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

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% Held
VTIP Vanguard Malvern FDS 2.9% Added +37%
AAPL Apple Inc 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • TXN $554K
  • BND $439K
  • BLK $438K
  • RUNN $407K
arrow_upwardAdded
  • VTIP +37%
  • VEU +31%
  • VB +14%
  • VTV +10%
arrow_downwardTrimmed
  • EAGG −13%
  • VO −12%
  • Berkshire Hathaway Inc −4%
  • FNDA −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast