Accredited Investors Inc.

CIK: 0001518364SEC EDGAR →

Portfolio Value

$1.9T

Holdings

284

As of

Q4 2025

New Positions

284

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AVDV AMERICAN CENTY ETF TR	2,610,276	$245.3B	13.03%
2	SCHB SCHWAB STRATEGIC TR	4,719,541	$123.8B	6.57%
3	VTV VANGUARD INDEX FDS	499,930	$95.5B	5.07%
4	IJH ISHARES TR	1,412,318	$93.2B	4.95%
5	IVV ISHARES TR	132,174	$90.5B	4.81%
6	IWM ISHARES TR	330,146	$81.3B	4.32%
7	UPS UNITED PARCEL SERVICE INC	783,700	$77.7B	4.13%
8	IJR ISHARES TR	636,486	$76.5B	4.06%
9	BRK-B BERKSHIRE HATHAWAY INC DEL	86	$64.9B	3.45%
10	AAPL APPLE INC	224,153	$60.9B	3.24%

Quarterly Changes

Top Buys

AVDVNEW

$245.3B

SCHBNEW

$123.8B

VTVNEW

$95.5B

IJHNEW

$93.2B

IVVNEW

$90.5B

Top Sells

No sells this quarter

New Positions (284)

AVDV

$245.3B · 2.6M shares

SCHB

$123.8B · 4.7M shares

$95.5B · 500K shares

$93.2B · 1.4M shares

$90.5B · 132K shares

$81.3B · 330K shares

$77.7B · 784K shares

$76.5B · 636K shares

$64.9B · 86 shares

$60.9B · 224K shares

$58.2B · 607K shares

$58.0B · 913K shares

$53.0B · 229K shares

$44.2B · 93K shares

$41.6B · 733K shares

$36.6B · 438K shares

$30.5B · 377K shares

$27.8B · 197K shares

$25.6B · 187K shares

$25.0B · 50K shares

$21.7B · 348K shares

$20.1B · 42K shares

$17.3B · 25K shares

$17.1B · 106K shares

$17.0B · 238K shares

$13.8B · 301K shares

$13.4B · 52K shares

$12.9B · 69K shares

$12.1B · 39K shares

$12.0B · 250K shares

$11.0B · 150K shares

$9.4B · 298K shares

$8.5B · 29K shares

$8.3B · 20K shares

$8.2B · 367K shares

$7.8B · 170K shares

$7.1B · 51K shares

$7.0B · 50K shares

$6.8B · 21K shares

$6.6B · 20K shares

$6.5B · 25K shares

$6.3B · 83K shares

$6.1B · 64K shares

$6.0B · 19K shares

$5.4B · 115K shares

$5.0B · 197K shares

$4.6B · 29K shares

$4.3B · 4K shares

$4.2B · 7K shares

$4.2B · 72K shares

$3.9B · 11K shares

$3.9B · 6K shares

$3.5B · 11K shares

$3.3B · 115K shares

$3.2B · 60K shares

$3.2B · 42K shares

$3.1B · 24K shares

$3.1B · 31K shares

$3.0B · 14K shares

$2.8B · 6K shares

$2.7B · 4K shares

$2.7B · 27K shares

$2.4B · 8K shares

$2.4B · 7K shares

$2.4B · 12K shares

$2.3B · 15K shares

$2.3B · 3K shares

$2.2B · 18K shares

$2.1B · 9K shares

$2.0B · 24K shares

$1.9B · 5K shares

$1.8B · 5K shares

$1.8B · 5K shares

$1.8B · 15K shares

$1.8B · 9K shares

$1.8B · 41K shares

$1.7B · 43K shares

$1.7B · 15K shares

$1.7B · 22K shares

$1.6B · 17K shares

$1.5B · 11K shares

$1.5B · 27K shares

$1.5B · 46K shares

$1.5B · 4K shares

$1.5B · 2K shares

$1.5B · 5K shares

$1.3B · 4K shares

$1.3B · 9K shares

$1.3B · 3K shares

$1.3B · 32K shares

$1.2B · 12K shares

$1.2B · 4K shares

$1.2B · 4K shares

$1.2B · 689 shares

$1.1B · 8K shares

$1.1B · 5K shares

$1.1B · 7K shares

$1.1B · 10K shares

$1.1B · 6K shares

$1.1B · 5K shares

$1.1B · 6K shares

$1.1B · 15K shares

PSEP

$1.1B · 25K shares

$1.0B · 2K shares

CAT

$1.0B · 2K shares

TN1

$976.0M · 13K shares

TSM

$951.0M · 3K shares

$944.0M · 12K shares

$934.0M · 10K shares

$932.0M · 4K shares

$915.0M · 2K shares

$908.0M · 2K shares

$893.0M · 8K shares

$841.0M · 3K shares

$826.0M · 9K shares

$824.0M · 6K shares

$823.0M · 8K shares

$818.0M · 5K shares

$818.0M · 1K shares

$815.0M · 4K shares

$796.0M · 15K shares

$795.0M · 2K shares

$795.0M · 10K shares

$795.0M · 3K shares

$787.0M · 8K shares

$763.0M · 7K shares

$762.0M · 5K shares

$750.0M · 5K shares

$750.0M · 2K shares

$733.0M · 2K shares

$728.0M · 51K shares

$726.0M · 4K shares

$710.0M · 2K shares

$706.0M · 3K shares

$704.0M · 8K shares

$692.0M · 5K shares

$663.0M · 8K shares

$657.0M · 8K shares

$655.0M · 3K shares

$648.0M · 6K shares

$646.0M · 7K shares

$631.0M · 4K shares

$598.0M · 9K shares

$596.0M · 7K shares

$595.0M · 2K shares

$588.0M · 3K shares

$585.0M · 3K shares

$582.0M · 7K shares

$582.0M · 1K shares

$571.0M · 5K shares

$570.0M · 43K shares

$565.0M · 643 shares

$564.0M · 20K shares

$551.0M · 3K shares

$542.0M · 4K shares

$514.0M · 6K shares

$502.0M · 3K shares

$498.0M · 11K shares

$497.0M · 3K shares

$484.0M · 2K shares

$465.0M · 19K shares

$465.0M · 8K shares

$463.0M · 7K shares

$461.0M · 4K shares

$457.0M · 8K shares

$448.0M · 10K shares

$443.0M · 5K shares

$442.0M · 943 shares

$436.0M · 12K shares

$433.0M · 3K shares

$432.0M · 23K shares

$424.0M · 1K shares

$420.0M · 16K shares

$419.0M · 1K shares

$416.0M · 10K shares

$411.0M · 2K shares

$407.0M · 3K shares

$403.0M · 4K shares

$401.0M · 3K shares

$400.0M · 1K shares

$399.0M · 1K shares

$398.0M · 2K shares

$397.0M · 4K shares

$394.0M · 15K shares

$393.0M · 32K shares

$392.0M · 4K shares

$386.0M · 20K shares

$382.0M · 966 shares

$380.0M · 2K shares

$379.0M · 3K shares

$375.0M · 5K shares

$374.0M · 70 shares

$367.0M · 7K shares

$366.0M · 21K shares

$366.0M · 15K shares

$361.0M · 2K shares

$356.0M · 3K shares

$355.0M · 6K shares

$353.0M · 4K shares

$346.0M · 16K shares

$338.0M · 2K shares

$336.0M · 3K shares

$335.0M · 313 shares

$334.0M · 4K shares

$334.0M · 953 shares

$327.0M · 4K shares

$323.0M · 4K shares

$319.0M · 12K shares

$318.0M · 1K shares

$318.0M · 3K shares

$315.0M · 1K shares

$312.0M · 5K shares

$312.0M · 1K shares

$308.0M · 4K shares

$307.0M · 1K shares

$301.0M · 628 shares

$301.0M · 880 shares

$301.0M · 1K shares

$300.0M · 1K shares

$298.0M · 4K shares

$291.0M · 3K shares

$291.0M · 5K shares

$290.0M · 747 shares

$290.0M · 4K shares

$286.0M · 4K shares

$286.0M · 9K shares

$285.0M · 12K shares

$284.0M · 11K shares

$282.0M · 3K shares

$281.0M · 2K shares

$277.0M · 565 shares

$274.0M · 982 shares

$272.0M · 2K shares

$270.0M · 2K shares

$266.0M · 5K shares

$262.0M · 7K shares

$261.0M · 1K shares

$261.0M · 4K shares

$260.0M · 3K shares

$257.0M · 76 shares

$256.0M · 4K shares

$253.0M · 1K shares

$249.0M · 1K shares

$247.0M · 987 shares

$244.0M · 857 shares

$243.0M · 774 shares

$239.0M · 4K shares

$235.0M · 586 shares

$235.0M · 10K shares

$235.0M · 5K shares

$233.0M · 2K shares

$233.0M · 667 shares

$232.0M · 3K shares

$230.0M · 477 shares

$223.0M · 45K shares

$221.0M · 11K shares

$218.0M · 2K shares

$215.0M · 2K shares

$213.0M · 1K shares

$213.0M · 2K shares

$212.0M · 9K shares

$212.0M · 918 shares

$208.0M · 5K shares

$207.0M · 2K shares

$207.0M · 2K shares

$206.0M · 1K shares

$206.0M · 8K shares

$204.0M · 2K shares

$204.0M · 962 shares

$203.0M · 2K shares

$202.0M · 700 shares

$202.0M · 3K shares

$202.0M · 3K shares

$200.0M · 7K shares

$200.0M · 1K shares

$163.0M · 11K shares

$85.0M · 16K shares

$72.0M · 1K shares

$70.0M · 21K shares

$37.0M · 16K shares

$23.0M · 69K shares

$0 · 60K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	125	$1.4T	72.1%
Technology	36	$146.9B	7.8%
Industrials	25	$125.8B	6.7%
Unknown	19	$109.3B	5.8%
Consumer Cyclical	17	$64.3B	3.4%
Healthcare	23	$28.8B	1.5%
Communication Services	6	$24.0B	1.3%
Consumer Defensive	12	$15.8B	0.8%
Utilities	8	$4.6B	0.2%
Energy	5	$3.8B	0.2%
Basic Materials	6	$2.5B	0.1%
Real Estate	2	$383.0M	0.0%