Institutional Manager · CIK 0001518364
Accredited Investors Inc.
EDINA, MN · File #028-14630
Latest AUM
$1.88B
Positions
284
Top-10 Concentration
59.4%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025284 pos · $1.88B
- 13F HOLDINGS REPORTQ/E Sep 2025264 pos · $1.79B
- 13F HOLDINGS REPORTQ/E Jun 2025239 pos · $1.69B
- 13F HOLDINGS REPORTQ/E Mar 2025238 pos · $1.61B
- 13F HOLDINGS REPORTQ/E Dec 2024228 pos · $1.71B
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2024236 pos · $1.75B
- 13F HOLDINGS REPORTQ/E Sep 2024236 pos · $1.75B
- 13F HOLDINGS REPORTQ/E Jun 2024220 pos · $1.60B
- 13F HOLDINGS REPORTQ/E Mar 2024210 pos · $1.56B
- 13F HOLDINGS REPORTQ/E Dec 2023192 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Sep 2023190 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Jun 2023189 pos · $1.32B
- 13F HOLDINGS REPORTQ/E Mar 2023185 pos · $1.18B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072802 | 2,610,276 | $245.3M | 14.42% |
| 2 | SCHWAB STRATEGIC TR | 808524102 | 4,719,541 | $123.8M | 7.28% |
| 3 | VANGUARD INDEX FDS | 922908744 | 499,930 | $95.5M | 5.61% |
| 4 | ISHARES TR | 464287507 | 1,412,318 | $93.2M | 5.48% |
| 5 | ISHARES TR | 464287200 | 132,174 | $90.5M | 5.32% |
| 6 | ISHARES TR | 464287655 | 330,146 | $81.3M | 4.78% |
| 7 | UNITED PARCEL SERVICE INC | UPS | 783,700 | $77.7M | 4.57% |
| 8 | ISHARES TR | 464287804 | 636,486 | $76.5M | 4.50% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 86 | $64.9M | 3.82% |
| 10 | APPLE INC | AAPL | 224,153 | $60.9M | 3.58% |
| 11 | ISHARES TR | 464287465 | 606,562 | $58.2M | 3.43% |
| 12 | SEZZLE INC | SEZL | 913,042 | $58.0M | 3.41% |
| 13 | AMAZON COM INC | AMZN | 229,404 | $53.0M | 3.11% |
| 14 | ISHARES TR | 464287614 | 93,306 | $44.2M | 2.60% |
| 15 | SPDR SERIES TRUST | 78464A508 | 732,955 | $41.6M | 2.45% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042874 | 438,075 | $36.6M | 2.15% |
| 17 | ROBLOX CORP | RBLX | 376,574 | $30.5M | 1.79% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042742 | 197,095 | $27.8M | 1.63% |
| 19 | ISHARES TR | 464287481 | 187,039 | $25.6M | 1.51% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 49,774 | $25.0M | 1.47% |