ACCEL WEALTH MANAGEMENT
Q2 2026 Form 13-F
WAVERLY, IOWA
CIK 0001838226
· CRD 286201
· SEC-registered investment adviser
$444.4M Reported Value Total
ACCEL WEALTH MANAGEMENT reports 2,819 total accounts under management (AUM). There are 2,799 discretionary accounts valued at $1,071,495,911, and 20 non-discretionary accounts valued at $76,256,789.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-30
Reported value
$444.4M
Quarter over quarter
+12.2%
Holdings
305
Top-10 concentration
25.7%
Key People
Form ADV owners & control persons
Stacie Lynn Brass
MANAGING MEMBER
Michael Lee Byl
MEMBER
Todd Joseph Manternach
MANAGING MEMBER
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13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 10, 2026 |
| Form | 13F-HR |
| Reported value | $444.4M |
| Positions | 305 |
| Change in reported value | +15.9% |
| New positions | 28 |
| Exited positions | 13 |
| Position turnover | 12.9% |
| Top-10 concentration | 25.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 13, 2026
|
309 | $464.3M |
|
Q2 2026 13F
Filed Jul 10, 2026
|
305 | $444.4M |
|
Q1 2026 13F
Filed Apr 8, 2026
|
290 | $383.4M |
|
Q4 2025 13F
Filed Jan 20, 2026
|
281 | $365.6M |
|
Q3 2025 13F
Filed Oct 8, 2025
|
278 | $343.8M |
|
Q2 2025 13F
Filed Jul 22, 2025
|
269 | $299.6M |
|
Q1 2025 13F
Filed Apr 10, 2025
|
256 | $276.6M |
|
Q4 2024 13F
Filed Jan 21, 2025
|
251 | $263.7M |
|
Q3 2024 13F
Filed Oct 15, 2024
|
256 | $268.6M |
|
Q2 2024 13F
Filed Jul 12, 2024
|
244 | $249.9M |
|
Q1 2024 13F
Filed Apr 19, 2024
|
227 | $235.6M |
|
Q4 2023 13F
Filed Jan 18, 2024
|
195 | $199.2M |
|
Q3 2023 13F
Filed Oct 19, 2023
|
168 | $179.5M |
|
Q2 2023 13F
Filed Jul 24, 2023
|
170 | $181.7M |
|
Q1 2023 13F
Filed Apr 20, 2023
|
959 | $244.6M |
|
Q4 2022 13F
Filed Jan 26, 2023
|
958 | $209.0M |
|
Q3 2022 13F
Filed Oct 12, 2022
|
852 | $187.2M |
|
Q2 2022 13F
Filed Aug 3, 2022
|
860 | $174.1M |
|
Q1 2022 13F
Filed Apr 29, 2022
|
852 | $193.5M |
|
Q4 2021 13F
Filed Jan 18, 2022
|
854 | $203.9M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DGRO ISHARES TR | $19.6M | 4.42% |
| 2 | VNLA JANUS DETROIT STR TR | $16.8M | 3.78% |
| 3 | SCHG SCHWAB STRATEGIC TR | $14.4M | 3.24% |
| 4 | VTI VANGUARD INDEX FDS | $10.9M | 2.44% |
| 5 | VTV VANGUARD INDEX FDS | $10.7M | 2.42% |
| 6 | RDVY FIRST TR EXCHANGE TRADED FD | $10.3M | 2.31% |
| 7 | AAPL APPLE INC | $8.1M | 1.82% |
| 8 | CGDV CAPITAL GROUP DIVIDEND VALUE | $7.8M | 1.76% |
| 9 | VOE VANGUARD INDEX FDS | $7.8M | 1.75% |
| 10 | AMZN AMAZON COM INC | $7.6M | 1.72% |
| 11 | QQQ INVESCO QQQ TR | $7.6M | 1.7% |
| 12 | DFIV DIMENSIONAL ETF TRUST | $7.5M | 1.69% |
| 13 | ITA ISHARES TR | $7.3M | 1.65% |
| 14 | INTC INTEL CORP | $6.7M | 1.51% |
| 15 | ACYN FIRST TR EXCHANGE-TRADED FD | $6.7M | 1.5% |
| 16 | NVDA NVIDIA CORPORATION | $6.6M | 1.49% |
| 17 | VYM VANGUARD WHITEHALL FDS | $6.2M | 1.4% |
| 18 | BUFQ FIRST TR EXCHNG TRADED FD VI | $6.1M | 1.38% |
| 19 | CGGR CAPITAL GROUP GROWTH ETF | $5.6M | 1.26% |
| 20 | VBK VANGUARD INDEX FDS | $5.5M | 1.25% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.