account_balance
Investment manager · 13F filer · SEC CIK 1518364
Accredited Investors Inc.
Reported value$2.33Bas of Sep 30, 2026
Positions301 17 new, 15 sold out
Top 10 weight56.4%AVDV alone is 13%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVDVAmerican Centy ETF Tr
12.6%
VEUVanguard Intl Equity Index F
7.7%Added +31%
VTVVanguard Index FDS
6.0%Added +10%
SCHBSchwab Strategic Tr
5.4%Trimmed −3%
IVViShares Tr
4.8%Added +6%
IWMiShares Tr
4.7%Added +7%
IJHiShares Tr
4.4%
IJRiShares Tr
4.1%Added +5%
SEZLSezzle Inc
3.7%Trimmed −2%
UPSUnited Parcel SVCS Inc
3.1%
VTIPVanguard Malvern FDS
2.9%Added +37%
AAPLApple Inc
2.9%
AVDVAmerican Centy ETF Tr
12.6%
VEUVanguard Intl Equity Index F
7.7%Added +31%
VTVVanguard Index FDS
6.0%Added +10%
SCHBSchwab Strategic Tr
5.4%Trimmed −3%
IVViShares Tr
4.8%Added +6%
IWM4.7%
IJH4.4%
IJR4.1%
SEZL3.7%UPS3.1%VTIP2.9%
AAPL2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVDV American Centy ETF Tr 12.6% Held
VEU Vanguard Intl Equity Index F 7.7% Added +31%
VTV Vanguard Index FDS 6.0% Added +10%
SCHB Schwab Strategic Tr 5.4% Trimmed −3%
IVV iShares Tr 4.8% Added +6%
IWM iShares Tr 4.7% Added +7%
IJH iShares Tr 4.4% Held
IJR iShares Tr 4.1% Added +5%
SEZL Sezzle Inc 3.7% Trimmed −2%UPS United Parcel SVCS Inc 3.1% HeldVTIP Vanguard Malvern FDS 2.9% Added +37%
AAPL Apple Inc 2.9% HeldWhat changed