StockDriftsStockDriftsTop 50 Accredited Investors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDV | AMERICAN CENTY ETF TR | 11.96% | 2.69M | $276.7M | +1.95%(+51.47K) | $63.15(+75.85%) | 2026-06-30 | |
| SEZL | SEZZLE INC | 5.99% | 807.4K | $138.6M | -8.93%(-79.20K) | $71.50(+80.36%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.96% | 1.65M | $138.0M | +933.66%(+1.49M) | $76.17(+13.10%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 5.56% | 4.44M | $128.7M | -3.55%(-163.49K) | $15.37(+95.25%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.5% | 584.0K | $127.3M | +6.67%(+36.52K) | $157.77(+44.20%) | 2026-06-30 | |
| IWM | ISHARES TR | 4.75% | 365.8K | $109.9M | +3.03%(+10.77K) | $141.51(+114.65%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.65% | 1.39M | $107.6M | -1.34%(-18.96K) | $54.18(+44.98%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.47% | 138.2K | $103.5M | +2.57%(+3.46K) | $204.89(+280.17%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.32% | 674.8K | $100.1M | +1.58%(+10.50K) | $86.52(+73.32%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 3.64% | 784.0K | $84.3M | +0.04%(+275) | $162.48(-36.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.86% | +51.53% | +5.03% | +27.80% |
| Top 20 Holdings Unweighted | +16.92% | +59.84% | +7.94% | +46.54% |
Accredited Investors Inc. reports $2.31B in US-listed equity holdings across 299 positions in its most recent 13F filing. Its largest disclosed positions are AVDV (12.0%), SEZL (6.0%) and VEU (6.0%). The top 20 holdings account for 76.92% of reported assets. Its disclosed equity book has returned +51.53% on a three-year cumulative basis. 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.
Sign up free to track Accredited Investors Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Accredited Investors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1518364). View Accredited Investors Inc.’s 13F filings on SEC