Accredited Wealth Management, LLC
Q2 2025 13F Holdings
- Locationlouisville, KY
- Num holdings
373
- Value ($000)
$123,406
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $13.90M | 11 % | 137,900 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $8.61M | 7 % | 111,414 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $7.77M | 6 % | 82,794 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $6.95M | 6 % | 262,398 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $5.94M | 5 % | 129,431 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.19M | 4 % | 25,230 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $4.99M | 4 % | 55,394 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $4.44M | 4 % | 75,462 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $3.55M | 3 % | 18,411 | ||
QLTY 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | $2.98M | 2 % | 86,848 |
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