DOSSIER · 13F-HR · Q2 2026

ACCREDITED INVESTOR SERVICES, LLC

$177M in tracked AUM across 81 positions as of Q2 2026.

AI
CIK 0002028621 · last filed Jun 30, 2026
Total AUM
$177M
as of Q2 2026
Holdings
81
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ACCREDITED INVESTOR SERVICES, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$66M517K37.4%
02
DFAX
DIMENSIONAL ETF TRUST
$32M880K18.3%
03
FBCG
FIDELITY COVINGTON TRUST
$29M468K16.4%
04
AVUV
AMERICAN CENTY ETF TR
$7M57K4.0%
05
DFAC
DIMENSIONAL ETF TRUST
$4M83K2.1%
06
IAU
ISHARES GOLD TR
$2M32K1.4%
07
USMV
ISHARES TR
$2M24K1.3%
08
SPY
STATE STR SPDR S&P 500 ETF T
$2M3K1.2%
09
SUB
ISHARES TR
$2M17K1.0%
10
MUB
ISHARES TR
$2M16K1.0%

Filing history

2026Q2Jun 30
$177M 13.6%
81 positionsView →
2026Q1Mar 31
$156M 3.2%
77 positionsView →
2025Q4Dec 31
$151M 215.5%
75 positionsView →
2025Q3Sep 30
$48M 63.8%
46 positionsView →
2025Q2Jun 30
$132M 226.1%
70 positionsLocked
2025Q1Mar 31
$41M 67.5%
44 positionsLocked
2024Q4Dec 31
$125M
57 positionsLocked