ACCREDITED INVESTOR SERVICES, LLC - Portfolio overview
ACCREDITED INVESTOR SERVICES, LLC has 85 reported holdings in this dataset, with the latest filing dated 2026-04-21.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Financial Services.
Largest reported holdings by portfolio allocation
- AVUS - AMERICAN CENTY ETF TR, 36.54%
- DFAX - DIMENSIONAL ETF TRUST, 18.72%
- FBCG - FIDELITY COVINGTON TRUST, 14.93%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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