Accredited Investors

$2.3B 13F equity value
313 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Accredited Investors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
AVDVAMERICAN CENTY ETF TR2,685,375$277M12.0%
SEZLSEZZLE INC807,442$139M6.0%
VEUVANGUARD INTL EQUITY INDEX F1,648,027$138M6.0%
SCHBSCHWAB STRATEGIC TR4,443,846$129M5.6%
VTVVANGUARD INDEX FDS583,998$127M5.5%
IWMISHARES TR365,770$110M4.7%
IJHISHARES TR1,394,914$108M4.6%
IVVISHARES TR138,176$103M4.5%
IJRISHARES TR674,815$100M4.3%
UPSUNITED PARCEL SVCS INC783,975$84M3.6%

Track Accredited Investors's 13F portfolio: $2.3B in reported holdings, 313 positions. Top holdings and quarterly changes on SentiSense.

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