§ 13F · FUND PROFILE
Accredited Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $134M (13F)Positions · 431Turnover · — · Q3Filed · Nov 12, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$601K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 7K | $15M | 10.9% | −95% |
| 2 | IXUS | ISHARES TR | 6K | $9M | 7.0% | — |
| 3 | MOAT | VANECK ETF TRUST | 4K | $8M | 6.1% | −96% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 13K | $7M | 5.5% | −93% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 12K | $6M | 4.5% | −89% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 465 | $5M | 3.9% | — |
| 7 | VIGI | VANGUARD WHITEHALL FDS | 656 | $5M | 3.6% | — |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | 4K | $5M | 3.4% | −93% |
| 9 | QLTY | 2023 ETF SERIES TRUST II | 3K | $3M | 2.6% | −96% |
| 10 | DFAS | DIMENSIONAL ETF TRUST | 6K | $3M | 2.3% | −70% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACCREDITED SIGNAL
AC read
Accredited Wealth Management, LLC is a Other fund managing $134 million in assets. The fund runs a broad portfolio of 431 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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