Accel Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing was submitted on October 13, 2026, and lists Stacie Brass, Chief Compliance Officer, as the authorized signatory for the Waverly, Iowa-based firm.
The report details a portfolio consisting of 309 individual securities. The filing indicates that Accel Wealth Management holds sole voting and dispositive power over all positions listed in the information table.
The portfolio includes a mix of large-cap technology companies, energy firms, and various exchange-traded funds. Major holdings include Apple Inc., with 27,861 shares; Amazon.com Inc., with 31,915 shares; and Broadcom Inc., with 6,650 shares. The filing also lists significant positions in energy-related stocks such as Kinder Morgan Inc. (83,695 shares) and ExxonMobil Holdings Corp. (7,270 shares).
A substantial portion of the portfolio is allocated to exchange-traded funds. Notable ETF holdings include the iShares Core S&P 500 ETF, with 2,226 shares; the iShares Core Dividend Growth ETF, with 292,343 shares; and the First Trust Exchange-Traded Fund VI FT VEST US EQUITY B, with 9,602 shares.
