DOSSIER · 13F-HR · Q2 2026

Accredited Investors Inc.

$2.3B in tracked AUM across 299 positions as of Q2 2026.

AI
CIK 0001518364 · last filed Jun 30, 2026
Total AUM
$2.3B
as of Q2 2026
Holdings
299
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Accredited Investors Inc. 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
AVDV
AMERICAN CENTY ETF TR
$277M2.7M12.0%
02
SEZL
SEZZLE INC
$139M807K6.0%
03
VEU
VANGUARD INTL EQUITY INDEX F
$138M1.6M6.0%
04
SCHB
SCHWAB STRATEGIC TR
$129M4.4M5.6%
05
VTV
VANGUARD INDEX FDS
$127M584K5.5%
06
IWM
ISHARES TR
$110M366K4.7%
07
IJH
ISHARES TR
$108M1.4M4.6%
08
IVV
ISHARES TR
$103M138K4.5%
09
IJR
ISHARES TR
$100M675K4.3%
10
UPS
UNITED PARCEL SVCS INC
$84M784K3.6%

Filing history

2026Q2Jun 30
$2.3B 24.7%
299 positionsView →
2026Q1Mar 31
$1.9B 1.5%
281 positionsView →
2025Q4Dec 31
$1.9B 5.0%
284 positionsView →
2025Q3Sep 30
$1.8B 6.0%
264 positionsView →
2025Q2Jun 30
$1.7B 5.0%
239 positionsLocked
2025Q1Mar 31
$1.6B 5.6%
238 positionsLocked
2024Q4Dec 31
$1.7B 2.4%
228 positionsLocked
2024Q3Sep 30
$1.7B 9.0%
236 positionsLocked
2024Q2Jun 30
$1.6B 3.0%
220 positionsLocked
2024Q1Mar 31
$1.6B 10.3%
210 positionsLocked
2023Q4Dec 31
$1.4B 5.8%
195 positionsLocked
2023Q3Sep 30
$1.3B 5.0%
192 positionsLocked
Showing 12 of 53