StockDriftsStockDriftsTop 50 Accredited Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 11.51% | 7.2K | $15.4M | -94.76%(-130.67K) | $97.99(+15.62%) | 2025-09-30 | |
| IXUS | ISHARES TR | 7.38% | 24.3K | $9.9M | -78.21%(-87.13K) | $68.87(+23.75%) | 2025-09-30 | |
| MOAT | VANECK ETF TRUST | 6.37% | 3.6K | $8.5M | -95.64%(-79.18K) | $96.16(+8.87%) | 2025-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.74% | 18.6K | $7.7M | -92.92%(-243.82K) | $28.17(-1.88%) | 2025-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.88% | 14.0K | $6.6M | -89.21%(-115.46K) | $45.57(+1.80%) | 2025-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4% | 2.2K | $5.4M | -91.16%(-23.00K) | $199.49(+11.54%) | 2025-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.67% | 2.4K | $4.9M | -95.74%(-53.04K) | $83.60(+10.32%) | 2025-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.61% | 5.1K | $4.8M | -93.29%(-70.40K) | $58.41(+0.53%) | 2025-09-30 | |
| QLTY | 2023 ETF SERIES TRUST II | 2.67% | 3.9K | $3.6M | -95.51%(-82.95K) | $32.47(+20.13%) | 2025-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.61% | 6.6K | $3.5M | -70.16%(-15.53K) | $66.79(+6.57%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.16% |
Accredited Wealth Management, Llc reports $134.21M in US-listed equity holdings across 381 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (11.5%), IXUS (7.4%) and MOAT (6.4%). The top 20 holdings account for 70.49% of reported assets. Its disclosed equity book has returned +7.89% cumulatively over 3 quarters. Figures reflect the Q3 2025 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 Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056519). View Accredited Wealth Management, Llc’s 13F filings on SEC