Accredited Investors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Accredited Investors Inc. disclosed 296 stock positions valued at approximately $2.31B as of quarter-end June 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, SEZZLE INC, and VANGUARD INTL EQUITY INDEX F.
- Report Period
- June 30, 2026
- No. of Stocks
- 296
- Portfolio Value
- $2.31B
Holdings by Sector
Accredited Investors Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVDV | Other | 11.96% | 2,685,375 | +51,471 | +1.95% | $276,727,857 |
| SEZZLE INC | SEZL | Financial Services | 5.99% | 807,442 | -79,200 | -8.93% | $138,581,271 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 5.96% | 1,648,027 | +1,488,591 | +933.66% | $138,022,229 |
| SCHWAB STRATEGIC TR | SCHB | Other | 5.56% | 4,443,846 | -163,491 | -3.55% | $128,693,779 |
| VANGUARD INDEX FDS | VTV | Other | 5.50% | 583,998 | +36,521 | +6.67% | $127,270,680 |
| ISHARES TR | IWM | Other | 4.75% | 365,770 | +10,766 | +3.03% | $109,895,586 |
| ISHARES TR | IJH | Other | 4.65% | 1,394,914 | -18,965 | -1.34% | $107,561,797 |
| ISHARES TR | IVV | Other | 4.47% | 138,176 | +3,463 | +2.57% | $103,478,557 |
| ISHARES TR | IJR | Other | 4.32% | 674,815 | +10,504 | +1.58% | $100,081,767 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 3.64% | 783,975 | +275 | +0.04% | $84,277,344 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 3.01% | 93 | - | - | $69,643,050 |
| APPLE INC | AAPL | Technology | 2.52% | 201,547 | -12,688 | -5.92% | $58,319,722 |
| ISHARES TR | EFA | Other | 2.45% | 546,667 | -25,479 | -4.45% | $56,787,734 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.43% | 235,475 | +12,724 | +5.71% | $56,123,018 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.20% | 1,014,386 | +1,014,386 | +100.00% | $50,952,609 |
| ISHARES TR | IWF | Other | 1.95% | 363,802 | +271,432 | +293.85% | $45,173,289 |
| SPDR SERIES TRUST | SPYV | Other | 1.84% | 701,724 | -21,328 | -2.95% | $42,657,795 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.53% | 225,134 | -176 | -0.08% | $35,334,848 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.11% | 51,302 | -6,276 | -10.90% | $25,670,964 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 1.08% | 133,220 | +652 | +0.49% | $25,090,725 |
| ISHARES TR | IWP | Other | 1.08% | 170,300 | -5,808 | -3.30% | $24,933,669 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.01% | 328,571 | -10,637 | -3.14% | $23,410,675 |
| ROBLOX CORP | RBLX | Communication Services | 0.88% | 376,574 | - | - | $20,478,095 |
| ISHARES TR | EFV | Other | 0.77% | 231,526 | -3,275 | -1.39% | $17,723,288 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.75% | 23,357 | -220 | -0.93% | $17,442,396 |
| ISHARES TR | ESML | Other | 0.73% | 302,150 | +2,959 | +0.99% | $16,899,259 |
| MICROSOFT CORP | MSFT | Technology | 0.66% | 41,190 | -50 | -0.12% | $15,364,665 |
| ISHARES TR | EAGG | Other | 0.59% | 286,286 | -1,220 | -0.42% | $13,572,802 |
| NVIDIA CORPORATION | NVDA | Technology | 0.56% | 64,436 | -4,553 | -6.60% | $12,893,000 |
| ALPHABET INC | GOOG | Communication Services | 0.55% | 36,281 | -541 | -1.47% | $12,819,197 |
Showing 30 of 296 holdings in the latest reporting period.