DOSSIER · 13F-HR · Q3 2025

Accredited Wealth Management, LLC

$134M in tracked AUM across 431 positions as of Q3 2025.

AW
CIK 0002056519 · last filed Sep 30, 2025
Total AUM
$134M
as of Q3 2025
Holdings
431
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q3 2025

Accredited Wealth Management, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$15M7K11.5%
02
IXUS
ISHARES TR
$10M24K7.4%
03
MOAT
VANECK ETF TRUST
$9M4K6.4%
04
SCHD
SCHWAB STRATEGIC TR
$8M19K5.7%
05
FBND
FIDELITY MERRIMACK STR TR
$7M14K4.9%
06
VIG
VANGUARD SPECIALIZED FUNDS
$5M2K4.0%
07
VIGI
VANGUARD WHITEHALL FDS
$5M2K3.7%
08
VGSH
VANGUARD SCOTTSDALE FDS
$5M5K3.6%
09
QLTY
2023 ETF SERIES TRUST II
$4M4K2.7%
10
DFAS
DIMENSIONAL ETF TRUST
$4M7K2.6%

Filing history

2025Q3Sep 30
$134M 225.5%
431 positionsView →
2025Q2Jun 30
$41M 6.5%
166 positionsLocked
2025Q1Mar 31
$39M 66.1%
179 positionsLocked
2024Q4Dec 31
$114M
408 positionsLocked