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 Investors Inc. (CIK 1518364) reported $1.86B across 280 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVDV ($263.0M, 14.17%), SCHB ($115.6M, 6.23%), VTV ($107.4M, 5.79%), IJH ($95.5M, 5.15%), IWM ($88.0M, 4.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVDV | AMERICAN CENTY ETF TR | $263.0M | 14.17% | 2.6M | Added |
| 2 | SCHB | SCHWAB STRATEGIC TR | $115.6M | 6.23% | 4.6M | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $107.4M | 5.79% | 547,477 | Added |
| 4 | IJH | ISHARES TR | $95.5M | 5.15% | 1.4M | Added |
| 5 | IWM | ISHARES TR | $88.0M | 4.74% | 355,004 | Added |
| 6 | IVV | ISHARES TR | $88.0M | 4.74% | 134,713 | Added |
| 7 | IJR | ISHARES TR | $82.6M | 4.45% | 664,311 | Added |
| 8 | UPS | UNITED PARCEL SVCS INC | $77.1M | 4.15% | 783,700 | Hold |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $66.8M | 3.60% | 93 | Added |
| 10 | SEZL | SEZZLE INC | $56.1M | 3.02% | 886,642 | Trimmed |
| 11 | EFA | ISHARES TR | $55.6M | 2.99% | 572,146 | Trimmed |
| 12 | AAPL | APPLE INC | $54.4M | 2.93% | 214,235 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $46.4M | 2.50% | 222,751 | Trimmed |
| 14 | SPYV | SPDR SERIES TRUST | $40.9M | 2.20% | 723,052 | Trimmed |
| 15 | IWF | ISHARES TR | $39.4M | 2.12% | 92,370 | Trimmed |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | $31.2M | 1.68% | 225,310 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.6M | 1.49% | 57,578 | Added |
| 18 | IWP | ISHARES TR | $22.6M | 1.22% | 176,108 | Trimmed |
| 19 | CHRW | C H ROBINSON WORLDWIDE IN | $22.0M | 1.19% | 132,568 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $21.7M | 1.17% | 339,208 | Trimmed |
| 21 | RBLX | ROBLOX CORP | $21.3M | 1.15% | 376,574 | Hold |
| 22 | EFV | ISHARES TR | $17.5M | 0.94% | 234,801 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $15.3M | 0.83% | 23,577 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $15.3M | 0.82% | 41,240 | Trimmed |
| 25 | ESML | ISHARES TR | $14.1M | 0.76% | 299,191 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31