StockDriftsStockDriftsTop 50 Accredited Investor Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 37.45% | 517.5K | $66.3M | +0.19%(+961) | $97.16(+35.33%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 18.32% | 880.3K | $32.4M | +1.62%(+14.01K) | $26.28(+44.04%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 16.42% | 468.0K | $29.1M | -0.07%(-336) | $44.99(+38.78%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.03% | 57.2K | $7.1M | +1.83%(+1.03K) | $96.14(+32.59%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.07% | 82.6K | $3.7M | -0.13%(-104) | $34.44(+33.54%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 1.37% | 32.1K | $2.4M | +0.00%(+0) | $51.16(+61.72%) | 2026-06-30 | |
| USMV | ISHARES TR | 1.29% | 23.7K | $2.3M | -4.74%(-1.18K) | $92.73(+8.83%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.25% | 3.0K | $2.2M | +0.00%(+0) | $586.48(+31.89%) | 2026-06-30 | |
| SUB | ISHARES TR | 1.02% | 17.0K | $1.8M | +0.74%(+124) | $105.55(+0.68%) | 2026-06-30 | |
| MUB | ISHARES TR | 0.95% | 15.7K | $1.7M | +0.00%(+0) | $105.94(+0.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.85% |
Accredited Investor Services LLC reports $176.99M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (37.5%), DFAX (18.3%) and FBCG (16.4%). The top 20 holdings account for 89.79% of reported assets. Its disclosed equity book has returned +31.12% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Accredited Investor Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2028621). View Accredited Investor Services LLC’s 13F filings on SEC