Accel Wealth Management

WAVERLY, IA · CIK 1838226 · 13F filing filed 2026-07-10

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$1.1bn
Staff19 · 10 in investment roles
Main clients (by assets)Pension plans 41%, High net worth individuals 30%, Individuals 27%
Websiteacceladvantage.com
Form ADV · 2026-08-04SEC adviser record

Kindinstitutions
Others nearbyWaverly, IA, Cedar Rapids, IA, West Des Moines, IA, Cedar Falls, IA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Waverly, IA (main office)United States	United States	about 4
Cedar Rapids, IAUnited States	United States	5
West Des Moines, IAUnited States	United States	1
Cedar Falls, IAUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$444.4m reported value +15.9% vs Q1 2026

305positions

25.7%in top 10

28 new 101 added 148 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE DIV GRWTH DGRO	DGRO	258,988	$19.6m4.42%	4.42%	Added +16.0k	+15,988 6.6%
2	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	343,952	$16.8m3.78%	3.78%	Reduced -676	-676 -0.2%
3	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	425,646	$14.4m3.24%	3.24%	Added +14.5k	+14,456 3.5%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	29,330	$10.9m2.44%	2.44%	Added +668	+668 2.3%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	49,280	$10.7m2.42%	2.42%	Added +1.6k	+1,593 3.3%
6	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	126,515	$10.3m2.31%	2.31%	Added +11.9k	+11,868 10.3%
7	APPLE INC COM AAPL	AAPL	27,875	$8.1m1.82%	1.82%	Reduced -561	-561 -2.0%
8	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	158,567	$7.8m1.76%	1.76%	Added +4.8k	+4,779 3.1%
9	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	39,451	$7.8m1.75%	1.75%	Added +2.7k	+2,700 7.3%
10	AMAZON COM INC COM AMZN	AMZN	32,034	$7.6m1.72%	1.72%	Added +294	+294 0.9%
11	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	10,259	$7.6m1.70%	1.70%	Reduced -572	-572 -5.3%
12	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	139,100	$7.5m1.69%	1.69%	Added +20.3k	+20,257 17.1%
13	ISHARES TR US AER DEF ETF ITA	ITA	30,190	$7.3m1.65%	1.65%	Added +1.4k	+1,381 4.8%
14	INTEL CORP COM INTC	INTC	47,927	$6.7m1.51%	1.51%	Reduced -2.9k	-2,857 -5.6%
15	FIRST TR EXCHANGE-TRADED FD VEST LADDERED ACYN	ACYN	320,777	$6.7m1.50%	1.50%	Added +228.3k	+228,272 246.8%
16	NVIDIA CORPORATION COM NVDA	NVDA	33,049	$6.6m1.49%	1.49%	Added +359	+359 1.1%
17	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	39,373	$6.2m1.40%	1.40%	Added +211	+211 0.5%
18	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFQ	BUFQ	156,414	$6.1m1.38%	1.38%	Added +77.0k	+76,966 96.9%
19	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	118,518	$5.6m1.26%	1.26%	Reduced -14.5k	-14,517 -10.9%
20	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	15,139	$5.5m1.25%	1.25%	Added +365	+365 2.5%
21	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,324	$5.5m1.23%	1.23%	Added +25	+25 0.2%
22	PIMCO CORPORATE & INCOME OPP COM PTY	PTY	448,727	$5.4m1.21%	1.21%	Reduced -55.7k	-55,669 -11.0%
23	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	31,416	$5.3m1.20%	1.20%	Added +2.9k	+2,864 10.0%
24	ISHARES TR CORE US AGGBD ET AGG	AGG	49,572	$4.9m1.10%	1.10%	Added +251	+251 0.5%
25	DEERE & CO COM DE	DE	7,080	$4.5m1.01%	1.01%	Reduced -43	-43 -0.6%
26	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	86,453	$4.4m0.98%	0.98%	Reduced -16.2k	-16,205 -15.8%
27	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	117,011	$4.3m0.96%	0.96%	Added +59.6k	+59,624 103.9%
28	MICRON TECHNOLOGY INC COM MU	MU	3,642	$4.2m0.95%	0.95%	Reduced -1.1k	-1,124 -23.6%
29	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	141,030	$4.1m0.93%	0.93%	Added +46.4k	+46,353 49.0%
30	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,981	$4.1m0.92%	0.92%	Added +377	+377 6.7%
31	SPDR SER TR S&P CAP MKTS KCE	KCE	27,798	$4.1m0.92%	0.92%	Added +2.0k	+2,035 7.9%
32	ISHARES TR INVESTMENT GRADE IGEB	IGEB	88,009	$4.0m0.89%	0.89%	Reduced -1.1k	-1,148 -1.3%
33	SPDR GOLD TR GOLD SHS GLD	GLD	10,199	$3.8m0.85%	0.85%	Reduced -314	-314 -3.0%
34	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	15,573	$3.7m0.83%	0.83%	Added +832	+832 5.6%
35	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	5,439	$3.6m0.80%	0.80%	Added +794	+794 17.1%
36	MICROSOFT CORP COM MSFT	MSFT	9,394	$3.5m0.79%	0.79%	Reduced -101	-101 -1.1%
37	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	143,044	$3.5m0.78%	0.78%	Added +44.1k	+44,118 44.6%
38	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	115,605	$3.4m0.76%	0.76%	Reduced -2.3k	-2,290 -1.9%
39	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	33,332	$3.3m0.74%	0.74%	Reduced -535	-535 -1.6%
40	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,372	$3.1m0.70%	0.70%	Added +74	+74 1.4%
41	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	68,241	$2.9m0.66%	0.66%	Added +7.0k	+7,016 11.5%
42	KINDER MORGAN INC DEL COM KMI	KMI	86,829	$2.8m0.62%	0.62%	Added +54	+54 0.1%
43	JPMORGAN CHASE & CO COM JPM	JPM	7,968	$2.6m0.59%	0.59%	Reduced -115	-115 -1.4%
44	RTX CORPORATION COM RTX	RTX	13,607	$2.6m0.58%	0.58%	Reduced -1.1k	-1,054 -7.2%
45	BROADCOM INC COM AVGO	AVGO	6,670	$2.5m0.57%	0.57%	Added +43	+43 0.7%
46	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	26,896	$2.3m0.52%	0.52%	Added +952	+952 3.7%
47	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	60,453	$2.3m0.52%	0.52%	Added +39.2k	+39,200 184.4%
48	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	10,764	$2.1m0.47%	0.47%	Added +411	+411 4.0%
49	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	22,454	$2.1m0.47%	0.47%	Added +1.5k	+1,502 7.2%
50	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	15,696	$2.1m0.47%	0.47%	Added +4.7k	+4,694 42.7%
51	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	9,195	$2.1m0.47%	0.47%	Reduced -195	-195 -2.1%
52	EATON VANCE TAX ADVT DIV INC COM XEVTX	XEVTX	74,654	$2.1m0.47%	0.47%	Reduced -8.0k	-7,977 -9.7%
53	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	34,597	$2.1m0.46%	0.46%	Added +2.5k	+2,469 7.7%
54	SELECT SECTOR SPDR TR INDL XLI	XLI	10,951	$2.0m0.46%	0.46%	Added +2.5k	+2,513 29.8%
55	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	37,174	$2.0m0.45%	0.45%	Reduced -1.5k	-1,517 -3.9%
56	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	39,960	$1.9m0.43%	0.43%	Reduced -625	-625 -1.5%
57	PEPSICO INC COM PEP	PEP	13,891	$1.9m0.42%	0.42%	Reduced -327	-327 -2.3%
58	GABELLI EQUITY TR INC COM GAB	GAB	323,540	$1.8m0.41%	0.41%	Reduced -20.1k	-20,102 -5.8%
59	VANGUARD WORLD FD ENERGY ETF VDE	VDE	12,175	$1.8m0.41%	0.41%	Reduced -1.9k	-1,854 -13.2%
60	COHEN & STEERS INFRASTRUCTUR COM UTF	UTF	66,098	$1.8m0.41%	0.41%	Reduced -7.0k	-6,994 -9.6%
61	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	23,999	$1.8m0.41%	0.41%	Reduced -1.4k	-1,391 -5.5%
62	CATERPILLAR INC COM CAT	CAT	1,705	$1.8m0.41%	0.41%	Added +84	+84 5.2%
63	PROSHARES TR S&P 500 HIGH INC ISPY	ISPY	37,230	$1.8m0.40%	0.40%	Reduced -14.8k	-14,760 -28.4%
64	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	23,868	$1.7m0.38%	0.38%	Added +1.3k	+1,291 5.7%
65	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAUG	FAUG	29,589	$1.7m0.38%	0.38%	Reduced -2.6k	-2,613 -8.1%
66	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	5,529	$1.7m0.37%	0.37%	Reduced -285	-285 -4.9%
67	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,821	$1.6m0.37%	0.37%	Reduced -82	-82 -1.4%
68	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	13,376	$1.6m0.35%	0.35%	Reduced -145	-145 -1.1%
69	ISHARES TR CORE S&P500 ETF IVV	IVV	2,022	$1.5m0.34%	0.34%	Unchanged
70	ALPHABET INC CAP STK CL C GOOG	GOOG	4,250	$1.5m0.34%	0.34%	Added +43	+43 1.0%
71	ELI LILLY & CO COM LLY	LLY	1,246	$1.5m0.34%	0.34%	Added +201	+201 19.2%
72	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	4,763	$1.5m0.33%	0.33%	Added +535	+535 12.7%
73	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XIDE	XIDE	47,889	$1.5m0.33%	0.33%	Added +684	+684 1.4%
74	BLACKSTONE INC COM BX	BX	11,969	$1.4m0.32%	0.32%	Reduced -1.0k	-1,038 -8.0%
75	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	31,053	$1.4m0.32%	0.32%	Reduced -2.5k	-2,487 -7.4%
76	J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT JPEM	JPEM	22,336	$1.4m0.32%	0.32%	Reduced -11.5k	-11,547 -34.1%
77	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	29,933	$1.4m0.32%	0.32%	Added +8.0k	+7,984 36.4%
78	EXCHANGE TRADED CONCEPTS TRU RANGE NUCLEAR RE NUKZ	NUKZ	20,258	$1.4m0.31%	0.31%	Added +1.9k	+1,915 10.4%
79	NEWMONT CORP COM NEM	NEM	14,744	$1.4m0.31%	0.31%	Added +115	+115 0.8%
80	JOHNSON & JOHNSON COM JNJ	JNJ	5,375	$1.4m0.31%	0.31%	Reduced -517	-517 -8.8%
81	ABBVIE INC COM ABBV	ABBV	5,358	$1.3m0.30%	0.30%	Added +494	+494 10.2%
82	PROCTER AND GAMBLE CO COM PG	PG	8,991	$1.3m0.30%	0.30%	Reduced -304	-304 -3.3%
83	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FFEB	FFEB	21,533	$1.3m0.30%	0.30%	Reduced -100	-100 -0.5%
84	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FMAY	FMAY	22,130	$1.2m0.28%	0.28%	Reduced -485	-485 -2.1%
85	MARVELL TECHNOLOGY INC COM MRVL	MRVL	4,110	$1.2m0.28%	0.28%	Added +155	+155 3.9%
86	ROYCE SMALL CAP TRUST INC COM RVT	RVT	65,508	$1.2m0.27%	0.27%	Reduced -11.6k	-11,566 -15.0%
87	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FSEP	FSEP	21,691	$1.2m0.27%	0.27%	Reduced -1.5k	-1,489 -6.4%
88	PRUDENTIAL FINL INC COM PRU	PRU	10,486	$1.1m0.25%	0.25%	Reduced -215	-215 -2.0%
89	FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF FTHI	FTHI	47,001	$1.1m0.25%	0.25%	Reduced -800	-800 -1.7%
90	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FJUL	FJUL	18,591	$1.1m0.25%	0.25%	Unchanged
91	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	18,663	$1.1m0.25%	0.25%	Added +3.0k	+2,960 18.9%
92	CHEVRON CORP NEW COM CVX	CVX	6,545	$1.1m0.24%	0.24%	Added +188	+188 3.0%
93	FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN LGOV	LGOV	50,342	$1.1m0.24%	0.24%	Reduced -26.0k	-25,976 -34.0%
94	ARES CAPITAL CORP COM ARCC	ARCC	56,895	$1.1m0.24%	0.24%	Added +2.2k	+2,185 4.0%
95	CISCO SYS INC COM CSCO	CSCO	8,929	$1.0m0.24%	0.24%	Added +3	+3 0.0%
96	BANK AMERICA CORP COM BAC	BAC	18,391	$1.0m0.24%	0.24%	Reduced -878	-878 -4.6%
97	PHILLIPS EDISON & CO INC COMMON STOCK PECO	PECO	24,786	$1.0m0.23%	0.23%	Reduced -12.0k	-11,956 -32.5%
98	VANECK ETF TRUST ROBOTICS ETF IBOT	IBOT	14,667	$1.0m0.23%	0.23%	Added +3.4k	+3,420 30.4%
99	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,102	$1.0m0.23%	0.23%	Reduced -58	-58 -2.7%
100	EXXON MOBIL CORP COM XOM	XOM	7,248	$991.0k0.22%	0.22%	Reduced -38	-38 -0.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IWF	IWF	8,164	$870.3k8.2k shares
HONEYWELL INTL INC		1,308	$591.1k1.3k shares
ABRDN ETFS BCD	BCD	12,753	$456.3k12.8k shares
S&P GLOBAL INC SPGI	SPGI	957	$407.1k957 shares
AT&T INC T	T	9,535	$276.4k9.5k shares
BOSTON SCIENTIFIC CORP BSX	BSX	3,841	$241.0k3.8k shares
PEAKSTONE REALTY TRUST PKST	PKST	10,346	$216.1k10.3k shares
MEDTRONIC PLC MDT	MDT	2,459	$213.1k2.5k shares
ENTREPRENEURSHARES SERIES TR XOVR	XOVR	12,280	$207.4k12.3k shares
UBER TECHNOLOGIES INC UBER	UBER	2,861	$205.8k2.9k shares
PHILLIPS 66 PSX	PSX	1,110	$202.2k1.1k shares
INDUSTRIAL LOGISTICS PPTYS T ILPT	ILPT	10,206	$58.0k10.2k shares
GABELLI EQUITY TR INC GAB-R	GAB-R	338,780	$2.4k338.8k shares