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Stacie Brass

Accel Wealth Management

Assets Managed
$444.378M
Holdings
305
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
15.92%(2Q avg: 10.39%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Accel Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 305 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 444.378M in assets, with a quarterly growth rate of 15.92% and a 2-quarter average growth rate of 10.39%. The portfolio is managed by Stacie Brass, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 6.58%
4.42%
$19.629M
258,988 shares@ $75.8 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Decreased -0.19%
3.79%
$16.807M
343,952 shares@ $48.87 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 3.52%
3.25%
$14.404M
425,646 shares@ $33.84 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.34%
2.45%
$10.853M
29,330 shares@ $370.04 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 3.35%
2.42%
$10.74M
49,280 shares@ $217.93 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 10.36%
2.31%
$10.255M
126,515 shares@ $81.07 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.97%
1.82%
$8.066M
27,875 shares@ $289.37 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 3.11%
1.76%
$7.814M
158,567 shares@ $49.29 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 7.35%
1.76%
$7.796M
39,451 shares@ $197.6 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.93%
1.72%
$7.635M
32,034 shares@ $238.35 avg price

1-10 of 305