Accredited Investors Inc. 13F Holdings
CIK 0001518364 · EDINA, MN
As of Sep 30, 2025, Accredited Investors Inc. reported 264 positions worth
CIK 0001518364 · EDINA, MN
As of Sep 30, 2025, Accredited Investors Inc. reported 264 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 2,578,796 | $229.6M | 12.91% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 4,805,946 | 23.6M | 6.95% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,649,266 | 07.6M | 6.05% |
| VANGUARD VALUE INDEX FUND | VTV | — | 474,488 | $88.5M | 4.98% |
| ISHARES CORE S&P 500 ETF | IVV | — | 129,176 | $86.5M | 4.86% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 634,484 | $75.4M | 4.24% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 303,453 | $73.4M | 4.13% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 783,700 | $65.5M | 3.68% |
| APPLE INC | AAPL | Technology | 244,431 | $62.2M | 3.50% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 79 | $59.6M | 3.35% |
| ISHARES MSCI EAFE ETF | EFA | — | 621,783 | $58.1M | 3.26% |
| ROBLOX CORP | RBLX | Communication Services | 376,574 | $52.2M | 2.93% |
| AMAZON.COM INC | AMZN | Equity | 232,446 | $51.0M | 2.87% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 99,393 | $46.6M | 2.62% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 767,507 | $42.5M | 2.39% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 428,900 | $34.2M | 1.92% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 200,795 | $28.6M | 1.61% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 201,195 | $27.7M | 1.56% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 49,666 | $25.0M | 1.40% |
| MICROSOFT CORP | MSFT | Technology | 42,196 | $21.9M | 1.23% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 363,145 | $21.8M | 1.22% |
| SPDR S&P 500 ETF TRUST | SPY | — | 26,499 | 7.7M | 0.99% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 242,948 | 6.5M | 0.93% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 51,943 | 5.2M | 0.86% |
| NVIDIA CORP | NVDA | Technology | 75,439 | 4.1M | 0.79% |