§ 13F · FUND PROFILE
Accredited Investors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 264Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVDV | AMERICAN CENTY ETF TR | 2.63M | $263M | 14.2% | +1% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 4.61M | $116M | 6.2% | −2% |
| 3 | VTV | VANGUARD INDEX FDS | 547K | $107M | 5.8% | +10% |
| 4 | IJH | ISHARES TR | 1.41M | $95M | 5.1% | ±0% |
| 5 | IWM | ISHARES TR | 355K | $88M | 4.7% | +8% |
| 6 | IVV | ISHARES TR | 135K | $88M | 4.7% | +2% |
| 7 | IJR | ISHARES TR | 664K | $83M | 4.5% | +4% |
| 8 | UPS | UNITED PARCEL SVCS INC | 784K | $77M | 4.2% | ±0% |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 93 | $67M | 3.6% | +8% |
| 10 | SEZL | SEZZLE INC | 887K | $56M | 3.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACCREDITED SIGNAL
AC read
Accredited Investors Inc. is a Other fund managing $1.8 billion in assets. The fund runs a broad portfolio of 264 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed