Accredited Investors Inc.

CIK: 0001518364SEC EDGAR →

Portfolio Value

$1.9B

Holdings

284

As of

Q4 2025

New Positions

283

Closed Positions

Portfolio Value History

Top 10 Holdings

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

Quarterly Changes

Top Buys

AVDVNEW

$245.3M

SCHBNEW

$123.8M

VTVNEW

$95.5M

IJHNEW

$93.2M

IVVNEW

$90.5M

Top Sells

No sells this quarter

New Positions (284)

AVDV

$245.3M · 2.6M shares

SCHB

$123.8M · 4.7M shares

$95.5M · 500K shares

$93.2M · 1.4M shares

$90.5M · 132K shares

$81.3M · 330K shares

$77.7M · 784K shares

$76.5M · 636K shares

$64.9M · 86 shares

$60.9M · 224K shares

$58.2M · 607K shares

$58.0M · 913K shares

$53.0M · 229K shares

$44.2M · 93K shares

$41.6M · 733K shares

$36.6M · 438K shares

$30.5M · 377K shares

$27.8M · 197K shares

$25.6M · 187K shares

$25.0M · 50K shares

$21.7M · 348K shares

$20.1M · 42K shares

$17.3M · 25K shares

$17.1M · 106K shares

$17.0M · 238K shares

$13.8M · 301K shares

$13.4M · 52K shares

$12.9M · 69K shares

$12.1M · 39K shares

$12.0M · 250K shares

$11.0M · 150K shares

$9.4M · 298K shares

$8.5M · 29K shares

$8.3M · 20K shares

$8.2M · 367K shares

$7.8M · 170K shares

$7.1M · 51K shares

$7.0M · 50K shares

$6.8M · 21K shares

$6.6M · 20K shares

$6.5M · 25K shares

$6.3M · 83K shares

$6.1M · 64K shares

$6.0M · 19K shares

$5.4M · 115K shares

$5.0M · 197K shares

$4.6M · 29K shares

$4.3M · 4K shares

$4.2M · 7K shares

$4.2M · 72K shares

$3.9M · 11K shares

$3.9M · 6K shares

$3.5M · 11K shares

$3.3M · 115K shares

$3.2M · 60K shares

$3.2M · 42K shares

$3.1M · 24K shares

$3.1M · 31K shares

$3.0M · 14K shares

$2.8M · 6K shares

$2.7M · 4K shares

$2.7M · 27K shares

$2.4M · 8K shares

$2.4M · 7K shares

$2.4M · 12K shares

$2.3M · 15K shares

$2.3M · 3K shares

$2.2M · 18K shares

$2.1M · 9K shares

$2.0M · 24K shares

$1.9M · 5K shares

$1.8M · 5K shares

$1.8M · 5K shares

$1.8M · 15K shares

$1.8M · 9K shares

$1.8M · 41K shares

$1.7M · 43K shares

$1.7M · 15K shares

$1.7M · 22K shares

$1.6M · 17K shares

$1.5M · 11K shares

$1.5M · 27K shares

$1.5M · 46K shares

$1.5M · 4K shares

$1.5M · 2K shares

$1.5M · 5K shares

$1.3M · 4K shares

$1.3M · 9K shares

$1.3M · 3K shares

$1.3M · 32K shares

$1.2M · 12K shares

$1.2M · 4K shares

$1.2M · 4K shares

$1.2M · 689 shares

$1.1M · 8K shares

$1.1M · 5K shares

$1.1M · 7K shares

$1.1M · 10K shares

$1.1M · 6K shares

$1.1M · 5K shares

$1.1M · 6K shares

$1.1M · 15K shares

PSEP

$1.1M · 25K shares

$1.0M · 2K shares

CAT

$1.0M · 2K shares

TN1

$976K · 13K shares

TSM

$951K · 3K shares

$944K · 12K shares

$934K · 10K shares

$932K · 4K shares

$915K · 2K shares

$908K · 2K shares

$893K · 8K shares

$841K · 3K shares

$826K · 9K shares

$824K · 6K shares

$823K · 8K shares

$818K · 5K shares

$818K · 1K shares

$815K · 4K shares

$796K · 15K shares

$795K · 2K shares

$795K · 10K shares

$795K · 3K shares

$787K · 8K shares

$763K · 7K shares

$762K · 5K shares

$750K · 5K shares

$750K · 2K shares

$733K · 2K shares

$728K · 51K shares

$726K · 4K shares

$710K · 2K shares

$706K · 3K shares

$704K · 8K shares

$692K · 5K shares

$663K · 8K shares

$657K · 8K shares

$655K · 3K shares

$648K · 6K shares

$646K · 7K shares

$631K · 4K shares

$598K · 9K shares

$596K · 7K shares

$595K · 2K shares

$588K · 3K shares

$585K · 3K shares

$582K · 7K shares

$582K · 1K shares

$571K · 5K shares

$570K · 43K shares

$565K · 643 shares

$564K · 20K shares

$551K · 3K shares

$542K · 4K shares

$514K · 6K shares

$502K · 3K shares

$498K · 11K shares

$497K · 3K shares

$484K · 2K shares

$465K · 19K shares

$465K · 8K shares

$463K · 7K shares

$461K · 4K shares

$457K · 8K shares

$448K · 10K shares

$443K · 5K shares

$442K · 943 shares

$436K · 12K shares

$433K · 3K shares

$432K · 23K shares

$424K · 1K shares

$420K · 16K shares

$419K · 1K shares

$416K · 10K shares

$411K · 2K shares

$407K · 3K shares

$403K · 4K shares

$401K · 3K shares

$400K · 1K shares

$399K · 1K shares

$398K · 2K shares

$397K · 4K shares

$394K · 15K shares

$393K · 32K shares

$392K · 4K shares

$386K · 20K shares

$382K · 966 shares

$380K · 2K shares

$379K · 3K shares

$375K · 5K shares

$374K · 70 shares

$367K · 7K shares

$366K · 21K shares

$366K · 15K shares

$361K · 2K shares

$356K · 3K shares

$355K · 6K shares

$353K · 4K shares

$346K · 16K shares

$338K · 2K shares

$336K · 3K shares

$335K · 313 shares

$334K · 4K shares

$334K · 953 shares

$327K · 4K shares

$323K · 4K shares

$319K · 12K shares

$318K · 1K shares

$318K · 3K shares

$315K · 1K shares

$312K · 5K shares

$312K · 1K shares

$308K · 4K shares

$307K · 1K shares

$301K · 628 shares

$301K · 880 shares

$301K · 1K shares

$300K · 1K shares

$298K · 4K shares

$291K · 3K shares

$291K · 5K shares

$290K · 4K shares

$290K · 747 shares

$286K · 4K shares

$286K · 9K shares

$285K · 12K shares

$284K · 11K shares

$282K · 3K shares

$281K · 2K shares

$277K · 565 shares

$274K · 982 shares

$272K · 2K shares

$270K · 2K shares

$266K · 5K shares

$262K · 7K shares

$261K · 4K shares

$261K · 1K shares

$260K · 3K shares

$257K · 76 shares

$256K · 4K shares

$253K · 1K shares

$249K · 1K shares

$247K · 987 shares

$244K · 857 shares

$243K · 774 shares

$239K · 4K shares

$235K · 10K shares

$235K · 586 shares

$235K · 5K shares

$233K · 667 shares

$233K · 2K shares

$232K · 3K shares

$230K · 477 shares

$223K · 45K shares

$221K · 11K shares

$218K · 2K shares

VYM

$218K · 2K shares

TPR

$215K · 2K shares

$213K · 2K shares

$213K · 1K shares

$212K · 918 shares

$212K · 9K shares

$208K · 5K shares

$207K · 2K shares

$207K · 2K shares

$206K · 8K shares

$206K · 1K shares

$204K · 962 shares

$204K · 2K shares

$203K · 2K shares

$202K · 700 shares

$202K · 3K shares

$202K · 3K shares

$200K · 1K shares

$200K · 7K shares

$163K · 11K shares

$85K · 16K shares

$72K · 1K shares

$70K · 21K shares

$37K · 16K shares

$23K · 69K shares

$0 · 60K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	125	$1.4B	72.1%
Technology	36	$146.9M	7.8%
Industrials	25	$125.8M	6.7%
Unknown	19	$109.3M	5.8%
Consumer Cyclical	17	$64.3M	3.4%
Healthcare	23	$28.8M	1.5%
Communication Services	6	$24.0M	1.3%
Consumer Defensive	12	$15.8M	0.8%
Utilities	8	$4.6M	0.2%
Energy	5	$3.8M	0.2%
Basic Materials	6	$2.5M	0.1%
Real Estate	2	$383K	0.0%