Accredited Wealth Management, LLC - Portfolio overview

Accredited Wealth Management, LLC has 379 reported holdings in this dataset, with the latest filing dated 2025-11-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 9.68%
2. FBND - FIDELITY MERRIMACK STR TR, 7.88%
3. VIG - VANGUARD SPECIALIZED FUNDS, 6.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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