Accredited Wealth Management, LLC
Q1 2025 13F Holdings
- Locationlouisville, KY
- Num holdings
396
- Value ($000)
$118,413
- Date Filed05/14/2025
- Form type13F-HR
- CIK0002056519
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 000000000 | $12.76M | 11 % | 138,086 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $8.25M | 7 % | 118,228 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $7.55M | 6 % | 85,748 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $6.93M | 6 % | 247,974 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $5.55M | 5 % | 121,086 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.85M | 4 % | 25,022 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $4.65M | 4 % | 56,013 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $3.80M | 3 % | 22,070 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $3.78M | 3 % | 64,405 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $3.04M | 3 % | 38,879 |
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