Accredited Investors Inc. - Portfolio overview
Accredited Investors Inc. has 315 reported holdings in this dataset, with the latest filing dated 2026-04-30.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Financial Services and Industrials.
Largest reported holdings by portfolio allocation
- AVDV - AMERICAN CENTY ETF TR, 14.09%
- SCHB - SCHWAB STRATEGIC TR, 6.19%
- VTV - VANGUARD INDEX FDS, 5.75%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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