Skip to main content
Livermore
Livermore
ZHEN

Accelerate Investment Advisors LLC

SEC CIK
0002035216
Latest filing
Aug 12, 2026

The latest 13F from Accelerate Investment Advisors LLC covers Q2 2026 (filed Aug 12, 2026): 149 long positions worth $174.1M. The top 10 holdings make up 52.4% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 13.8%. Livermore has 8 filings on Form 13F from this institution, going back to Q3 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
23
Est. +$8.18M
Added
55
Est. +$7.73M
Reduced
59
Est. −$4.60M
Sold out
7
Est. −$1.73M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    13.8%$24.0M
  2. iShares Tr46435G326
    8.9%$15.4M
  3. iShares Core U.S. Aggregate Bond ETF464287226
    7.5%$13.0M
  4. iShares Core S&P 500 ETF464287200
    5.3%$9.31M
  5. Fidelity Merrimack STR Tr316188309
    3.8%$6.54M

Share of portfolio

Top 5 holdings and the other 144 positions, by share of portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF13.8%
  2. iShares Tr8.9%
  3. iShares Core U.S. Aggregate Bond ETF7.5%
  4. iShares Core S&P 500 ETF5.3%
  5. Fidelity Merrimack STR Tr3.8%
  6. Other 144 positions60.8%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core S&P 500 ETF464287200
    +$2.83MAdded
  2. J P Morgan Exchange Traded F46641Q670
    +$1.11MNew
  3. MUMicron Technology Inc
    +$740.0KNewHistory
  4. BlackRock ETF Trust09290C764
    +$729.7KNew
  5. Fidelity High Dividend ETF316092840
    +$575.6KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P 500 ETF464287200
    +1.57 pp3.8% → 5.3%
  2. J P Morgan Exchange Traded F46641Q670
    +0.64 pp0.0% → 0.6%
  3. MUMicron Technology Inc
    +0.42 pp0.0% → 0.4%History
  4. BlackRock ETF Trust09290C764
    +0.42 pp0.0% → 0.4%
  5. Fidelity High Dividend ETF316092840
    +0.32 pp0.2% → 0.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares MSCI USA Quality Factor ETF46432F339
    −$785.1KReduced
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    −$731.4KReduced
  3. iShares Tr464288877
    −$621.0KReduced
  4. INTUIntuit Inc.
    −$329.0KSold outHistory
  5. iShares Core MSCI Emerging Markets ETF46434G103
    −$306.2KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46435G326
    −0.91 pp9.8% → 8.9%
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    −0.61 pp14.4% → 13.8%
  3. iShares Tr464288877
    −0.49 pp1.1% → 0.7%
  4. iShares MSCI USA Quality Factor ETF46432F339
    −0.46 pp0.8% → 0.4%
  5. Vanguard Morningstar Mid-Cap ETF922908629
    −0.30 pp3.9% → 3.6%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$174.1M
+$24.4M (+16.3%) vs. prior quarter
Positions
149
+16 vs. prior quarter
Top 10 concentration
52.4%
Top 10 as share of value
Turnover
3.9%
Q2 2026, one quarter
Average holding period
7.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2024), so positions held before then are understated.

13F filings by quarter

8 quarters, going back to Q3 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $174.1M (Q2 2026)

Q3 2024: $102.4MQ4 2024: $113.4MQ1 2025: $119.4MQ2 2025: $134.4MQ3 2025: $147.0MQ4 2025: $148.4MQ1 2026: $149.7MQ2 2026: $174.1M
Q3 2024Q2 2026
13F filings of Accelerate Investment Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026149$174.1MState Street SPDR Portfolio S&P 500 ETFiShares TriShares Core U.S. Aggregate Bond ETFvs. Q1 2026SEC
Q1 2026Apr 13, 2026133$149.7MState Street SPDR Portfolio S&P 500 ETFiShares TriShares Core U.S. Aggregate Bond ETFvs. Q4 2025SEC
Q4 2025Jan 12, 2026120$148.4MState Street SPDR Portfolio S&P 500 ETFiShares TriShares Core U.S. Aggregate Bond ETFvs. Q3 2025SEC
Q3 2025Oct 14, 2025121$147.0MState Street SPDR Portfolio S&P 500 ETFiShares TriShares Core U.S. Aggregate Bond ETFvs. Q2 2025SEC
Q2 2025Jul 7, 2025115$134.4MState Street SPDR Portfolio S&P 500 ETFiShares TriShares Core U.S. Aggregate Bond ETFvs. Q1 2025SEC
Q1 2025Apr 21, 2025115$119.4MState Street SPDR Portfolio S&P 500 ETFiShares Core U.S. Aggregate Bond ETFiShares Trvs. Q4 2024SEC
Q4 2024Jan 13, 2025100$113.4MState Street SPDR Portfolio S&P 500 ETFiShares Core U.S. Aggregate Bond ETFiShares Trvs. Q3 2024SEC
Q3 2024Oct 11, 202484$102.4MState Street SPDR Portfolio S&P 500 ETFiShares Core U.S. Aggregate Bond ETFiShares Tr–SEC