Accredited Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    louisville, KY
  • CIK
    0002056519
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

373

$123.41M
AVUS, IXUS, MOAT, SCHD
13F-HR
Aug 12, 2025
000205651925000007

396

$118.41M
0, IXUS, MOAT, SCHD
13F-HR
May 14, 2025
000205651925000003

357

$114.29M
AVUS, MOAT, IXUS, SCHD
13F-HR
Feb 14, 2025
000205631525000003
Accredited Wealth Management, Llc 13F Filings