Accelerate Investment Advisors LLC

RIA/Wealth

Accelerate Investment Advisors LLC is a RIA/Wealth based in Palo Alto, CA led by Christopher M Giovinazzo, reporting $242.8M in AUM as of Q3 2025 with 75% ETF concentration and 55% concentrated in top 10 holdings.

CEOChristopher M Giovinazzo

Portfolio Value: $146.4M
Positions: 120
Top Holding: SPLG at 14.77%
Last Reported: Q3 2025

Address500 University Avenue, Palo Alto, CA, 94301-1812, United States

Top Holdings

Largest long holdings in Accelerate Investment Advisors LLC's portfolio (54.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$21.6M	14.77%	+$1.3M Bought	— 275.9K shares	Q3 2024 Held for 1y 2m
2 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$13.4M	9.18%	+$1.1M Bought	— 167.5K shares	Q3 2024 Held for 1y 2m
3 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$12.4M	8.50%	+$880.8K Bought	— 124.1K shares	Q3 2024 Held for 1y 2m
4 Fidelity Total Bond FBND	ETF ETF	$6.9M	4.72%	+$357.3K Bought	— 149.4K shares	Q3 2024 Held for 1y 2m
5 Vanguard Mid-Cap Fund VO	ETF ETF	$6.0M	4.12%	+$421.5K Bought	— 20.6K shares	Q3 2024 Held for 1y 2m
6 iShares Core S&P 500 ETF IVV	ETF ETF	$4.9M	3.37%	-$66.3K Sold	— 7.4K shares	Q3 2024 Held for 1y 2m
7 Vanguard FTSE Emerging Markets VWO	ETF ETF	$4.5M	3.06%	+$349.3K Bought	— 82.6K shares	Q3 2024 Held for 1y 2m
8 Apple AAPL	Consumer Electronics Technology	$3.8M	2.60%	+$134.7K Bought	0.00% 14.9K shares	Q3 2024 Held for 1y 2m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$3.3M	2.28%	-$57.3K Sold	0.00% 15.2K shares	Q3 2024 Held for 1y 2m
10 Nvidia NVDA	Semiconductors Technology	$3.1M	2.14%	+$7.8K Bought	0.00% 16.8K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Accelerate Investment Advisors LLC's latest filing

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Market Value

$146.4M

Prior: $134.2M

Q/Q Change

+9.08%

+$12.2M

Net Flows % of MV

+1.82%

Turnover Ratio

5.06%

New Purchases

6 stocks

$1.2M

Added To

47 stocks

+$7.0M

Sold Out Of

5 stocks

$985.2K

Reduced Holdings

51 stocks

-$4.6M

Increased Positions

Position	Shares Δ	Change
1 iShares U.S. Aerospace & Defense ITA	New	0 → 1.7K +$354.5K
2 IAU iShares Gold Trust IAU	New	0 → 3.1K +$224.4K
3 iShares Russell 2000 Growth IWO	New	0 → 668.0 +$213.8K
4 Fidelity Low Duration Bond Factor FLDR	New	0 → 4.2K +$210.4K
5 SCHO Schwab Short-Term U.S. Treasury SCHO	New	0 → 8.6K +$209.5K

Decreased Positions

Position	Shares Δ	Change
1 American Tower AMT	Sold	1.3K → 0 −$292.1K
2 Philip Morris International PM	Sold	1.5K → 0 −$278.3K
3 Schwab International Equity SCHF	Sold	9.2K → 0 −$203.5K
4 Spotify Technology SPOT	Sold	262.0 → 0 −$201.0K
5 Onfolio Holdings Inc. ONFO	Sold	10.1K → 0 −$10.3K