account_balance

Investment manager · 13F filer · SEC CIK 2028621

Accredited Investor Services, LLC

Reported value$179Mas of Sep 30, 2026
Positions84 7 new, 4 sold out
Top 10 weight85.2%AVUS alone is 38%
FiledOct 2222 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
AVUS American Centy ETF Tr 38.0% Added +3%
DFAX Dimensional ETF Trust 18.6% Added +3%
FBCG Fidelity Covington Trust 17.0% Added +3%
AVUV American Centy ETF Tr 3.9% Added +3%
DFAC Dimensional ETF Trust 2.0% Trimmed −5%
IAU iShares Gold Trust 1.4% Held
USMV iShares Tr 1.4% Added +6%
SPY SPDR S&P 500 ETF Trust 1.3% Held
MUB iShares Tr 1.0% Added +14%
SUB iShares Tr 0.8% Trimmed −19%
QUAL iShares Tr 0.8% Held
VOO Vanguard Index FDS 0.7% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • CORO $310K
  • VV $230K
  • VB $228K
  • VOE $227K
arrow_upwardAdded
  • VTV +33%
  • MUB +14%
  • VUG +13%
  • VOO +7%
arrow_downwardTrimmed
  • VTEB −25%
  • SUB −19%
  • AOD −10%
  • IQLT −7%
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). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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