Accredited Investors
$1.9B Assets Reported
312 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVDV | AMERICAN CENTY ETF TR | 2,633,904 | $263M | 14.2% |
| SCHB | SCHWAB STRATEGIC TR | 4,607,337 | $116M | 6.2% |
| VTV | VANGUARD INDEX FDS | 547,477 | $107M | 5.8% |
| IJH | ISHARES TR | 1,413,879 | $95M | 5.1% |
| IWM | ISHARES TR | 355,004 | $88M | 4.7% |
| IVV | ISHARES TR | 134,713 | $88M | 4.7% |
| IJR | ISHARES TR | 664,311 | $83M | 4.5% |
| UPS | UNITED PARCEL SVCS INC | 783,700 | $77M | 4.2% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 93 | $67M | 3.6% |
| SEZL | SEZZLE INC | 886,642 | $56M | 3.0% |
Track Accredited Investors's 13F portfolio: $1.9B in reported holdings, 312 positions. Top holdings, AUM, and quarterly changes on SentiSense.