Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Accredited Wealth Management

Latest statistics and disclosures from Accredited Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002056519

Tip: Access up to 7 years of quarterly data

Positions held by Accredited Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Accredited Wealth Management

Accredited Wealth Management holds 381 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Intl Smcp Vlu (AVDV)	28.8	$311M	135k	2299.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	16.9	$183M	2.0k	89986.50	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	8.2	$88M	84k	1053.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.0	$65M	12k	5252.42	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	4.1	$45M	3.1k	14574.00	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.6	$39M	2.1k	18857.61	View chart
Ishares Tr Core Msci Total (IXUS)	3.4	$37M	24k	1522.22	View chart
Alphabet Cap Stk Cl C (GOOG)	3.3	$36M	3.9k	9332.03	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.9	$31M	12k	2711.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.3	$25M	2.2k	11337.33	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.6	$18M	2.4k	7416.28	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$15M	7.2k	2105.37	View chart
JPMorgan Chase & Co. (JPM)	1.3	$14M	303.00	46910.76	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.2	$14M	6.4k	2102.50	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.1	$12M	40k	303.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$11M	19k	567.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$9.5M	9.1k	1050.87	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$9.1M	6.4k	1423.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.8	$8.4M	3.6k	2335.77	View chart
Clorox Company (CLX)	0.7	$8.0M	13k	623.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$7.4M	1.0k	7410.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$6.7M	14k	480.32	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$5.7M	5.1k	1128.76	View chart
Pepsi (PEP)	0.5	$5.2M	425.00	12271.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$5.0M	2.0k	2489.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$4.5M	775.00	5764.84	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.4	$4.3M	527.00	8113.41	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.4	$4.2M	3.9k	1071.22	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$4.1M	2.7k	1518.84	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$3.6M	6.6k	549.96	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$3.3M	615.00	5410.45	View chart
Emerson Electric (EMR)	0.3	$3.2M	535.00	6065.66	View chart
Microsoft Corporation (MSFT)	0.2	$2.7M	500.00	5372.18	View chart
Amazon (AMZN)	0.2	$2.6M	251.00	10429.90	View chart
Apple (AAPL)	0.2	$2.1M	50.00	41069.00	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$2.0M	625.00	3159.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.9M	700.00	2646.46	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$1.7M	363.00	4636.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.7M	960.00	1727.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.4M	138.00	10504.49	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.3M	113.00	11856.90	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	435.00	2775.55	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.2M	100.00	12024.60	View chart
Bank of America Corporation (BAC)	0.1	$1.2M	1.1k	1053.18	View chart
Caterpillar (CAT)	0.1	$1.1M	329.00	3491.36	View chart
Amgen (AMGN)	0.1	$917k	200.00	4585.75	View chart
Automatic Data Processing (ADP)	0.1	$892k	750.00	1188.81	View chart
Coca-Cola Company (KO)	0.1	$855k	8.00	106876.88	View chart
Gilead Sciences (GILD)	0.1	$746k	375.00	1988.82	View chart
Diageo Spon Adr New (DEO)	0.1	$694k	450.00	1542.16	View chart
Merck & Co (MRK)	0.1	$632k	238.00	2654.83	View chart
Visa Com Cl A (V)	0.1	$612k	74.00	8273.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$596k	2.3k	259.38	View chart
Procter & Gamble Company (PG)	0.1	$570k	188.00	3033.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$535k	78k	6.84	View chart
Canadian Pacific Kansas City (CP)	0.0	$517k	443.00	1166.30	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$485k	9.0k	53.61	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$430k	11k	40.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$404k	269k	1.50	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$397k	57.00	6958.51	View chart
Ge Aerospace Com New (GE)	0.0	$385k	389.00	989.97	View chart
Bristol Myers Squibb (BMY)	0.0	$372k	71.00	5232.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$358k	100.00	3579.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$331k	260.00	1272.24	View chart
Nextera Energy (NEE)	0.0	$327k	500.00	653.93	View chart
Spdr Series Trust S&p Biotech (XBI)	0.0	$308k	82.00	3757.50	View chart
Costco Wholesale Corporation (COST)	0.0	$291k	578.00	502.97	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$280k	33k	8.57	View chart
CVS Caremark Corporation (CVS)	0.0	$241k	175.00	1378.56	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$239k	4.9k	48.68	View chart
Tesla Motors (TSLA)	0.0	$235k	226.00	1039.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$234k	52.00	4501.19	View chart
Mastercard Incorporated Cl A (MA)	0.0	$231k	151.00	1527.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$213k	3.3k	64.69	View chart
United Parcel Service CL B (UPS)	0.0	$205k	225.00	910.75	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$196k	2.2k	89.59	View chart
Abbvie (ABBV)	0.0	$193k	10k	18.98	View chart
Raytheon Technologies Corp (RTX)	0.0	$188k	175.00	1072.05	View chart
NVIDIA Corporation (NVDA)	0.0	$180k	1.0k	180.06	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$177k	40.00	4435.00	View chart
International Business Machines (IBM)	0.0	$173k	226.00	764.08	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.0	$155k	8.5k	18.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$155k	490.00	315.25	View chart
Hershey Company (HSY)	0.0	$149k	137.00	1090.34	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$146k	516.00	283.46	View chart
Pfizer (PFE)	0.0	$144k	201.00	718.06	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$140k	42.00	3325.86	View chart
Verizon Communications (VZ)	0.0	$137k	175.00	781.76	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$136k	35k	3.84	View chart
Walt Disney Company (DIS)	0.0	$132k	247.00	535.89	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$132k	10.00	13214.90	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$129k	9.1k	14.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$126k	100.00	1259.05	View chart
Target Corporation (TGT)	0.0	$124k	56.00	2215.70	View chart
Meta Platforms Cl A (META)	0.0	$123k	100.00	1226.42	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$122k	130.00	935.02	View chart
SYSCO Corporation (SYY)	0.0	$117k	300.00	390.68	View chart
Wal-Mart Stores (WMT)	0.0	$113k	55.00	2051.75	View chart
Kroger (KR)	0.0	$110k	4.00	27499.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$106k	1.4k	73.70	View chart
Lowe's Companies (LOW)	0.0	$105k	30.00	3493.23	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$102k	18k	5.69	View chart
Blackrock (BLK)	0.0	$100k	4.00	25066.25	View chart
Humana (HUM)	0.0	$95k	3.00	31762.00	View chart
Vanguard World Energy Etf (VDE)	0.0	$94k	1.3k	70.76	View chart
Qualcomm (QCOM)	0.0	$94k	149.00	630.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$94k	554.00	169.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$93k	955.00	97.51	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$93k	576.00	160.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$92k	10k	9.04	View chart
Union Pacific Corporation (UNP)	0.0	$90k	2.2k	41.08	View chart
Abbott Laboratories (ABT)	0.0	$88k	834.00	106.00	View chart
American Express Company (AXP)	0.0	$86k	106.00	809.92	View chart
S&p Global (SPGI)	0.0	$85k	80.00	1064.69	View chart
Corteva (CTVA)	0.0	$85k	314.00	270.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$85k	200.00	423.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$84k	155.00	543.23	View chart
Micron Technology (MU)	0.0	$84k	5.2k	16.13	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$82k	7.9k	10.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$78k	130.00	602.55	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$77k	16k	4.92	View chart
Johnson & Johnson (JNJ)	0.0	$75k	3.7k	20.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$73k	54k	1.34	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$73k	46k	1.60	View chart
Novartis Sponsored Adr (NVS)	0.0	$71k	50.00	1410.64	View chart
Northern Trust Corporation (NTRS)	0.0	$70k	45.00	1552.60	View chart
Lockheed Martin Corporation (LMT)	0.0	$69k	417.00	165.21	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$68k	144.00	473.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$68k	70.00	963.60	View chart
Boeing Company (BA)	0.0	$66k	8.2k	8.02	View chart
Us Bancorp Del Com New (USB)	0.0	$66k	100.00	657.04	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$66k	258.00	253.71	View chart
AeroVironment (AVAV)	0.0	$65k	50.00	1291.06	View chart
Eli Lilly & Co. (LLY)	0.0	$63k	100.00	633.29	View chart
Intuit (INTU)	0.0	$57k	300.00	188.94	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$56k	100.00	562.85	View chart
Intel Corporation (INTC)	0.0	$56k	193.00	291.26	View chart
Home Depot (HD)	0.0	$56k	151.00	367.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$54k	500.00	106.99	View chart
Cbre Group Cl A (CBRE)	0.0	$52k	1.0k	51.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$50k	640.00	78.29	View chart
Rockwell Automation (ROK)	0.0	$47k	1.1k	42.09	View chart
O'reilly Automotive (ORLY)	0.0	$47k	400.00	117.25	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$47k	298.00	155.98	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$47k	3.00	15485.00	View chart
Progressive Corporation (PGR)	0.0	$46k	404.00	114.92	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$46k	175.00	265.25	View chart
Exxon Mobil Corporation (XOM)	0.0	$46k	54.00	853.17	View chart
Servicenow (NOW)	0.0	$46k	400.00	115.03	View chart
McDonald's Corporation (MCD)	0.0	$46k	139.00	330.13	View chart
Brown Forman Corp CL B (BF.B)	0.0	$45k	500.00	90.43	View chart
Kraft Heinz (KHC)	0.0	$45k	144.00	313.12	View chart
At&t (T)	0.0	$44k	87.00	509.06	View chart
Unilever Spon Adr New	0.0	$43k	379.00	113.48	View chart
Cummins (CMI)	0.0	$42k	3.2k	13.20	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$42k	50.00	833.48	View chart
Texas Instruments Incorporated (TXN)	0.0	$42k	35.00	1186.37	View chart
American Tower Reit (AMT)	0.0	$41k	6.00	6790.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$38k	32.00	1185.19	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$37k	263.00	140.90	View chart
Southern Company (SO)	0.0	$37k	203.00	182.07	View chart
Pilgrim's Pride Corporation (PPC)	0.0	$37k	30k	1.21	View chart
Danaher Corporation (DHR)	0.0	$35k	74.00	469.62	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.0	$35k	129k	0.27	View chart
Cisco Systems (CSCO)	0.0	$34k	245.00	139.63	View chart
Zimmer Holdings (ZBH)	0.0	$34k	343.00	98.74	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$34k	102.00	329.02	View chart
Intercontinental Exchange (ICE)	0.0	$33k	612.00	53.13	View chart
CSX Corporation (CSX)	0.0	$32k	100.00	319.59	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$32k	3.2k	9.88	View chart
Honeywell International (HON)	0.0	$32k	365.00	87.08	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$31k	10k	3.09	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$31k	114k	0.27	View chart
Morgan Stanley Com New (MS)	0.0	$31k	30.00	1017.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$30k	72.00	420.11	View chart
Colgate-Palmolive Company (CL)	0.0	$30k	349.00	85.90	View chart
Charles Schwab Corporation (SCHW)	0.0	$30k	1.3k	23.03	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$29k	1.00	29218.00	View chart
Shell Spon Ads (SHEL)	0.0	$29k	3.00	9537.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$28k	8.9k	3.16	View chart
Autodesk (ADSK)	0.0	$28k	3.0k	9.15	View chart
Northrop Grumman Corporation (NOC)	0.0	$27k	550.00	49.85	View chart
Carrier Global Corporation (CARR)	0.0	$26k	120.00	220.40	View chart
Fs Kkr Capital Corp (FSK)	0.0	$26k	1.3k	20.51	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$26k	24k	1.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$26k	688.00	37.41	View chart
Raymond James Financial (RJF)	0.0	$26k	53.00	485.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$26k	4.8k	5.34	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$25k	228.00	111.60	View chart
Baxter International (BAX)	0.0	$25k	90.00	281.66	View chart
Citigroup Com New (C)	0.0	$25k	253.00	98.42	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$25k	450.00	55.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$25k	258.00	96.45	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$25k	383.00	64.54	View chart
Heico Corp Cl A (HEI.A)	0.0	$24k	799.00	29.58	View chart
Kellogg Company (K)	0.0	$23k	456.00	50.02	View chart
Parker-Hannifin Corporation (PH)	0.0	$23k	4.00	5686.25	View chart
LKQ Corporation (LKQ)	0.0	$21k	138.00	154.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$21k	179.00	118.35	View chart
Marathon Petroleum Corp (MPC)	0.0	$20k	405.00	49.03	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$19k	550.00	35.27	View chart
salesforce (CRM)	0.0	$19k	50.00	379.88	View chart
Flex Ord (FLEX)	0.0	$19k	1.8k	10.83	View chart
Anthem (ELV)	0.0	$18k	83.00	221.90	View chart
Snap-on Incorporated (SNA)	0.0	$18k	25.00	734.68	View chart
Kkr & Co (KKR)	0.0	$18k	1.7k	10.50	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$18k	8.1k	2.22	View chart
Adobe Systems Incorporated (ADBE)	0.0	$18k	5.00	3527.60	View chart
Devon Energy Corporation (DVN)	0.0	$18k	808.00	21.70	View chart
General Mills (GIS)	0.0	$18k	6.7k	2.60	View chart
Caci Intl Cl A (CACI)	0.0	$18k	353.00	49.46	View chart
TransDigm Group Incorporated (TDG)	0.0	$17k	19.00	901.84	View chart
Valero Energy Corporation (VLO)	0.0	$17k	3.7k	4.65	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$17k	482.00	35.20	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.0	$17k	100.00	168.96	View chart
Becton, Dickinson and (BDX)	0.0	$17k	160.00	105.29	View chart
Palantir Technologies Cl A (PLTR)	0.0	$17k	30.00	553.37	View chart
Duke Energy Corp Com New (DUK)	0.0	$17k	33.00	502.52	View chart
Waters Corporation (WAT)	0.0	$17k	210.00	78.52	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$16k	50.00	323.26	View chart
Natera (NTRA)	0.0	$16k	5.00	3219.40	View chart
FirstEnergy (FE)	0.0	$16k	2.00	7746.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$15k	24k	0.64	View chart
Smucker J M Com New (SJM)	0.0	$15k	53.00	286.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$15k	257.00	58.98	View chart
Campbell Soup Company (CPB)	0.0	$14k	2.5k	5.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$14k	30.00	475.07	View chart
Copart (CPRT)	0.0	$14k	500.00	28.42	View chart
Darden Restaurants (DRI)	0.0	$14k	24.00	586.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$14k	465.00	30.18	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$14k	94.00	145.43	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.0	$14k	42.00	325.36	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$14k	170.00	79.78	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$13k	300.00	44.69	View chart
Sap Se Spon Adr (SAP)	0.0	$13k	310.00	43.10	View chart
Cadence Bank	0.0	$13k	6.9k	1.93	View chart
Medtronic SHS (MDT)	0.0	$13k	2.2k	6.00	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$13k	1.4k	9.76	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$13k	408.00	32.25	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$13k	2.8k	4.59	View chart
Moderna (MRNA)	0.0	$13k	230.00	56.15	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$13k	137.00	93.66	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$13k	300.00	42.68	View chart
FedEx Corporation (FDX)	0.0	$13k	5.7k	2.27	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$13k	85.00	150.07	View chart
Live Nation Entertainment (LYV)	0.0	$13k	700.00	18.21	View chart
Eaton Corp SHS (ETN)	0.0	$12k	57.00	216.68	View chart
W.R. Berkley Corporation (WRB)	0.0	$12k	712.00	17.22	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$12k	1.2k	9.53	View chart
Constellation Brands Cl A (STZ)	0.0	$12k	316.00	37.08	View chart
Brown & Brown (BRO)	0.0	$12k	42.00	276.90	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$12k	24k	0.48	View chart
Casella Waste Sys Cl A (CWST)	0.0	$11k	2.4k	4.73	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$11k	235.00	48.40	View chart
Ollies Bargain Outlt Hldgs I (OLLI)	0.0	$11k	113.00	100.00	View chart
Comcast Corp Cl A (CMCSA)	0.0	$11k	215.00	51.00	View chart
Peoples Ban (PEBO)	0.0	$11k	2.2k	4.87	View chart
West Pharmaceutical Services (WST)	0.0	$11k	270.00	38.87	View chart
International Paper Company (IP)	0.0	$11k	83.00	126.42	View chart
Molson Coors Beverage CL B (TAP)	0.0	$10k	143.00	72.72	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$10k	1.6k	6.60	View chart
Reinsurance Grp Of America I Com New (RGA)	0.0	$10k	350.00	29.09	View chart
Main Street Capital Corporation (MAIN)	0.0	$9.9k	103.00	96.13	View chart
Uber Technologies (UBER)	0.0	$9.8k	726.00	13.49	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$9.7k	129.00	75.36	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$9.6k	343.00	27.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$9.5k	340.00	28.05	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.0	$9.5k	1.4k	6.66	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.0	$9.4k	124.00	75.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$9.4k	26k	0.36	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$9.2k	680.00	13.60	View chart
GSK Sponsored Adr (GSK)	0.0	$9.2k	50.00	183.68	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.0	$9.0k	20.00	451.80	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$9.0k	192.00	46.74	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$8.9k	4.6k	1.93	View chart
C3 Ai Cl A (AI)	0.0	$8.7k	35.00	247.71	View chart
Key (KEY)	0.0	$8.5k	140.00	60.88	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$8.5k	86.00	99.06	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$8.5k	908.00	9.38	View chart
Metropcs Communications (TMUS)	0.0	$8.4k	13.00	644.54	View chart
CSG Systems International (CSGS)	0.0	$8.4k	900.00	9.29	View chart
American Intl Group Com New (AIG)	0.0	$8.3k	210.00	39.63	View chart
Oneok (OKE)	0.0	$8.2k	500.00	16.49	View chart
MetLife (MET)	0.0	$8.2k	500.00	16.47	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.0	$8.0k	80.00	100.35	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$7.9k	286.00	27.59	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$7.7k	125.00	61.70	View chart
Turning Pt Brands (TPB)	0.0	$7.4k	14.00	530.07	View chart
Tyler Technologies (TYL)	0.0	$7.3k	100.00	73.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$7.3k	590.00	12.30	View chart
Backblaze Com Cl A (BLZE)	0.0	$7.0k	23k	0.31	View chart
Starbucks Corporation (SBUX)	0.0	$6.9k	1.0k	6.94	View chart
Phillips 66 (PSX)	0.0	$6.8k	900.00	7.56	View chart
WesBan (WSBC)	0.0	$6.8k	40.00	169.57	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$6.8k	91.00	74.42	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$6.6k	303.00	21.89	View chart
Southwest Airlines (LUV)	0.0	$6.5k	1.00	6487.00	View chart
Agilent Technologies Inc C ommon (A)	0.0	$6.4k	16.00	401.88	View chart
Cipher Mining (CIFR)	0.0	$6.3k	500.00	12.59	View chart
Viking Holdings Ord Shs (VIK)	0.0	$6.2k	35.00	177.60	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$6.2k	1.7k	3.67	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$6.1k	237.00	25.86	View chart
Chewy Cl A (CHWY)	0.0	$6.1k	500.00	12.14	View chart
Netflix (NFLX)	0.0	$6.0k	4.3k	1.38	View chart
Texas Roadhouse (TXRH)	0.0	$5.8k	50.00	116.32	View chart
Cormedix Inc cormedix (CRMD)	0.0	$5.8k	1.3k	4.64	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$5.8k	265.00	21.70	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$5.7k	29.00	196.38	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.0	$5.7k	156.00	36.38	View chart
Oppfi Com Cl A (OPFI)	0.0	$5.7k	4.3k	1.32	View chart
Accel Entertainment Com Cl A1 (ACEL)	0.0	$5.5k	50.00	110.70	View chart
Trust For Professional Man Jensen Quality (JGRW)	0.0	$5.5k	75.00	72.77	View chart
Ofs Credit Company (OCCI)	0.0	$5.4k	88.00	61.48	View chart
Argan (AGX)	0.0	$5.4k	120.00	45.01	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$5.4k	8.00	673.38	View chart
Travelers Companies (TRV)	0.0	$5.3k	200.00	26.53	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$5.1k	300.00	17.03	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$5.1k	211.00	24.00	View chart
PPL Corporation (PPL)	0.0	$4.9k	3.7k	1.31	View chart
Dollar General (DG)	0.0	$4.9k	134.00	36.25	View chart
Nexxen Intl Shs New (NEXN)	0.0	$4.6k	65.00	71.15	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$4.6k	112.00	40.73	View chart
Air Products & Chemicals (APD)	0.0	$4.4k	20.00	220.55	View chart
Aptiv Com Shs (APTV)	0.0	$4.3k	25.00	172.44	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$4.3k	565.00	7.63	View chart
ConAgra Foods (CAG)	0.0	$4.3k	87.00	48.99	View chart
Textron (TXT)	0.0	$4.2k	452.00	9.35	View chart
Cracker Barrel Old Country Store (CBRL)	0.0	$4.1k	150.00	27.61	View chart
Compass Minerals International (CMP)	0.0	$4.1k	233.00	17.70	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$4.0k	371.00	10.90	View chart
Hanesbrands (HBI)	0.0	$4.0k	93.00	42.52	View chart
Joby Aviation Common Stock (JOBY)	0.0	$3.8k	403.00	9.41	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$3.5k	528.00	6.66	View chart
Bitdeer Technologies Group Cl A Ord Shs (BTDR)	0.0	$3.4k	160.00	21.36	View chart
Gra (GGG)	0.0	$3.4k	775.00	4.39	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$3.3k	201.00	16.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$3.1k	1.0k	3.08	View chart
Embraer Sponsored Ads (EMBJ)	0.0	$3.0k	1.6k	1.87	View chart
Ameriprise Financial (AMP)	0.0	$2.9k	3.3k	0.91	View chart
Novo-nordisk A S Adr (NVO)	0.0	$2.8k	20.00	138.75	View chart
Msc Indl Direct Cl A (MSM)	0.0	$2.8k	100.00	27.65	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.0	$2.6k	600.00	4.41	View chart
Cherry Hill Mort (CHMI)	0.0	$2.5k	150.00	16.60	View chart
Airbnb Com Cl A (ABNB)	0.0	$2.4k	2.5k	0.99	View chart
Evergy (EVRG)	0.0	$2.2k	409.00	5.39	View chart
Tidal Trust Iii Azoria 500 Merit	0.0	$2.1k	35.00	61.00	View chart
Biogen Idec (BIIB)	0.0	$2.1k	200.00	10.51	View chart
Richtech Robotics CL B (RR)	0.0	$1.5k	135.00	11.13	View chart
Embecta Corp Common Stock (EMBC)	0.0	$1.4k	50.00	28.22	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$1.4k	500.00	2.72	View chart
Brown Forman Corp Cl A (BF.A)	0.0	$1.1k	1.7k	0.69	View chart
Sherwin-Williams Company (SHW)	0.0	$1.0k	12.00	86.58	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$1.0k	1.7k	0.58	View chart
PetMed Express (PETS)	0.0	$1.0k	5.6k	0.18	View chart
Sutro Biopharma	0.0	$869.000000	5.00	173.80	View chart
Advanced Micro Devices (AMD)	0.0	$808.991500	205.00	3.95	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$719.986500	965.00	0.75	View chart
Lucid Group Com New (LCID)	0.0	$714.000000	25.00	28.56	View chart
Sofi Technologies (SOFI)	0.0	$661.000000	4.00	165.25	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$652.000500	15.00	43.47	View chart
Ge Vernova (GEV)	0.0	$614.988100	347.00	1.77	View chart
Upwork (UPWK)	0.0	$464.966500	1.3k	0.35	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$463.951500	1.1k	0.42	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$338.010000	2.9k	0.12	View chart
Five Below (FIVE)	0.0	$309.996000	327.00	0.95	View chart
Block Cl A (XYZ)	0.0	$289.996200	306.00	0.95	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$280.000000	140.00	2.00	View chart
Symbotic Class A Com (SYM)	0.0	$269.943100	1.4k	0.19	View chart
Paypal Holdings (PYPL)	0.0	$268.983500	355.00	0.76	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$240.000000	20.00	12.00	View chart
Spdr Series Trust Portfolio S&p500 (SPYM)	0.0	$236.000000	800.00	0.29	View chart
Coeur Mng Com New (CDE)	0.0	$151.012500	375.00	0.40	View chart
Virgin Galactic Holdings Com New (SPCE)	0.0	$135.960000	824.00	0.17	View chart
Humankind Benefit Corporatio Humankind Us Stk (HKND)	0.0	$106.994300	353.00	0.30	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$91.002600	78.00	1.17	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$74.995200	126.00	0.60	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$65.013000	390.00	0.17	View chart
Nike CL B (NKE)	0.0	$39.990000	516.00	0.08	View chart
Sealsq Corp Ord Shs (LAES)	0.0	$37.989000	630.00	0.06	View chart
Pharmacyte Biotech Com New (PMCB)	0.0	$1.000000	50.00	0.02	View chart
Nice Sponsored Adr (NICE)	0.0	$0	0	0.00	View chart

Past Filings by Accredited Wealth Management

SEC 13F filings are viewable for Accredited Wealth Management going back to 2025

Accredited Wealth Management 2025 Q3 filed Nov. 12, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z