Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Accredited Investors Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Accredited Investors Inc. (CIK 1518364) reported $2.31B across 299 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVDV ($276.7M, 11.96%), SEZL ($138.6M, 5.99%), VEU ($138.0M, 5.96%), SCHB ($128.7M, 5.56%), VTV ($127.3M, 5.50%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVDVAMERICAN CENTY ETF TR$276.7M11.96%2.7MAdded
2SEZLSEZZLE INC$138.6M5.99%807,442Trimmed
3VEUVANGUARD INTL EQUITY INDEX F$138.0M5.96%1.6MAdded
4SCHBSCHWAB STRATEGIC TR$128.7M5.56%4.4MTrimmed
5VTVVANGUARD INDEX FDS$127.3M5.50%583,998Added
6IWMISHARES TR$109.9M4.75%365,770Added
7IJHISHARES TR$107.6M4.65%1.4MTrimmed
8IVVISHARES TR$103.5M4.47%138,176Added
9IJRISHARES TR$100.1M4.32%674,815Added
10UPSUNITED PARCEL SVCS INC$84.3M3.64%783,975Added
11BRK/ABERKSHIRE HATHAWAY INC DEL$69.6M3.01%93Hold
12AAPLAPPLE INC$58.3M2.52%201,547Trimmed
13EFAISHARES TR$56.8M2.45%546,667Trimmed
14AMZNAMAZON COM INC$56.1M2.43%235,475Added
15VTIPVANGUARD MALVERN FDS$51.0M2.20%1.0MNew
16IWFISHARES TR$45.2M1.95%363,802Added
17SPYVSPDR SERIES TRUST$42.7M1.84%701,724Trimmed
18VTVANGUARD INTL EQUITY INDEX F$35.3M1.53%225,134Trimmed
19BRK/BBERKSHIRE HATHAWAY INC DEL$25.7M1.11%51,302Trimmed
20IWPISHARES TR$24.9M1.08%170,300Trimmed
21CHRWC H ROBINSON WORLDWIDE IN$25.1M1.08%133,220Added
22VEAVANGUARD TAX-MANAGED FDS$23.4M1.01%328,571Trimmed
23RBLXROBLOX CORP$20.5M0.88%376,574Hold
24EFVISHARES TR$17.7M0.77%231,526Trimmed
25SPYSTATE STR SPDR S&P 500 ETF T$17.4M0.75%23,357Trimmed

Source: SEC Form 13F filings · as of 2026-06-30