Accredited Wealth Management, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002056519 · LOUISVILLE, KY

As of Sep 30, 2025, Accredited Wealth Management, LLC reported 431 positions worth 32.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
AVANTIS US EQUITY ETF	AVUS	—	7,227	5.4M	11.70%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	IXUS	—	24,281	$9.9M	7.50%
VANECK MORNINGSTAR WIDE MOAT ETF	MOAT	—	3,610	$8.5M	6.47%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	18,574	$7.7M	5.83%
FIDELITY TOTAL BOND ETF	FBND	—	13,968	$6.6M	4.96%
VANGUARD DIVIDEND APPREC ETF	VIG	—	2,230	$5.4M	4.07%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND	VIGI	—	2,358	$4.9M	3.73%
VANGUARD SHORT-TERM TREASURY INDEX FUND	VGSH	—	5,060	$4.8M	3.67%
2023 ETF SERIES TRUST II	QLTY	—	3,898	$3.6M	2.72%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	6,603	$3.5M	2.65%
VANGUARD MID-CAP INDEX FUND	VO	—	2,005	$3.4M	2.54%
AVANTIS INTERNATIONAL EQUITY ETF	AVDE	Equity	9,050	$3.2M	2.44%
VANGUARD SHORT-TERM BOND INDEX FUND	BSV	—	6,403	$2.9M	2.22%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	BOND	—	11,480	$2.9M	2.21%
MICROSOFT CORP	MSFT	Technology	500	$2.7M	2.03%
APPLE INC	AAPL	Technology	50	$2.1M	1.56%
VANGUARD CORE BOND ETF	VCRB	—	100	.9M	1.43%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	960	.9M	1.42%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	VEU	—	700	.9M	1.40%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	138	.4M	1.10%
ISHARES GOLD TRUST	IAU	—	240	.3M	0.98%
VANECK MORNINGSTAR INTERNATIONAL MOAT ETF	MOTI	—	83,872	.3M	0.95%
ORACLE CORP	ORCL	Technology	435	.2M	0.91%
THERMO FISHER SCIENTIFIC INC	TMO	Healthcare	100	.2M	0.91%
ISHARES CORE S&P MID-CAP ETF	IJH	—	225	.2M	0.90%