Accredited Investors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Accredited Investors Inc. disclosed 300 stock positions valued at approximately $2.33B as of quarter-end September 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, VANGUARD INTL EQUITY INDEX F, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 300
- Portfolio Value
- $2.33B
Holdings by Sector
Accredited Investors Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVDV | Other | 12.58% | 2,679,024 | -6,351 | -0.24% | $293,031,655 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 7.66% | 2,150,898 | +502,871 | +30.51% | $178,459,974 |
| VANGUARD INDEX FDS | VTV | Other | 5.96% | 642,742 | +58,744 | +10.06% | $138,883,675 |
| SCHWAB STRATEGIC TR | SCHB | Other | 5.41% | 4,299,293 | -144,553 | -3.25% | $126,012,282 |
| ISHARES TR | IVV | Other | 4.80% | 146,088 | +7,912 | +5.73% | $111,881,429 |
| ISHARES TR | IWM | Other | 4.66% | 390,718 | +24,948 | +6.82% | $108,576,613 |
| ISHARES TR | IJH | Other | 4.37% | 1,415,735 | +20,821 | +1.49% | $101,862,147 |
| ISHARES TR | IJR | Other | 4.12% | 706,246 | +31,431 | +4.66% | $96,077,717 |
| SEZZLE INC | SEZL | Financial Services | 3.66% | 788,475 | -18,967 | -2.35% | $85,186,839 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 3.14% | 783,762 | -213 | -0.03% | $73,234,748 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.94% | 1,391,218 | +376,832 | +37.15% | $68,475,775 |
| APPLE INC | AAPL | Technology | 2.87% | 200,522 | -1,025 | -0.51% | $66,777,978 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 2.85% | 89 | -4 | -4.30% | $66,483,445 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.51% | 234,801 | -674 | -0.29% | $58,500,571 |
| ISHARES TR | EFA | Other | 2.38% | 532,894 | -13,773 | -2.52% | $55,362,323 |
| ISHARES TR | IWF | Other | 1.99% | 370,336 | +6,534 | +1.80% | $46,388,225 |
| SPDR SERIES TRUST | SPYV | Other | 1.83% | 698,970 | -2,754 | -0.39% | $42,728,034 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.49% | 219,282 | -5,852 | -2.60% | $34,613,719 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.19% | 55,595 | +4,293 | +8.37% | $27,683,487 |
| ISHARES TR | IWP | Other | 1.01% | 170,559 | +259 | +0.15% | $23,482,548 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.00% | 329,785 | +1,214 | +0.37% | $23,286,128 |
| MICROSOFT CORP | MSFT | Technology | 0.91% | 41,277 | +87 | +0.21% | $21,170,769 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 0.85% | 133,223 | +3 | +0.00% | $19,711,640 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.76% | 23,342 | -15 | -0.06% | $17,801,513 |
| ISHARES TR | EFV | Other | 0.76% | 223,779 | -7,747 | -3.35% | $17,709,842 |
| ISHARES TR | ESML | Other | 0.69% | 310,124 | +7,974 | +2.64% | $16,126,434 |
| ROBLOX CORP | RBLX | Communication Services | 0.69% | 376,574 | - | - | $15,955,441 |
| NVIDIA CORPORATION | NVDA | Technology | 0.64% | 64,965 | +529 | +0.82% | $14,836,643 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.58% | 52,745 | +901 | +1.74% | $13,611,462 |
| ALPHABET INC | GOOG | Communication Services | 0.52% | 35,831 | -450 | -1.24% | $12,209,222 |
Showing 30 of 300 holdings in the latest reporting period.