.11%+67
PFIZER INC(PFE)8,99010,326+1,3362242900.08%+66
PEAKSTONE REALTY TRUST
COMMON SHARES
10,54010,346-1941512160.06%+65
SERIES PORTFOLIOS TR
ADAPTIV SELECT
6,4128,008+1,5962753380.09%+63
NEXTERA ENERGY INC(NEE)10,4909,717-7738429030.24%+60
PROCTER & GAMBLE CO(PG)8,9519,295+3441,2831,3430.35%+60
PHILLIPS EDISON & CO INC(PECO)36,99036,742-2481,3161,3750.36%+59
AT&T INC(T)8,7999,535+7362192760.07%+58
VANECK ETF TRUST
URANI NUCLE ETF
4,8194,921+1025986550.17%+57
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Accel Wealth Management — 13F Holdings — Q1 2026 | TickerTrail