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Filers›Family Office›Accredited Investors Inc.
DOSSIER · 13F-HR · Q1 2026

Accredited Investors Inc.

Accredited Investors's family office based in Stamford, CT — $1.9B in tracked AUM across 281 positions as of Q1 2026.

AI
Accredited Investors·Stamford, CT·Family Office
CIK 0001518364 · last filed Mar 31, 2026
Total AUM
$1.9B
▼ 18.5%
vs prior
Holdings
281
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Accredited Investors Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVDV
AMERICAN CENTY ETF TR
$263M2.6M14.2%
02
SCHB
SCHWAB STRATEGIC TR
$116M4.6M6.2%
03
VTV
VANGUARD INDEX FDS
$107M547K5.8%
04
IJH
ISHARES TR
$95M1.4M5.1%
05
IWM
ISHARES TR
$88M355K4.7%
06
IVV
ISHARES TR
$88M135K4.7%
07
IJR
ISHARES TR
$83M664K4.5%
08
UPS
UNITED PARCEL SVCS INC
$77M784K4.2%
09
BRK/A
BERKSHIRE HATHAWAY INC DEL
$67M933.6%
10
SEZL
SEZZLE INC
$56M887K3.0%

Filing history

Filing history loading…
AI Agent · grounded in Accredited
haiku-4-5 · 281 positions indexed
Sector mix
  • Tech8%
  • Health Care7%
  • Communications36%
  • Industrials19%
  • Energy12%
  • Other18%
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