Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ACCREDITED INVESTOR SERVICES, LLC (CIK 2028621) reported $155.8M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($57.4M, 36.87%), DFAX ($29.4M, 18.89%), FBCG ($23.5M, 15.07%), AVUV ($6.2M, 3.98%), DFAC ($3.2M, 2.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $57.4M | 36.87% | 516,537 | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $29.4M | 18.89% | 866,264 | Added |
| 3 | FBCG | FIDELITY COVINGTON TRUST | $23.5M | 15.07% | 468,312 | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $6.2M | 3.98% | 56,127 | Added |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $3.2M | 2.06% | 82,688 | Trimmed |
| 6 | IAU | ISHARES GOLD TR | $2.8M | 1.82% | 32,090 | Added |
| 7 | USMV | ISHARES TR | $2.3M | 1.48% | 24,851 | Trimmed |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 1.23% | 2,955 | Added |
| 9 | SUB | ISHARES TR | $1.8M | 1.15% | 16,847 | Trimmed |
| 10 | MUB | ISHARES TR | $1.7M | 1.07% | 15,652 | Trimmed |
| 11 | QUAL | ISHARES TR | $1.1M | 0.73% | 5,921 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $1.0M | 0.67% | 1,751 | Hold |
| 13 | NUV | NUVEEN MUN VALUE FD INC | $1.0M | 0.66% | 115,028 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $1.0M | 0.66% | 20,545 | Trimmed |
| 15 | NEA | NUVEEN AMT FREE QLTY MUN INC | $993,372 | 0.64% | 88,457 | Added |
| 16 | XLF | SELECT SECTOR SPDR TR | $935,660 | 0.60% | 18,952 | Added |
| 17 | XLE | SELECT SECTOR SPDR TR | $918,961 | 0.59% | 15,001 | Added |
| 18 | DFUV | DIMENSIONAL ETF TRUST | $883,668 | 0.57% | 18,235 | Trimmed |
| 19 | VTV | VANGUARD INDEX FDS | $789,313 | 0.51% | 4,023 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $648,196 | 0.42% | 1,484 | Added |
| 21 | VTWO | VANGUARD SCOTTSDALE FDS | $634,777 | 0.41% | 6,337 | Hold |
| 22 | XLV | SELECT SECTOR SPDR TR | $615,615 | 0.40% | 4,199 | Added |
| 23 | NFJ | VIRTUS DIVIDEND INTEREST & P | $581,863 | 0.37% | 46,143 | Trimmed |
| 24 | IEMG | ISHARES INC | $518,940 | 0.33% | 7,440 | Trimmed |
| 25 | IEFA | ISHARES TR | $507,783 | 0.33% | 5,609 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31