Accredited Investors Inc.

Q3 2025 13F Holdings

  • Location
    edina, MN
  • Num holdings

    264

  • Value ($000)

    $1,792,805

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001518364
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$229.59M
13 %

2,578,796

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$123.56M
7 %

4,805,946

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$107.63M
6 %

1,649,266

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$88.49M
5 %

474,488

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$86.46M
5 %

129,176

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$75.40M
4 %

634,484

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$73.42M
4 %

303,453

U
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$65.46M
4 %

783,700

A
AAPL

APPLE INC

COM
037833100
$62.24M
4 %

244,431

B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$59.58M
3 %

79

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