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Stacie Brass

Accel Wealth Management

Assets Managed
$383.359M
Holdings
290
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
4.85%(2Q avg: 5.61%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Accel Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 290 positions.

Assets under management

The assets under management (AUM) of Accel Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 383.359M in assets, with a quarterly growth rate of 4.85% and a 2-quarter average growth rate of 5.61%. The portfolio is managed by Stacie Brass, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 5.6%
4.45%
$17.054M
243,000 shares@ $70.18 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Increased 17.03%
4.4%
$16.839M
344,628 shares@ $48.87 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.92%
3.13%
$11.978M
411,190 shares@ $29.14 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 6.1%
2.45%
$9.356M
47,687 shares@ $196.2 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.06%
2.4%
$9.195M
28,662 shares@ $320.82 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 16.63%
2.05%
$7.828M
114,647 shares@ $68.29 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.8%
1.89%
$7.217M
28,436 shares@ $253.79 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 6.26%
1.77%
$6.772M
36,751 shares@ $184.28 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.71%
1.73%
$6.61M
31,740 shares@ $208.28 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 12.86%
1.71%
$6.542M
153,788 shares@ $42.54 avg price

1-10 of 290