§ 13F · FUND PROFILE
Accredited Investors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1691.2T (13F)Positions · 239Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$76.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVDV | AMERICAN CENTY ETF TR | 2.61M | $245.3T | 13.0% | +1% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 4.72M | $123.8T | 6.6% | −2% |
| 3 | VTV | VANGUARD INDEX FDS | 500K | $95.5T | 5.1% | +5% |
| 4 | IJH | ISHARES TR | 1.41M | $93.2T | 5.0% | −14% |
| 5 | IVV | ISHARES TR | 132K | $90.5T | 4.8% | +2% |
| 6 | IWM | ISHARES TR | 330K | $81.3T | 4.3% | +9% |
| 7 | UPS | UNITED PARCEL SERVICE INC | 784K | $77.7T | 4.1% | ±0% |
| 8 | IJR | ISHARES TR | 636K | $76.5T | 4.1% | ±0% |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 86 | $64.9T | 3.4% | +9% |
| 10 | AAPL | APPLE INC | 224K | $60.9T | 3.2% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACCREDITED SIGNAL
AC read
Accredited Investors Inc. is a Other fund managing $1691162.0 trillion in assets. The fund runs a broad portfolio of 239 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed